Free sales worksheet / 02
The estimate is sent.
The decision still needs a path.
Plan a thoughtful follow-up for work you have already quoted. Know when to check in, what to say, and when to stop.
01 / Your estimate
Set the dates.
Use an example first, then replace it with your own details. This page makes drafts only. It does not send, store or track a message.
02 / Your follow-up
A useful next note.
These are suggestions for an existing estimate, not automatic emails. Review every date and message; remove a step if the client has already answered.
When the list gets longer
Put open quotes in one place.
Mongoose Quote Sprint sets up a simple pipeline, next-action tasks and a review rhythm in Mongoose CRM. Managed implementation comes through Aduro Enterprise.