Free guides for one-person businesses
Plain how-tos for the work around a quote, from the first reply to getting paid. Each one is short and covers one job.
- How to follow up on a quote A plain method for following up on a quote. Give every inquiry a next step and a date, then send the right message when the date comes.
- Set up a follow-up tracker in Excel How a follow-up tracker in Excel works, what each Due flag means, why the sheet is built the way it is, and how to use it each day.
- What to do after you win a job What to do after a customer says yes. Confirm in writing, settle the deposit, run the job from a checklist, and send the invoice.
- How to price a job A method for pricing a job, step by step. Work out your hourly pay, count your costs and hours, find a floor price, add margin and round up.
Need a tool to go with them? Try the free follow-up tracker. Made for Microsoft Excel. If you open it in another spreadsheet app, check the Due column before you rely on it.
Get new how-tos by email
Leave your email to hear about new how-tos and news of the back-office guide.
The two questions are optional. They tell us which trades and quoting habits to cover first.