quotes go out and go quiet.

assessments get booked and proposals get sent, then nothing. no one knows which quotes were opened, follow-up depends on who remembers, and the rebate question stalls the decision.

sound familiar?

proposals go out and nobody replies
you don't know which quotes were opened
follow-up depends on who remembers
the rebate question stalls the decision

check my funnel see how i’d fix it

how i’d fix it · solar and battery retailer · convert

six steps, from the bottleneck to a system you own.

01
find where it stalls
i ask for one number at every stage and set it against where it should be. the stage furthest below its target is the bottleneck, and it's the only thing worth fixing first.
find the constrainta month of the funnel, against target · illustration
1. Rreach15,000people who saw an adtarget 15,000
2. Aacquire150assessments and proposals1% of the stage before · target 1%
3. Cconvert15signed10% of the stage before · target 25%the bottleneck
4. Eexpand5add-ons and referrals33.3% of the stage before · target 20%
plenty of households get a proposal. one in ten signs, where a well-run sales process closes two or three.
02
break it down three ways
one angle hides things. i take the problem apart with three different methods, so the fixes come from the cause, not the first idea in the room.
their open questionslist what the customer needs answered at this stage, and which go unanswered.
1. will it actually pay for itself?unanswered
2. which rebates do i qualify for?unanswered
3. why this battery and not the cheaper one?answered today
4. what happens if something breaks?answered today
5. can i say yes without another call?unanswered
3 of 5 go unanswered. each one is a reason to wait.
journey teardownwalk the customer's path moment by moment and mark where they wait or leave.
1. day 0site assessment
2. day 3proposal arrives
3. day 4opens it, has questionsthey leave here
4. days 5 to 14no follow-up comesthey leave here
5. week 3signs elsewhere, or not at allthey leave here
3 moments where the household waits or walks.
goal factoringstart from the goal and ask “how?” until every branch is something you can build this week.
more proposals signed
1. follow up every proposal
2. answer the rebate question up front
3. options and e-sign on one page
4. a playbook from the best closer
1. see when each proposal is opened
2. follow up on days 1, 3, 7 and 14
3. send an incentive eligibility check with every quote
4. draft each follow-up for the rep to approve
5. report close rate by rep, weekly
6. turn the best closer's calls into a playbook
6 concrete actions. most of them are a good fit for claude.
03
put every option on the table
the breakdowns turn into a long list of possible fixes. each one is plotted by how much it moves the number against how much work it takes.
every option on the tableimpact against effort · picked options in colour
less effort → more effort
more impact ↑
1. 1a follow-up on every proposal, drafted for the rep
2. 2an incentive eligibility check with each quote
3. 3a weekly close-rate report by rep
4. 4discount for signing this week
5. 5new proposal software
6. 6a sales training program
7. 7more site assessments
8. 8a video walkthrough of each quote
04
pick what fits you
every option is scored on impact, effort and how much change it asks of your team. the top few go ahead; the rest wait, and i say why.
score every optionimpact counts twice · less effort and less change for your team score higher
impact ×2effortchange for your teamscore
1. 1a follow-up on every proposal, drafted for the rep19
2. 2an incentive eligibility check with each quote17
3. 3a weekly close-rate report by rep16
4. picked above the line
5. 4discount for signing this week15
6. 8a video walkthrough of each quote13
7. 6a sales training program11
8. 7more site assessments11
9. 5new proposal software10
what i’d pick, for youthe top scores, and why they suit your team
1. 1
  a follow-up on every proposal, drafted for the rep
  no quote goes quiet, and every message still sounds like the rep.
  reps approve every message
2. 2
  an incentive eligibility check with each quote
  removes the question that stalls most decisions.
  answers, not pressure
3. 3
  a weekly close-rate report by rep
  shows where deals stall without changing anyone's day.
  a report, not a change
the 5 we’d leave for now, and why
1. 4discount for signing this weekpressure undoes the trust the assessment built.
2. 8a video walkthrough of each quoteworth testing once follow-up is steady.
3. 6a sales training programthe playbook from your best closer does this more cheaply.
4. 7more site assessmentspours more into the stage that's already leaking.
5. 5new proposal softwareopens and e-sign come later; follow-up fixes most of it first.
05
build it and hand it over
claude does most of the building, inside the tools you already use. every part runs on its own, and you keep the files.
the systemwhat runs, in order · illustration
1. toolproposal sent
2. dataproposal opened
3. claudefollow-up drafted
4. yourep approves
5. toolsigned online
claude · the prompt behind it
for every proposal marked sent with no reply, read the notes and the quote. draft the next follow-up for the rep by stage, answer the household's open question, and include their incentive eligibility link. test every merge field before anything is queued.
runs without mein your own claude team account · yours to keep
1. proposal openednudge the repevent
2. 9:00 dailyfollow-ups due todayclaude routine
3. fridayclose rate by repreport
client-workspace/
1. skills/proposal-follow-up/SKILL.md
2. playbooks/best-closer.md
3. routines/follow-ups-due.md
4. evals/follow-up.csv
5. RUNBOOK.md
06
prove it, then repeat
we agree the numbers before we start and check them every week. when this stage is fixed, the next bottleneck shows up and we go again.
prove itbaseline → target, measured weekly · illustration
beforetarget
1. close rate
  10%
  20%
2. days from enquiry to signed
  34
  21
3. proposals with no follow-up
  50%
  0%
evals ten runs of the same prompt, scored out of ten · answers their question, right stage, merge fields tested, sounds like the rep
8897989989
average 8.4 / 10 · rerun after every change and every new model

want these in your funnel?

a follow-up on every proposal, drafted for the rep
an incentive eligibility check with each quote
a weekly close-rate report by rep

check my funnel

what you get

fixed in your funnel, yours to keep.

a follow-up on every proposal, drafted for approval
an incentive check sent with each quote
a weekly close-rate report
the playbook, runbook and eval set, yours to keep

1send the funnel check below. it takes a minute.
2i reply with your bottleneck and what i’d build first.
3you get a fixed scope and price in writing before anything starts.

questions

do we need new software?

usually not. i build into the crm, ad accounts and inbox you already use, and say up front if something has to change.

who owns what you build?

you do. the skills, routines, sequences and runbook live in your accounts, and they keep running if we stop working together.

what if my bottleneck is somewhere else?

then the check will show it, and i'll tell you before you spend anything. fixing the wrong stage doesn't move the number.

how is it priced?

fixed scope, priced in writing before we start. no hourly billing and no lock-in.

quotes go out and go quiet.

six steps, from the bottleneck to a system you own.

find where it stalls

break it down three ways

put every option on the table

pick what fits you

a follow-up on every proposal, drafted for the rep

an incentive eligibility check with each quote

a weekly close-rate report by rep

build it and hand it over

prove it, then repeat

fixed in your funnel, yours to keep.

is this your bottleneck?