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Free templates and tools
Copy-and-paste follow-up templates for small businesses, and a calculator for what missed calls cost you. No sign-up.
Free invoice tracker and quote tracker spreadsheetsFree invoice tracker, quote tracker and vendor list templates for Excel and Google Sheets. Overdue invoices highlight themselves, and the totals add up for you.Payment reminder email templatesFree overdue invoice reminder templates for day 1, 7, 14 and 21 past due. Polite, firm and copy-and-paste ready for small businesses.Quote follow-up email templatesFree follow-up emails for quotes and estimates: day 2, 5 and 12 check-ins, plus replies for "not now" and "we went with someone else".Missed call text back templatesFree text message templates to send missed callers: general, trades, after-hours and existing customers. Copy and paste for your business.Certificate of insurance request template and checklistA free email to request a certificate of insurance (COI) from a subcontractor or vendor, a renewal reminder, and a checklist of what to check on every COI.Receipt reminder message for your teamA free weekly email and text to ask employees for missing company card receipts, plus a short receipt policy you can share.
Missed call cost calculatorEstimate the work you lose to voicemail each month, from your own numbers.
Rather not do it by hand? Lumière Agents sends these follow-ups for you, in your name.