Tree service
Tree Service Close Rate Calculator
Measures close rate, where the estimating visit is the cost of every miss.
Result
A close rate is only comparable against your own history. It moves with how you count a quote, with the mix of work and with how quickly you follow up, so the trend matters more than the number.
Get a Free Business AuditHow the calculation works
Jobs won divided by estimates given, with the value of what did not close shown alongside. In tree care the close rate carries more weight than in trades where quoting is quick, because an estimate normally means driving to the property and assessing the tree in person, so each unconverted estimate is an hour or more of unpaid time rather than a phone call.
What moves the number
- How enquiries are qualified before a visit is made.
- Speed of response, since the first credible quote often wins.
- How the quote is presented and what it explains.
- Price position relative to local competition.
Where this one goes wrong
A low close rate in this trade is expensive in a way it is not elsewhere, because every miss cost a site visit. The two cheapest improvements are qualifying harder before driving out, and responding faster, since homeowners with a tree concern frequently accept the first competent quote rather than collecting three. Explaining the work in the quote also converts better than a bare number, particularly on removals where the customer does not understand why rigging costs more than felling. Tracking why estimates were lost, rather than only that they were, is what makes the rate improvable.
Before you quote
- Qualify enquiries before committing to a site visit.
- Respond quickly, since the first credible quote often wins.
- Explain the work in the quote rather than giving a bare figure.
- Record the reason each estimate was lost.
Questions
About this calculator
Why does close rate matter more in tree work?
Because an estimate usually means driving to the property and assessing the tree in person, so every miss cost an hour or more of unpaid time. In trades where quoting is a phone call a low close rate is an annoyance; here it is a direct and substantial cost.
How do I improve close rate?
Qualify harder before driving out, respond faster, and explain the work rather than giving a bare figure. Homeowners with a tree concern often take the first competent quote rather than collecting three, and explaining why rigging costs more than felling converts better than the number alone.
Should I track why estimates are lost?
Yes, because that is what makes the rate improvable. Losing on price, on response time, on scope misunderstanding and on the customer deciding not to proceed are four different problems with four different fixes, and a single close rate figure hides which one you have.
The formula
close rate = jobs won / quotes given
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How to use this calculator
- Quotes given per month. Enter your own figure; the page starts at 60.
- Jobs won. Enter your own figure; the page starts at 24.
- Average job value ($). Enter your own figure; the page starts at $1,250.
- Improvement to test (%). Enter your own figure; the page starts at 5%.
The result updates as you type, so you can try a figure, see what it does to close rate, and change it back. Nothing you enter is sent anywhere or saved.
A worked example
These are the figures the calculator opens with. Every number in the results column below is produced by the same calculation the page runs, so you can follow it through before putting your own figures in.
What goes in
| Input | Value |
|---|---|
| Quotes given per month | 60 |
| Jobs won | 24 |
| Average job value | $1,250 |
| Improvement to test | 5% |
What comes out
| Result | Value |
|---|---|
| Close rate main result | 40.0% |
| Revenue from quotes won | $30,000 |
| Revenue at the higher rate | $33,750 |
| Extra revenue per month | $3,750 |
| Value sitting in lost quotes | $45,000 |
You close 40.0% of quotes. Lifting that by 5 points is worth $3,750 a month, and there is $45,000 a month sitting in quotes you did not win.
How sensitive the answer is
Holding everything else steady and changing only average job value, this is what happens to close rate. It is worth knowing which of your inputs the answer actually hinges on, and which barely move it.
| Average job value ($) | Close rate |
|---|---|
| $625 | 40.0% |
| $938 | 40.0% |
| $1,250 example above | 40.0% |
| $1,875 | 40.0% |
| $2,500 | 40.0% |
Every other input is held at the example value while this one changes, which is not how a real job behaves. Treat it as a guide to which number matters most, not as five separate quotes.
What each figure means
- Quotes given per month
- A number, between 0 and 5000, starting at 60.
- Jobs won
- A number, between 0 and 5000, starting at 24.
- Average job value ($)
- A money amount, starting at $1,250.
- Improvement to test (%)
- A percentage, between 0 and 60, starting at 5%.
What the results tell you
| Result | What it is |
|---|---|
| Close rate | The headline result. A percentage. |
| Revenue from quotes won | A money figure. |
| Revenue at the higher rate | A money figure. |
| Extra revenue per month | A money figure. |
| Value sitting in lost quotes | A money figure. |
Estimating is the easy part
The jobs you never hear about cost more than the ones you mis-measure. BDEVY builds the marketing, systems and automation that bring them in.