mayhaw

when a quote is declined — capture the reason

a declined quote is data, not failure. mayhaw asks the customer why they declined (or you can ask later). over time you learn what's actually losing you deals.

3 steps~2 min
  1. 1

    the customer declines from the public quote page

    every quote page has accept + decline buttons. when a customer declines, mayhaw asks them for a reason — "price", "timing", "went with another vendor", "changed my mind", or free text.

  2. 2

    the quote moves to "declined" with the reason saved

    in your mayhaw list, declined quotes show their reason as a tag. you can filter by reason — "show me every quote declined for price" or "every quote declined for timing".

  3. 3

    follow up later

    for "timing" decliners, set a follow-up reminder in dragonfly for the date they mentioned. for "price" decliners, consider whether you want to come back with a stripped-down version or just learn from it.

    tip

    decliners are warm leads, not cold ones. they took time to consider you. a check-in 30-60 days later ("any luck on that project?") wins back about 1 in 5 declined quotes for most operators.

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