3 quoting tips to win new customers and projects

WorkGuru | 3 quoting tips to win new customers and projects

Quotes are a key part of how your business wins new work. Because of this, quoting is a great tool to help you make more money and get work. Here are some tips on how you can up your quoting game.


Quick turnaround

When a customer asks for work, getting a quote to them quickly can help them pick you over your competitors. Getting a quote quickly can help a customer feel you prioritise them. It also can demonstrate competence and organisation which helps build their confidence in your skillset. Plus, you get your quote out before your competitors, meaning they might choose you before other businesses even get a look in. 

Of course, it’s key to not sacrifice quality or accuracy to get your quote out fast but to build systems, templates and processes that help you get good quotes out fast. If you aren’t able to quote quickly, like when the job is very bespoke, it’s important to stay in touch with the potential customer and let them know you haven’t forgotten them!


Use quoting as a sales tool

In a lot of cases, the quote will be the first formal communication a customer will receive from your business, and it might be the only thing they used to make their decision. Because of that, it’s important to make it easy to read and well branded. There are also more things you can do to help sell your business on your quote.

For example, don’t forget to include your value-adds on your quote even if they’re free. If you offer a six-month warranty, include it. A monthly check-up after the job is done? Include it! You can even include your review rating, awards you’ve won and key benefits to engaging your business in your quote template.

Read "Invoicing As Part Of Your Sales Funnel: 4 Ways Your Billing Can Improve Your Customer Loyalty"


Transparent and easy to understand

While there are a lot of great things you can add to the quote, remember that the key information that the customer needs to make a decision is easy to read. Your quote, the amount you’re expecting the customer to pay, payment methods and when money would be due should be really easy to read and understand. If this information is too complicated your quote might fall into the “too hard” category and lose you the job. You might have the best pricing and value, but if your customers can’t see that on the quote, then they won’t choose you.


Check out Xero's blog for more tips

Want help getting quotes out the door on time?

WorkGuru is a project management solution that can help you with everything from quoting to the final invoice. If you are looking for a solution that can help you template your quotes and projects and quote clients faster and smoother then WorkGuru is a great fit. 

Find out more about how WorkGuru can help you template your quotes, projects and more. Book in a free demo today.