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