Keep the useful context.
Follow the contact, project, proposal, and revision history together. Old estimates stay in history; they do not silently become the current offer.
RECLOSE FOR REMODELING
Stay with the project after the proposal.
Longer decisions should not become forgotten opportunities. Keep project context and the current proposal close to every conversation.
Current pilot: customer-facing drafts require human review. Messaging is simulated in the demo; autonomous and production sending are disabled.
MOMENTS THAT MATTER
Stay close to
the next decision.
- 01A proposal is waiting on a decision.
- 02The customer returns after a few weeks.
- 03A revised scope needs a conversation with your team.
Keep the right boundaries.
Scope changes, discounts, start dates, and construction commitments stay with authorized people and approved business information.
YOUR NEXT OPPORTUNITY MAY ALREADY BE HERE
Make more of
what you’ve earned.
Give good leads a clear next step.
Give your team their time back.