Proposal conversion calculator
Work out what percentage of your proposals are accepted, what they're worth each year, and how much more fee income you'd win by converting a few more of them.
Free to use, no sign-up. Uses your own figures.
Example practice · 10 proposals a month
How do you work out a proposal conversion rate?
Divide the number of proposals accepted by the number sent, then multiply by 100. If you send 10 proposals a month and 5 are accepted, your conversion rate is 50%. Multiply the clients won by your average annual fee to see what each extra percentage point is worth.
Work out your conversion rate
Enter your own figures for a typical month. The result updates as you type.
Your proposal conversion
0%of proposals accepted
Accepted proposals can't be more than proposals sent.
strively's web proposals show which sections a prospect has read, and follow-ups go out automatically.
See pipeline reporting →Worked example
A practice sends 10 proposals a month and 5 are accepted. The average client pays £250 a month, or £3,000 a year.
| Conversion rate: 5 accepted ÷ 10 sent | 50% |
| New clients a year: 5 × 12 | 60 |
| Fees won a year: 60 × £3,000 | £180,000 |
| At 60% conversion: 6 a month × 12 | 72 clients |
| Extra fees a year: 12 extra clients × £3,000 | £36,000 |
Each extra percentage point of conversion is worth £3,600 a year to this practice, and more over the years each client stays.
Win more of the proposals you send
strively helps more proposals turn into clients, by sending them only to good-fit prospects and following up for you.
Frequently asked questions
How do I calculate my proposal conversion rate?
Divide the proposals accepted by the proposals sent over the same period, and multiply by 100. For example, 5 accepted out of 10 sent is a 50% conversion rate.
What is a good proposal conversion rate for accountants?
There's no reliable published benchmark for UK practices, because it depends heavily on how well enquiries are screened before a proposal is sent. Practices that only send proposals to good-fit prospects usually convert a higher share. Track your own rate and aim to improve it.
How can accountants improve proposal conversion?
Screen out poor-fit enquiries before quoting, send proposals quickly after the discovery call, make them easy to read and accept online, and follow up a few days later and again a week after that.
Should I track conversion at every stage?
Yes. Tracking enquiries to calls, calls to proposals and proposals to clients shows exactly where prospects drop off, so you know what to fix.
More free tools
Turn more proposals into clients
A 30-minute demo, tailored to your practice, using the kind of enquiries you get every week.
Book a demo