From quote to payment
Knows how to turn a custom quote into a payment: how much to ask for as a deposit, how long the quote stays valid, what to do if the client takes a while to accept, and when to collect the rest. Ends with a clear path decided in advance, from "how much will this cost me" to collecting the balance, with two fixed reminders instead of chasing the client.
You send a custom quote, the client says yes, and that's when things get awkward: how much to ask for upfront, whether you need to chase them for the rest, what happens if they take a week to reply, and what you do if they ask for a change mid-job that wasn't in the price. Nobody ever explains how much is "enough" for a deposit or when a quote stops being valid.
This course lays out that whole path from start to finish: first you decide how much to ask for as a deposit based on what's at stake in each job, then you put an expiration date on the quote so it doesn't stay open forever. Next comes what to say and when to let it go if the client stops replying, how to tell a small change apart from one that deserves its own quote, and finally, collecting the rest: making sure it arrives right along with delivery, not after you've had to chase it down.
This is for you if you already send custom quotes and get paid per job, not if you work with fixed catalog prices and automatic checkout.
- Calculating the deposit based on what you're risking in each job, not by trade custom
- Setting an expiration date on every quote and deciding how many days to give based on what's at stake
- Writing your two follow-up messages and knowing exactly when to stop
- Collecting the rest of the payment at the moment of delivery, not by sending a payment link afterward
It helps if you already send custom quotes in writing, even if it's just over text or email.
The 6 lessons
In the order it makes the most sense to read them.
- 1
How much deposit to ask for when every job is different
You'll come away knowing how to calculate the deposit for each job based on what you're risking, not on industry custom.
4 min - 2
The quote expires, or the client decides when
By the end, every quote you send has a written deadline, and you know how many days to give based on what's at stake in each type of job.
4 min - 3
Two follow-ups, not three: when to send them and when to let it go
A fixed schedule of two follow-ups, what each one says, and the rule for stopping as soon as the quote expires or you're met with silence again.
4 min - 4
A small extra gets added to the invoice; a big one gets its own quote
You'll come away knowing, with a number decided in advance, whether a mid-project change gets added to the final invoice or needs its own quote, and exactly what to tell the client the moment they ask.
5 min - 5
The rest gets paid at delivery, not after delivery
By the end of this lesson, collecting the rest of the payment stops being a message you send afterward: it happens at the same moment as delivery, and for every type of job, you know exactly what depends on that payment.
4 min - 6
You don't deliver until the rest is paid
You'll walk away knowing which comes first, final payment or delivery: when you can hold on to the work until you're paid, and when you can't, what to lock into the quote.
4 min