What To Say When Sending An Estimate

Figuring out What To Say When Sending An Estimate can feel tricky. You want to sound professional, clear, and, of course, get the job! This essay will break down how to craft the perfect message, covering everything from the initial email to handling potential questions. Let’s get started.

Crafting Your Initial Estimate Communication

When sending an estimate, your primary goal is to be clear and easy to understand. This isn’t the time for confusing jargon. Here’s what to focus on:

First, always start with a friendly greeting and a clear subject line. For example, "Estimate for [Project Name] – [Your Company Name]". Secondly, briefly recap the project scope. Remind the client what you discussed, so they understand what the estimate covers. Finally, present the estimate itself in a professional format, like a PDF.

Make sure the estimate includes all the necessary details. Here are some key elements to include in your estimate:

  • A detailed description of the services or products you’ll provide.
  • The estimated cost, broken down into different line items if possible.
  • The payment terms (how and when you expect to be paid).
  • Your contact information and how long the estimate is valid.

Remember, a well-formatted estimate shows that you’re professional and organized. Lastly, end with a call to action. Tell the client how to accept the estimate or ask questions.

Email Example: Initial Estimate for a Web Design Project

Subject: Estimate for Website Redesign – [Your Company Name]

Dear [Client Name],

Thank you for considering [Your Company Name] for your website redesign project. As we discussed, this estimate covers the following:

  • Homepage design
  • Inner page design (up to 5 pages)
  • Content migration
  • Basic SEO setup

Please find the detailed estimate attached. It outlines the costs for each stage of the project. If you have any questions, please don’t hesitate to ask.

To move forward, please let me know if you accept the estimate. We can then schedule a kick-off meeting to begin the project.

Sincerely,

[Your Name]

[Your Company Name]

Email Example: Following Up on an Unanswered Estimate

Subject: Following Up: Estimate for [Project Name]

Dear [Client Name],

I hope this email finds you well.

I’m following up on the estimate I sent you on [Date] for [Project Name]. I understand you’re busy, but I wanted to check if you’ve had a chance to review it.

The estimate is still valid, and I’m available to answer any questions you might have. If you need any clarifications or would like to discuss the project further, please let me know.

Sincerely,

[Your Name]

[Your Company Name]

Email Example: Sending a Revised Estimate

Subject: Revised Estimate for [Project Name] – Updated Price

Dear [Client Name],

Thank you for your questions regarding the initial estimate. After reviewing your feedback, I’ve adjusted the estimate to reflect the changes you requested.

The updated estimate is attached. Here’s a summary of the changes:

  1. [Change 1]
  2. [Change 2]

The new total cost is [Amount]. Payment terms remain the same.

Please let me know if this revised estimate meets your needs.

Sincerely,

[Your Name]

[Your Company Name]

Email Example: Explaining an Increase in Price

Subject: Updated Estimate for [Project Name] – Price Adjustment

Dear [Client Name],

I am writing to inform you about an adjustment to the original estimate for [Project Name]. While I always strive to provide accurate quotes, there has been an increase in the cost of [reason for increase, e.g., materials, labor].

The new total cost will be [amount]. I have attached the updated estimate with a detailed breakdown of the changes. I understand that price changes can be inconvenient, and I apologize for any inconvenience this may cause.

I am available to answer any questions you may have about the price increase.

Sincerely,

[Your Name]

[Your Company Name]

Email Example: Declining a Project

Subject: Re: Estimate for [Project Name]

Dear [Client Name],

Thank you for your interest in [Your Company Name] and for requesting an estimate for your project. After reviewing the project details and our current workload, we’ve determined that we are unable to take on this project at this time.

We apologize for any inconvenience this may cause. We wish you the best of luck in finding a suitable service provider.

Sincerely,

[Your Name]

[Your Company Name]

Email Example: Sending the Final Invoice

Subject: Invoice for [Project Name] – [Invoice Number]

Dear [Client Name],

This email is to confirm that the project is now complete. Please find attached the final invoice for [Project Name].

The total amount due is [Amount]. Payment terms are [Terms, e.g., Net 30 days]. Please submit your payment via [Payment method, e.g., bank transfer, check] by [Due date].

Thank you for your business. It was a pleasure working with you on this project.

Sincerely,

[Your Name]

[Your Company Name]

In conclusion, mastering **What To Say When Sending An Estimate** is key for winning projects. It involves clear communication, a professional approach, and being prepared to address any client questions. By following these tips, you’ll be well on your way to creating successful client relationships and growing your business.