Small repair, installation and B2B service companies often prepare a quotation, send it, and then lose track of the next step. A useful AI automation service can solve that narrow problem: keep a quotation register, flag follow-ups when they are due, and prepare a polite email draft for a person to review. The value is reliable process design—not sending more messages or promising that AI will close sales.
Who should buy this service?
Target owner-managed businesses that issue several quotations each week but do not need a complex CRM: equipment repairers, electricians, fabricators, IT installers and maintenance contractors. Avoid clients that want bulk cold outreach. The workflow should follow up only on a genuine enquiry or an existing quotation, respect opt-outs, and stop when the customer replies, declines or accepts.
A hypothetical air-conditioning service firm might record the customer, quotation number, sent date, value range, assigned employee, status and next follow-up date. The automation checks due items, asks AI to turn approved facts into a short draft, and places that draft in an approval queue. A staff member confirms the price, availability and wording before sending.
Skills and tools you need
You need basic process mapping, spreadsheet design, no-code automation, prompt writing, testing and email etiquette. A starter stack can use Google Sheets or the client’s CRM, an automation platform such as Make, an email account, and an AI text service chosen by the client.
According to Make’s current pricing page, its Free plan costs $0 and includes up to 1,000 credits per month, two active scenarios and a 15-minute minimum interval. The listed Core plan starts at $9 per month for 10,000 credits at the displayed configuration. Prices, taxes and Indian checkout amounts can differ, so verify them before quoting. AI-provider usage, email services and the client’s existing software may add separate costs.
A seven-step starting plan
- Map the current process. Document how quotations are created, who owns them, when follow-up is appropriate and which outcomes close the sequence.
- Create clean fields. Include quotation ID, customer-approved contact details, sent date, status, next action and assigned reviewer. Do not copy unnecessary personal or confidential data.
- Set the schedule. Use a weekday or daily check rather than constant polling. Make’s scenario scheduling documentation supports regular intervals, weekdays and other schedules, with limits depending on the plan.
- Add rules before AI. Exclude expired, accepted, declined, disputed and opted-out records. Route high-value or regulated quotations directly to a human.
- Generate a draft. Give the model only approved quotation facts and a fixed template. Instruct it not to invent discounts, delivery dates, stock, warranties or urgency.
- Require approval. Save the result as a draft or approval task. The assigned employee checks every commercial claim and chooses whether to send it.
- Test and hand over. Run fictional records through reply, bounce, opt-out and duplicate scenarios. Provide a one-page operating guide, error log and monthly credit-usage check.
How to price the service honestly
Charge a fixed setup fee based on discovery time, number of systems, testing and documentation. Offer monitoring or changes as a separate monthly service. Let the client pay software and AI usage directly where possible, and state what happens when credits run out. Do not invent income examples: results depend on your skill, local demand, the client’s quotation quality and execution.
Risks, privacy and ethical limits
AI can misstate terms, and automation can repeat mistakes quickly. Keep automatic sending off during the pilot, limit permissions, use test accounts, and review the providers’ data-processing terms. Make publishes a security and compliance overview, but the client must still decide whether the workflow is suitable for its data and legal obligations.
Never use fake scarcity, deceptive subject lines or repeated messages after an opt-out. If you recommend Make, an AI provider or another tool through an affiliate link, disclose the material connection clearly beside the recommendation; India’s ASCI guidelines provide relevant disclosure guidance. A good service leaves the business with fewer forgotten quotations and better records—not an uncontrolled sales bot.
