Ironline Contracting — Quote-to-Cash Funnel
A pre-qualified lead funnel and estimate pipeline that filters tire-kickers and books site visits automatically.
The Challenge
Owner drove 4h/day to bad-fit jobs. No qualification, no deposits, no follow-up on quotes.
The Solution
Funnel with budget + timeline + zip qualifier, auto-routing to correct crew, Stripe deposit link on approval, and a 7-day quote follow-up.
Automation Features
- Multi-step qualifier with logic branching
- Automatic estimate PDF generation
- Stripe deposit collection at approval
- Lost-quote win-back after 14 days
Business Benefits
- Close rate 22% → 41%
- Deposit collected on 78% of approved quotes
- 10 hours/week of owner time reclaimed
Technology Stack
"I stopped chasing quotes. The system chases them, and people actually pay."
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