Tell us about your business.

1 Your name and business

2 Tell us about your business

What do you do, who do you do it for, and how long have you been doing it? The more detail the better — we want to understand your world before we build anything.

3 Why are you considering Quotewyze?

What made you look for something like this? What's not working right now?

4 What does your current quoting process look like?

Walk us through what happens from the moment a client asks for a quote to the moment you send it. What tools do you use? What do you type out? Where does it live?

5 How long does it take you to put together a typical quote?

6 Who does the quoting in your business?

7 What's the biggest difficulty with quoting right now?

Be honest — is it time, inconsistency, chasing clients, looking unprofessional, losing jobs to faster competitors? Tell us what's actually frustrating.

8 What would you like for yourself?

If your quoting was exactly where you wanted it to be — what would that look like? What would feel different?

9 A few quick practical questions

So we can prepare your quote — answer "not sure" if you don't know.