Where This Starts
The work you already do for free
Estimates sitting open for months in QuickBooks — no follow-up, no invoice, no decision.
Jobs that were invoiced but never formally quoted, and quotes that never became jobs.
Owners quoting from their inbox and their memory while you reconcile what’s left.
The Deliverable
What you deliver: the Quote Pipeline Audit
One report, four findings, produced from an estimates export you can pull in minutes.
Open-estimate value
The dollar amount sitting in estimates that never became invoices — counted, aged, and totaled.
Estimate-to-invoice conversion
How much of what your client quotes actually turns into billed work.
Estimate-to-invoice lag
The median gap between quoting the work and billing it — the number most owners have never seen.
The aging picture
Which open estimates are recent and which have quietly died — by customer and by month.
White-labeled to your practice. We build the first one with you and hand it back within 72 hours of receiving the export.
How It Works
How it works
1
Apply and pick one client
A short working session — we choose a client together: a service business that quotes, ideally in QuickBooks.
2
Send the estimates export
A few minutes in QuickBooks. That’s the whole technical lift on your side.
3
Deliver the audit
The report comes back under your brand within 72 hours, with a conversation script and a one-page action plan template.
4
Repeat across your book
The second and third audits go faster with the workbook. Where a client subscribes to Setell to fix what the audit found, the revenue share kicks in.
You're Not Doing This Alone
Training and tools come with the seat
The founding cohort is small on purpose — twenty-five seats and live office hours. Everything below is open right now, no seat required.
Quote Pipeline Audit
Drop a client’s QuickBooks estimates export and get the four findings in seconds — free, no signup. It computes in your browser; the client’s file never leaves your machine.
Open the tool Partner Academy
Two working modules, self-serve: produce the Quote Pipeline Audit from a real export, then turn it into a client decision. Training to deliver a service — not a software demo.
Start the modules Delivery toolkit
The reference you open before a client meeting: which of the three diagnostics to reach for and when, how to pick your first client, the minute-by-minute conversation script, and the one-page action plan you leave behind.
Open the toolkit Explaining Setell to a client
What Setell is, what it deliberately does not do, and how to say it in an owner’s language — plus the claims never to make. Every line checked against the product. Prints as a one-pager.
Read the one-pager Setell Certified Advisor
The credential and the badge you display. Issued on a delivered audit and a held client conversation — evidence, not a quiz.
See what it takes Marketing kit
Copy-paste assets: the client offer email (white-label), a LinkedIn announcement, bio and signature lines, and the badge embeds with usage rules.
Copy the assets ROI calculator
Six inputs, and what manual quoting costs a client over a year — in time, lost jobs, and margin. The instrument to hand an owner once the audit has their attention.
Run the numbers Cash-cycle scorecard
A seven-dimension self-assessment of a client’s quote-to-cash cycle — turnaround, follow-up cadence, and the rest — with a 30-day playbook.
Open the scorecard Compensation
And yes — you get paid
The audit is yours to price with your client — or to deliver free as the advisory conversation you’ve been meaning to start.
When a client subscribes to Setell, the partner revenue share applies: a flat 50% of everything they pay in their first year, paid as they pay. The full math lives on the program page.
Questions
How much of my time does the first audit take?
One working session plus a QuickBooks export — under an hour of your time. We build the first report with you; the workbook makes the second one yours.
What if my clients don’t use estimates in QuickBooks?
Common — plenty of owners quote from their inbox. The audit has an invoice-only version that reads job and customer patterns instead, and “your quoting lives outside your books” is itself a finding worth presenting.
Am I selling software?
No. You’re delivering your own report under your own brand. Setell appears as one recommendation on the final page — if the client’s numbers justify it.
Does this replace my bookkeeping work?
It sits on top of it. The audit is advisory work — priced and delivered separately from the close.
Start with one client.
We reply within a day and build the first audit with you. If it doesn't earn a second one, no hard feelings.
Apply for a founding seat