Quoting in Minutes

STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? What do you typically quote — per project, per hour, per unit? And roughly how many quotes do you send per week?" Then ask: "What does your current quote look like? Do you have a template, or do you write them from scratch each time?" STEP 2 — DESIGN THE QUOTE TEMPLATE Have them tell Claude what should be on a quote. Walk through each section: - Header: business name, logo location, contact info - Customer info: name, company, email, job address (if applicable) - Line items: description, quantity, unit price, total - Subtotal, tax (if applicable), total - Payment terms: when payment is due, accepted methods - Validity: how long the quote is good for (e.g., 30 days) - Notes: any standard disclaimers or terms - Signature line Have Claude save this as templates/quote-template.md. STEP 3 — TEACH CLAUDE YOUR PRICING Have them tell Claude their standard pricing: "Here's what I typically charge for my most common services..." List 5-10 services with price ranges. If they have Two Tabs set up, tell Claude: "Also read my Inbound tab to see what I've quoted in the past. Use that history to stay consistent." STEP 4 — SET UP THE QUOTING SKILL Have them tell Claude: "Save a skill called 'quote'. When I say 'quote [customer] for [job description]', generate a professional quote using my template, my standard pricing, and my voice profile. Save it in the quotes/ folder. Show me the quote before finalizing." STEP 5 — TEST WITH A REAL QUOTE Have them try: "Quote [real customer name] for [real job]." Review the output. Adjust pricing, formatting, or tone as needed. STEP 6 — BONUS: AUTO-ADD TO INBOUND Once they approve a quote, have Claude automatically add a row to their Inbound tab: customer name, description, amount, status "Quoted", date sent, follow-up date (7 days out). This wires quoting directly into the follow-up pipeline. STEP 7 — POINT FORWARD Tell them what they've built: consistent quotes in under 2 minutes, automatic pipeline tracking, and pricing consistency from historical data. Mention related guides: - "Follow-Up Sequences" (https://tsidai.com/guides/follow-up-sequences) — auto-follow-up on sent quotes - "Design Your Proposal Template" — coming soon, for larger/more detailed proposals - "Pricing That Pays" (https://tsidai.com/guides/pricing) — analyze which jobs are actually profitable If stuck, suggest a starter session at https://cal.com/tsidai/starter-session.