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Three free tools · no signup

Quote-to-Cash
Diagnostics

The gap between quoting a job and banking the cash is where most service businesses quietly lose money. These three tools measure it — what it costs you, where it’s stuck, and how you rate. Run them in your browser.

Stage 1 · The cost
What is your current process costing you?
Stage 2 · The diagnosis
Where is your money stuck right now?
Stage 3 · The benchmark
How does your cash cycle rate?
Stage 1 · The cost

ROI Calculator

Plug in six numbers about how you quote today. It returns the annual leak in four lines — time, jobs lost to slow response, margin left on underpriced work, and revision overhead.

Reads · Six numbers you already know
  • →Annual leak, in four sourced lines
  • →Every constant cites a source
  • →A 25% haircut on our own math
Run the calculatorFree · 30 seconds · no email
Stage 2 · The diagnosis

Quote Pipeline Audit

Drop a QuickBooks estimates export. It reads your real book and shows the open-pipeline value, aged — plus conversion, quote-to-acceptance lag, and which customers the stuck money sits with.

Reads · Your QuickBooks estimates export (CSV)
  • →Open-pipeline value, aged 0–90+ days
  • →Conversion rate and acceptance lag
  • →Which customers it’s concentrated with
Run the auditFree · no signup · nothing uploads
Stage 3 · The benchmark

Cash Cycle Scorecard

Score your shop on the seven dimensions that decide how fast work turns into cash. Average them into a Cash Cycle Index, and get told which single dimension is bleeding the most.

Reads · Seven honest answers about your shop
  • →Your Cash Cycle Index, 1.0–5.0
  • →Where you land against the ladder
  • →The one dimension to fix first
Score your shopFree · 90 seconds · runs in your browser
For bookkeepers & advisors

These are client deliverables, not just lead magnets

The Quote Pipeline Audit white-labels to your practice and prints as a one-page report — a client’s file never leaves your machine. The Partner Academy walks you through delivering it, running the advisory conversation off the findings, and earning the Setell Certified Advisor credential — issued on a delivered audit, not a quiz.

Open the Partner Academy →About the partner program

Diagnosing it is free.
Closing it is the product.

Setell quotes from your own pricing history, follows up on its own, and turns a signature into a QuickBooks invoice — so the leak these tools find stops coming back.

Get Started Free

No credit card · 14-day Pro trial