Choose your first workflow
Leave with a small starting brief, a sample result and a test you can undo.
Following up on quotes
Sample output
Made-up names and numbers. A real version would use your own records, and every fact would come from them.
Today → first version
Today
- Quote goes out
- Nobody remembers to check back
- Owner digs through sent email days later
- Customer has gone quiet or chosen someone else
First version
- Quote goes out and is logged with a date
- After the agreed wait, a follow-up draft is prepared from the quote details
- You read, adjust and send it yourself
- Reply or no-reply is noted for the next step
What it needs
- Where it starts today: your email inbox
- Customer name and how they prefer to be contacted
- What was quoted, with the total
- Date the quote was sent
- Anything the customer said they were unsure about
You still decide
Whether to offer a different start date or change anything in the price. That stays with the person who owns the quote.
Reviewer: Owner. Output: a draft for a person to send.
First test you can undo
Prepare drafts for the next 8 quotes you send. Do not send anything automatically.
How to check it
For each draft: is every fact taken from the quote? Did you have to rewrite more than one sentence? Count replies against your usual rate.
Keep out of it: Never let it send price changes or discounts on its own.
How this works & limits
A fixed library matches common jobs to a starting brief. Other requests return questions, not invented advice. The sample names, amounts and promises are fictional; replace every fact before real use.