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📊 See Your Win Rate Honestly

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
See Your Win Rate Honestly

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I have no idea what proportion of my quotes actually turn into work. Build me a quote performance app. Track every quote with the customer, customer type, job size band, who wrote it, date sent, date answered and the outcome of Won, Lost or No Reply, with a reason on every loss. Show me win rate broken down by customer type, job size and author rather than one blended number, plus average value of won versus lost quotes and the average number of days to a decision. Separate quotes that were declined from quotes that were simply never answered, because those are different problems. Add an AI agent that reviews the last quarter and tells me plainly where I am losing work and roughly what it is costing me. Automate a scheduled monthly summary to me and a nudge whenever any quote has sat unanswered past the average decision time. Two logins: an owner who sees all figures, and a rep who sees only their own.

STATUS · LIVE
v1

01 / Spark - intelligence awakens

See Your Win Rate Honestly

Track win rate by customer type and job size, average deal value, and time to decision, with an agent that names the pattern.

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

Most people know their revenue and guess their win rate. This makes it a number: quoted against won, by customer type, by job size, by who wrote it.

What's Included

  • Win rate by segment rather than one blended figure that tells you nothing.
  • Average job size on the quotes you win against the ones you lose.
  • Time to decision so you know how long a real deal actually takes.
  • An assistant that names the pattern in what you lose and what it is costing you.

How To Use

  1. Record declines properly. A blank outcome makes the whole dashboard lie.
  2. Split by job size before you split by anything else. It usually explains the rest.
  3. Compare quotes sent against quotes answered. Silence is a different problem from rejection.
  4. Review it monthly, not weekly. Quotes take longer than a week to resolve.

Dig into the causes with lost quote analysis, and check the pricing itself with the margin guard.