Protect your time when a customer might take your application elsewhere
The problem
You spend an hour on an application, the council publishes it, and another firm rings the customer with a lower price. You can't stop that, but a clear agreement before you start, and a polite reply when it happens, protect your time and keep the customer on good terms.
What AI does
AI drafts a line for your quotes about what happens to application work if the customer goes elsewhere, and a polite message for when that happens.
Time
The steps, in short
- Settle your approach to application paperwork before you start any.
- Add a short line about it to your quotes.
- Have AI draft a calm message for when a customer chooses another firm.
- Keep a dated note of the work you did and the time it took.
A short sample prompt
A customer I prepared a tree work application for may use another firm. My agreed terms were: [terms]. Write a short, polite message that reminds them of those terms, thanks them and leaves the door open. No blame.
In the full playbook
- 5 steps in full
- The exact prompt to copy
- A check-before-you-send list (3 points)
- UK notes with official sources