Workshop 01
Quote Less. Win More.
How contractors waste their best hours estimating jobs they never should have quoted — and how to know which jobs deserve your time.
Bring a real job you are quoting, recently quoted, or wish you had filtered differently. Otto will teach a practical Quote Gate, work through real attendee scenarios, and show how better scoping can protect estimator time without turning normal customers into obstacles.
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Workshop
45 minutes
Optional after
Stay With Otto · 10–15 min
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The first idea may change how you handle your next estimate.
A price is an estimate. Figuring out the project is expertise. We’ll show you how to tell the difference, decide what a job has actually earned as its next step, and stop treating every opportunity like it deserves the same estimating process.
Build your Quote Gate
Use six readiness questions to decide when to clarify, scope, visit, use professional discretion, or decline / refer.
Bring a real job
Otto will work through attendee opportunities live instead of hiding behind generic examples.
Improve the client experience
Learn why clarity, professional guidance and the estimating experience itself affect how valuable your company feels.
Leave with six practical tools
Get an interactive Workbook, Job-Ready Scorecard, Opportunity Decision Tree, Better Client Playbook, Front Office Leak Check, and Full Process Audit—with downloadable copies for your team.
This is a workshop first. OttoServ comes later.
Everything taught in the core workshop can be implemented without OttoServ. Near the end, Otto will show how Get This Job Ready, the Local Pro Network and OttoScope can make parts of the method easier.