A little help.
Ready when you are.

CUSTOMER MESSAGE PACK
Free from StegPoint · stegpoint.com

HOW TO USE
Copy a message into your email or messages app. Replace every [field], check the details and make it sound like you. Only send messages relevant to the customer's enquiry or agreed service. Use review requests consistently, without asking for a particular rating.

1. NEW ENQUIRY
Hi [first name], thanks for getting in touch with [business]. I'd be happy to help with [request]. Could you send [one detail you need] so I can suggest the next step? You can reply here or call me on [number]. Thanks, [your name].

2. MISSED CALL
Hi, it's [your name] from [business]. Sorry I missed your call. What can I help you with? If you'd prefer a call back, let me know a time that suits you.

3. REQUESTING DETAILS FOR A QUOTE
Hi [first name], to put together your quote for [service], could you send [photos/measurements/details]? Please include [key requirement]. Once I have that, I'll get back to you by [realistic date].

4. SENDING A QUOTE
Hi [first name], here's your quote for [service]. It covers [brief scope] for [total and applicable tax treatment]. The full inclusions, timing and payment details are in the attached quote. It's valid until [date]. Please reply if you have questions or would like to proceed.

5. QUOTE FOLLOW-UP
Hi [first name], just checking you received the quote for [service]. Is there anything you'd like me to explain or adjust? If your plans have changed, that's completely fine. Let me know and I'll update my notes.

6. BOOKING CONFIRMATION
Hi [first name], you're booked in for [service] on [day, date] at [time and time zone], at [location or meeting link]. Please [preparation step]. If you need to change the booking, contact [details]. Your agreed booking terms are [link or attachment]. See you then, [your name].

7. APPOINTMENT REMINDER
Hi [first name], a reminder about [service] tomorrow, [date], at [time and time zone]. We'll [arrival/meeting details]. Please let us know if anything has changed: [contact details].

8. AFTER THE JOB
Hi [first name], thanks for choosing [business] for [service]. Your care instructions / next steps are [details]. If you have any questions, reply here. If you'd like to share your experience, you can leave an honest review at [review link]. Thanks, [your name].


9. RESCHEDULING
Hi [first name], I need to discuss moving your [service] booking on [original date]. Would [option one] or [option two] suit you? Your existing booking stays in place until we agree a change. Sorry for the inconvenience, [your name].

10. RUNNING LATE
Hi [first name], it's [your name] from [business]. I'm running approximately [minutes] behind for our [time] appointment. My updated arrival time is [time]. Does that still work for you? If not, please let me know and we can arrange another time.

11. CUSTOMER RAISES A CONCERN
Hi [first name], thanks for letting me know about [issue]. I'd like to understand what happened and work through it with you. Could you send [specific detail or photo needed]? I'll review it and get back to you by [realistic time] with the next step.

12. CLOSING AN UNANSWERED ENQUIRY
Hi [first name], I'll close the loop on your enquiry about [service] for now. If you'd like to pick it up later, you're welcome to reply here. Thanks for considering [business], [your name].

CHOOSE THE RIGHT MESSAGE
New request: message 1. Need details: message 3. Quote ready: message 4.
Waiting on a quote decision: message 5. Confirmed booking: message 6.
Day before: message 7. Job complete: message 8. Customer concern: message 11.
Never use a booking confirmation until the booking is actually confirmed.

BEFORE YOU SEND
[ ] All brackets replaced; name, price, date and links checked.
[ ] Promises and response times match what you can actually deliver.
[ ] No private information sent to the wrong person.
[ ] Follow-ups stopped if the person asks you to stop.

SIMPLE QUOTE TEMPLATE
Free from StegPoint · stegpoint.com

HOW TO USE
Copy the quote below into your usual document editor, fill in the fields, remove unused lines and export your finished quote as a PDF. Use your own agreed business terms. Check the arithmetic and applicable tax treatment before sending.

QUOTE [reference]
Issued: [date]
Valid until: [date]

FROM
[Business / trading name]
[Contact name, email and phone]
[Business identifier, if applicable]

PREPARED FOR
[Customer name]
[Customer business, if applicable]
[Contact details]
[Job location, where needed]

THE WORK
[Describe the customer's request and the result you will deliver.]

INCLUDED
1. [Deliverable and quantity]
2. [Deliverable and quantity]
3. [Deliverable and quantity]

NOT INCLUDED
[List exclusions and work that would need a separate quote.]

PRICE — [currency]
[Item 1]: [quantity] x [unit price] = [line total]
[Item 2]: [quantity] x [unit price] = [line total]
Subtotal: [amount]
[Applicable tax or clearly stated tax treatment]
Total payable: [amount]

TIMING
Proposed start: [date / agreed booking]
Expected completion: [date / duration]
We need from you before starting: [access, approvals, materials or information]
Dependencies that may affect timing: [details]

PAYMENT
[Agreed deposit, balance, due dates and payment method]

CHANGES
[How extra work or changes will be scoped, priced and approved before proceeding]

NEXT STEP
To proceed, [your acceptance process]. We will confirm [booking / start date] once [requirements] are complete.
Relevant business terms: [link or attached document]
Questions? Contact [name] at [email / phone].

FINAL CHECK
[ ] Customer details and requested scope are correct.
[ ] Inclusions and exclusions are specific.
[ ] All quantities, line totals and total payable have been checked.
[ ] Timing and payment details match what has been agreed.
[ ] All referenced attachments and terms are included.

ENQUIRY TRACKER GUIDE
Free from StegPoint · stegpoint.com

Open the Excel workbook and enter one enquiry per row. The blank rows are for your own customers; no sample customer information is included.

Date received: the date the person first contacted you.
Customer: the person's name or an internal reference.
Contact: their preferred email or phone number.
Service / request: a short description of what they need.
Source: where they found you, if known.
Status: New, Contacted, Quoted, Booked or Closed.
Next action: the specific thing you need to do next.
Follow-up date: when you plan to do it.
Notes: useful context, such as a preferred call time.

DAILY ROUTINE
1. Add new enquiries.
2. Filter or sort the whole table by follow-up date.
3. Complete due actions and update the status.
4. Give each open enquiry a next action and follow-up date.
5. Mark an enquiry Closed when it is finished or the person declines.

Keep this working copy private and store only information you need to handle the enquiry. Add more rows beneath the table as your list grows. This workbook records your actions; it does not send messages or reminders automatically.

WEBSITE CONTENT PLANNER
Free from StegPoint · stegpoint.com

1. THE BASICS
Business / trading name:
Contact person:
Preferred public email and phone:
Current website, if any:
Actual service area or public business location:
Opening hours / availability:

2. YOUR CUSTOMERS
Who do you help?
What usually makes them look for your service?
What do they need to know before contacting you?
What are the three questions you hear most often?
1.
2.
3.

3. YOUR MAIN MESSAGE
Complete this sentence: We help [who] with [service] in [real service area].
What makes your approach useful? Give one specific, supportable example.
What should a visitor do next? Choose one main action: call / enquire / request a quote / book.
Where should that action lead?

4. YOUR SERVICES
Repeat for each service:
Service name:
Who it is for:
What is included:
What is not included:
How the process works:
Pricing, if you want it public:
What you need to prepare an accurate quote:

5. EVIDENCE YOU CAN USE
Real project photos you own or have permission to use:
Customer feedback you have permission to publish:
Qualifications or registrations you can verify:
Facts that support your claims:
Leave anything unconfirmed out of your website copy.

6. PAGE OUTLINE
Home: main message, key services, useful evidence, contact action.
Services: inclusions, process, important questions and next step.
About: who runs the business and how you work.
Contact: public contact details, relevant location and required enquiry fields.
Other pages genuinely needed:

7. HANDOVER CHECKLIST
[ ] Logo file and brand colours available.
[ ] Photos named clearly and usage permission checked.
[ ] Service details, contact details and hours checked.
[ ] Domain ownership and current provider known.
[ ] One person chosen to review the website.
[ ] Required privacy and business information supplied.
[ ] Passwords shared through a secure method, never this planner.

READY-TO-EDIT WEBSITE COPY
Use this after completing the planner. Replace every field and only include facts you can support.

HOME HEADLINE
[Main service] for [customer type] in [actual service area].

HOME INTRODUCTION
We help [customer type] with [main service]. From [first step] to [finished result], we [specific approach]. Tell us what you need and we'll [realistic next step].

SERVICE BLOCK
[Service name]
For [customer need]. Includes [specific inclusions]. Before we start, we'll [scope / quote / inspection process].
Next step: [Request a quote / Call us / Send your details].

ABOUT BLOCK
I'm [name], the person behind [business]. I look after [type of work] for [customers / actual service area]. When you contact us, [what really happens].

FAQ ANSWERS
Where do you work? We cover [verified areas]. Ask us about [travel / access conditions, if relevant].
How do I get a quote? Send [minimum details]. We'll [real process and response time].
What happens next? First [step one], then [step two], then [step three].
What should I prepare? Please [relevant preparation].

CONTACT INTRODUCTION
Tell us about [job / request], where you need it and your preferred timing. We'll get back to you using the contact details you provide.

BUSINESS PHOTO CHECKLIST
Free from StegPoint · stegpoint.com

PLAN YOUR SHOOT
Choose a tidy, well-lit setting that reflects your real business. Use photos you own or have permission to use. Ask permission before photographing identifiable customers, staff or private properties. Check for addresses, number plates, paperwork and screens that should not be visible.

YOUR SHOT LIST
[ ] Wide hero photo: your work or setting, with uncluttered space for a headline.
[ ] Portrait version of the hero scene for a phone screen.
[ ] Friendly portrait of the owner.
[ ] Team photo, if relevant and everyone agrees.
[ ] Main service in progress.
[ ] A second service in progress.
[ ] Close-up of materials, tools or a meaningful detail.
[ ] Finished result from a customer's usual viewpoint.
[ ] Wider view showing the result in context.
[ ] Before photo, where useful and permitted.
[ ] Matching after photo from the same angle and lighting.
[ ] Entrance or arrival point, if customers visit you.

WHILE YOU SHOOT
Clean the lens. Use the camera's normal photo mode and good natural light.
Take a few versions of each shot; include wide and portrait options.
Keep important subjects away from the edges so images can crop on phones.
Leave clear space in hero shots where text might sit.
Hold the camera level and check focus before moving on.
Avoid heavy filters or edits that misrepresent the work.

BEFORE HANDOVER
[ ] Keep original-resolution files; avoid screenshots or compressed chat copies.
[ ] Choose the strongest images instead of sending every attempt.
[ ] Name files clearly, such as service-name-finished-01.jpg.
[ ] Add a short description of what each photo shows.
[ ] Record where permission is held for identifiable people or private sites.
[ ] Flag any crop or detail that must be preserved.

CUSTOMER WELCOME TEMPLATE
Free from StegPoint · stegpoint.com

HOW TO USE
Send this after you have confirmed the customer's booking or acceptance. Replace the fields and remove sections that do not apply. Attach only the documents relevant to their agreed service.

SUBJECT: Your [service] with [business] — next steps

Hi [first name],

Thanks for choosing [business]. I'm looking forward to helping you with [service / project]. Here's what happens next.

WHAT WE HAVE AGREED
[Short summary of the accepted scope]
Quote / booking reference: [reference]
Confirmed price and payment schedule: [details]
Full scope and agreed terms: [attachment or link]

WHEN AND WHERE
[Day, date, time and time zone]
[Location, arrival instructions or meeting link]
[Expected duration / key milestones]

WHAT I NEED FROM YOU
Please send or arrange the following by [date]:
1. [Information, approval or access needed]
2. [Information, approval or access needed]
Please use [secure method] for anything sensitive.

UPDATES AND QUESTIONS
Your main contact is [name]. Reach me on [phone / email].
I'll update you [realistic update schedule or agreed milestone].
If your requirements or availability change, let me know using [contact details] so we can discuss the effect on scope, timing and cost before making changes.

AFTER COMPLETION
I'll provide [handover, care instructions or relevant follow-up].

Thanks,
[Your name]
[Business]
[Contact details]

INTERNAL SEND CHECKLIST — REMOVE BEFORE SENDING
[ ] Booking or acceptance is confirmed.
[ ] Scope, price and payment details match the accepted quote.
[ ] Times, location and links have been checked.
[ ] Customer knows what to do next and by when.
[ ] Attachments are correct and contain no other customer's information.
[ ] Internal checklist and all unused fields have been removed.

FOUR-WEEK CONTENT PLAN
Free from StegPoint · stegpoint.com

HOW TO USE
Use three posts per week on the channels your customers already use. Replace bracketed fields, add real photos you have permission to share and check every statement. Change the schedule to suit your workload. No results are guaranteed; use the review at the end to learn what customers respond to.

WEEK 1 — HELP PEOPLE UNDERSTAND WHAT YOU DO
Post 1: Introduce your main service.
Caption: Need help with [problem]? We provide [service] for [customer type] in [actual area]. Here's what's included: [three specific inclusions]. Have a question? [Contact action].
Photo: A clear image of that service in progress.

Post 2: Answer a common question.
Caption: "[Real question customers ask]?" The short answer is [plain answer]. Before booking, check [one useful detail]. Ask us if you're unsure about your situation.
Photo: The part of the job your answer explains.

Post 3: Introduce the person behind the business.
Caption: I'm [name], and I run [business]. I look after [work]. My favourite part is [honest personal detail]. When you contact us, [what the customer can expect].
Photo: A friendly owner portrait.

WEEK 2 — SHOW THE PROCESS
Post 4: Explain three steps.
Caption: Here's how [service] works: 1. [First step]. 2. [Second step]. 3. [Third step]. To get started, send us [details needed].
Photo: Three real process photos, or one useful overview.

Post 5: Share a preparation tip.
Caption: Before your [service], [simple preparation step]. It helps us [specific reason]. We'll confirm [important detail] before your appointment.
Photo: What a prepared space or item looks like.

Post 6: Show a detail people miss.
Caption: This small detail matters: [detail]. We check it because [practical reason]. Here's what to look for when [relevant situation].
Photo: A clear close-up with enough context.

WEEK 3 — HELP CUSTOMERS CHOOSE
Post 7: Explain an inclusion.
Caption: When we quote for [service], [specific inclusion] is covered. [Optional extra] is separate and agreed before work starts. Ask us for a clear scope for your job.
Photo: The included work or finished result.

Post 8: Describe a real project.
Caption: For this [project], the customer needed [actual request]. We completed [actual work]. The result was [observable result]. [One useful lesson].
Photo: Your own project, with permission. Do not invent a client story.

Post 9: Explain what you need for a quote.
Caption: Want a quote for [service]? Send [detail one], [detail two] and [detail three]. That helps us [give an accurate scope / arrange the right next step].
Photo: An example of a useful measurement or photo, without customer data.

WEEK 4 — MAKE THE NEXT STEP EASY
Post 10: Explain who the service suits.
Caption: [Service] may suit you if [real need]. If you need [different scope], contact us first so we can tell you whether we can help.
Photo: A relevant job or setting.

Post 11: Share an aftercare tip.
Caption: After [service], [practical aftercare step]. If you notice [relevant concern], contact [appropriate contact]. Keep any supplied care instructions handy.
Photo: The finished work or a useful care step.

Post 12: Invite an enquiry.
Caption: Planning [job]? Tell us [details] and your preferred timing. We'll [actual next step]. Reach us at [contact details / website].
Photo: Your strongest relevant real work image.

FIVE-MINUTE WEEKLY REVIEW
Which posts led to relevant questions or enquiries?
What did people ask that we could answer next week?
Which post was easiest to create?
What should we repeat or explain more clearly?
Only record results you actually observed; likes are not the same as enquiries.

ENQUIRY FOLLOW-UP GUIDE
Free from StegPoint · stegpoint.com

SET UP ONCE
Choose who checks enquiries and a response time you can consistently meet.
Keep your customer message pack, quote template and tracker together.
Use one record per enquiry. Record only what you need to handle the request.

1. A NEW ENQUIRY ARRIVES
Record the received date, name / reference, contact, request and source if known.
Set status: New.
Read the request before replying. Use message 1 from the customer message pack.
Set a next action and a real follow-up date.

2. YOU NEED MORE INFORMATION
Ask only for details that affect the scope, price or timing.
Use message 3. Set status: Contacted.
Next action example: Check whether the requested photos have arrived.
If information is sensitive, provide a suitable secure way to share it.

3. YOU SEND THE QUOTE
Check scope, inclusions, exclusions, totals, validity and timing.
Use message 4 with your completed quote. Set status: Quoted.
Record when you sent it and any follow-up date agreed with the customer.

4. THE CUSTOMER HAS NOT REPLIED
If no timing was agreed, one friendly check-in a few days later may be appropriate.
Use message 5 and ask whether they need anything explained.
Do not send repeated daily chasers. If they ask you to stop, stop.
If there is still no reply, you can use message 12 to close the loop, then mark Closed.
Do not treat silence as acceptance of a quote or booking.

5. THE CUSTOMER ACCEPTS
Confirm availability, agreed scope and any other requirements before booking.
Use message 6 only when the booking is confirmed. Set status: Booked.
Send the welcome template with the preparation and contact details they need.

6. THE WORK IS COMPLETE
Provide the agreed handover and any care instructions.
Use message 8 where appropriate. Invite honest feedback without requesting a rating.
Resolve outstanding questions, then mark Closed.

DAILY TEN-MINUTE CHECK
[ ] Read new enquiries and respond or assign a clear next action.
[ ] Check today's follow-up dates in the tracker.
[ ] Confirm changes with customers before altering bookings.
[ ] Update status and next actions after each conversation.
[ ] Close finished or declined enquiries.

WEEKLY REVIEW
How many genuine enquiries came in?
How many received a response within your chosen response time?
How many quotes are waiting for a decision?
Are any open enquiries missing a next action or follow-up date?
Which repeated question should you answer on your website?

This is a manual workflow. The templates and tracker do not send messages automatically.