QUOTE OUTCOME REVIEW
Guide: https://callnerd.xyz/blog/customers-disappear-after-quote/

Original working template, not a validated sales method or automated product
feature. Start in an existing spreadsheet, notebook or CRM. Store only the
customer information needed and authorised for this purpose.

REVIEW DEFINITION
Quotes first sent between:
Review cut-off date:
Service / job types included:
Decision window and why it suits these jobs:
Who checks records and owns follow-up:
Treat revisions as versions of one opportunity, not extra lost jobs.

ONE RECORD PER OPPORTUNITY
Opportunity / quote reference:
First quote date:
Current version, date and source:
Scope, exclusions and total:
Requested timing:
Availability actually offered:
Channel sent:
Delivery evidence / acknowledgement / not established:
Customer question still open:
Our outstanding commitment:

Latest outcome at cut-off:
[ ] Accepted  [ ] Explicitly declined  [ ] Still deciding
[ ] No response  [ ] Not established
Outcome source and date:
Customer-stated reason(s), preserving important context:
Evidence for each reason:
Separate team hypothesis (do not report as a known reason):
Unknowns:

Next action (answer question / check delivery / follow up / other / none):
Owner and due date:
Suitable channel and contact preference:
Follow-up limit and stop request, if any:
Last follow-up and response:
Active follow-up closed on:
Latest outcome and reason after closure:

FOLLOW-UP WORDING - COMPLETE BEFORE USE
Hi [name], following up on quote [reference] for [work], sent on [date].
Is there anything about scope or timing you need clarified?
To proceed, [actual acceptance process].
If the project is paused or you chose another option, let me know and I will
close the follow-up. No problem either way.

Check availability before mentioning it. Do not imply a slot is held, use
false scarcity or ignore a request to stop. Close admin follow-up separately
from the customer's unknown decision. This is not permission for marketing.

PERIOD SUMMARY
Total distinct opportunities:
Accepted:
Explicitly declined:
Still deciding:
No response:
Not established:
Do these add up to the total?

Known reasons and evidence (multiple may apply; counts need not sum to total):
Unanswered questions / outstanding commitments to resolve:
Unknown reasons that remain:
Proposed change, evidence and owner:
What would make us reconsider?
Next comparable review period and important differences:

Silence is not a stated price objection. A closed follow-up is not proof of a
lost sale. A small before-and-after comparison does not prove causality.