SALES VISUALIZER / FIELD NOTES
A quote follow-up that helps the buyer decide.

REVIEW LIST
1. Confirm the quote reflects the current configuration.
2. Ask one question tied to an unresolved decision.
3. Make the next action specific and easy to answer.
4. Review factual details before sending any draft.

WORKED EXAMPLE
Worked example: a focused draft reply
For a hypothetical pergola enquiry: “You explored a 4.0 × 3.0 m footprint with a side screen. Is the screen mainly for privacy or weather protection? That will help us review the options with you.”
- Refer to the customer’s current selections.
- Ask about the purpose of the unresolved option.
- Review the answer before discussing a confirmed specification.

Read the guide: https://salesvisualizer.com/blog/quote-follow-up/
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