Leverage with AISales
The quote gets written in the evening, so it goes out late
A quote drafted from your own rates and past jobs, ready in minutes instead of an evening.
Who this is for Contractors, studios, trades and service businesses where every quote is a little different.
The problem
A quote takes an evening
A customer asked what it costs. Answering means opening old quotes, remembering the rates, describing the scope and the terms. There is no room for that during the working day, so it gets written in the evening, or three days later. By then the customer is talking to somebody else, and half your quotes never leave the drafts folder.
You will know it by
- Quotes get written outside working hours.
- Every new quote starts as a copy of an old file.
- An old rate sometimes survives into a new quote.
- You do not know how many quotes are waiting for an answer.
Possible solutions
Not every road leads to me
One tidy template
A single document with clear places for the scope, the price and the terms.
Where it stands The cheapest step and worth doing before anything else. The limit is that you still write the words.
Proposal software
Tools with templates, signatures and a record of whether the quote was opened.
Where it stands It organises the process, not the content: the scope and the assumptions are still yours to write.
Fixed packages instead of bespoke pricing
Three clear packages with prices, so the common cases need no quote at all.
Where it stands Often the best answer when the work repeats. The complicated jobs will still need a quote.
A draft built from your own rates and past jobs
From the customer's enquiry, a draft quote with the scope, the assumptions and a price from your own rate card.
Where it stands This is the one I build. Worth it when every job is different but assembled from the same parts.
What I set up
An enquiry that arrives by email or through a form becomes a draft quote: the scope in plain words, the assumptions, what is not included, a price from your own rate card and your standard terms. The draft is built from your past quotes, so it sounds like you rather than like a template. You read it, correct it and send it. What went out and when to chase it stays in one list.
How it goes in
- We gather the rate card and a few of your best past quotes.
- We write down the assumptions you always state and the things never included.
- The draft is tested on old enquiries and compared with what you actually sent then.
- We add the list that reminds you which quotes are still waiting.
The limit You approve the price. The draft is never sent to the customer on its own, because a price is a commitment rather than a piece of text.
The work It depends on whether the rates are written down. If they live only in your head, the first job is writing them down, and that is worth doing on its own.
The prices on this site are final.
What it brings
The quote goes out the same day
Your answer reaches the customer while they are still comparing rather than after they have chosen.
Your evenings stay yours
The work that used to fall into the evening stays inside the working day.
The terms stop being forgotten
The assumptions and the exclusions appear in every quote, not only in the ones where you remembered.
How you check it yourself
Note how long it takes you to send a quote after an enquiry, and how many enquiries in a month never got one. Both numbers are already in your mail, and both are worth measuring before anything starts.
Is this your job?
Tell me how this runs at your place now. On a 30 minute call I will say whether it is worth automating, where I would start and what it needs.
Book a 30 minute callThe call is free, with no obligation and nothing to sign.
Not sure which job is first for you? The free assessment says where the hours go. Start the assessment
Common questions
Will AI set my prices?
No. The prices are your rates, written down in one place. The draft applies them to the scope described, and the final number is yours to approve.
Will every quote sound the same?
The draft is built from your own past quotes, so it carries your tone. Sameness helps in the terms and hurts in the scope, so the scope is written from the specific enquiry.