Marketing Index Tools / Sales Pipeline Audit
Sales Pipeline
Audit
How many jobs did you quote last month that never came back? Find exactly where you are losing work you already have in front of you.
📋 12 questions⏱ 3–4 minutes✅ Instant results🔒 Nothing saved
0 of 12 answered
Section 1 of 3
Your quoting process
1.When someone asks for a quote, how long does it usually take you to send it?
2.Do you have a way to keep track of quotes you have sent and whether they turned into work?
3.Roughly, out of every 10 quotes you send, how many turn into paid work?
4.Do you know why you lose quotes — is it price, timing, or something else?
Section 2 of 3
Following up on cold quotes
5.When someone goes quiet after you send a quote, what do you usually do?
6.If you follow up, how do you do it?
7.How many outstanding quotes do you have right now that have not been accepted or rejected?
Section 3 of 3
Closing and winning work
8.When a customer says your price is too high, do you have a response ready?
9.Do you make it easy for customers to say yes — clear next steps, simple payment, fast start date?
10.Do you have more work than you can handle, or are you regularly looking for the next job?
11.Have you ever lost a job and found out it went to a competitor who responded faster?
12.Do you ask happy customers to refer you to someone they know?
This assessment is for informational purposes only. Results are based on your self-reported answers and do not constitute professional marketing, business, or financial advice. Marketing Index Tools makes no guarantee of specific outcomes. Always consult a qualified professional before making significant business decisions.