Free Tool
Quote Conversion Calculator
Most revenue loss isn’t from losing jobs — it’s from quotes that die before the customer ever sees them. See what closing the gap is worth for your business.
Industry data
Two separate problems hide inside “quote conversion.” First, only 9.6% of quotes ever leave the office and reach the customer (the rest die in CRMs and field tablets). Second, of the quotes that do get sent and decided, the median contractor closes 73.9% and the top quartile closes 83.2%. The calculator below uses your close rate on quotes you actually send — so the “9.6% sent” leak is a separate (and usually larger) revenue opportunity on top.
Your numbers
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Where quotes die
Most quote loss isn’t about price. It’s about process. Here’s where the pipeline leaks.
Never sent to customer
90.4% of quotesThe single largest leak. Quotes created in the field or back-office that never reach the customer inbox. Usually a CRM gap or technician habit.
Sent but no follow-up
~40% of quotesQuotes sent but never followed up on. Studies show follow-up increases close rates by 20-30 points. Most contractors don't have a systematic follow-up workflow.
Followed up but lost
~30% of quotesGenuine competitive losses. These are the only losses where price might actually be the issue. Everything above is a process problem, not a pricing problem.
What this means for you
Your close rate is below the industry median (73.9%). The good news: most of the gap isn't lost deals — it's quotes that never got followed up. Closing the gap to median alone would add $544,320/year without sending a single new quote.
Quick win this week
Pull every quote sent in the last 30 days that didn't close. How many got at least 2 follow-ups? Your close rate problem is probably a follow-up problem.
Strategic fix
24-hour quote turnaround. Mandatory 3-touch follow-up sequence (day 1, day 3, day 7). Weekly review of quotes-not-yet-sent. Spiff structure for tech-driven quotes.
See your real quote conversion numbers
We connect to your FSM/CRM and show you exactly where quotes are dying. Free audit included.
No commitment. Real numbers, not generic advice.
Want to see exactly where your quotes are dying?
We'll pull every quote from the last 12 months, classify them by stage of death (never sent, sent but ghosted, lost on price, lost on timing), and rebuild your follow-up cadence around the leaks that actually matter.
From clients
What contractors say after working with us.
“Thought we were running 22% net. Real number was 11 once Sam allocated overhead correctly across labor and materials. Painful conversation but I needed it. We've been repricing every job since.”
“We had 40 service contracts and no idea which ones actually made money once you included drive time and callbacks. Sam ran the analysis — three of our biggest were underwater. Repriced or dropped them, net margin went from 8% to 14% in one quarter.”
“My CPA is great at taxes but nobody was looking at the actual business. Sam found $140K in overhead we were eating on service calls because our flat rates were 3 years out of date. Repriced the menu in 30 days. The pricing fix alone covers his fee for years.”
Simple pricing
Three tiers, one ladder.
$99/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
See exactly where your quotes are dying
Drop your info and a Level CFO will reach out to walk through your pipeline. Free audit included.
No commitment. Real numbers, not generic advice.