A quote tracking spreadsheet, and what it will not do

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Six columns: date, customer, job, price, last chased, status. It keeps the list. It will not send the messages. A spreadsheet is a fine start. Date quoted, customer name, mobile, job, price, status (open, won, lost). Add a column for "last chased" and a rule: every morning, chase anything two or five working days old. The trouble is the rule. It needs a person, every day, including Fridays, including the week the van broke down. Most spreadsheets are up to date for a month and then become a record of good intentions. If you want the list without the daily chore, that is what Chase My Quote is: the same six columns, filled in from the quote you drop in, with the chasing done for you. You can download the list any time.

A quote tracking spreadsheet, and what it will not do

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