RunWithAI
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Sales

Quote desk

It reads the request, applies your price list, writes the quote in your template and puts it in front of you. Once sent, it follows up at the right pace and tells you the moment a quote is opened.

What you are dealing with today

You write quotes in the evening, because the day is taken. They go out three days late, and you do not dare follow up twice in case it looks pushy. A quote nobody follows up does not get signed.

Where this happens

  • Construction

    every job needs a quote broken down line by line.

  • Printing

    the price depends on the run, the paper and the finishing.

  • Events

    half the quotes are won by following up at the right moment.

What it does

Its remit as delivered. You can widen it or narrow it during setup.

  • Writes the quote from your price list
  • Checks discounts against your rules
  • Follows up on day 3, day 10 and day 21
  • Tells you when a quote is opened or signed

Where it works

It replies on your channels, from your addresses and your numbers.

  • Email
  • Slack
  • Phone

A typical day

  1. 09:10
    Info

    5 quotes prepared, waiting for your review.

  2. 12:00
    Done

    3 quotes sent after your approval.

  3. 16:45
    Done

    A quote has just been signed. The invoice is already prepared.

An example of what you see go by during the day.

Setup

Three steps, done with you.

  1. 01

    We connect its channels

    Inbox, WhatsApp, calendar, Slack. With your access, in front of you.

  2. 02

    We set its limits

    What it does alone, what it brings to you, and above which amount.

  3. 03

    We test on real cases

    You review its first replies before letting it work.

What it costs

The price depends on volume and on the channels connected. It is agreed with you before any setup.

Price on request See pricing

Questions about this role

How long before it is operational?

Setup is done with you. We give you a firm timescale once we have seen your channels, your volume and the limits to set.

Can it work alongside my current team?

Yes. It takes the repetitive part of the job and passes the rest to the right person, with the full context.

Can I change its remit later?

Yes, at any time. You widen what it does alone once you have seen it do the job well.

Other roles worth handing over

  • Answers leads within minutes, qualifies them against your criteria and fills your calendar.

    • Email
    • Phone
    • LinkedIn
    • +1
    Price on request
  • Prepares your meetings, writes the follow-up afterwards, and keeps your CRM current without you touching it.

    • Email
    • WhatsApp
    • Slack
    • +1
    Price on request
  • Answers your customers on WhatsApp, by email and on chat, settles the routine requests and hands you the rest.

    • WhatsApp
    • Email
    • Website chat
    • +1
    Price on request
Live

Your team is ready to start.

Book a slot. We look at your business together and pick the first role worth handing over.