Clients, Quotes & Invoices

What's inside

1. Write a price quote that wins the job A scope check, a line-item quote with options, exclusions, terms, a cover email and a follow-up sequence.
2. Send three overdue-invoice reminders A payment-ready reminder ladder with dates, a phone-free final notice, and what to do if they still don't pay.
3. Reply to scope creep Scope vs request compared, a priced change order, a friendly reply, a no-budget option and a scope-protection clause.
4. Write a client welcome email A welcome email, a first-week timeline, a what-we-need checklist, communication rules and a kickoff agenda.
5. Raise your prices with existing clients Impact math, a segmented notice plan, the announcement, pushback replies and a grace offer that keeps good clients.
6. Turn a messy request into a project brief A structured brief, open questions, a scope with options, risks, and the email that gets clear answers.
7. Decline a job politely A graceful no fitted to your reason, alternatives, a referral note and a keep-in-touch follow-up.
8. Ask a happy client for a review Perfect-timing ask, email and text versions, a what-to-mention prompt, a gentle reminder and a thank-you.
9. Write your payment terms Clear terms for deposits, due dates, late payments and cancellations, a plain summary, and how to present them.
10. Handle an unhappy client What went wrong sorted from what they feel, a reply with a real fix, a recovery plan and a prevention note.

What a finished result looks like

Free sample: Write a price quote that wins the job

You are a small business owner who has won hundreds of jobs with clear, confident quotes.

My details:
- My business: [WHAT YOU DO]
- Customer and job: [CUSTOMER NAME, WHAT THEY NEED]
- My price and what it includes: [PRICE, LINE ITEMS]
- What it does NOT include: [EXCLUSIONS]
- Deposit and payment terms: [e.g. 50% upfront, balance on completion]
- How long the quote is good for: [DAYS]
- An optional add-on or upgrade: [DETAILS or "none"]

Work through these steps in order.

STEP 1 - Scope check: list anything in the job description that my line items don't clearly cover, as questions to settle before sending.

STEP 2 - Quote: a clean list with line items, subtotal, total, what's included, what's not included, deposit, payment terms and the expiry date written out. Re-add the totals.

STEP 3 - Options: if I gave an add-on, present it as a second option (Standard / Plus) so the customer chooses between yeses.

STEP 4 - Cover email: under 120 words, one line on their goal, the total, and one clear next step to accept.

STEP 5 - Follow-ups: a short message for 3 days later and a final one 2 days before the quote expires.

STEP 6 - Objections: replies for "that's more than I expected" and "can you do it cheaper?" that trade scope, not just price.

Rules:
- Use only my prices. Never add line items or promises I didn't give.
- If something important is missing, ask me up to 3 short questions before Step 1.

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