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FREE TOOL

Estimate-to-sale funnel: follow your leads all the way to signed jobs.

Leads drop out at every step: some never book, some don’t show, some don’t sign. See where yours go and what reaches the bank.

By the BlueSmith team · Updated

At a glance

You enter
  • Leads per month
  • Leads that become booked estimates
  • Booked estimates that actually happen
  • Estimates you close
  • Average project value
You get
  • Revenue per month
  • Estimates you actually run
  • Signed jobs per month
How the math works
  • Estimates you run
  • Signed jobs
  • Revenue
  • Example (not a benchmark)
What it costs
Free. No signup, no email. Arithmetic on your own numbers, not a promise of results.
35%
85%
30%

Revenue per month: $89,250

Revenue per month$89,250
Estimates you actually run
12
Signed jobs per month
3.6

40 leads → 35% booked → 85% held → 30% closed at $25,000.

See what we’d build for these numbers

Starts with example numbers. Change them to yours. Arithmetic only, not a promise of results.

HOW IT WORKS

Three steps. Your numbers.

  1. 01

    Enter your numbers

    Enter your leads per month and the share that book an estimate.

  2. 02

    Watch it recalculate

    Add the share of booked estimates that actually happen.

  3. 03

    Use the answer

    Add your close rate and average project value.

How the math works

Estimates you run

Leads × lead-to-estimate rate × show rate. Booked isn’t the same as held, so the show rate sits between them.

Signed jobs

Estimates run × close rate.

Revenue

Signed jobs × average project value, per month.

Example (not a benchmark)

50 leads, 40% book: 20. 90% held: 18 estimates run. 30% close: 5.4 signed jobs. At $12,000 a job, $64,800 a month.

KEEP GOING

Use it with these.

STRAIGHT ANSWERS

Questions we hear.

Will my revenue match this?

Not exactly. It’s arithmetic on average rates, and real months bounce around. Use it to see the shape of your funnel, not to forecast a number.

Which step should I fix first?

Change each rate by a few points, one at a time, and watch the revenue. Usually the weakest step moves the result most for the least effort.

Where do estimates go after they’re run?

Many homeowners stall rather than say no. A follow-up plan for open estimates, and a way to reopen old ones, keeps them from quietly dropping out.

What if I don’t track show rate?

Start now. Mark every booked estimate as held, no-show, or rescheduled. Until then, enter 100% and know the result runs high.

Numbers are the start. Let’s build the system.

Seven questions. Two minutes. See the one part of your engine holding your projects back.

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