The Quote-to-Close Cleanup

$4,395.00

“You’re losing money because your follow-up sucks. Let’s fix that.

This package is for operators who keep saying “I meant to follow up” but never do. If jobs are falling through the cracks and no one gets the same experience twice — this one’s for you.

What's Included:

  • Signature No No-BS Business Consultation

  • End-to-end mapping of your quote-to-payment process

  • Email and text templates for quotes, reminders, and follow-ups

  • Basic automations using your current tools (Calendly, Square, etc.)

  • SOPs for sending estimates, taking payments, and closing jobs

  • Client onboarding checklist and customer experience guide

Expected Timeline: 4-6  weeks from completion of the intake questionnaire

“You’re losing money because your follow-up sucks. Let’s fix that.

This package is for operators who keep saying “I meant to follow up” but never do. If jobs are falling through the cracks and no one gets the same experience twice — this one’s for you.

What's Included:

  • Signature No No-BS Business Consultation

  • End-to-end mapping of your quote-to-payment process

  • Email and text templates for quotes, reminders, and follow-ups

  • Basic automations using your current tools (Calendly, Square, etc.)

  • SOPs for sending estimates, taking payments, and closing jobs

  • Client onboarding checklist and customer experience guide

Expected Timeline: 4-6  weeks from completion of the intake questionnaire

By the end of our time together, you’ll have:

A clear, repeatable follow-up system that runs smoother and closes more jobs. Your quote-to-close process will be mapped out, automated where possible, and backed by professional templates and playbooks you can trust.

You’ll Feel:

Like your process reflects how seriously you take your work. You’ll have a system that helps you stay sharp — no more chasing leads or letting jobs slip through the cracks. Following up will feel solid and professional, and you’ll be proud knowing your business runs as well as the work you deliver in the field.