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Definitions

A shared vocabulary for unresolved estimates

Agree on the terms before reporting the result.

Outcome

The customer’s decision or the recorded sales state: sold, declined, chosen elsewhere, or still undecided. Define the states in the shop’s system and specify the date through which the report is current.

Reason

The customer’s stated explanation, with source and date. Staff interpretation is stored separately. Unknown means there is not enough supported information to say.

Next action

A specific authorized action with an owner and timing or trigger. Closure or no further contact can be the correct action.

Resolution and attribution

Resolution means an outcome has been clarified under the agreed definition. It does not necessarily mean a sale. Attribution describes the evidence connecting work and outcomes; it should not silently imply that every observed sale was incremental.

Discuss one estimate from your shop.

A free 15 minute call to discuss what happened, who has the next action, and whether a closer review would be useful. No customer files or system access needed.

What an estimate review delivers