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Close Rate: Cause & Effect

This document evaluates the effectiveness of various estimators within the inside sales team, focusing on their creative and aggressive approaches to cost reduction. It addresses the trend of some estimators, such as Jordan, who excel at offering lower-cost solutions to help clients win bids, contrasted with those who adopt a more defensive stance, like Matt A. and Bryan. Action items include providing targeted training to identify cost-saving opportunities and tracking estimator performance on specific quotes for ongoing analysis.

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Close Rate: Cause & Effect

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  1. Close Rate: Cause & Effect

  2. Estimator / Inside Sales Performance Scorecard

  3. Estimator Effectiveness

  4. Estimator Effectiveness

  5. Estimator Effectiveness • Are some estimators (Jordan) more creative / aggressive in reducing cost on designs to give our customers lower cost solutions so they can win the bid? • Are some too defensive (Matt A, Bryan) • Action Item: Provide training to look for cost saving opportunities • Capture which estimator works on what quote so we can continue this analysis

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