Reclaim’d – Quote Checklist (Manager)

Reclaim’d – Quote Checklist (Manager)

One section at a time. No skipping. Review at the end before sending a quote.
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1) Client Basics

2) Space Type

3) Clutter Density (Determines Time)

4) Client Expectation Check (Most Important)

5) Sorting Requirements

6) Resale Confirmation (Set the Rules)

If resale is checked but rules aren’t, you’re setting yourself up for “So how much does this knock off the price?” arguments later.

7) Time Estimate & Crew

Rule: if you think 4 hours, quote 5. If unsure, quote full-day minimum or escalate.

8) Pricing (No Freelancing)

9) Risk Flags (Escalate If 2+)

10) Final Confirmation Script

11) Payment & Scheduling

Quick Review

This is the last chance to catch errors before you send a quote. Use the edit buttons to jump back to a section.
Tip: Wire the submit handler to your CRM endpoint when you’re ready.
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