FREEAIAGENTS — WEEKLY QUOTE-PROCESS CHECKLIST
Use with your own business records. No signup required.

Business:
Week beginning:
Person responsible:

1. Count unique enquiries received this week:
2. Count enquiries that received a substantive human response:
3. Record median time to first substantive response:
   Define how you handle business hours before comparing weeks.
   An automated acknowledgement is not a substantive response.
4. Count enquiries needing extra information before a quote:
5. List the three most frequently missing details:
6. Count quotes sent and site visits arranged:
7. Count won / lost / still-open quotes separately:
   Track the enquiry date so last month's wins do not inflate this week's rate.
8. Record known reasons for lost quotes. Leave unknown reasons unknown.
9. Choose one improvement for next week:
10. Assign an owner and a review date:

PUBLIC COMPETITOR OBSERVATION
Company and source URL:
Date checked:
What the page says:
Previous observed wording/date, if any:
What changed (leave blank if this is the first observation):
What we infer, with uncertainty:
Action worth testing in our own business:

Decision rule: change a promise only when your team can meet it.
A competitor's public promise does not prove its service performance.
Do not copy prices without comparing scope, costs and capacity.
Do not enter customer names or contact details into a shared public report.

Prepared by FreeAIAgents.net — 8 September 2026