Step 1, every quote gets a next action
The moment the quote is sent, add the next follow up date and owner. If you skip this, the process is already weak.
A simple quote chasing process for small trades teams
You do not need a bloated CRM to stay on top of follow ups. You need clear stages, clear owners, and visible next dates.
Step 2, keep statuses simple
- Quote sent
- Follow up due
- Waiting on customer
- Won or lost
Simple statuses are easier to maintain, easier to report on, and easier for the whole team to follow.
Step 3, review one chase list every day
Instead of checking inboxes and memory, review one due and overdue list daily. That is where the team works from.
Step 4, record the outcome
After every follow up, record what happened and set the next action. That keeps the process moving and gives you a cleaner picture of why quotes are won or lost.
Consistency wins.A simple shared process usually works better than relying on memory and good intentions.