Quote Follow-Up Tracker
Your follow-up cadence at the top, one row per quote, a box for every contact, and the outcome and reason when it closes. At the end of the month it gives you a real win rate. Add your business name and print it.
What it is for
One sheet a month for every quote you send. Set your cadence once at the top, add a row when a quote goes out, tick each contact as you make it, and fill in the outcome and the reason when the quote closes. The tally at the bottom is your real win rate for the month. Why each part is there is in how to follow up on a quote.
- Count every closed quote: won, lost and no decision. Leaving out the ones that never answered makes the win rate look better than it is
- Put the win rate to work. The quoting cost calculator turns it, with your real hours per quote, into what each won job costs you to win
The sheet
Add your details and they appear on the sheet. Nothing you type is saved or sent anywhere: it lives in this tab until you print.
Quote Follow-Up Tracker
One sheet a month. Tick each contact as you make it.
Your cadence: days after sending, and what each contact adds
Quotes
| Customer / job | Sent | Value | 1 | 2 | 3 | 4 | Outcome | Reason |
|---|---|---|---|---|---|---|---|---|
Outcome: W won, L lost, N no decision. Reason in the customer's words where you can get them.
Month tally, closed quotes only
Win rate = won ÷ (won + lost + no decision) × 100.
Frequently Asked Questions
How do I work out my win rate from the tracker?
Count the quotes that closed this month as won, lost or no decision, then divide the won count by all three together. Leave quotes that are still open out until they close. Counting only the customers who answered makes the rate look better than it is, and that error flows straight into your quoting cost.
Why is the cadence left blank?
Because it is yours to set and then adjust from your own records. Write the gap before each contact in the top block once, and use the same sequence for every quote on the sheet. After a few months the tracker shows you where replies stop coming, which is where your sequence should end.
Should I keep this on paper or in software?
Whichever you will actually keep up. The sheet works because it is in front of you and every open quote is on one page. If you already use a CRM that can hold the same fields (cadence, contacts, outcome and reason), use that instead and treat this page as the list of fields it needs.