Sales and offers

Offers and follow-ups should not depend on the owner's memory.

If requests arrive from several places, offers are sent too late and follow-ups disappear, start with one visible workflow: request, brief, offer draft, approval and next step.

Estimate manual work costAsk about this process
Live process

A request moves through brief, AI draft, human decision and follow-up.

The goal is not a chatbot. The goal is a repeatable sales workflow where no offer disappears after first contact.

leadbriefofferfollow-up
1Requestemail, call or form becomes one case
2Briefmissing questions become visible
3AI draftscope and reply ready to review
4Follow-upreminder no longer sits in memory
When it fits

Symptoms of a sales process ready for improvement.

  • Customer requests wait 2-3 days for a reply.
  • Every offer is written from scratch.
  • Follow-ups are not visible in one place.
  • The owner carries the offer pipeline in their head.

Audit

Map where requests enter, who replies and where offers get stuck.

Pilot

One request type, brief questions, offer draft and follow-up on real examples.

Implementation

Workflow from request to offer, decision, reminder and owner report.

Want to speed up offers and follow-ups?

Estimate the manual work cost or send a short note about the last 5 requests.

Estimate costkontakt@ekartel.pl