Sales & Quoting

4 skills in this category.

Quote Preparation

When a client needs a quote and you want structured options (e.g. 1-year vs 3-year, good/better/best) with explicit assumptions, ready to hand to the sales owner.

Sales Handoff Routing

When a ticket turns out to be a sales conversation — a purchase ask, renewal, expansion, or pricing question — and it should move to the sales board and the account owner with a clean summary.

SOW Drafting

When project-shaped work needs a brief scope-of-work drafted from ticket or project context — deliverables, assumptions, exclusions, and a T&M vs fixed recommendation.

Tickets to Opportunities

When you want to mine recent service tickets for expansion signals — work that became, or should become, a sales opportunity — and get a per-client opportunity report.