Every open quote should have an owner, a next step, and a date.
A quote goes out. The customer comes back with a question. It lands in one person's inbox while they're out for a few days. The quote still shows "open." Nobody's working it. Here is a quick way to find those before you chase the rest.
No signup. No email required. Both files are yours to use and adapt.
The check
Pull 20 open quotes. For each one, answer three questions:
- 1.Who owns the next step?
- 2.What specifically has to happen next?
- 3.By when?
Any blank is a quote that needs attention. "Call the customer" is one answer. So is "answer the engineering question," "confirm delivery," "revise the quote," or "close this out because the project died." The point is not more "just following up" emails. It is knowing which quotes need which kind of attention.
What's in the files
One-page guide (PDF)
How to run the review in about ten minutes: what to export, how to assign an owner and a date, which exceptions to look at first, and what to count again next week so you can tell whether anything changed.
Worksheet (Excel)
Enter up to 100 open quotes. Formula columns flag missing owners, missing next steps, and overdue contact dates. Filter to "Action needed" and you have your list. It doesn't connect to your systems or send anything. It just makes the gaps visible.
One more thing to add
When a customer replies to a quote, pull it out of automatic follow-up until someone has actually read the reply. A response isn't a next step. Someone still has to answer the shipping question, or the resin question, or the lead-time question.
If all 20 check out, that's worth knowing. If the same gaps keep showing up and you want help fitting the check to the systems you already use, email Peter at peter@syndesi.io. No meeting or purchase required to use any of this.