The 90-Day Unsold Estimate Audit · free
How much unsold work is sitting in your system right now?
You do not need to make up a recovery rate. Run your numbers against a published follow-up benchmark, then we'll inspect your estimate history and return the real count, quoted value, and follow-up gaps — no charge and no sales call required.
Four numbers from your records. No close-rate guess required.
A sourced scenario
What could a measured lift mean for your shop?
We supply the conversion lift. You supply four numbers from the same 90-day period in your records.
A CHIIRP case study reports that Goettl's Phoenix/Tucson estimate conversion moved from 43% to 52% over two months with automated follow-up. This is one vendor-published case study, not an independent trial, a Simple Signal result, or a guarantee. We use it only to show what the same nine-point lift would mean with your numbers. In this scenario, nine points means nine additional sold jobs per 100 estimates.
The math: 90-day estimates written × 0.09 additional close rate × average quoted amount × gross margin, annualized across four periods. Payback compares that annual gross profit with the initial Follow-Up payment.
Enter all four numbers from your records to run the scenario.
What the result is: a scenario using the published nine-point lift, annualized from the 90-day period you enter. Gross profit subtracts direct job costs. Payback divides the $2,500 setup fee plus the first $997 monthly payment by the annualized gross profit; it answers when the initial investment is recovered, not a first-year profit-and-loss forecast. These figures do not subtract overhead, taxes, financing, callbacks, or later monthly payments, so they are not net profit. Your actual lift may be lower, higher, or zero.
Facts, not a forecast
Then find out whether a follow-up gap exists.
The audit answers one useful question: are recent estimates going unsold without a consistent follow-up process?
What your records can show
Which estimates remain unsold, what was quoted, when each was written, and when the customer last heard from your team.
What a benchmark can show
What one measured conversion lift would mean with your volume, pricing, and margin. It is a scenario to compare with the fee, not a promise of what your shop will do.
The decision this supports
If recent estimates are routinely getting one contact and then going quiet, you have a process gap to fix — with your team or ours. If your team already follows every estimate consistently, the audit should show that too, and you should not buy Follow-Up.
The data handoff
We need the estimate records before we can audit anything.
This form does not give us access to your estimates. It tells us where your records live and where to send the shortest handoff instructions for your system.
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Request the handoff instructions
Tell us which system you use and where we should send the instructions.
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Send one export or screenshot, or grant read-only access
We show you exactly what to export or how to grant read-only access. This should take about three minutes; we do the analysis.
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Get the audit within two business days
The clock starts when we receive the report or access. We send the finished audit directly; no sales call is required.
What you get back
- How many estimates your team wrote and sold in the last 90 days, and your current close rate.
- How many remain open and how many never received a second contact.
- The total customer price quoted across the open, unsold estimates.
- A working list ordered by age, quoted amount, and follow-up history, with the customer's name, the job, the value, and the last contact.
One page. We paste it into the email as well as attaching it, so you can read the whole thing on your phone without downloading anything.
The quoted total is not revenue, profit, or a prediction of what will close. It shows the size of the list and whether anyone is consistently working it.
What it costs you
About three minutes.
Read-only access, or one exported report you already know how to run. If we asked you for an hour of data-gathering to prove we save you time, we'd have lost on the first move. Once we have the records, we do the rest.
Nothing in money, and no call.
The audit arrives whether or not you ever speak to us. If you want to talk about it afterwards, that's your call to make.
One scenario, then measured results
The calculator uses a disclosed third-party result instead of asking you to invent a close percentage. It shows potential, not what we promise to win. The audit reports what is already in your records; your actual lift is measured only after the work starts.
Then what?
The buying decision is operational, not speculative: is a meaningful part of your recent estimate list going without follow-up? If it is, you can assign a person and a process to it, or Follow-Up can work every estimate for thirty days under your company's name. If the gap is not there, keep the audit and do not buy the service.