Weekly pipeline review and forecast
Know what work is coming in the next six weeks, every Monday, without a sales meeting. Estimators answer a two-minute text and you get one page on what's live and what's stuck.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Open quotes pulled from your systems
Every quote that's been sent and not yet won or lost, with its value, its age and who owns it.
- 02
A two-minute check-in for each estimator
On Friday each estimator gets a short message listing their own open quotes, and replies with a word for each: hot, waiting, dead, or a quick note.
- 03
The CRM updated from their answers
Replies are written back to each quote, so the record matches what the estimator knows. Quotes marked dead go on a lost list with the reason.
- 04
A forecast you can plan around
Likely work for the next six weeks, worked out from what's booked, what's hot and your usual win rate, set against the crew hours you've got.
- 05
One page on Monday morning
What came in, what was won and lost, the five quotes most worth a call this week, and any quotes nobody has touched in a fortnight.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Marking a quote won or lost, or changing its value, stays with the estimator. The forecast is a guide for planning, and what you do about it is your call.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The pipeline lives in each estimator's head. To find out what's likely to land, you ring round on a Friday or sit everyone down for an hour on Monday, and the answer is still a guess. Then a quiet month arrives that nobody saw coming.
What we build
- Open quotes pulled from your systems
- A two-minute check-in for each estimator
- The CRM updated from their answers
- A forecast you can plan around
- One page on Monday morning
A month in
The Monday sales meeting shrinks to ten minutes or disappears, and you see a quiet patch a month out, with time to do something about it.
FAQ
My estimators won't fill in another form. Will they do this?
There's nothing to fill in. Each estimator gets one message a week listing their own open quotes, and a one-word reply per quote is enough. Most answer it from the van in two minutes.
How accurate is the sales forecast?
The sales forecast is as good as the quotes behind it. The first month is rough, and after a few months of real wins and losses it's usually close enough to plan crew hours and hiring around.
More for sales & follow-up
See them all →Next step
Bring this one to a free live build.
Thirty minutes on weekly pipeline review and forecast. We build its elf with you, live, and you keep it.