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LionShieldAI

We work out where AI pays in your business, then build it.

Have you ever lost an order because your quote arrived second?

The request came in Monday. Your quote went out Thursday. Someone else replied Tuesday.

Who this is for

  • Salespeople build quotes between calls and site visits.
  • Odd requests and discounts wait for a manager.
  • Two people would quote the same job two ways.

When we'd tell you not to bother

If you send a handful of quotes a week, your team is fine. If each job is a one-off design, a person should quote it. We'll say which you are.

Where it breaks

  1. Request lands
  2. Details gathered
  3. Costs worked outWaits while the salesperson sells.
  4. Margin checked
  5. Discount signed off
  6. Quote sent
  7. Order

Quoting competes with selling, and selling usually wins. Discount sign-offs add days in the middle.

The customer hears nothing, so they ask elsewhere.

Distributors get forty-line requests by email. Machine shops get a drawing and a deadline. Contractors get a change order needed today.

What we'd build: a same-day quote desk

It drafts each quote from your rules as soon as the request arrives.

What changes

  • Requests become draft quotes within hours, not days.
  • Your rates, margins and discount rules apply every time.
  • In-rule quotes go to the salesperson to check and send.
  • Out-of-rule quotes go to a manager, reasons attached.

What it's worth

Look at last month's quotes. How many took over two days? How many of those did you win?

Then add the hours salespeople spend building quotes each week. Those hours aren't spent selling.

Quote desk · today

31 requests in

Ready24 inside your rules, ready for the salesperson
Manager4 with a discount above your limit
Questions3 missing a spec, questions to the customer drafted
OldestOpen for 5 hours

No quote has gone out. A salesperson sends each one.

How it runs

Show the full detail

When it starts

When a request arrives by email, web form or a salesperson's note.

What it works with

Your sales inbox, your ERP or quoting tool, your rate sheets and cost data. We confirm each one with you first.

The steps

  1. Reads items, quantities, specs and dates from the request.
  2. Matches each line to your catalog, part numbers or past jobs.
  3. Applies your rates, margins and the customer's terms.
  4. Lists missing specs and drafts the question back.
  5. Builds the draft in your quote format.
  6. Sends out-of-rule quotes to a manager, with reasons.

Who signs off

A salesperson checks and sends every quote. A manager approves every exception.

What it never does

It doesn't send quotes, change your rates or approve its own discounts.

What we'd need

Your rate sheets and discount rules. Fifty past quotes, won and lost. One person who owns quoting.

Goes well with

  • Proposal drafts, for the bigger bids.
  • Order status updates, so customers stop calling to ask.
  • Supplier chasing, so the dates you quote hold.

You become the supplier customers ask first.

Quotes leave the day they're requested, and fewer orders walk away.

Yours will differ. The first conversation is where we work out how.

Next: a first conversation.

One of our co-founders. About an hour. Free, and no access needed.

Ask for a first conversation

A person writes back, usually within one working day.