Every follow‑up, with the facts at hand.
- Get the information ready
Put your products, services, pricing rules and common questions into one document.
- Set it up
Set it up so you type in a client’s situation and get follow-up points and a draft quote.
- A person checks
You read it before it goes out. Whatever keeps going wrong gets fixed in the document.
What you getA follow-up routine you can reuse, and notes that get better the more you use them.