PRACTICAL WORKFLOW

Inquiries and quotes under control

You sent the quote, but you don't know what's happening with it. The client might be waiting for an explanation, you're waiting for a reply, and the deadline is slowly expiring. This approach is for a business that is already receiving relevant inquiries. If you're not getting them, record-keeping alone won't create new interest.

Every open quote has a person, a deadline, and a next step. Start with one case or choose the working kit for a team procedure. You can use the material alongside your current system.

CHOOSE THE SCOPE

One case or a repeatable team procedure

01 · ONE-TIME

Microproduct · €29

One quote with a verified status, owner, and next step.

A focused guide, interactive tool, worked example and checklist. You apply it yourself.

02 · ONE-TIME

Working kit · €99

A shared 14-day procedure for open inquiries and quotes.

Includes the microproduct plus setup steps, roles, checks and a register for the same topic. Your team implements it.

03 · OPTIONAL

Help with implementation

If several roles, access levels or integrations are involved, we can define a separate diagnostic and written scope.

Discuss one workflow →

Sales are not open yet. After purchase, access will depend on the bought topic and tier. English delivery includes a protected web guide and ZIP. Notion templates are not part of the first release. Individual setup and guaranteed business results are not included.

LOOK INSIDE

Real samples and exactly what each format includes

Cover for EN · Inquiries and Quotes Under Control | MicroproductSample steps and fields from EN · Inquiries and Quotes Under Control | Microproduct

The preview shows real step names and sample fields. The full guide and tool are available after purchase.

MICROPRODUCT · WHAT IS INSIDE

One quote with a verified status, owner, and next step.

You sent the quote, but you don't know what's happening with it. The client might be waiting for an explanation, you're waiting for a reply, and the deadline is slowly expiring. This approach is for a business that is already receiving relevant inquiries. If you're not getting them, record-keeping alone won't create new interest.

Result to work toward: One quote with a verified status, owner, and next step.

Included: A procedure for one specific case, a checklist, a marked model example, and a tool on the topic.

First steps: Choose a quote where you don't know the next step → Distinguish the actual status from your own impression.

Questions before choosing

Do I need a new CRM?

No. If you have a usable CRM, work directly in it. The register included in the kit is a helper tool for when you don't currently have a reliable overview.

Who is this product for?

For the owner or the responsible person in a service business who is dealing with this specific problem: You sent the quote, but you don't know what's happening with it.

What exactly do I get?

A procedure for one specific case, a checklist, a marked model example, and a tool on the topic. After purchase, both a protected website and a downloadable ZIP will be available. The content is in English.

What's the difference between the microproduct and the working kit?

The microproduct walks you through one case. The working kit adds implementation of the procedure for a team, roles, control, and a register. The working kit is a separate, larger scope; purchasing the microproduct does not automatically deduct from the working kit's price.

Do I need Excel, Google Sheets, or Notion?

No. The tool works on the protected website as well as standalone in HTML within the ZIP. The website stores data locally in that browser; it does not sync data between devices.

Cover for EN · Inquiries and Quotes Under Control | Working KitSample steps and fields from EN · Inquiries and Quotes Under Control | Working Kit

The preview shows real step names and sample fields. The full guide and tool are available after purchase.

WORKING KIT · WHAT IS INSIDE

A shared 14-day procedure for open inquiries and quotes.

You sent the quote, but you don't know what's happening with it. The client might be waiting for an explanation, you're waiting for a reply, and the deadline is slowly losing its validity. This procedure is for a business that is already receiving relevant inquiries. If you're not, record-keeping alone won't create new interest.

Result to work toward: A shared 14-day procedure for open inquiries and quotes.

Included: A working implementation procedure, roles and checks, copyable templates, model examples, a register, and a tool on the topic.

First steps: Map your intake and take a baseline snapshot → Agree on statuses and transition conditions.

Questions before choosing

Do I need a new CRM?

No. If you have a usable CRM, work directly in it. The register in the kit is an aid for when you don't currently have a reliable overview.

Who is this product for?

For the owner or the person responsible in a service business who is dealing with this specific problem: you sent the quote, but you don't know what's happening with it.

What exactly will I get?

A working implementation procedure, roles and checks, copyable templates, model examples, a register, and a tool on the topic. After purchase, both a protected website and a downloadable ZIP will be available. The content is in English.

What's the difference between the microproduct and the kit?

The microproduct walks you through one case. The working kit adds implementation of the procedure for a team, roles, checks, and a register. This kit also includes the micro procedure.

Do I need Excel, Google Sheets, or Notion?

No. The tool works both on the protected website and standalone in HTML in the ZIP. The website stores data locally in that browser; it does not sync between devices.