Selling & quotes prompts (page 3)
Turn job notes into a clear quote, follow up without sounding pushy, explain a price rise and win back quiet customers. Built for small firms and sole traders.
52 Just ask prompts · 22 recipes and combos. Free to browse; the full prompt needs a free account.
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Turn one-off customers into a monthly membership
Income goes up and down with the seasons. Get a simple membership or subscription offer that gives customers a good deal and you a steady income.
Turn your day rate into project prices without underquoting
Clients want a fixed price and you quote by the day. Get project packages that protect your rate and spell out what's included.
Update an old quote when your costs have gone up
A customer comes back months later ready to go ahead on an old quote, but materials and your rates have risen since. Get a reply that updates the price without losing the job.
Win back a customer who left for a competitor
A regular customer has quietly gone elsewhere. Find out why and get a message that gives them a reason to come back, without begging or a desperate discount.
Win back customers who quietly stopped coming
Regulars drift away and nobody notices until the diary's quiet. Paste your customer list and get it sorted, with three short messages to bring the best ones back.
Write payment terms customers can't say they missed
Late payers say they "didn't realise". Get short, clear payment terms for quotes and invoices, and a line to say them out loud.
Write an intro email from your notes
You met someone or found their name and the first email is still unwritten. A first email uses the reason and the name you typed, and you send it yourself.
Answer an objection from your own notes
Objections get a long reply written in the moment, and the useful version is never saved. The reply is short, uses only your approved points, and is saved on the thread.
Ask for a referral after a finished job
Happy clients are never asked, or they are asked with a long email that goes out too late. Finished jobs you choose get one short referral note, sent only if you accept it.
Compare two options for a buyer
A buyer asks which option to pick and the answer is rewritten from memory each time. The buyer gets a comparison that uses only the two descriptions you pasted.
Confirm a booking in your own words
The booking tool sends a default email that does not say what the person should prepare. The guest receives one confirmation you accepted, with the preparation line from your note.
Draft a first email from a list you already have
A list of names sits in a sheet and the first email is either generic or never written. Each row you choose has one accepted email, and unaccepted rows are not sent.
Draft a proposal from call notes
The proposal starts from a blank page the day after the call, when the specifics are already fuzzy. A first draft exists, built only from the notes, and waits for a person to send it.
Draft a studio proposal from the enquiry
Studio enquiries arrive by email and the proposal repeats the same paragraphs with the wrong project name. The draft names this project and this deliverable, and leaves fee as not stated unless the enquiry has a number.
File a web form into the CRM
Web forms arrive by email and the CRM is updated at the end of the week, if at all. The contact fields are filled only from the form, and a duplicate email is flagged.
Follow up people who left a badge scan or a form
After an event the scans sit in a spreadsheet until the conversations are cold. Each scan you keep has a follow-up draft and a contact, and the rest are marked ignore.
Offer a new time after a no-show
Someone misses a call and the slot is forgotten. A no-show produces one calm reschedule note and a status on the booking.
Prepare a call from public sources
A call starts with a scramble through old tabs. The caller has a one-page brief that separates public facts from things that were not found.
Qualify an inbound form before it becomes a deal
Every form submission becomes a deal, including the ones that are only a question or a student project. Each submission is marked pursue or decline, with the reason taken from the answers.
Record why a deal was won or lost
Closed deals disappear. Each closed deal has a reason note that quotes what the buyer actually said.
Review deals that have stopped moving
The pipeline looks busy because old deals are still open. Each stale deal is marked keep, close, or ask, with a reason taken from the export.
Score a list you already exported
Every name on a list looks equally urgent, so the week is spent on the loudest one. The sheet has a score and a reason for each row, using only the columns you defined.
Send a document for signature
Approved documents sit unsigned because the sending step is a fresh chore each time. An approved document is sent for signature with the signer and the field names checked first.
Tidy notes onto the CRM record
Useful details stay in a notebook. The record carries a short note a colleague can act on without the notebook.
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