The quotes are out the door before the owner is home.

After a day on the road, the owner still sat typing out ten quotes in the evening, from his own notes of that day. A customer who wanted to decide quickly waited until the next morning.

• Every sales conversation gets written out and becomes a quote draft by itself in their own accounting.
• Every phone call goes into the CRM summarised, with the follow-up action attached.
• The engineer's work order writes itself and is checked on six points before it can go out. That check recalculates, it doesn't ask a second model.

• 478 quotes from conversations, 389 of them straight into the accounting as a draft.
• Conversation to draft usually takes less than a minute, instead of an evening.
• 1,320 phone calls written out and summarised, over a thousand with a full transcript.
• 795 sales conversations captured instead of living in someone's head.