Service businesses · Data, reporting & decision-making
Lost quote analysis & win-back
After a rejection it uncovers the real reasons automatically and drafts a slimmed-down counter-offer for price-sensitive buyers.
- Avg. time saved
- 1–2 h/week· ≈ 6 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
Lost quote analysis & win-back: After a rejection it uncovers the real reasons automatically and drafts a slimmed-down counter-offer for price-sensitive buyers. It typically gives back 1–2 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
Quote rejected 14 days ago
The AI
- Sends a one-click anonymous “why?” survey
Comes back
Monthly: “65% of losses were lead time, not price.” Slim counter-offer drafted for price-sensitive buyers
Steps
- 1Survey on day 14
- 2Monthly lessons report
- 3Alternative offer to price-sensitive segment
Similar solutions
- Call analysis & sales coachingAnalyses calls: flags when the rep did not let the buyer speak, and maps the most common objections as a heatmap.2–4 h/week
- Monday morning practice digestBookings, no-shows, revenue and reviews from the week compared to last week, written as three sentences on WhatsApp at 8:00.2–4 h/week
- Chair, room and technician utilisation with gap alertsBooked versus available hours per resource, every week, with the recurring empty slots named and a suggested fill action, from a targeted offer to shifting a colleague's day.2–4 h/week
- Which retainers actually pay off: profit per clientLogged hours, fees and out-of-pocket costs are combined per client and matter each month; under-priced retainers and creeping scope are named before renewal, not after.3–6 h/week
Related terms
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