Quote Leakage & Speed Audit

Turn historical quote data into faster turnarounds, tighter margins, and a clear roadmap to automated pricing.

Quote Leakage & Speed Audit

Uncover margin leakage, estimate-vs-actual variance, and response-time win probability without requiring ERP connectors or custom code.

Best For

Custom manufacturers with slow quoting turnaround, uncertain hit rates, inconsistent estimating, or unmonitored margin leakage.

Pricing

Executive Diagnostic Sprint: $5,000* (Remote)

In Person Deeper Sprint: $8,500* (On-Site Visit)

*50% credit toward Solution Blueprint within 30 days

Resource & Time Investment

Timeline: 2 to 3 Weeks (Fixed Sprint)

Interventions: 7 Forensic Quoting Drivers & 4 Recommendation Pathways

Allocation: 12-18h Technical Analysis + 12-18h Principal Consultant + 4h Admin

Ongoing Tech: Zero ERP Connectors Required (CSV/XLSX Exports Only)

Phase 01

Phase 02

Phase 03

Intake & Historical Data Standardization

Days 1 – 5

// Objective

Ingest and sanitize standard CSV/XLSX quote exports to baseline turnaround speed and historical win/loss patterns without invasive IT setup.

// Action Steps

Intake and sanitize 30 to 90 historical quote records with request timestamps and win/loss/no-decision outcomes.
Collect 10 to 30 completed job records to establish initial estimate-versus-actual cost variance baselines.
Validate timestamp accuracy and identify data limitations across historical sales records.

// Linked Models

E1) Margin Leakage Identification R1) Pipeline Velocity & Lead-to-Cash Modeling

// Key Deliverable

Historical Quoting Dataset Baseline and Sanitized Input Audit Report.

Forensic Decomposition & Velocity Attribution

Days 6 – 10

// Objective

Diagnose the mathematical drivers of deal slippage by correlating turnaround latency, estimating variance, and margin erosion.

// Action Steps

Decompose win/loss ratios by part complexity, customer tier, and requested lead time.
Plot the Quoting Expiration Curve to pinpoint the exact latency threshold where win probability falls off.
Quantify estimate-versus-actual variance to reveal hidden shop-floor cost overruns and quoting inaccuracies.

// Linked Models

R2) Win/Loss Ratio & Funnel Attribution E1) Margin Leakage Identification

// Key Deliverable

Forensic Quoting Landscape & Velocity Attribution Matrix.

Economic Drivers & Strategic 4-Path Recommendation

Days 11 – 15

// Objective

Deliver an executive briefing pinpointing the top 3–5 economic drivers and prescribing the exact corrective architecture.

// Action Steps

Synthesize the top 3–5 economic drivers of lost bids and eroded gross margin into dollarized impacts.
Evaluate institutional readiness and classify required remedies into one of four distinct pathways.
Deliver an actionable executive roadmap with qualification parameters for a full Solution Blueprint.

// Linked Models

R3) Price Elasticity & Quoting Architecture E2) Bottleneck & Capacity Analysis

// Key Deliverable

Quote Leakage & Speed Audit Final Executive Brief + Strategic 4-Path Recommendation Roadmap (Process-Only, Deterministic Automation, ML/AI Augmentation, or Solution Blueprint).