For existing clients, do you always call them before sending a quote?
  v3.0 Posted at 20/10/2010 7:55 PM by System Account
If you have an existing client, who is already impressed with your work, you don't need to go to the trouble of meeting then to show them an estimate. However, you should at least call them. When you're competing for someone's business, what could be worse than losing the work simply because the client either didn't receive your email, or was too busy to read it? For this reason, always call the client before you send a quote. This way, they know you are about to send them something so will look out for it.

Hi Ed,

As per our conversation today, here is a ballpark schedule for the work we talked about. As you can see all the items are listed separately so you can identify how the estimate is put together. I'm very happy to discuss these estimates with you so feel free to give me a call.

Figure: Always call the client to let them know that you are about to send a quote across, then send an " As per our conversation" email.

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address: