Operations
Portal
Complex quote follow-up
Inbound Quotes - For technical or diagnostic work where Shaun needs to speak to the customer before a quote can go out
When to use: A customer has enquired about complex or diagnostic work and has not answered when called. Shaun has left a voicemail. Send this email straight after the voicemail to back it up. This template is always sent from Shaun directly. Replace [CUSTNAME] before sending.
Warm and apologetic - Leads with the apology for the delay, introduces Shaun as technical director, explains clearly why a conversation is needed before the quote can go out and what the customer gets from that conversation. Best used as the default for most complex enquiries.