Free resource · Checklist and templates, 16 pages, A4
From Enquiry to Invoice: the 12-step client pipeline
Run one client job from the first message to a paid invoice with a record at every step: twelve steps as a checklist, an enquiry log, quote and invoice line-item sheets, and the actual messages at the reply, quote and invoice stages.
What is inside
- The twelve steps as a checklist you can tick, from enquiry logged to follow-up date set.
- Fill-in sheets: enquiry log, quote line items, invoice line items with advance received and balance due.
- One job written out in full by a fictional Kochi bookkeeper, with the facts behind each message.
- Three payment follow-up messages, blank and completed, plus a job history and payment record sheet.
- Free, no purchase
- 16 pages
- Print or fill on a tablet
- Made by SR Publishers, not a paid sample