Faster quotes. Tighter follow-up. No more margin leakage.
You’re leaving money on the table. You know it.
Quotes take too long to get out the door. Follow-ups don’t happen or happen too late. Approvals get stuck. Handoffs between sales and ops create gaps where deals slip through. And somewhere in all of that, margin gets eroded because nobody’s watching the pricing.
It’s not that your team doesn’t care. There’s just no system holding it together.
The Quote-to-Cash Sprint fixes that. In 2–4 weeks, we redesign your quoting process, tighten up handoffs and approvals, install a follow-up system that actually runs, and put conversion protection in place so deals don’t go cold and margins don’t get given away.
+64 (20) 410-12773
The Quote-to-Cash Sprint is for businesses where the sales process works but the back-end doesn’t keep up. You’re winning enquiries, but losing them somewhere between quote and close.
You’re a good fit if:
Two to four weeks. We map the leakage, fix the process, and install the systems to keep it tight.
We trace the journey from enquiry to cash. Where do quotes get stuck? Where do follow-ups fail? Where do handoffs break? Where does margin get given away? You'll see exactly where you're losing deals and money.
We redesign your quote process with what information is needed, who builds the quote, how fast it goes out. We define handoffs between sales and ops. We set approval thresholds and discount governance so pricing stays protected.
We build your follow-up system with sequences, reminders, alerts. We set up conversion tracking so you can see where quotes are in the pipeline. And we embed it into your CRM or workflow tool so it actually runs without someone driving it manually.
Streamlined workflow from enquiry to quote.Fast, consistent, complete
Clear transitions between sales and ops with nothing falling through
Who signs off on what: thresholds, escalation, turnaround expectations
Automated sequences, reminders, and alerts so nothing goes cold
Discount governance and margin protection rules
Pipeline visibility: where quotes are, what’s stuck, what’s at risk
Duration: 2–4 weeks
Engagement: Fixed scope, clear deliverables, working system at the end
Pricing: Quoted based on quote volume and system complexity. We’ll scope it on a call
Every deal that goes cold or every point of margin given away is money you’ve already earned and lost. This pays for itself fast.
Once your quote-to-cash process is tight, some teams move into Follow-Up Automation to add even more speed. Others bundle this into a full 90-Day Business Reset that covers ops, sales, and customer service together. We’ll tell you what makes sense.
Book a call and tell me where you’re losing deals. If this isn’t the right fix, I’ll tell you.
