Free one-page checklist

Follow up the quote with the facts in front of you.

A printable A4 checklist for the moments before and after a follow-up. No email gate, account, or customer-data upload.

Download quote-follow-up-checklist.pdf View accessible HTML

What is on the page

• Checks for replies, quote facts, consent, and customer context
• Four useful reasons to follow up: receipt, clarification, decision, or closeout
• A pre-send check for placeholders, claims, recipient, attachments, and tone
• Simple OPEN, WAITING, WON, LOST, LATER, and CLOSED outcomes

What it does not do

The checklist does not decide whether contact is lawful, send anything, or replace the written quote and normal business process. It does not promise a reply or sale.