New Commercial Estimate Form? Any Ideas?

[Shane Deubell]

We are having phillip design a new price page/estimate form for our commercial bids.
The goal is to take 1x pricing off the menu, Although we will have a special request section to write in the bid if a prospect insists on 1x only.

The idea is to have different packages starting with 2 services a year, 1 deep cleaning and 1 interim cleaning traffic lanes only and go from there.
We already do this but currently it is set up more like a 1x service that we then have to sell more, want to flip it and make it a service plan that a prospect has to convince us they only need 1x service.

Any ideas, thoughts, wording, layout, anything?

Basically starting with a clean slate.

 

[Desk Jockey]

Have you see Rick's CD? It has a "Commercial Carpet Cleaning Sales Proposal" on it.

It has them listed going from right to left: Service Area, Soil Level, Description of Service, Area sq/ft, Rate then check box jan-dec for service dates and at the end yearly cost.

 

[Steve Toburen]

We are having phillip design a new price page/estimate form for our commercial bids.
The goal is to take 1x pricing off the menu, Although we will have a special request section to write in the bid if a prospect insists on 1x only.

The idea is to have different packages starting with 2 services a year, 1 deep cleaning and 1 interim cleaning traffic lanes only and go from there.
We already do this but currently it is set up more like a 1x service that we then have to sell more, want to flip it and make it a service plan that a prospect has to convince us they only need 1x service.

Any ideas, thoughts, wording, layout, anything?

Basically starting with a clean slate.

You probably remember this, Shane, but the single best thing I ever learned was to ask them for copies of their "fire escape maps" which I then color-coded with different areas/frequencies for some very professional appearing "recommendations".

Steve

PS Congratulations on promoting the "Service Agreement" concept with multiple pricing options. And yes, Rick Gelinas is the King of Commercial.

 

[Newman]

I received this about 4 years ago with my shiny new Cimex from Rick at Excellent Supply. Great customizable excell worksheets.

http://www.excellent-supply.com/CMS...ystem-DOWNLOADABLE-DIGITAL-PRODUCT_p_312.html