Where This Starts
The recommendation that stalls
You’ve told a portfolio company to tighten quote-to-cash. They agreed. Nothing changed.
The quoting data to prove the point exists — in their QuickBooks — but nobody’s assembled it.
Dashboards show revenue after the fact. The leak is upstream, between the request and the invoice.
The Deliverable
What you present: the pipeline-leakage analysis
Descriptive and traceable — every number in the report traces back to a line in the export.
Open-pipeline value
Dollars in estimates that never became invoices — the leak, totaled and aged.
Conversion rate
Estimate-to-invoice conversion across the book — overall and by customer.
Estimate-to-invoice lag
The median gap between quoting the work and billing it.
Concentration
Which customers and job types carry the pipeline, and which quietly drain it.
White-labeled. Where the data is thin, the report says so — small samples get flagged, not dressed up.
How It Works
Three steps, one client review
1
Pick one portfolio company
A service business that quotes — the $1–20M range is the sweet spot.
2
Send the export
Estimates and invoices out of QuickBooks. The analysis comes back within 72 hours.
3
Present it
Your brand, your meeting, your recommendation — now with an instrument behind it and a fix attached.
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
The commercial side
Where a client subscribes to Setell to close the leak, the partner revenue share applies — a flat 50% of first-year revenue, paid as the client pays. Details on the program page.
The analysis itself is yours: price it into the engagement, or use it to win the next one.
Questions
I could build this in a spreadsheet.
You could. This one is maintained, consistent across every client, and arrives with the fix attached — your hours price higher than sheet plumbing.
Does the client see Setell?
Not on the report — it’s white-labeled. Setell appears in the recommendations where the numbers justify it, positioned by you.
What if the data is thin?
Then the report says so. Sample sizes are shown, small ones are flagged, and no number is presented as more certain than the export supports.
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.
Run it on one company