Library/Leak 05
Quoting, proposals, and estimates
A manually assembled quote or proposal for every prospect, rebuilt from scratch or near-scratch each time.
AutomateSimplifyManual workB–C · weeks to a quarter
How you know you have it
“How does a quote get built? How long, how many touches, who's the bottleneck?”
What kind of leak it is
A time leak — it costs hours
How to measure it
build time per quote × quotes per month × 12
Annualized the same way everywhere: duration × frequency × people × 52.
Typical range — illustrative
50–300 hrs/yr depending on volume and complexity
An order of magnitude to prime your eye, not a statistic and not a claim about anyone's result. The only number that matters is the one you measure.
The move — Simplify
Simplify, then automate: a templated quote plus a calculator.
Where it lands in a Time P&L
Manual work
How long a fix takes
B–C · weeks to a quarter
What to do about it
Tools that fix this
No tool names this category on its own yet. The two below apply to all twenty.