Solo estimator, Brooklyn, NY. Baseline: 19% close rate, Manual chasing of quotes, Sending quotes without follow-up confidence.
The workflow stayed narrow: capture the leak, qualify the next step, and push the useful handoff back to the business. That keeps the case measurable instead of turning it into a broad transformation project.
After: 34% close rate, 0h manual chasing, Starter package.
Do not copy this workflow blindly if the team cannot name the leak, does not know the current baseline, or cannot define the rules for a clean handoff. In that case, start with a short audit before automation.
I used to send it and pray. Now I just send it.
Other cases
All cases →Pay for results, not promises.
Want the same for your business?
Fixed fee to launch, then pay only for qualified leads. We'll show it on your numbers.