Quote win/loss review
Shows you what's actually winning and losing you work: price, speed or wording.
What it's worth
Sharper win rate on every quote you send
Who it's for
Anyone who quotes regularly and wants to know why some jobs are won and others go quiet, instead of guessing.
DIY: how to set this up yourself
A high-level path to a basic version you can build in Claude on your own.
- Pull together your last 20 to 30 quotes with the outcome (won, lost, no response) and roughly why if you know.
- Ask Claude to look for patterns across response time, price range, job type and wording.
- Get Claude to summarise the two or three biggest factors separating wins from losses.
- Adjust your quote template or process based on what stands out.
- Re-run the review every quarter to keep it current.
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