The challenge
- → Each proposal required manual sizing, savings calculation and formatting.
- → Sales reps prioritised site visits, so follow-ups slipped.
- → Quote quality varied from rep to rep.
What we built
- → Lead intake form capturing bill size, roof and location upfront.
- → AI-assisted proposal generator using the company's own templates and pricing.
- → Automated follow-up sequences triggered by lead stage.
The results
- → Proposals produced in minutes rather than days.
- → 3x more follow-ups completed on qualified leads.
- → Consistent, on-brand proposals across the sales team.