Process Gap #1

Is Your Quoting Process Killing Your Growth?

If quotes take forever, pricing is inconsistent, and you're discounting to close every deal—your quoting process is the problem.

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Do These Sound Familiar?

"Quotes take forever"

Custom quotes take days or weeks. Customers get frustrated. Competitors beat you on speed.

"Pricing is all over the place"

Every salesperson prices differently. No consistency. Margins vary wildly by rep.

"We discount to close every deal"

No pricing discipline. Reps give away margin to hit numbers. Profitability suffers.

"I'm the bottleneck"

Founder or senior person has to approve every quote. Can't scale. Team can't move without you.

What's Really Happening

Your quoting process is manual, slow, and inconsistent. Every quote is a custom project. There are no templates, no pricing rules, no guardrails. Each salesperson reinvents the wheel every time.

This creates three problems:

  • Speed: Quotes take too long, and you lose deals to faster competitors
  • Margin: Without pricing rules, reps give away margin to close deals
  • Scale: You can't handle more volume because every quote is manual

How We Fix It

1

Systematize Quoting

Create templates for common product/service types. Standardize the quote format. Reduce custom work by 60-80%.

2

Implement Pricing Rules

Define pricing floors, discount limits, and approval thresholds. Build guardrails that protect margin.

3

Automate Where Possible

Build tools that generate quotes faster. Reduce manual data entry. Free up your team to sell.

Typical Results

10x

Faster Quotes

20%

Revenue Growth

10%

Margin Improvement

40%

More Volume Capacity

Ready to Fix Your Quoting Process?

Schedule a free diagnosis call. We'll identify quick wins you can implement in weeks 1-3.

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