# Service quote

Replace everything in [brackets]. Delete options that don’t apply.

---

## Quote details

Quote number: [Q-0001]
Date: [Date]
Valid until: [Date — e.g. 30 days]
Prepared for: [Client name and company]
Prepared by: [Your name and business]
Project: [Project name]

## Scope summary

[One or two sentences on the outcome and what you’ll deliver.]

## Price breakdown

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Discovery interviews | [12 stakeholder interviews and site visit] | [Qty] | [Rate] | [Amount] |
| Analysis | [Process mapping and data analysis] | [Qty] | [Rate] | [Amount] |
| Recommendations workshop | [Half-day leadership workshop] | [Qty] | [Rate] | [Amount] |
| Final report | [Findings, options and 90-day plan] | [Qty] | [Rate] | [Amount] |
| Travel expenses | [Rail and accommodation, at cost] | [Qty] | [Rate] | [Amount] |

Subtotal: [Amount]
Tax: [If applicable]
Total: [Amount and currency]

## Included

- [Interview summary]
- [Current-state process maps]
- [Recommendations workshop]
- [Final report with a 90-day implementation plan]

## Not included

- [Implementation of recommendations]
- [Software purchases]
- [Travel beyond the agreed sites]

## Assumptions

- [A named sponsor and day-to-day contact]
- [Access to staff for interviews]
- [Operational data in agreed formats]

## Timeline

1. Discovery — [dates]
2. Analysis — [dates]
3. Recommendations — [dates]
4. Report and handover — [dates]

## Terms

Deposit: [e.g. 30% on acceptance]
Payment schedule: [e.g. balance on delivery, 14 days]
Changes: [Work outside this scope is quoted separately before it starts]

## Acceptance

By signing, you accept this quote and its terms.

Name: [Name]
Signature: [Signature]
Date: [Date]

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## Before you send it

- [ ] Every item the client asked for is priced or excluded.
- [ ] Assumptions are written down.
- [ ] The validity date is set.
- [ ] The deposit and payment schedule are clear.
- [ ] There’s a clear way to accept.
- [ ] You’ve diarised a follow-up before it expires.

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# Example: Meridian Advisory quote for Calder Manufacturing

A filled-in example for a operations review and improvement plan. Both companies are fictional.

## Price breakdown

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Discovery interviews | 12 stakeholder interviews and site visit | 3 days | $1,400.00 | $4,200.00 |
| Analysis | Process mapping and data analysis | 4 days | $1,400.00 | $5,600.00 |
| Recommendations workshop | Half-day leadership workshop | Fixed fee | $1,200.00 | $1,200.00 |
| Final report | Findings, options and 90-day plan | Fixed fee | $2,500.00 | $2,500.00 |
| Travel expenses | Rail and accommodation, at cost | 1 item | $385.00 | $385.00 |

## Total and terms

Total: $13,885.00 plus any applicable tax
Valid until: 30 days from the date above
Deposit: $4,166.00 (30%) on acceptance
Balance: On delivery, due in 14 days

## Not included

- Implementation of recommendations
- Software purchases
- Travel beyond the agreed sites

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