Sending quote as an attachment

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!

  1. Check PDF attachment – make sure you have the right one + no markup/comments on it
  2. Remember to update subject line if it’s an email trail
  3. All quotes should have an Asana task in the Quotes section
  4. Update Asana quote task – comment with sent date+ move to “With client”
  5. Schedule follow up – set date on Asana task with appropriate amount of follow up time