Phased Quote

What it solves

A single lump sum is hard for a client to approve, and a vague quote invites discounts. Show on one page exactly what the client pays at each stage, for what, and when, so it's easy to approve internally and easy to say yes phase by phase.

What is inside

• One-page phased quote
• Email to send it
• Working version with line-by-line guidance
• Filled example (fictional)
• Commercial language library
• Mistakes that cost you money
• Pre-send checklist
• Optional AI prompts

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF.

• phased-quote-client.docx
  The version you send, in a neutral style with a [Your logo] placeholder.
• phased-quote-working.docx
  The same pieces with line-by-line guidance. For you only.
• phased-quote-playbook.docx
  Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
• how-to-use.pdf
  One page: what the kit is for and how to use it.
• phased-quote.md
  The kit as Notion-ready Markdown.

When to use it

• The client or their finance or procurement team asks for "a breakdown" or "a quote" after agreeing in principle.
• As the pricing annex to a C4 Project Proposal or C2 Three-Tier Proposal.
• For small projects where a full proposal would be too much.

Who it is for

Independent consultants and boutique consultancies of 1 to 10 people.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

E5 Kickoff & Onboarding Plan. The output of this kit feeds the next one.

License