A manager within the sales group asked the following: "How can we shorten the time from quote to close?"
My answer...."Don't send a quote."
I'll add a few caveats. I have a few clients that require, based on their internal processes, that I send quotes. One account in particular requires one or two quotes almost every day. They are high volume, and high-maintenance. They will never fit the desired level of efficiency I seek in clients. Oh well.
But most of my clients will not see a quote from me. My contract is my quote.
In a truly consultative approach a white-board, a good note pad, and a comfortable seat is what is needed. High-tech A/V isn't evil, just typically unnecessary to me. Every meeting should be focused on the design and engineering of the end solution. I may bring network maps, or diagrams to help the client visualize the concept. But I avoid presentations at all costs. When done with a handful of truly engaged design meetings, any presentation should be seen as unnecessarily redundant.
If a client asks you for a quote, send a contract instead. If they aren't "ready" to be sent a contract, then they aren't "ready" for a quote either.
My answer...."Don't send a quote."
I'll add a few caveats. I have a few clients that require, based on their internal processes, that I send quotes. One account in particular requires one or two quotes almost every day. They are high volume, and high-maintenance. They will never fit the desired level of efficiency I seek in clients. Oh well.
But most of my clients will not see a quote from me. My contract is my quote.
In a truly consultative approach a white-board, a good note pad, and a comfortable seat is what is needed. High-tech A/V isn't evil, just typically unnecessary to me. Every meeting should be focused on the design and engineering of the end solution. I may bring network maps, or diagrams to help the client visualize the concept. But I avoid presentations at all costs. When done with a handful of truly engaged design meetings, any presentation should be seen as unnecessarily redundant.
If a client asks you for a quote, send a contract instead. If they aren't "ready" to be sent a contract, then they aren't "ready" for a quote either.
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