QUOTE FOLLOW-UP BOARD

A great quote can still lose if nobody follows up.

Track every open opportunity, know who needs a call today, and learn why work is being won or lost instead of relying on memory.

ADD OPPORTUNITY

Put the next job on the board

Customer / companyProjectQuote amountEstimated contribution %Optional. Helps prioritize profitable work, not only big-dollar work.Quote sent dateNext follow-up

Notes

PIPELINE PULSE

What your quotes are doing

Open quote value$0

Quotes needing follow-up0

Win rate—

Avg days to decision—

Add your first quote and JJL will start showing sales patterns.

NEW

Quote sent

ACTIVE

Following up

WON

Booked

LOST

Not booked

LOST-QUOTE INTELLIGENCE

Do not just record “lost.” Learn why.

No losses logged yet.