Trades Lead Magnet
The Trades Quote Follow-Up Audit
A practical audit for trades businesses that want to find where jobs are being lost between first enquiry, estimate prep, follow-up, and booking.
What this helps you spot
Before the quote
Calls, site photos, voice notes, and text messages arrive fast, but the details stay scattered.
During admin
Someone has to chase context, retype it, and translate it into a usable estimate.
After sending
No one owns the next step, so the potential client cools off before your team responds.
Audit Checklist
Use this to find the real handoff gap
- ✓
Where quote details currently get stuck after the first enquiry.
- ✓
How long it really takes from enquiry to quote sent.
- ✓
How many estimates receive no follow-up after being sent.
- ✓
Where retyping and handoffs create delay or mistakes.
- ✓
What should be automated first before adding more tools.
- ✓
A simple way to estimate lost revenue from slow follow-up.
First Fixes
What to improve first
- 1
Define one place where every new enquiry lands first.
- 2
Set a rule for what must happen within the first hour.
- 3
Stop retyping the same information into multiple systems.
- 4
Track who owns the next step after the estimate is sent.
Next Step
If you want help closing the gap
Edward Labs builds revenue-response systems that help businesses stop losing opportunities between first contact and booked work.