How To Reduce Declined Quotes By 43% ✅

It is amazing to me that we will spend thousands of dollars on advertising to new customers.

We will paint our trucks, erect billboards, and distribute flyers.

We will knock on doors.

We will call prospects.

But we won't call the customers who asked for a quote. We sent them the estimate. Then, they declined the estimate or ghosted us!

A couple of weeks ago, we made updates to the estimates section of the customer portal in Copilot CRM. Payments, card-on-file requirements, and deposits were rebuilt. Since then, 84.6% of clicks to open the estimate modal convert to the estimate being accepted. That's cool.

But this next stat is the one that got me excited....

43% of customers who click "Decline" change their minds and exit the decline flow!

In Copilot, we have a pop-up after the customer clicks "decline." It asks the customers WHY they are refusing the estimate.

Is it the price?

Is it scheduling?

Is it the frequency of service?

We encourage them to request a change to the estimate instead of declining.

Don't assume anything about customers who decline an estimate. Don't assume they think you are too expensive. Don't assume they went with another contractor. Don't assume anything until you know WHY they did not accept the estimate.

You can convince 43% of your customers to NOT decline the estimate.

If you don't use Copilot to get the declined reason, use email. Use text. Call the customer.

I promise this will cost you less than Facebook Ads.

It will have a better return than running Google Ads.

Door hangers won't outperform this method of increasing accepted jobs!

This is one of the largest levers in our business. Close ratio!

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-Mike