What's on it
- Business, contact person, phone, email and address
- What they need and what a good result looks like
- Budget, start date and deadline
- How they heard about you
- How to reach them and who gives the final yes
One page, US Letter. The picture shows example details; yours opens empty.
Good to know
- Send it before the first call. The answers tell you whether the job fits before either of you spends an hour on it.
- Click any question to reword it for your own trade.
How to use it
- 1
Press the button. The template opens in the editor, empty.
- 2
Type into the boxes and tick what applies. Click any wording to change it, and add your logo or signature.
- 3
Download the finished PDF, or save it to your account to reuse.
