EOFY Reset: 3 Moves to Make in Week One

Step 1: Audit Your Quoting System

EOFY is a wake-up call for quoting logic. If quoting still involves mental math, inconsistent markup, or hand-tweaked PDFs, it’s costing you both speed and trust. Aim for quoting completion in under five minutes with less than two revisions per job. That’s the benchmark we’re seeing from top operators across trade verticals.

“Once we stripped quoting back to repeatable logic, we stopped spending weekends on catch-up.” – Composite case: based on three clients using Quote Optimiser in 2024

Try this: Run a 10-quote audit. Track quote prep time, approval rate, and time-to-invoice. Then test the Quote Optimiser for workflow speedup. Tool →

Step 2: Reset Your Pricing Strategy

Every cost has shifted since last year: materials, fuel, labour, compliance. But many trades haven’t rebalanced their pricing stack. EOFY is the best chance you’ll get to fix scope creep and value loss before Q1 resets the market’s memory.

Use our Pricing Reset Guide to walk your team through a margin recovery sprint.

• Repackage by outcome, not input
• Benchmark vs. competitors in your postcode (ABS + HIA)
• Introduce fast-start bundles or ‘first job free’ options

Stat: In our 2024 cohort review, trade operators who ran mid-year resets increased average margin by 11.4% (n=19, QLD + VIC).

Step 3: Schedule Trust-Building Follow-Ups

There are jobs waiting in your CRM — quoted but never closed. EOFY gives you a reason to reconnect. Email them a short “here’s what changed” message. Show what’s improved — not just what’s available.

Better follow-up includes:

• A testimonial showing result alignment
• A 2-line outcome snapshot, not a sales pitch
• An invite to revisit the quote, not chase the job

Use the FollowUp Trigger Agent to automate this with your quote system or CRM.

EOFY: Reset. Reclaim. Rebuild.

Operations isn’t admin — it’s leverage. Use EOFY to tune the 3 core systems that drive lead-to-cash:

• Quote faster
• Price smarter
• Follow up with strategic empathy

Then scale what works. Quietly, consistently, on purpose.

Launch your quote flow → | Need support?