Free sales resources

Tools, templates and guides for owner-led service businesses that want more of their quotes to turn into work. Use them yourself, no strings attached.

Free tool, no sign-up

Quote Leak Check

Answer seven checks and put in four numbers. See where your sales path leaks, what quiet quotes cost you each month, and the three fixes to start with.

Open the Quote Leak Check

Templates and checklists

Print them, fill them in, or copy them into your own documents.

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Preview of the quote follow-up kit

PDF, 3 pages, 156 KB

Quote Follow-Up Kit

The 15-minute quote check, five follow-up message templates and the rules for tracking every quote.

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Preview of the quote tracker

Excel spreadsheet, 23 KB

Quote tracker

Log every quote. It works out your win rate, overdue follow-ups, reasons lost and what you could win back.

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Preview of the enquiry call checklist

PDF, 1 page, 96 KB

Enquiry call checklist

Capture the details, qualify the job and agree the next step on every enquiry call.

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Preview of the quote cover-note template

PDF, 1 page, 92 KB

Quote cover-note template

A fill-in note for the top of every quote, with a before-you-send checklist.

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Preview of the lost-quote call script

PDF, 1 page, 78 KB

Lost-quote call script

Five questions to ask buyers who didn't go ahead, so you stop guessing why.

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Preview of the 30-day quote fix plan

PDF, 1 page, 93 KB

30-day quote fix plan

Four weeks of actions and measures to tighten quotes and follow-up, with no new software.

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Guides

Short, practical reads. No sign-up needed.

Want someone to look at your actual quotes?

The Sales Conversion Review goes through up to 20 of your recent enquiries and quotes and gives you a 30-day fix plan. $1,495 inc GST, fixed fee, with a three-leak guarantee.

See the review