Quote Leakage Diagnostic

This isn’t a test. It’s a commercial mirror.

This diagnostic looks at what happens after enquiries and quotes, not how good your sales pitch is.

There are no trick questions.

You don’t need exact numbers, just answer based on what usually happens, not what should happen.

Most firms discover at least one uncomfortable gap.

That’s the point.

Answer based on typical behaviour, not exceptions
If it varies, choose the option that happens most often
Be honest - the results are for you, not for judgment
This takes ~5 minutes and works on mobile

The value isn’t the score - it’s the clarity that follows.

Your answers are private. No spam. No sales pitch unless there’s a genuine fit.

How often do you send quotes? (copy) *

6+ quotes per week

3–5 quotes per week

1–2 quotes per week

Less than 1 quote per week

When a quote will take time to prepare, what does the client experience? *

They’re acknowledged quickly and know the next steps

They’re acknowledged, but timelines aren’t clear

They mostly hear nothing until the quote is ready

It depends on workload or who’s handling it

Honestly... it’s usually silent until the quote goes out

When a call is missed, what usually happens? *

It’s logged and called back quickly

It’s usually called back the same day

It’s sometimes called back

We don’t always know a call was missed

After a quote is sent, what follow-up normally happens? *

There’s a clear follow-up plan everyone uses

Some follow-up, but not consistently

It depends on who sent the quote

Mostly, we mean to chase

If more than one option applies, choose the one that reflects what happens most of the time.

Who is responsible for chasing quotes?

A named person with time set aside

Shared between a few people

The owner, when they can

No one specifically

Where can you see all live quotes today?

One clear view with stages and status

A spreadsheet that’s mostly up to date

Email inboxes or people’s heads

I’d have to ask around

When quotes are still open, what’s usually happening? *

They’re being actively progressed or clearly paused

They’re open, but progress is slowing

They often drift with no clear next step

We’re not always sure what’s happening with them

What this result actually means

This result isn’t about effort, intelligence, or intent.

It reflects how controlled and visible your enquiry-to-quote process is today — relative to the size and complexity of the work you do.

Long quotes aren’t a problem.

Complex bids aren’t a problem.

Unmanaged silence, drift, and unclear ownership are.

What matters now is what you do next.