Skill · v1.0

Quote Builder

Quote Builder is a skill for turning a service-business inquiry into a clean, complete quote in the format you need. Email body, SMS summary or markdown-PDF. Four input categories, three output formats, and a 48-72h follow-up trigger on every run. Research shows that single follow-up converts 30-40% of unsigned quotes.

Install

Claude Code (CLI / WSL / Git Bash)

/plugin marketplace add https://www.infinitegameos.io/marketplace.json
/plugin install quote-builder@igos-library

Claude Code (VS Code)

Install in VS Code

Opens the Claude Code plugins dialog with the marketplace and skill prefilled. Requires the Claude Code VS Code extension installed and signed in. Or paste the snippet below into .claude/settings.json for VS Code, JetBrains or any setup that prefers manual config.

{
  "extraKnownMarketplaces": {
    "igos-library": {
      "source": {
        "source": "url",
        "url": "https://www.infinitegameos.io/marketplace.json"
      }
    }
  },
  "enabledPlugins": {
    "quote-builder@igos-library": true
  }
}

Direct markdown URL (Claude Code, Cursor, Codex CLI)

https://www.infinitegameos.io/markdown/skills/quote-builder

Cursor (.mdc rules file)

curl -O https://www.infinitegameos.io/install/cursor/quote-builder.mdc

Aider, Cline, any agent with --read

curl -O https://www.infinitegameos.io/markdown/skills/quote-builder
aider --read quote-builder.md

Definition

Quote Builder takes an inbound inquiry and produces a complete quote in the operator's chosen format. Scope, cost, terms and customer details are the four input categories. Email body, SMS summary and markdown-PDF are the three output formats. After every quote, the skill fires a follow-up trigger payload the operator hands to Customer Follow-Up or Daily Admin Orchestrator: 48 hours default, adjustable to 24 or 72 hours. The follow-up trigger is not optional. Research on service businesses is consistent: 30-40% of unsigned quotes convert with a single follow-up in the 48-72h window. Most solopreneurs do not send it. This is where that changes.

Four input categories, three output formats

Scope inputs define the work: service type, job address, description specific enough to price, estimated duration, exclusions. Cost inputs build the price: labor rate, hours, materials, markup, subcontractor costs, travel. Terms inputs govern the transaction: quote expiry date (required, 30-day default), deposit requirement (explicit or explicitly waived), payment terms, accepted methods. Customer inputs complete the package: name, email, phone, job-site contact if different.

Three output formats serve different send contexts. Email body is the default for most sends. SMS summary compresses the core figure to under 160 characters for repeat customers who text. Markdown-PDF is the right call for new high-value bids where a polished document signals professionalism. The format is the operator's choice per run. After one week of live reps, the operator sets a default for 90% of their sends and overrides per run as needed.

The follow-up trigger as load-bearing discipline

After every quote, the skill outputs a follow-up trigger payload containing customer name, contact, quote date, job brief, quote total and timing. The operator hands this to Customer Follow-Up or to Daily Admin Orchestrator. The timing is 48h by default. Adjust to 24h for a hot lead who asked for a quick turnaround, 72h for a higher-value bid where the customer needs room to think.

Quote expiry date is required on every quote. A quote with no expiry is an open-ended liability. The default is 30 days; shorter windows apply for time-sensitive materials, peak-season pricing or coaching programs that fill on a rolling basis. Deposit terms are explicit or explicitly waived: "no deposit required" is a valid terms line; silence is not.

Use Cases

Tree removal quote for a new residential customer

Joel receives an inquiry about removing a dead pine and trimming three oaks. Quote Builder gathers scope, cost and terms in under five minutes, produces an email body with the itemized breakdown, fires the 48h follow-up trigger payload for Customer Follow-Up and logs the open quote for Daily Admin Orchestrator to surface on Wednesday morning if it goes unsigned.

Coaching program quote with a shorter expiry window

A coach quoting a six-session leadership program sets a 14-day expiry because her calendar fills on a rolling basis and a 30-day window would create scheduling conflicts. Quote Builder produces the email body with the deposit, session count and payment terms stated explicitly. The follow-up fires at 48h.

Repeat customer SMS quote for a routine job

A handyman quotes a repeat customer who always texts. Quote Builder produces the SMS summary (service plus total plus expiry plus one action line) under 160 characters, with a second message pointing to the full terms by email. The customer confirms in two minutes.

High-value bid for a property management company

A landscaping solopreneur quotes a commercial contract that will go to a property manager's board for approval. Quote Builder produces the markdown-PDF format, which the solopreneur exports via Obsidian and emails as a professional PDF attachment. The follow-up timing extends to 72h given the board review cycle.

Brand identity quote for a freelance designer

A freelance designer quotes a full brand identity project: logo, brand guide and web assets as phase-scoped deliverables with revision rounds named and personality assessments explicitly excluded. Quote Builder produces the email body, shows the math for each phase and fires the follow-up trigger. The designer stops sending "just following up" emails from scratch every time.

FAQ

Why is the follow-up trigger not optional?

Service-business research is consistent: 30-40% of unsigned quotes convert with a single follow-up sent 48-72 hours after the quote. Most solopreneurs do not send it because there is no system doing the remembering. The trigger fires on every quote, every time. The only tuning is timing. Whether it fires is not a decision.

Can I lock one format as the default?

Yes. After a week of live reps you will know which format covers 90% of your sends. Set it as the default in the prompt you use to invoke this skill. Override per run as needed. Email body is the most common default; SMS suits repeat customers you already text; markdown-PDF is for new high-value bids.

What if my service type does not fit the default input fields?

Edit the scope-inputs block directly. Tree trimmers add tree count and access notes. Designers swap labor hours for scope phases and revision rounds. Coaches replace hours with session count. The four input categories (scope, cost, terms, customer) hold for every service type; the specific fields within scope are yours to shape. Budget 20-30 minutes with one recent quote in hand.

Does Quote Builder submit or send the quote?

No. The skill produces the quote in the chosen format and fires the follow-up trigger payload. The operator reviews and sends. The output is designed to make that step take under two minutes, not to skip it.

How does Quote Builder connect to the rest of the toolkit?

Email Triage is often where a quote request surfaces first. When an accepted quote moves to billing, Invoice and Payment Tracker picks up the line items. Customer Follow-Up receives the 48-72h follow-up trigger and runs the relationship cadence from there. Daily Admin Orchestrator closes the sequence with a follow-up check on unsigned quotes each morning.

Related

Quote Builder is one skill in the Solopreneur Admin Toolkit. The full toolkit runs as a daily ritual through the Daily Admin Orchestrator. The design frame for a service business that compounds on systems rather than memory is the Sovereign Life Playbook.

See the Sovereign Life Playbook