Increasing Your Estimating Win Percentages
- sarahogburncc
- Apr 10
- 2 min read
By: Sid Chadwick 04/10/2025
Archiving – and communicating the archiving of important Communications – including to Customers…Suppliers…Employees…and Target Prospects…should be SOP – for your Customers.
Strangely enough, it isn’t.
Customers tend to lose track of important electronic files:
Who created the file we’re trying to find…?
Did we copy the files they created - before that designer was temporarily laid-off…and took her laptop?
Was that laptop wiped clean, or copied - before she left…?
Which supplier created that campaign for us…? If we knew who, can they provide us a copy…?
When we took down our website, that electronic file went also…!
We’ve had so many changes in personnel, no one here now has a clue which file we’re trying to locate…!
Suggestion:
Most “Print Service Providers” archive all electronic projects – for at least several years. (However, most Print Service Providers fail to remind their customers of this priceless asset – reserved – for when they are needed.)
Create an “Alpha-numeric” archiving system – for identifying all projects by Customer, date, subject, and “end recipient.”
Every 3 to 6 months, depending on the number of projects produced, provide your customer a “Master List” of all archived projects – in their name.
Ask for a list of who should receive that list, every 3 to 6 months, and especially including individuals who “influence purchasing decisions.”
Caption Title on that List might read:
“Archived Electronic Files we store for you, at no additional charge, for up to five years, available here when you need them.”
(PS: A statement like that could be added to every quote letter.)
I assure you, this fundamental process – can be counted on to increase your Estimating Winning Percentage…!
Sid Chadwick, President
Chadwick Consulting, Inc.
336-588-4939
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