Leads and sales
Learn why generator quotes are lost
Use the buyer’s stated reason to review a lost quote. Keep price, scope, timing and unknown answers separate.
Record a lost generator quote with the buyer’s stated reason, a date and any unknowns. Keep a staff guess separate. No reply alone does not prove the price was too high.
Review known closed jobs as a group before you change the offer. A buyer who asked for more time may still belong in the open queue.
On this page
Separate closed from still open
First check whether the buyer said no. A buyer who asked for more time may still be open. A quote with no reply may have an unknown outcome.
Use a close date only when the outcome is known. Keep the last contact date too. These two dates answer different questions.
Keep the buyer’s words
If the buyer gives a reason, save a short note in their words. Add a simple label so you can review a group later.
A staff guess belongs in a separate note. It should not become the official reason. A lower quote from another firm may also cover different work.
- Price for the quoted scope.
- Different work wanted.
- Timing did not fit.
- Another firm chosen.
- Project put on hold.
- Reason not known.
Use a fair question when suitable
If a final check is appropriate within the existing contact choice, ask without pressure. Do not demand a reason or keep asking after a stop request.
One reply can add context. It is not proof of a trend across all buyers.
Show the unknowns beside the pattern
A few clear replies can help you choose a question to check. They do not explain every lost quote.
Before a price change, compare the scope in the quotes where price was named. Before a timing promise, check the real crew plan. Choose a small fix linked to the evidence you have.
Choose one fix you can check
Read the same group for missing scope, late replies or wrong dates. Count the known reasons and show the unknown ones beside them.
If several buyers did not understand site work, test a clearer scope note. If timing is the issue, check the actual schedule. Do not slash prices or blame all leads from one source based on a single loss.
Watch and learn
Separate lead fit from the sale result
Mike describes inquiries he still valued even when the buyer did not buy. Use a lost-quote review to find the actual reason.
Selected section: 2:32–3:00.
This is a clip from an earlier client interview. The speaker shares their own results and views. It is not an audit or a forecast for your firm. The full video may mention old offers.
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Sources and further reading
Sources checked .
