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Business GrowthJan 5, 20269 min read

10 Proven Ways to Convert More Estimates into Jobs

Strategies from top contractors to improve your close rate. From follow-up timing to presentation techniques that win clients.

M

Mike Johnson

Founder, EstimateBuilderPro

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Your Close Rate Matters More Than You Think

If you close 40% of your estimates and increase to 50%, you've added 25% more revenue without spending a dime on marketing. Let's get your close rate up.

1. Respond Fast—Really Fast

The contractor who responds first wins 78% of the time.

The Data:

  • Respond within 5 minutes: 78% close rate
  • Respond within 1 hour: 56% close rate
  • Respond next day: 24% close rate

Action: Set up instant notifications. When a lead comes in, drop what you're doing and call them back.

2. Present in Person When Possible

Phone and email estimates close at 25-35%. In-person presentations close at 55-65%.

Why It Works:

  • You can read body language
  • Answer questions immediately
  • Build personal rapport
  • Point to problems they can't see in photos

Action: For any job over $500, try to present the estimate in person.

3. Offer Options (Good-Better-Best)

Single-price estimates force a yes/no decision. Options let customers choose.

The Psychology:

  • Customers feel in control
  • Most pick the middle option
  • Some pick premium (extra profit)
  • Rarely do they pick the cheapest

Action: Create three tiers for every estimate. Learn how here.

4. Show, Don't Just Tell

A picture is worth a thousand words—especially for problems the customer can't see.

What to Include:

  • Photos of the issue
  • Diagrams of the solution
  • Before/after examples from past jobs
  • Video walkthrough (game changer!)

Action: Take photos during every inspection. Create a library of before/after shots.

5. Address Objections Before They Ask

The most common objections are predictable. Handle them proactively.

Common Objections:

  • "This seems expensive"
  • "I want to get other quotes"
  • "I need to think about it"
  • "Can you do it cheaper?"

In Your Estimate, Address:

  • Why your price is fair (quality, warranty, experience)
  • What's included that others might not include
  • Risks of choosing the cheapest option
  • Limited-time incentives

6. Create Urgency (Authentically)

Fake urgency is sleazy. Real urgency works.

Authentic Urgency Examples:

  • "Our schedule fills up fast—I have an opening Tuesday or next Thursday"
  • "Material prices are increasing next month"
  • "This problem will get worse and cost more if we wait"
  • "10% discount if you approve by Friday" (if you mean it)

Action: Always give a timeline for decision and explain why.

7. Make It Easy to Say Yes

Friction kills sales. Remove every obstacle.

Friction Points:

  • Hard-to-read estimates
  • Unclear pricing
  • Confusing payment terms
  • No easy way to approve

Action:

  • One-click approval (digital signature)
  • Clear, itemized pricing
  • Multiple payment options
  • Financing for larger jobs

8. Follow Up Systematically

80% of sales happen after the 5th follow-up. Most contractors give up after 1.

Follow-Up Schedule:

  • Day 1: Send estimate
  • Day 2: "Did you receive the estimate?"
  • Day 4: "Any questions I can answer?"
  • Day 7: Phone call
  • Day 14: "Limited-time offer"
  • Day 21: "Closing file" email

Action: Set up automated follow-ups so you never forget.

9. Handle "I'm Getting Other Quotes"

This is inevitable. Here's how to win anyway.

What NOT to Say:

  • "We're the cheapest"
  • Badmouth competitors
  • Act desperate

What TO Say:

  • "That's smart—you should compare. When you do, pay attention to [warranty/materials/reputation]."
  • "Happy to answer any questions after you've seen other quotes."
  • "Here's why 89% of customers who compare choose us..."

Action: Prepare a one-page "Why Choose Us" comparison sheet.

10. Ask for the Business

Sounds obvious, but many contractors never actually ask.

Weak Closing: "Let me know what you decide."

Strong Closing: "Based on what we discussed, the Better option makes the most sense for your situation. Should I get you on the schedule for Tuesday or Thursday?"

Action: Practice your closing language until it feels natural.

Bonus: Track Your Numbers

You can't improve what you don't measure.

Track These Monthly:

  • Total estimates sent
  • Total estimates approved
  • Close rate (%)
  • Average ticket size
  • Revenue per estimate sent

Action: Use EstimateBuilderPro's analytics dashboard to track automatically.

Key Takeaways

  1. Respond within 5 minutes (wins 78% of the time)
  2. Present in person for jobs over $500
  3. Always offer Good-Better-Best options
  4. Include photos and visuals
  5. Address objections proactively
  6. Create authentic urgency
  7. Make approval one-click easy
  8. Follow up at least 5 times
  9. Have a response ready for "getting other quotes"
  10. Always ask for the business

Put It Into Practice

EstimateBuilderPro helps you implement all 10 of these strategies:

  • Instant notifications for fast response
  • Professional, visual estimates
  • Built-in Good-Better-Best tiers
  • One-click digital approval
  • Automated follow-up sequences
  • Analytics dashboard for tracking

Start your free trial and start closing more estimates this week.

#sales#conversion#business growth

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