- It all starts with a customer's phone call...
- You scribble down their name and number on a sheet of paper
- You may put it in a drawer
- The scribble may lead to a quote, verbal or written
- If it's on paper, the quote will be handwritten or in a Word or Excel template You may organize your quotes in a drawer or folder
- If you have a contract, it's either pre-printed, or in a Word or Excel template
- You might organize your contracts in a folder or drawer.
Ask yourself: How are you going to get it next time?
Ask yourself: How fast can you get it the next time you're looking for it?
Ask yourself: How fast can you get to them when you need them?