From three days to five minutes per pitch.
The problem.
More inbound leads than the team could handle. Every lead, regardless of value, went through the same manual process: triage, extraction, an ecologist’s calculations, sales pricing and an on-brand pitch deck. Low-value leads took time while the biggest opportunities waited.
- New lead
- Ecologist audits requirements
- Sales team creates proposal
- Three-day turnaround
The Solution
Together we designed a sales quoting tool. A streamlined quoting system that provided quicker and more accurate estimates leading to improved sales conversions across both high and low value customers. The quoting software also ran at a much reduced cost resulting in significant margin improvement for the business.
- Pitch turnaround cut from three days to five minutes
- Ecologists and salespeople no longer spend time on low-value leads
- The team can focus on opportunities most likely to close
- A reusable quoting system the business can build on
- New lead
- Requirements calculated & lead qualified automatically
- Sales proposal created automatically
- Five-minute turnaround
Example sales proposal
Biodiversity requirements calculated using the government’s Defra metric, with pricing matched to Biodiversity Units UK’s inventory. Combined into one branded sales proposal.
BNG price proposal
Meadowbrook Homes · Orchard Close
- 01 / CompleteMarket estimateRange-based pricing
- 02 / CompleteBNG unit optionsInventory-linked pricing
- 03 / Current stageSupplier quotedReady for contract
- Project
- Orchard Close
- Planning reference
- DEMO / 0264
- Local authority
- Meadowshire
- Proposal
- Version 02
2.80 habitat units
The requirement, broken down.
Scroll the table to see all columns.
| Habitat | Distinctiveness | Units |
|---|---|---|
| Mixed scrub | Medium | 1.90 |
| Urban trees | Medium | 0.45 |
| Other area habitat | Low | 0.45 |
| Total habitat units | 2.80 | |
