Quote a new job
Sales · throughput · close-rate
- Trigger
- rfq.received
- Input
- customer, scope_brief
- Owner
- sales_lead (or agent)
- SLA
- 48h to proposal
- Metric
- close_rate ≥ 32%
- 01Intake & qualify the request.
- 02Gather specs — site visit if needed.
- 03Draft estimate from template.
- 04Review with client · adjust scope.
- 05Send proposal · log in CRM.