Today
An enquiry arrives. Someone searches their inbox, copies prices into a file and remembers to follow up. If a detail is missing, the quote waits.
Enquiries → quotes → follow-up
Start your next quote with the details in place.
How many emails and files do you open for one quote? We connect your tools so an enquiry becomes a draft, using the information and rules you approve. Your team checks prices and terms before sending.
We review your process before recommending a solution.
How it could work
- 01Enquiry and information checks
- 02Draft → human approval
- 03Send, update CRM and follow up
Rules · approvals · history
What changes in practice
Where work gets stuck, and what can change.
With the proposed workflow
See which details are missing, which quotes need approval and who takes the next step. Drafts use your agreed template, and each follow-up has an owner.
When it fits
Is it a fit for your team?
We look at how often the work happens, what material is available and who handles it today. That tells us where a build could be worthwhile.
Similar enquiries, every week
Your quotes share fields, templates or pricing rules. That repetition gives us a practical place to start.
Examples of your current work
We review anonymised enquiries and an approved template, then check how your email, CRM and other tools can connect.
Someone who approves prices
You decide who approves prices, discounts and terms. If the process changes with every quote, we organise it first.
What we agree before building
Know what the solution will do before we build it.
Your proposal sets out the functions, integrations and project limits, along with cost and support.
Turn enquiries into drafts
Define where enquiries arrive, which details are needed and where quotes are stored. The proposal lists the channels and integrations included.
Keep control of pricing
AI drafts text from approved material. Calculations follow agreed rules, and the responsible person approves the quote before it goes out.
Make unfinished work visible
Missing detail, duplicate enquiry or failed send? The workflow alerts the owner and keeps the task open until the result is confirmed.
Help the team take over
We provide role guides and a practical walkthrough. The proposal sets out the training, usage review and support included.
Test it in practice
Tested by the people who will use it.
We agree what a correct result looks like before building. At handover, your team tests everyday work as well as difficult cases.
01 · Measure the current process
Record preparation time, waiting time and corrections on an agreed sample. Use that evidence to decide what is worth improving.
02 · Prepare a quote
Your team checks the draft and its sources, approves sending and sees the action in the history.
03 · Test what can go wrong
Missing details, price changes, duplicates and failed connections. Check when the workflow stops and who gets notified.
04 · Put it in the team’s hands
The owner completes the process and knows how to correct or stop it. Compare time and corrections with the initial measurement.
Before you decide
Is it worth it? Start with your own data.
The workflow above is an illustrative application. For your business, we review sample enquiries and preparation time before recommending what to build. The Blueprint gives that decision an evidence base.
Next step
Tell us where work slows down.
Use the form to tell us how an enquiry arrives and where it gets stuck before the quote is sent. We will discuss whether a Blueprint, a build or a simpler change makes sense.