Free tools for the jobs between sales: quotes, follow-ups and your numbers
No account needed. Work out a rate, write the follow-up email, or make a quote or an invoice and download it.
Write and send
Make a quotation with your prices, GST and a valid-until date as a PDF, then copy quote terms or a short service agreement.
Fill in your business, your customer and the work, and download a PDF invoice with GST, a due date and your PayNow or bank details.
Pick the moment, from a first call to a quote with no reply, fill in the gaps and copy the email with a subject line.
Pick the festival, the customer and how you'd say it, and get a greeting that sounds like you. Copy it, or open it in WhatsApp.
Work out your numbers
Put in deals won, lost and gone quiet, and see your win rate three ways, the formula, and how many opportunities your goal needs.
Put in how many reached each step, from enquiry to customer, and see your conversion rate at each step, from start to finish, and the weakest one.
Put in your open opportunities, average deal, win rate and sales cycle, and see revenue a day and which of the four to work on first.
Put in what a customer spends, how often they buy and how long they stay, and see their lifetime value, your LTV to CAC ratio and the months to earn it back.
Put in the deals that go cold before you follow up and the hours a CRM would save, or any spend and what it returned, and see the ROI with the formula.
Put in the income you want, your costs and the hours you can really bill, and see your hourly and day rate, then the clients and calls it takes.
Put in the price or the rent, the commission rate and your split with your agency, and see the 9% GST, what the client pays and what you keep.
Get found and remembered
30 minutes. You choose the day and the time.