Free worksheet · estimate follow-upGive every estimate
Give every estimate
a clear next step.
A simple spreadsheet for the person who keeps your estimates moving. Track the customer, the owner, the status, and when to follow up.
One shared place to check.
- Record estimates and their follow-up dates.
- Choose statuses from a dropdown.
- Start with fictional examples, then replace them with your own.
This is an Excel workbook. It helps you organize follow-up; it does not send messages or connect to your customer accounts.
Read the estimate follow-up checklist →