Quote-to-Win
The Problem
The quoting process is too slow. Every estimator does it differently. Quotes change depending on who makes them. This costs deals and hurts margins.
Likely Blocker · Backup Plan
12 months of quote history (Client IT / Sales)
Start with whatever history is available, even 3 to 6 months. Document the gap.
Done Means
- At least 3 bottlenecks found, documented with root cause, and ranked by impact.
- Pricing logic framework documented with margin floors and rules.
- New process tested on at least 5 live quotes with results compared to baseline.
- CEO gives written sign-off.
