Leads & quotes · $19
Service Business Quote & Estimate Communication Kit
Discovery questions, scope and price wording, a quote cover note, good/better options, change requests and acceptance messages.
For: Owners whose quotes get ghosted or argued about.
Time: About 20–30 minutes to adapt (estimate) · Last reviewed Oct 2026
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What's inside
- Discovery questions by trade
- Scope / assumptions / exclusions wording
- Quote cover note templates
- Option framing (one job, three levels)
- Change-request and acceptance messages
- Worked examples for tree service and handyman
- Editable quote fields (CSV)
Files
- Kit & templates — Markdown (quote-kit-guide.md)
- Editable quote fields — CSV (quote-fields.csv)
Downloads are .md or .txt plain-text guides (open in any text editor or Markdown app) and .csv spreadsheets (open in Google Sheets or Excel).
Problems it helps with
- Customers don't understand what's included
- Price shock and haggling
- Scope creep after the job starts
How to use it
- Copy the discovery questions into your intake.
- Rewrite your next quote using the scope block.
- Send with a cover note.
- Use the change-request message the first time scope shifts.
What's not included
- Not a legal contract or attorney-reviewed terms
- No pricing advice for your market
- No guaranteed close rate
A short sample
Assumption line: "This price assumes clear access for the truck within 50 feet of the tree. If access changes, I'll tell you before any extra work and price it separately."
Want me to set this up for you?
If you'd rather not do it yourself, I can handle it. No pressure either way.
Ask Richard