Rough notes to a checked quote

44 seconds · narration and speech captions · fictional or illustrative examples.

Narration transcript

Got the job details, but need a clearer quote? AI can help organise the wording.

Here are our fictional notes: repaint one small office, walls only, with paint supplied by the client. Labour is four hundred and twenty pounds.

Ask for an internal outline and covering email. Keep the supplied facts, and mark missing terms as to confirm.

The date, VAT status and payment terms are still missing. A polished draft doesn’t resolve those gaps for you.

Compare it with the notes. Check the figures yourself. Resolve every important gap before you approve the quote.

Try the exercise with a fictional job. You supply the price and terms; AI helps make them clear. Day Four has the prompt and checklist.

Video outline

Rough notes → clear scope: A quote draft you can check.

AI can organise wording.
Your business supplies the price, scope and terms.

Captioned walkthrough · fictional example

1 / Supply the notes: Keep the facts separate.

Repaint one small office.
Walls only.
Client supplies paint.
Supplied labour figure: £420.
Date, payment terms and VAT status not supplied.

Fictional supplied figure — not an estimate

2 / Ask for an outline: Keep missing terms visible.

“Make an INTERNAL quote outline and short covering email. Preserve the supplied scope and price. Do not invent dates, VAT treatment, guarantees or terms. Mark essential gaps [TO CONFIRM]. Do not send.”

Prompt example — adapt to confirmed facts

3 / Inspect the outline: Polished does not mean ready.

Illustrative internal outline:

Scope: office walls only
Paint: supplied by client
Labour: £420, as supplied
Date: [TO CONFIRM]
VAT: [TO CONFIRM]
Payment terms: [TO CONFIRM]

Written example — not a ready-to-send quote

4 / Resolve and approve: Check each commitment.

Compare with the original notes.
Check figures independently.
Resolve essential gaps.
Approve the final terms and email.

AI does not approve commercial commitments

Your next small task: Try a fictional job.

Draft the outline.
Keep a separate gap checklist.
Resolve it before real use.

Free lesson:
www.aiontoast.com/academy/day-4

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