Proposal & closing system

Stop losing jobs
you thought you had

A smart proposal system built for tradies. It adapts to every lead — big job or small, paid quote or free — and automates every follow-up so nothing falls through the cracks.

Chat to a Proposal Specialist

5-minute call. No pitch, just a to see if a consult is worth it for you and your trade business.

The problem

Quoting jobs you were never going to win

No system to qualify leads before you spend hours measuring up and pricing a job for someone who was always going to take the cheapest option.

Losing jobs you thought were done

You send a quote, they go quiet. You follow up once, feel awkward, and move on. Meanwhile a competitor who followed up three more times got the job.

No consistent process

Every job gets handled differently. Some get a follow-up call, some don't. Some get a proper proposal, some get a text with a number. No system means no control.

Leads that go cold and disappear

A big job that's 6 months away gets forgotten. No reminders, no check-ins, no way to keep warm leads in your pipeline until they're ready to go.

One system that adapts to every job

The system asks two questions when a new lead comes in — paid or free quote? Big job or small job? — and then runs a completely different process based on the answers.

New lead arrives

Auto intake

Paid or free quote?

You decide

Big job or small?

You decide

System configures process

Automatic

Booked, closed, or held

Outcome

Free quote + small job

1

Qualification script sent to lead auto

2

Brief phone call booked via calendar link auto

3

Quote sent with 48hr expiry and follow-up reminder auto

4

3-touch follow-up sequence with scripts provided

5

Project start date and booking fee collected on acceptance auto

Every part of the process, handled

Built inside our custom app and connected to your calendar, phone, and email from day one.

Smart adaptive workflow

The system runs a different process depending on paid vs free quote and big vs small job. Four distinct pathways, one system.

Calendar booking automation

Leads book their own site visits and calls. Automated confirmations and reminders sent to both parties so no-shows become rare.

Automated follow-up sequences

Email and SMS follow-ups go out automatically at the right intervals. You get a task and a script when it's time to make a personal call.

Long-term hold pipeline

Leads who aren't ready get placed in a hold sequence with automated check-ins at 30, 60, and 90 days. No one gets forgotten.

Booking fee and deposit collection

Automatically triggers payment requests for paid quotes, booking fees, and project start deposits at the right moment in the process.

CAD and detailed quote option

The system gives both you and the lead the option to request a CAD drawing as part of the quote process for larger or more complex jobs.

Task and reminder system

Every action that needs a human touch creates a task for you with the context and script you need to handle it quickly and confidently.

Lead qualification scripts

Built-in scripts to help you qualify leads on the first call and identify tyre kickers early — before you spend time on a site visit or quote.

Pipeline visibility

See every lead, where they are in the process, what the next step is, and what the total value of your open pipeline looks like at any moment.

Know what to say at every step

Every touchpoint comes with a script. You'll know exactly what to say to qualify a lead, handle objections, and follow up without feeling awkward.

First call — qualify
After quote sent
Follow-up #2
Long hold check-in
Note

Goal of this call: confirm budget, timeline, decision-making process, and whether this is a genuine job. If two or more are unclear, this goes into the free/small pathway.

You

"Thanks for reaching out. Before I come out and look at the job, I just want to make sure I can actually help you. Can you tell me a bit about what you're looking to get done?"

You

"Have you got a rough budget in mind for this? I'm not going to hold you to it — I just want to make sure I'm not going to waste your time with something that's outside the ballpark."

You

"When are you looking to get started? Is this something you want done in the next couple of months, or is it more of a plan for later in the year?"

You

"Are you getting a few quotes, or are you mainly just trying to work out what the job is going to cost? Either is fine — I just like to know so I can put the right amount of time into it."

Note

If they're shopping 5+ tradies on price only → politely exit the call. The system flags this lead as disqualified and closes the pipeline automatically.

2x more jobs won from
leads already quoting
80% reduction in time spent
on tyre-kicker leads
4 adaptive pathways based
on job type and quote type
0 leads forgotten — every
one gets a next step

Want to chat with a Proposal Specialist?

Book a consult and we'll show you exactly what you need to change in your current process and how our Proposal & Closing System would work for your trade, your lead volume, and your quoting process.

Whether we work together or not, you'll leave this consult knowing what you problem is and how to fix it.

The Onboarding Steps for Our Sales & Proposal Pipeline Plan 3

These are the onboarding steps we go through with new tradies once we've completed our Discovery phase and would like to sign up to tradienet. and use only our Sales & Proposal Pipeline software to build trust and authority with higher paying potential customers through a proven process.

Let's Get Started
Onboarding Step 1:
Select, Sign & Pay

Onboarding Step 1:
Select, Sign & Pay

Tasks Completed in
Onboarding Step 1:

1  ) 📋 Complete our Onboarding Form
and Select your preferred plan.

2 ) ✍️ Sign your Contract for your
chosen tradienet. plan.

3 ) 💰 Make your First
Onboarding Payment.

Our 3 Sales & Pipeline Plans:

Available Sales & Proposal PlansOnboarding Step 2:
Brand, Identity & Positioning
Onboarding Step 3:

Marketing & Ad Campaign
Onboarding step 4:
Sales & Proposal Pipeline
Sales & Proposal Plan 1:
Sales & Proposal Plan 2:
Sales & Proposal Plan 3:

Scroll to see what steps are in each plan 👉

Plan 1 : We do all onboarding steps because you need help with your Branding, Marketing and the Sales & Proposal Pipeline Process.

Plan 2: We skip the Branding step because you're already established, but want help with your Marketing and Sales & Proposal Pipeline Process.

Plan 3: We skip the Branding and Marketing steps because they are already taken care of and we only help you with your Sales & Proposal Pipeline Process.


This is usually the shortest step in onboarding and where you first select which of our onboarding methods is going to best for you based on your needs, your location and stage of growth. Once confirmed, you'll then be prompted to sign your contract and make your first payment so we can move onto the next step of onboarding.

Onboarding Step 2:
NOT REQUIRED

NOT REQUIRED

This plan is designed for tradies who already have an established brand As a result, this plan skips our Onboarding Step 2.

Onboarding Step 2:
Brand, Identity & Positioning

Tasks Completed in
Onboarding Step 2:

1  ) 🔼 Build Brand Pyramid.

2 ) ✅ Provide Branding Checklist (additional services may be required).

3 ) 🪣 Design Sales Pipeline and Process.

4 ) 🎁 Design your Intro Pack.

Price for Onboarding Step 2:

One-off Expense: $1,000 NZD + GST
(GST Excluded for all Australian based m
erchants)
Please note: A $500 discount is applied for completing onboarding steps 2 & 3 together.

The Big 8 Questions your brand needs to answer:

As great as our sales and proposal pipeline and automations are, you won’t win high-paying jobs by showing up to a meeting without a uniform and in a beat-up truck with no signage. Especially if your competition is presenting themselves well. That’s why you may first need to focus on your brand and answer these 8 big questions to build the trust and authority required to sell high-ticket services before we can partner effectively on your sales and proposal process.

The First 3
Authority Questions:

The First 3
Authority Questions:

All addressed BEFORE your in-person Quote Meeting:

1  )
 Who are you personally and why did you become a tradie?

2 ) Why does your business exist/what are your company values and beliefs?

3 ) Can I trust you’re as good as you say you are?

The 4th
Authroity Question:

The 4th
Authority Question:

Addressed BEFORE your in-person Quote Meeting.

4 ) How specifically can you help me?

This is the final authority question that needs to be completed, which can be done by answering the following sub-questions. Your leads may not even be aware of these, but once answered, they will provide peace of mind and confidence in your ability to deliver on your promises:

a) Do you have a logo, what is it?

b) What are the brands colours?

c) Do you have a branded work vehicle in good condition?

d) Do your employees and sub-contractors wear clean and up to date work uniform?

e) Who else like me have you worked with in the past? ie. Who is your Ideal Customer Profile (ICP).

f) What services do you specialise in and would consider yourself an expert?

g) What makes you different to your competition?

h) What offer are you currently running that may make me want to act now? eg. “Half price off quotes to your budget”

i) What Guarantees do I have that show you’ll do what you say you can?

j) What is your service location?

k) What is your price point?

The Last 4
Main Project Concerns:

The Last 4
Main Project Concerns:

All addressed AFTER your in-person Quote Meeting.

These are the 4 concerns each new lead has about their specific project once you as a business and brand have been selected progress with them beyond the authority questions above. Each category for concern has a group of sub-questions that need to be answered to build confidence with your lead that you’re the right service provider for their unique project.

1  ) Project Scope:
a) Do you understand exactly what they need done?
b) Do you understand WHY they are wanting it done?


2 ) Project Timeline:
a) Are you on the same page regarding a start date?
b) How long is the project going to take?
c) What assurance do I get that the project will be completed on time? - use your guarantee.


3 ) Project Budget:
a) How much is everything going to cost?
b) Will they have access to the funds at the expected start date?
c) Will there be any hidden costs?


4 ) Communication Channels:
a) How will you communicate with each other throughout their project?
b) What channels will you use?
c) How accessible will you be?
d) Are you available 7 days a week?
e) What hours of your work day are you available?

This is not just communicated and displayed throughout your online presence and in your “Intro pack,” but most importantly experienced first hand throughout your proposal process and with help from your tradienet. sales rep. In the case of communication, actions speak louder than words.

Onboarding Step 3:
NOT REQUIRED

NOT REQUIRED

This plan is designed for tradies who either don’t need to do any advertising, or they already have their marketing covered either in-house our through another provider. As a result, this plan skips our Marketing & Ad Campaign Onboarding Step 3.

Onboarding Step 3:
Marketing & Ad Campaign

Tasks Completed in
Onboarding Step 3:

1  ) 🔗 Create/Connect Meta Accounts to tradienet. Partner Accounts.

2 ) 🎥 Build Ad Campaign.

First we'll go through the process of connecting all your Meta Ad accounts to tradienet. to give us access to your business manager to run your ads.

Once connected, we'll then use proven marketing methods to build a social media marketing ad campaign that grabs the attention of your target audience, builds their interest and desire in your services and encouraging action to be made.

Price for Onboarding Step 3:

One-off Expense: $2,000 NZD + GST
(GST Excluded for all Australian based merchants)
Please note: A $500 discount is applied for completing onboarding steps 2 & 3 together.

Onboarding Step 4:
Build Proposal Pipeline

Onboarding Step 4:
Build Proposal Pipeline & CRM Software:

Tasks Completed in
Onboarding Step 4:

1  ) 💳 Setup your Recurring Billing.

2 ) 🪣 Build your Proposal Pipeline.

3 ) 🙋 Assign your Sales Rep.

4 ) 📚 Provide Guidance and Training.

1  ) 💳 Setup your Recurring Billing:

Price for Onboarding Step 4:

First of your recurring monthly bill: $1,200 NZD + GST*
(GST Excluded for all Australian based merchants)

2 ) 🤝 Build your
Chosen Pipeline & CRM:

Step 4 of Onboarding usually takes the first month of your subscription to set up. Within this month we’ll build your selected proposal pipeline, which will include all your branded workflows and automations.

This will connect automated emails, forms, calendars and more to create a streamlined proposal process. Together, you and your lead will navigate this process, addressing all their important questions and building trust and authority to convert them into high-paying customers. Once complete, well move onto the following steps of onboarding.

3 ) 🙋 Assign your Sales Rep:

As part of our Proposal Process, we conduct an initial call with your new leads on your behalf to filter out tire kickers and qualify them at a basic level. During this call, your designated sales representative will gather and document key information, including the lead's budget, project scope, expected timeline, and location.

Once qualified, we’ll schedule a follow-up call for the high-quality leads with you. This process not only keeps unqualified leads at a distance, allowing you to focus on serious prospects, but also enables our trained sales reps to discuss topics like ballpark budgets while positively representing your business and brand. After the call, you’ll receive all the discussed information before your first call.

4 ) 📚 Guidance and Training:

Our Pipeline Processes may be a bit different from what you’re used to, which is why we're here to assist you. Each of our automated processes is pre-designed with marketing and sales principles to build trust and establish authority with quality-focused leads. They are also straightforward and well-guided for our tradies to follow. However, we understand there’s a sales element involved, and we’re here to coach you through it.

Optimise & Manage:
Start Converting New Leads

Optimise & Manage:
Start Converting New Leads

Tasks Completed each month for our Active tradienet. Merchants.

1 ) 🚀 Turn on your Proposal Pipeline.

2) 🤝 Meet for a Monthly Meeting.

Price for Proposal Pipeline & CRM Software:

We'll place links in relevant and convenient locations across your website and create triggers to automatically filter new leads who fill out contact forms, or come in through ad campaigns and other awareness-driving initiatives. This makes sure as many new leads as possible are nurtured, tracked, and converted into high-paying customers.

You will also be added to our tradie monthly meeting workflow which we schedule with yourself, your development manager and your designated sales rep to discuss ideas, reports and results that can be directly attributed to your sales and proposal process.

Recurring monthly bill:
$1,200 NZD + GST

(GST Excluded for all Australian based merchants)

If you have any questions get in touch:

Get in touch with tradienet.

WHY

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The tradienet.
Brand Pyramid

The tradienet.
Brand Pyramid:

At tradienet. we believe that in order for us to build you a great website, ad campaign or automated proposal process we first need to understand your business. After all, how can we tell your potential customers what sets you apart from your competition if we don't know this ourselves? So before we get to work attracting and converting new high paying clients, we first take each business through the Discovery phase where we sit down and build them their very own "Brand Pyramid" or Minimum Viable Brand (MVB) document.

Local
Australasian
Providers

Local Providers:

Being an Auckland based agency allows us to stay connected with our merchants and their business needs during their australasian business hours through various communication channels like phone, email and live chat. 

Complete
Sales & Marketing
Package

Complete Sales & Marketing Package:

Having tradienet. run your complete online operation definitely has its benefits.

We're here to help you build your brand to establish trust with new leads, attract cold prospects from outside your current word-of-mouth network, and ultimately convert them into hot, high-paying customers through marketing and sales processes that are proven to sell high-ticket services to quality-conscious clients.

Service
Based
Specialists

Service Based Specialists:

Most eCommerce agencies focus on optimising websites for physical products and checkouts. At tradienet., we do things differently.

We specialise in all business processes that begin on the day a trade business is built and continue through to closing its first of many high-paying jobs. This includes branding, marketing, advertising, and sales & proposal processes, with as much automation as possible to enhance the customer experience and guide both you and your leads through what’s known as 'the buying cycle.'

We also help our tradies maximise their ad spend by allowing new leads who visit their website to submit a 'Quote Request' after expressing interest in an on-screen 'price estimate' for their custom job. This process is facilitated by a custom-built online questionnaire that collects their contact information, enabling us to reach out and discuss their needs further.

Assisted
Shopping
Questionnaires

Assisted Shopping Questionnaires:

Our designers build websites that help your leads find an estimated price for the service they're looking for using custom built questionnaires. This allows leads to move further along in the buying cycle on your website in comparison to your local competition.

We're Not
Tradies Playing
Agency

We're Not Tradies Playing Agency:

Here at tradienet. we're not tradies come eComm. Experts. We're professionally trained eCommerce experts working in the fields of Branding, Marketing and Sales processes and automations for high ticket services. You wouldn't trust us to renovate your kitchen, so why would you trust a tradie to build your website, run your ad campaign or put an automated proposal process in place?

Purpose
Built
Packages

Purpose Built Packages:

After doing extensive market research we've established a set of template packages which are purpose built to help tradie at each stage of their business.

To find out which Package we recommend for you simply complete our online questionnaire. Once complete we'll recommend the best package for you based on where you're currently at with your business and what you're looking to achieve.

Ensuring you've only got everything you need and nothing you dont.

Great
Merchant
Support

Great
Merchant Support:

Here at tradienet we work hard on your online presence so you don't have to. Need support? Contact your designated tradienet Development Manager via phone, email and/or live chat.

WHY

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Our Proposal & Closing System:

The Proposal & Closing System is the foundation of everything we do. It's a unique solution developed specifically for trade businesses to help them increase their quote conversion rates, improve customer confidence, and secure higher-value jobs. While others focus solely on lead generation, we focus on helping you maximise the value of every opportunity. That's why it's the number one reason clients choose TradieNet and what sets us apart from everyone else in the market.

Want Our Tradies Say About Us

Want to contact the team?

If you have any questions then please feel free to contact us via phone, email or live chat in the bottom right hand corner and we'll be in touch as soon as possible. 

Contact Us