The AI Operator
Example: quote follow-up.
How AI can prepare quote follow-ups without sending blind reminders or pestering good prospects.
The messy workflow
A quote is sent and then disappears into the sent folder. Follow-up depends on someone remembering the context and timing.
The AI-assisted version
The workflow checks the quote notes, prepares a customer-specific follow-up draft and flags what decision information is missing.
The useful result
More consistent follow-up and less “did anyone chase that?” work.
Quote follow-up
Sent quoteCheck contextDraft nudgeApprove
More consistent follow-up and less “did anyone chase that?” work.
Start small
Book the £49 workflow reviewBring one workflow that keeps slipping.
A missed enquiry. A quote that needs chasing. A booking inbox. An order question. A handover stuck in someone’s head. We will map it and tell you honestly whether AI is worth installing.