SavvyTradeOps
Quote Follow‑Up System for Tradesmen (Win More Work)
Quote Follow‑Up System for Tradesmen (Win More Work)
✅ See who to chase today (Action Required)
✅ Log a quote in 60 seconds (mobile-friendly)
✅ Built-in cadence: 48h → 7d → 14d → Won/Lost
✅ Set up in ~15 minutes, use in 2 minutes/day
Instant download • 14‑Day Setup Support
Couldn't load pickup availability
Stop losing quotes. Win more work.
Quotes go out, you get busy, follow‑ups get missed—and customers go quiet.
In 2 minutes a day, you’ll log each quote, set the next follow‑up (48h / 7d / 14d), and work from an Action Required list so nothing slips.
Launch offer: £19 for the first 10 customers + priority setup support (1 business day response, Mon–Fri). Then £29.
Setup support: email help for 14 days after purchase.
-
Features
✅ Action Required view
✅ 60‑second quick add (mobile-friendly)
✅ Built‑in cadence: 48h → 7d → 14d → Won/Lost
✅ Set up in ~15 minutes, use in 2 minutes/day
-
What you get
✅ Notion template (duplicate link)
✅ Quick-start PDF
✅ Pre-built views (Today / Overdue / Action Required)
✅ Sample data included
How it works
- Log the quote (60 seconds)
- Set next follow‑up (48h / 7d / 14d)
- Check Action Required daily and chase
Details
Bonuses (included)
Bonus 1: 2‑Minute Daily Routine Checklist
- 3-step daily chase habit
Bonus 2: Quick‑Start Setup Guide
- screenshots + setup steps
Bonus 3: Follow‑Up Message Templates
- 48h / 7d / 14d copy-paste messages
What you’ll be able to do (in minutes)
- Log every new enquiry/quote in under 60 seconds
- See a daily list of follow-ups due today (Action Required)
- Run a simple chase cadence: 48h → 7d → 14d → Won/Lost
- Prioritise the biggest opportunities using Revenue at Risk
- Keep lightweight notes so follow-ups don’t rely on memory
What’s included
- ➕ Add New Enquiry quick-add (log a lead/quote in under 60 seconds)
- Status workflow: Enquiry → Chasing → Won / Lost
- Follow-up buttons: Chase 48h, Chase 7d, Chase 14d, Won, Lost
- ❗Action Required view (your daily follow-ups due/overdue)
- 💰 Revenue at Risk view (open quotes + total value so you chase the biggest first)
- 📊 Pipeline Overview (full pipeline grouped by status)
- Quick Notes / Tasks (keep reminders short and actionable)
- Example data included (so you can see the workflow end-to-end)
- No subscription — duplicate into your workspace.
Bonuses (included with this purchase)
Bonus 1: 2‑Minute Daily Routine Checklist
A simple, repeatable routine you can follow every day so quotes don’t go cold. Open ❗ Action Required → follow up → press Chase 48h → 7d → 14d → Won/Lost. If you’ve got time, check 💰 Revenue at Risk and chase the biggest quote first.
Bonus 2: Quick‑Start Setup Guide (with screenshots)
Get set up fast, even if you’ve never used Notion properly.
Bonus 3: Follow‑Up Message Templates (copy/paste)
Short SMS/WhatsApp/email follow‑ups for 48h, 7d, and 14d - so you never waste time thinking what to write.
Time to value
First quote logged in under 2 minutes. First follow‑up scheduled in ~15 minutes.
You’ll see it instantly in 📊 Pipeline Overview and 💰 Revenue at Risk.
It appears in❗ Action Required when the follow‑up is due.
Setup support (14 days)
If you get stuck, email me within 14 days and I’ll help you get set up. If we can’t get it working for you and you decide it’s not for you, I’ll refund you.
Who it’s for
Small UK trades teams (1–5 people) who send quotes and want a simple way to follow up consistently and win more work without switching their whole software stack.
Who it’s not for
If you want a full CRM/job management system with scheduling and invoicing, this isn’t that - it’s focused on quote follow‑up.
If you get stuck, email me within 14 days—I’ll help you set it up. If we can’t get it working for you, I’ll refund you.
Plug the follow‑up leak.
Turn more sent quotes into booked jobs—without adding more admin.