QUOTE REQUEST AUTOMATION CHECKLIST
Kindolab | https://kindolab.com

INTAKE
[ ] Capture service type, location, urgency, budget or project range, and preferred contact method.
[ ] Explain what happens after the request is submitted.
[ ] Validate required fields and make every form field accessible by keyboard and screen reader.

ACKNOWLEDGEMENT
[ ] Confirm receipt immediately.
[ ] Give a realistic response-time expectation.
[ ] Include a simple way to add missing information.

ROUTING
[ ] Assign the request by service, geography, urgency, or job size.
[ ] Alert the responsible person with a clean summary.
[ ] Escalate when nobody accepts the request within the agreed response window.

QUOTE PREPARATION
[ ] Keep pricing rules and approval boundaries explicit.
[ ] Separate AI-generated summaries or drafts from final pricing decisions.
[ ] Record when the quote was created and sent.

FOLLOW-UP
[ ] Schedule the first follow-up when the quote is sent.
[ ] Stop follow-up immediately after a reply, rejection, or booking.
[ ] Create a human task for objections, unusual requests, and high-value opportunities.

MEASUREMENT
[ ] Track request-to-response time.
[ ] Track quote-to-decision time.
[ ] Track win rate by lead source and service type.
[ ] Review where requests stall every month.

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