Quotations and handovers · ASRR Tech
When should you schedule quotation follow-up?
Align timing with the customer’s expected review. Record the arrangement when sending and adjust it when decision-making changes.
A practical example
The customer reviews the proposal after a meeting next week.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Ask about review timing.
- Schedule a next action.
- Check changed timing.
What does success look like?
Follow-up aligns with a known decision point.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Quotations and handovers: the wider process
A quotation records the offer, its conditions and the customer’s next step. Make the version received by the customer identifiable. Changes to price or scope can affect follow-up, scheduling and delivery. Agree who can make changes, who reviews them and what approval is sufficient for the next step. Walk through an example from enquiry to handover. Include a rejected quotation and a change after sending; these often reveal unclear expectations.