AI Business Tools Operational Playbooks
Voice quoting playbook: talk on site, send a priced proposal
Record the job, let AI draft Good/Better/Best tiers, and take a deposit on signature.
6 min read
- 1
Record on site
Open the quote, hit record and describe the job as you would to a colleague.
- 2
Check the transcript
The transcript becomes line items. Edit anything the AI misheard before pricing.
- 3
Apply your price book
Internal costs and margins stay private — the customer only ever sees the sell price.
- 4
Generate tiers
Good, Better and Best are drafted automatically. Most customers pick the middle tier.
- 5
Send and get signed
The proposal link is signable on a phone, with an optional deposit collected at signature.
Try the tools in this guide