How a Tradie Cut Quote Time and Boosted Conversions with Automation
“We used to spend hours each week quoting jobs that never went anywhere. Now we know who’s serious — and we’re only on site when it counts.” - Brittany
📌 Project Snapshot
Retaining Wall Co. was spending over 15 hours per week on onsite quotes — but only 1 in 20 turned into a paying job. We helped them set up an instant estimate calculator and automated follow-up system using The ARCHIVE Platform. The result? Quote time slashed by two-thirds and a jump to 95% quote acceptance — all while still capturing leads for future follow-up.
🚧 The Challenge
The business was stuck in a frustrating cycle:
🔁 New enquiry → site visit → quote → no response.
Even though their walls were high quality, the quote process was time-heavy, and many prospects just weren’t ready to move ahead. The team was spending 15+ hours per week visiting sites — and getting ghosted.
They needed a system that could:
Deliver accurate estimates before anyone left the office
Filter out the tyre-kickers
Still capture contact info for future follow-up
🛠️ What We Built (Using The ARCHIVE Platform)
We set up a smart, end-to-end system that streamlined their entire lead process:
📋 Custom Intake Form
Clients could submit:
Wall length, height, and slope
Material selections (e.g. concrete sleepers, timber)
Job location and access notes
⚙️ Instant Estimate Calculator
Using the intake data, the platform:
Ran cost calculations automatically
Generated a branded estimate
Sent it instantly via email
💬 Automated Follow-Ups
Sent a text asking: “Want to book a free on-site quote?”
If no reply, a gentle reminder was triggered a few days later
Only if the client said “yes,” the owner was notified to call and book
📩 Lead Nurture for Later
Even if the customer didn’t reply, their contact details stayed in the system — ready for:
Newsletter updates
Promotional emails
Future re-targeting when they’re ready to go ahead
📈 The Outcome
🔥 95% of on-site quotes now turn into paid work
🕒 10+ hours saved every week
❌ No more wasted travel time
✅ High-quality, ready-to-convert leads only
And better yet — the system quietly builds a database of potential future clients without any extra admin effort.
“Now we’re only showing up to jobs when someone’s actually ready. It’s changed how we do business.”
– Retaining Wall Co.
💡 Takeaway: Pre-Qualify First, Quote Later
This project shows that quoting doesn’t have to be time-wasting guesswork.
By using automation to pre-qualify leads and deliver instant estimates, this small business turned quoting into a smart, scalable process — while still keeping the human touch when it counts.
💬 Ready to Tackle Something Similar?
If you're wasting time quoting jobs that go nowhere — or juggling too many leads without knowing who’s serious — this kind of automation could change everything. Archive Consultants builds systems that pre-qualify leads, save you time, and help your team focus on what matters most.
📩 Learn more about this service:
https://archive-consultants.com/the-archive-platform
🏠 Or explore everything we offer:
https://archive-consultants.com
