Get your Gap Score
Quotes and pricing

Find where quotes get stuck

See where quotes wait, loop back or arrive incomplete.

Best for
Owners
Est. time saved
60–90 minutes per review
Works with
ChatGPT, Claude and Gemini

When to use it

  • Quotes take longer to go out than you'd like.
  • You can list when each quote started, each step, and when it was sent.

When not to

  • To blame someone. Or if you don't have the dates, because it won't guess them.

What to have ready

  • A list of recent quotes with the date and time of each step
  • Who handles each step
  • How fast you'd like quotes to go out, if you have a target

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me find where quotes get stuck in my business. Use only the data I give you. Don't change anything.

The steps a quote goes through: [E.G. INQUIRY, SITE VISIT, PRICING, MY CHECK, SENT]
Who handles each step: [NAMES OR ROLES]
How fast we'd like quotes to go out: [E.G. WITHIN 2 WORKING DAYS, OR "NO TARGET"]

Recent quotes (one per line, with the date and time of each step):
[PASTE YOUR LIST]

Please:
1. Check the data. List any quote with missing or odd dates, and leave those gaps out of the sums. Don't fill them in.
2. Work out how long each step took, and the total for each quote. Show the working.
3. Show which steps take longest and which come up most often as the hold-up.
4. Keep what the numbers show separate from guesses about why.
5. Suggest up to three small changes to try, with how we'd know if each one worked.

Rules:
- Use only my data. Don't invent dates, targets or causes.
- If we don't have a target, don't make one up.
- Point to steps, not people.

Example input

A made-up example of what the brackets might say.

Steps: inquiry, scope check, pricing, sent. Target: within 2 working days. Q1: inquiry 21 July 09:00, scope check 21 July 15:00, pricing 23 July 10:00, sent 23 July 11:00. Q2: inquiry 22 July 13:00, scope check not recorded, pricing 24 July 09:00, not sent yet.

Tips

  • Change one thing at a time, then run this again a month later.
  • If quotes wait on missing information, start with "Make a quote request checklist".

Draft a quote

A quote built from your own prices and scope, with gaps flagged, not guessed.

Open prompt: Draft a quoteEst. time saved: 30–45 minutes per quote

Want prompts built around your business?

Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.