Memo #22: How to update clients on quote requests

  1. It is a material advantage to quote early, and accurately.
  2. Clients will then have an option of: (a) committing early and locking in a quote, or (b) to continue searching. If you deliver a quote late, then you may lose the opportunity to secure an earlier tender – perhaps someone who did quote early, won the job.
  3. Clients need to know when the quote is coming. I also need to know. They are anxious about completing their tender. You must constantly update them. Here is the perfect example.

(1) ETA for the member count: e.g.

Material Take off report – ETA: Tuesday 21st March close of business AEST.

Member Count off report – ETA: Tuesday 21st March close of business AEST.

(2) A note for when it was started:

Material Takeoff Started on Friday 17th March, 9:00 PM AEST

(3) A note for when it was finished:

Preliminary Drafting for Material Takeoff Completed on 20th March 1:35AM AEST

And then Sushil will add in when it was finally delivered.


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *