Weekend Power Deposit: Build Your Quote Template
This weekend, put the pieces together into one reusable quote template.
Use this structure:
Quote Template
Quote Title:
[Customer Name] — [Service Name]
Date:
[Date sent]
Prepared For:
[Customer name]
Service / Project:
[Service name]
Scope of Work:
This quote includes:
Timing:
[Date, timeline, appointment window, project schedule, or recurring schedule]
Price:
Total: $____
Payment Terms:
[Deposit, due date, invoice timing, payment methods]
Important Notes:
[Any limits, customer responsibilities, materials, access needs, expiration date, or scope-change note]
To Approve:
[Reply instructions, deposit step, signature step, booking step]
Questions:
[Simple line inviting questions or adjustments]
Here is a sample:
Quote: Website Cleanup Session
Prepared For:
[Customer Name]
Service:
Website Cleanup Session
Scope of Work:
This quote includes:
- Homepage headline review
- Service clarity review
- Call-to-action cleanup
- Contact path check
- Written priority improvement notes
Timing:
Work can begin once the quote is approved and the website link, login details if needed, and project notes are received. Estimated completion is [timeline].
Price:
Total: $____
Payment Terms:
Payment is due [when]. Payment can be made by [methods].
Important Notes:
This quote covers the items listed above. Any additional pages, design changes, or expanded work will be quoted before continuing.
To Approve:
Reply with “Approved” and send the requested project details. I’ll confirm the start date and next step.
Here is another:
Quote: Home Watch Visits
Prepared For:
[Customer Name]
Service:
Home Watch Visits
Scope of Work:
This quote includes:
- Scheduled property visits
- Exterior visual check
- Interior walkthrough
- Mail or package check
- Basic issue spotting
- Update after each visit
Timing:
Visits will take place [weekly/biweekly/monthly] from [start date] through [end date].
Price:
$____ per visit / $____ total
Payment Terms:
Payment is due [when]. Accepted payment methods: [methods].
Important Notes:
Customer must provide access instructions, emergency contact information, and any special property notes before the first visit.
To Approve:
Reply confirming the schedule and service address. Once confirmed, I’ll send the first visit confirmation.
That is a real quote.
Clear enough to approve.
Clear enough to keep you organized.
Clear enough to reduce weird back-and-forth.
Good.
That is what we want.
Weekend Power Deposit:
Create one reusable quote or proposal template for a service you sell regularly.
Prompt:
Can the customer understand what is included, what it costs, when it happens, and how to approve it?
