The Quote-to-Close ROI Worksheet — High-Ticket Installs
Why it matters
Model potential recovery from your own baseline with this worksheet.
Start here
- List the last 30 days of estimate requests, site visits, and proposals.
- Mark each enquiry where slow follow-up may have cost the site visit.
- Keep your own results separate from examples.
What RevenueFound can do for you
- Bring past customers back with a text campaign, then see who replies.
- Send happy customers to your review link and keep unhappy feedback private.
- Get the right text follow-up ready when a new enquiry comes in.
- See which campaigns bring work you can take, then decide what to keep.
- Pay against the booking records covered by your chosen plan.
What you'll see when you try it
RevenueFound's AI receptionist answers after-hours and overflow calls. It saves caller details, a message, and optional urgency. A caller who confirms a time can be recorded as a booking; calls needing more detail are saved for follow-up. We report the agreed booking records covered by your plan.
Your business estimate
Enter your own missed calls, average job value, and close rate. Calculate missed calls × average job value × close rate as an illustrative estimate from your own numbers. Compare it with the proposed fee once you agree what counts as a booking.
Next step
Continue to offer.