Make a quote request checklist
What you need from a customer before you can price the job.
Open prompt: Make a quote request checklistEst. time saved: 45–60 minutes per checklist
See where quotes wait, loop back or arrive incomplete.
Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.
You're helping me find where quotes get stuck in my business. Use only the data I give you. Don't change anything. The steps a quote goes through: [E.G. INQUIRY, SITE VISIT, PRICING, MY CHECK, SENT] Who handles each step: [NAMES OR ROLES] How fast we'd like quotes to go out: [E.G. WITHIN 2 WORKING DAYS, OR "NO TARGET"] Recent quotes (one per line, with the date and time of each step): [PASTE YOUR LIST] Please: 1. Check the data. List any quote with missing or odd dates, and leave those gaps out of the sums. Don't fill them in. 2. Work out how long each step took, and the total for each quote. Show the working. 3. Show which steps take longest and which come up most often as the hold-up. 4. Keep what the numbers show separate from guesses about why. 5. Suggest up to three small changes to try, with how we'd know if each one worked. Rules: - Use only my data. Don't invent dates, targets or causes. - If we don't have a target, don't make one up. - Point to steps, not people.
A made-up example of what the brackets might say.
What you need from a customer before you can price the job.
A quote built from your own prices and scope, with gaps flagged, not guessed.
Find where a process gets stuck and how to simplify it.
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