An AI sales assistant
Deals are lost in the days between “I will send that over” and actually sending it. This job closes that gap: it drafts the quote and the proposal from your own pricing, keeps every opportunity current, chases the paperwork, and makes the pipeline reflect what is really happening.
Concretely
- Drafts quotes from your own pricing sheets rather than from an estimate.
- Builds proposals on your document templates.
- Keeps opportunities and stages updated as things actually move.
- Chases unsigned paperwork without anyone having to remember to.
- Surfaces the deals that have stalled before the month closes.
Speed to quote is a sales strategy nobody writes down
The business that quotes the same day is competing on something the customer can feel immediately, and it usually has nothing to do with being better at sales. It has to do with whether the paperwork had an owner. When quoting is the last thing on a busy person’s list, the delay is structural, and it is the sort of structural problem that a job can be given.
A CRM nobody trusts is worse than no CRM
Once the pipeline is known to be out of date, people stop entering things, which makes it more out of date, and the forecast becomes a number everyone quietly ignores while still reporting it. The decay is gradual and it is never anyone’s job to stop. Keeping the record current is unglamorous work that changes what every other sales decision is based on.
It prepares the number, a person owns it
Every quote and every proposal is drafted for a person to price, check and send. That line is deliberate: pricing is a commercial judgment about a specific customer, and it is not something to hand to software because it happened to have the pricing sheet. The work that gets removed is the assembly, not the decision.
The jobs this comes from
Sanaf holds thirty five written job descriptions. These are the ones behind this page.