I will build a contractor quote recovery tracker and follow up plan

United States

I speak English

Business Research and Competitor Analysis

I help small businesses make more informed decisions through organized, practical research. My services focus on competitor analysis, market research, business information gathering, and actionable r...
About this Gig

Have outstanding contractor quotes that never turned into booked jobs?

I create a custom Excel Quote Recovery System to help contractors organize unanswered estimates, reconnect with potential customers, and identify valuable opportunities.

YOUR $160 PACKAGE INCLUDES:

  • Custom Excel tracker for up to 20 estimates, including job values, dates, and statuses
  • 20 personalized customer message drafts
  • Priority indicators to identify quotes needing attention
  • Opportunity summary with recommended next actions
  • Simple instructions for using and updating your system

PERFECT FOR:

Roofers, remodelers, painters, landscapers, HVAC companies, and other contractors.

HOW IT WORKS:

  1. Share details of up to 20 outstanding estimates.
  2. I organize your data and prepare personalized messages.
  3. Receive your completed files within 3 days.

You review and send all customer messages yourself. No automated outreach, subscriptions, or guaranteed revenue results.

Stop letting potential jobs slip through the cracks. Get organized and take action.

Platform:

Excel

Development technology:

Excel

Expertise:

Formatting

•

Formulas

•

Functions

•

Dashboard

•

Data validation

My Portfolio