From enquiry to proposal
Incoming email → project brief → approved proposal → tracked reply
Give every new enquiry a clear next step, from checking the request to preparing a proposal and following up after your approval.
See the workflow
- Collect the enquiry
Read new emails and approved attachments from the inbox or folder you choose.
- Check the fit
Compare the request with your services and project criteria. Flag missing information and anything outside your agreed rules.
- Prepare the proposal
Create a job brief, draft a proposal using your approved scope and prices, and prepare the covering email.
- Ask for your approval
Bring you the draft and unanswered questions. You confirm the scope, figures and wording before anything is sent.
- Send and track
Send the approved proposal, file a copy and record the enquiry, date and status in your tracker.
- Follow up
Watch for replies, send an agreed reminder if needed and notify you when the customer answers or a decision is needed.