Summit Scale Solutions About Summit

For fence and deck owners

You already paid for the lead. Win more of the estimates you run.

Free tools and practical ideas for owners who want more revenue out of the appointments already on the calendar.

See what one point of close rate is worth to your shop
What we see when close rate slips, and how we fix it
A lead scorecard you can use tomorrow morning
Six habits that move close rate

What is a point of close rate worth?

Example numbers are filled in. Change them to yours.

Estimates run per year

Average job value

Current close rate

If close rate went up by5 points

Added revenue per year$450,000

New close rate

25%

up from 20%

Revenue from estimates

$2,250,000

up from $1,800,000

That is the same as running 250 more estimates a year, without buying a single extra lead.

Each point of close rate is worth $90,000 a year to you. The math: estimates × average job × added points. No assumptions beyond the numbers you enter.

From our work

Where close rate goes, and how to get it back

Good crews, steady lead flow, and a close rate that quietly slips. We see the same pattern again and again.

The problem

Leads keep coming in. The sales team keeps running estimates. But every lead gets treated the same, so the best jobs wait in line behind the weakest ones. Close rate drifts down a point at a time, and it usually gets blamed on the market or a slow season.

What we built

An agentic AI model that qualifies every lead as it lands. Each one gets a score from 0 to 100 and an A, B or C tier, based on what actually closed for that company in the past. The list is scored and ranked overnight, so the jobs most likely to close get scheduled first. The sales team still decides. The model just puts the right appointment at the top of the pile.

The result

Our approach is built to improve close rates 5 to 10 points. Use the calculator above to see what that range would mean for your shop.

Free tool

Score a lead before you drive to it

A simple starting scorecard. Check what you know about one lead from the first call. Our models build this from your own past jobs, so the weights fit your shop, but this gets you most of the way by hand.

Referral or repeat customer
They came to you by name, not off a list of five quotes.20 All decision makers at the appointment
Both homeowners, or whoever signs, will be there.15 Wants it done within 60 days
A real timeline, not "sometime next year."15 The job you do best
Material, style and size match the work you win most.15 Budget came up on the first call
They gave a range or reacted well to yours.15 Inside your core service area
Short drive, crews already work nearby.10 Picked up on the first callback
Responsive now usually means responsive at signing.10

This lead

60 / 100

B lead

Worth a visit. Book it this week, after your A leads.

Tiers: A is 75 and up, B is 45 to 74, C is under 45. Weights are a starting point; adjust them to what closes for you.

Practical ideas

Six habits that move close rate

None of these need software. They need someone to own them.

Call back inside the hour

A homeowner who just filled out your form is also filling out two others. The first company to call usually gets the first appointment.

Try this: one person owns new leads during business hours, and that is their first job.

Rank before you schedule

Not every estimate is worth the same drive. Put your best leads on the calendar first instead of first come, first served.

Try this: run every new lead through the scorecard above before it gets a slot.

Track close rate by source and by rep

One company-wide number hides the problem. A weak lead source or one rep who has slipped looks like "a slow month."

Try this: a monthly table of appointments, sales and close rate for each source and each salesperson.

Follow up on a schedule

Open estimates go cold when follow up depends on someone remembering. A set cadence keeps you in front of the homeowner while they decide.

Try this: touches on day 2, day 7 and day 21 after every estimate, then a final check in at 60 days.

Give three options on every quote

A single price is a yes or no. Good, better and best turns it into a choice of which one, and lets the homeowner trade up.

Try this: same footage, three material or style tiers, on one page.

Ask the ones you lost

Price, timing, or the other company called first? You cannot fix what you are guessing at.

Try this: a two-question text a week after a lost estimate: who did you go with, and what decided it?

If you want help

Free: we score your last 50 leads

Send us a simple export of your last 50 leads and whether each one closed. We will score and rank them the same way we do for our clients, and show you which ones the model would have put first. No cost, no contract.

Lead qualification and scoring
Scheduling, ordering, follow up and invoicing
You approve anything that matters. We run what we build.

David Guy

Founder, Summit Scale Solutions

[email protected]

(919) 961-3626

More about Summit at summitscalesolutions.com