Win/Loss Tracker & Competitor Price Analysis System
A done-for-you home services automation built for the Sales Estimator, connecting Airtable, HubSpot, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Every time a quote is marked won or lost in the CRM, the estimator is prompted to log the outcome with a reason code and (for lost quotes) the competitor's price if known.
The system aggregates win rates by job type, price range, and competitor over time, and delivers a monthly analysis showing exactly where the estimator is winning, where they're losing, and at what price points the market is moving.
Estimating decisions shift from gut feel to data, and pricing adjustments are made based on what the market is actually doing rather than what anyone assumes.
- CRM or quoting tool (e.g., JobNimbus or HubSpot)
- Zapier or Make.com
- Google Sheets or Airtable (win/loss log)
- OpenAI API (monthly analysis summary)
- Email (monthly report to owner)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a sales estimator has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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