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Tracking average tech quote and close ratio
Posted by Trevor Silberhorn on April 23, 2020 at 10:14 amHow are you tracking these things? By hand? A software?
J. Larry Bloodworth replied 3 years, 12 months ago 3 Members · 2 Replies -
2 Replies
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No, just surfing the website. And hoping Pa. Governor , If that’s what you want to call him, opens the state up sooner than May 8. , but I think he will extend it through June.
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We are a transmission repair specialty shop and do not do general auto repair so we handle things a bit differently. It’s my opinion that whoever writes the quote should sell the job. Customers like to talk to whom they perceive is involved in the job, be it the tech or the manager. We track it by how many estimates get written that don’t turn into invoices/repair orders. We run our entire shop on Quickbooks alone. No cumbersome/expensive SMS.
As far as selling the job, since 2008 we’ve been using a “video Show-N-Tell” to sell the job and our close ratio literally doubled overnight. Yes, it’s more work, but the fruits of our labor pay off in a big way. Because the nature of our work is big-ticket (ARO=$3,500) we only had about a 50% close ratio before video. It’s now 95%.
Our YouTube channel (https://www.youtube.com/user/larrybloodworth) has over 2,200 videos and most of them are 3-4 minute customer sales videos. The customer feels more involved and they can see what’s going on. Our front page video (https://youtu.be/SARNYpQS460) on our YouTube channel is a customer watching us rebuild his transmission.
I hope this gives you some ideas.
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