A Quote is your one shot at winning a job

Quoting is one of the most important parts of running a small business, especially if you are a one-man band. It can also become one of the most frustrating aspects of a small business, as well as a time-consuming part of your day.

Crafting the ideal quote is only one part. In addition, you may be trying to figure out who’s a tyre kicker or price shopper. Most of all, communication is key — mumbling a vague number to a client over the phone while you’re driving, or jotting down a few lines onto a notepad isn’t ideal for creating that trustworthy and speedy experience for the client. Ultimately, a quote is your one shot at winning a job.

That’s why we’ve created this checklist of 8 trusted tips, to help you create a winning quote every single time.

How are you currently quoting a job?

Take stock of your current process for contacting and quoting customers.

A quote is a formal document that you should take some time over. Produce a document that is detailed, clear, fair – and get it delivered promptly and you dramatically improve your chances of winning a job.

It’s also important to remember, price is not the sole reason for someone choosing you. That means charging a fair price and emphasizing your workmanship, service and the value you provide. Most people are willing to pay extra if they receive service that they can rely on, and that they know will go over and above what they expect. There are always going to be cheaper rivals, so standing out is just as important for staying competitive.

8 ways to produce a winning written Quote or Proposal as a Tradesman or service Provider. If you want to up your quoting game, try these essential tips.

Be accurate

Particularly when it comes to the numbers, otherwise your work is going to look shoddy – a sure way to lose a job

Itemize everything in detail

Especially for larger more complex jobs – always work on the assumption that more detail is better.

Define what is and isn't in scope

Make it clear what works are covered in your quote, and what is not. This will help avoid any unnecessary surprises and sets clear expectations for the customer.

Include a project schedule

Include a timeframe and schedule of works indicating how long the project could take, and giving your client an idea of how long their life could be disrupted.

Detail upgrade options

Give options for an upgrade and what it will cost. This shows that you’ve got initiative, and gives them an option they may not have thought of.

Showcase why you're a trusted Tradesman or Service Provider

Make your qualifications, license number and industry associations visible so people know you have the right training and experience

Include customer testimonials

Include references and customer testimonials to emphasize that you are trustworthy and reliable.

Include all company information and how to contact you

Make it easy for people to get in touch with you, so make sure your contact details are easy to find.

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