Decision Summary
GO for a 30-day Quote Readiness proof loop.
The ask is bounded: capture context, draft estimator-ready quote packs, and keep pricing, schedule, and QA commitments human-owned.
The One Thing
Turn every enquiry into an estimator-ready quote pack before senior people spend judgement on it.
Conditions For GO
Week 1 conditions
- Confirm RFQ/month, quote turnaround, and quote win-rate baseline.
- Name the estimator, operations reviewer, and QA reviewer.
- Provide 20 historical RFQs across won, lost, no-quote, and still-open jobs.
- Agree final pricing and delivery commitments remain human-approved.
- Confirm where RFQ, quote, schedule, and inspection records live today.
Kill Signal
HIGH
Historical quotes cannot become a repeatable intake schema.
Cost to walk away: Stop and document business logic first.
Decision owner: General Manager
HIGH
No named person owns estimator corrections and rule updates.
Cost to walk away: Do not build the assistant because it will drift.
Decision owner: Leadership
Next Actions
In order
- Run a 45-minute quote process mapping session.
- Collect 20 recent RFQs and quote outcomes.
- Draft the RFQ intake schema.
- Test quote-prep output with estimator, operations, and QA.
- Decide whether to wire the website CTA into the new intake path.
- Publish one proof page tied to the highest-value buyer segment.
Verdict
GO
Start with the enquiry-to-quote context path. Do not automate price approval.