Customer Meeting & Quote Preparation

This blueprint is specifically designed for craftsmen and helps with professional documentation of customer meetings and quote preparation.

Key Features

Customer Requirements Capture

Structured recording of all customer wishes and specific project requirements.

Technical Documentation

Detailed recording of technical requirements, measurements, materials, and special challenges.

Price Calculation

Foundation for transparent and comprehensible price calculations and cost estimates.

Quote Foundations

Creation of professional quotes with all relevant details and agreements.

Used Prompts

1. Executive Summary: Compact project overview for calculation
2. Detailed Summary: Detailed customer requirements and scope of services
3. Tasks & Appointments: Site visits, delivery times, completion dates
4. Open Questions: Clarification needed for materials, technology, or permits

Use Cases

• Initial customer consultation
• Site inspection
• Quote preparation
• Order clarification
• Additional work negotiations

Tips for Optimal Results

1. Record the conversation from the beginning to not miss important details
2. Repeat important points for confirmation
3. Explicitly clarify budget and timeframe
4. Clearly document special customer requests
5. Also capture verbal commitments and agreements