Quote Deep Dive: Terms

What you're buying

A deep dive into how your business follows up on quotes, for one business location. I trace your quotes from the last 90 days (6 months for seasonal trades like roofing) against your invoices.

You get:

• Your close rate and open pipeline: how many quotes turn into jobs, and how much money is still sitting open
• Who to call this week: a ranked report of the open quotes worth chasing
• A routine your team can run: when to text, when to call and when to let it go, with templates
• Setup steps for your software: what to turn on in the software you already use, so reminders go out on their own

Price

$750 + GST ($787.50 total), paid upfront.

No fix found, no fee

If I don't find anything worth fixing, I'll tell you at the findings meeting and refund the full amount within 5 business days.

Credit toward setup

If you hire me to set anything up within 30 days of the findings meeting, the $750 comes off that price.

What I need from you

• Access within 5 business days of paying. Either invite me as a user in your quoting and invoicing software (my own login, read-only if your software allows it) or send one export of your quotes and invoices.
• One person I can email with a quick question if something in the data is unclear.

Timing

The findings meeting happens within 3 business days of getting access. It's 30 minutes, by video or phone.

Access and your data

• You're giving Deep Dive Dev Inc. permission to view your quotes and invoices for this Deep Dive only.
• I won't change anything in your software, and I'll never contact your customers.
• I keep only the data I need for this Deep Dive.
• You can remove my access anytime. I'll remind you to remove it after the findings meeting.
• Any data I export is deleted within 90 days of the findings meeting, unless you keep working with me. Then the general terms cover it.
• I keep what I learn about your business confidential.

Changing your mind

If you change your mind before giving me access, I'll refund you in full. Once I've started the analysis, the only refunds are the "no fix found, no fee" guarantee above, a full refund if I can't finish the Deep Dive, or a full refund if you remove my access because I seriously broke these terms.

What this isn't

• The Deep Dive doesn't guarantee more sales. Your customers and your team still decide that.
• It doesn't include changes to your software. Setup is a separate, optional price.

The fine print

• If something goes wrong, Deep Dive Dev Inc.'s total responsibility is limited to the amount you paid for the Deep Dive.
• These terms are governed by the laws of Alberta.
• For the Quote Deep Dive, these terms take priority over the general terms if the two ever disagree.