A simple tracker for quotes and follow-ups that you can set up in one afternoon.
You do not need fancy software to stop losing quotes. A simple sheet is enough to start.
- Your problem: You cannot tell which quotes need a call today.
- What JG does: JG builds the tracker around your real jobs, adds reminders, and makes sure your team uses it.
- What you get: Every quote has an owner and a date, and nothing depends on memory.
What goes in the tracker
- Customer name and phone
- The job and the price
- Who owns the quote
- The next step
- The date of the next step
- Status: open, won, or lost
How to use it
- Add every quote the day you send it.
- Each morning, sort by date. Do what is due today.
- Each Friday, find any row with no date. Fix it.
How JG fixes this for your business
A tracker only helps if people use it every day. JG builds it into how your team already works. JG will:
- Design the tracker around your real quotes and jobs.
- Add reminders and a weekly check so nothing depends on memory.
- Connect it to the handoff from sold quote to scheduled job.
- Train your team and check that it is being used.
Get free access to the Starter Fix Kit and see the tracker, then tell JG where follow-ups slip.
Sources
No outside source. The tracker columns and the daily and Friday routines are JG's own suggestions.