Section 2, the three jobs
Job 1: following up on quotes
- What happens now
- Each week the office manager checks which quotes have gone quiet, then writes each follow-up by hand.
- What AI takes a first pass at
- Drafting each follow-up from the list of open quotes, in the company’s own tone, ready for the office manager to check and send.
- How to set it up
- Export the list of open quotes from the software the company already uses.
- Paste it into the company’s AI tool with the saved follow-up prompt in the appendix.
- The office manager reads every draft before it goes out.
- What stays with your team
- Deciding when a customer needs a phone call instead. Any change to a price.
- Policy note
- Only the list of open quotes goes into AI. Never customer payment details.
