You're at $2,054,130 sold this year. That's already a huge year. Nice job. The goal is $2.5M by Dec 31. Don't aim right at it, though. Push past it toward $2.65M, because if you aim right at the line, one bad week puts you short.
You$2,054,130
$2.5M goal
Push to $2.65M
Left to $2.5M——
Per workday from here——
Sold since Oct 26$0No sales yet
November
$0
Goal $210K, push for $300K · last November you did $81K (the line)
December
$0
Goal $236K, push for $300K · last December you did $244K (the line)
Your weekly scoreboard
This week
Straight from the ServiceTitan sold estimates report
Your sales
Your first sale after Oct 29 shows up here automatically. Nothing to log.
Every day to Dec 31 · tap a day to see its sales
The road so far
$10K+ (on $2.5M pace)$5K–10KUnder $5KNo sales
Q4 Climb the Ladder · Site Survey
Where you stand on the ladder
The Minimum step gets you to $2.5M. Goal is where we're headed. April through September you closed 30% at a $13,300 average, so you've lived up here before. The dashed line moves as your sales come in.
Close rate
Average sale
Call these first, in this order
Your hot list
These 13 estimates are still open, and at your normal close rate they're worth about $60K. When one sells, it flips to Sold here on its own. The ones marked past 3 weeks need a call today with a real reason to decide now. For the 1 option ones, go back with a three-tier.
Also on hold, said they'd call back: David Takor, Thomas Jack Lennon and William Blalock. Don't wait for them. Call them.
Three things that get you there
The playbook
38%
Build an estimate on every call
That's your close rate when you actually present. In Sep–Oct, 30% of your calls ended with no estimate. Even if they say "just email it," build the good/better/best before you leave.
$8K → $15K
Always show three options
Single-option sales averaged $8K. Three or more averaged $13.7K–$16.3K. Same house, more choices. Lead with the monthly payment and rebate dollars.
$861K
Follow up hard, but fast
42% of your sales dollars this year closed 1–23 days after the visit. Nothing closed after day 23. Estimates die at about 3 weeks.
The follow-up clock, for every open estimate
0Same night Text a recap of the options
2Day 2 Call
5–7Day 5–7 Call with a financing or rebate angle
14Day 14 Last-chance call, real deadline
21Day 21 Close it out, won or lost
Every week
Your weekly checklist
MondayPull every open estimate under 21 days old and work the follow-up clock. (I'll help with this.)
Every callThree options built and presented before you leave.
Every dayNo opportunity closed out with zero estimates.
FridayCheck your scoreboard above against $2.5M. I'll be looking at it too.