At a glance
- Client
- National materials supplier (name withheld)
- Customers
- Contractors and landscapers
- Engagement
- Embedded AI & automation lead
- Started
- March 2026
- Status
- Ongoing
The problem
- Quotes prepared by hand, line by line
- Routine customer emails written from scratch every day
- Supplier catalogs and price lists arriving in every format
- Staff curious about AI, unsure what was allowed or who to ask
What we built
01
Quote prep
Incoming requests turned into ready-to-check quotes
02
Customer inbox
Routine emails sorted and drafted; a person approves before anything is sent
03
Catalog intake
Supplier catalogs and price lists read and loaded automatically
04
Call intelligence
Sales calls transcribed and summarized for follow-up
05
Daily reporting
Daily report and sales trackers, without anyone pulling the numbers
06
AI policy
Acceptable use and data handling, written in plain English
How we ran it
- Training ran on staff's own work, not demos
- One named person to ask, so questions didn't pile up on the CTO
- Everything documented in their knowledge base, so it outlasts any one person
What changed
- An estimated $500K+ a year in labor cost removed, from quote prep and customer email alone
- People still approve anything that reaches a customer
- Running eight months on, not a pilot that faded
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