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🔍 Learn From the Quotes You Lose

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Learn From the Quotes You Lose

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I lose quotes and never find out why. Build me a lost quote app. Every quote that is declined or goes unanswered records a reason from a short list such as price, timing, scope, trust, or no reply, plus a free note and, where I know it, the competitor and their price. Group losses by reason, by job type, by customer segment and by value, so I can see which single cause is costing me the most work rather than which happens most often. Keep a revisit date on losses worth chasing again later. Add an AI agent that reads the last quarter of losses and tells me in plain language what the dominant pattern is, roughly what it is worth, and what it would take to change it. Automate a prompt to record a reason whenever a quote is marked lost, a revisit reminder six months after a price loss, and a scheduled monthly summary. Two logins: a rep who records their own losses, and an owner who sees the whole picture.

STATUS · LIVE
v1

01 / Spark - intelligence awakens

Learn From the Quotes You Lose

Record why every quote was declined, group the reasons, and see which single cause is costing you the most work.

// the spark catches · intelligence awakens · the answer unfolds

Lost quotes are the cheapest research you will ever get. This captures the reason while it is still fresh and turns a year of them into something you can act on.

What's Included

  • A reason on every loss chosen from a short list plus a note.
  • The competitor and their price where you can find it out.
  • Loss reasons grouped so price, timing, and trust separate out.
  • An assistant that names the biggest single cause and its value.

How To Use

  1. Capture the reason within a week. After that it becomes a story.
  2. Keep the reason list short. Twenty options means nobody picks accurately.
  3. Separate lost on price from lost on timing. They need opposite fixes.
  4. Revisit losses after six months. A surprising number come back.

Feed the fix into your price book, and watch it move in the win dashboard.