Scope jobs before you quote
Sound familiar?
“I price a job off one quick conversation, then the customer expects things I never counted.”
By Toby Egbuna
Co-founder, Chezie
What you'll need
- Your business profile. Don't have one? Start here →
- The customer's messages, plus your call notes or a transcript
- Photos of the job
- A past quote or two, ideally one that went wrong
What you'll get
- A priority list of questions to ask before you price
- A one-page scope sheet: what's included, what's not, and what the price depends on
- A short message to send the customer with the scope and a price range
How it works
Run it each time a new job comes in. It reads what you have, sorts what you've seen from what you've been told, and lists the gaps worth asking about. Then it writes a plain scope sheet with named exclusions and priced add-ons, so your quote is based on the real job. Nothing goes to the customer until you approve it.
More skills to win the job
See all 5 →Win the JobFollow up on quotesI send quotes and then hear nothing, and I never know whether to chase or let them go.View →Win the JobDraft proposals and agreementsI say yes to a job on a quick quote and a text, and then we argue about what was included.View →Win the JobWrite a proposal that prevents scope creepI keep doing extra work I never agreed to.Coming soonView →