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Quoting Automation Essentials (Hot Topic - 5-23-17)

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Quoting Automation Essentials


Originally May 23, 2017

Moderator: Josh Lawlor, QuoteFlare



See why Quoting Automation is more important than ever, and easier than you think.  Learn how to start doing 5 essential systematic things in your business today to get you going.


1. Offer instant, detailed and accurate free quotes 24/7 on your website. (thumbtack and groupon do not count!)

2. Offer the same, fast, accurate, and free quotes over the phone.

3. Offer multiple package options on your quotes.

4. Track and report detailed quote history over time.

5. Filter out onsite quoting for larger or more challenging quotes only.


Your business is a system.  Your business system MUST do these 5 essential systematic things or you will fail to win most new customers!


Josh Lawlor is co-founder of QuoteFlare and owner of Clearco Window & Carpet Cleaning in Mesa, Arizona for 14 years.  Josh began to develop QuoteFlare when he recognized the need in his own business to get more people to interact with his website and to create a more effective sales process.  QuoteFlare is a platform for any cleaning company to create and manage your own instant quoting system for use on your website and in your office to increase sales and ticket sizes and manage quotes.


For more information about QuoteFlare visit or call 855-QuoteFlare (855-786-8335)

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