Template Title:
Sending quote as an attachment
Last Updated:
June 4, 2024
Subject Line:
QUOTE FOR REVIEW > <insert job type/campaign name>
Body Text
Hi XXX,
<nice greeting – eg Hopeyou’ve been having a great day.>
Thank you for the opportunity to quote on <exciting way of writing their job – establishing your Facebook presence, upleveling your email marketing, refreshing your brand> – please see our proposal attached.
<further explanation of quote – eg overall plan, order of priority, why any quotes were missed, extra info that may be useful etc>
If you have any questions or would like to get this booked in with our team, please let me know.
If you have a specific or even desired deadline – please send that through too, so we can schedule it into our workflow accordingly.
<sign off – eg Looking forward to hearing from you.>
Before you send!
- Check PDF attachment – make sure you have the right one + no markup/comments on it
- Remember to update subject line if it’s an email trail
- All quotes should have an Asana task in the Quotes section
- Update Asana quote task – comment with sent date+ move to “With client”
- Schedule follow up – set date on Asana task with appropriate amount of follow up time