Sales and follow-up use cases

Follow-ups for quotes and estimates that went quiet

SI finds quotes and estimates with no reply after a set number of days. Then it drafts a short, specific follow-up for each one.

Turning form and email inquiries into clean CRM records

SI reads each new inquiry from forms and email. It creates or updates the CRM contact. It logs what they want and the next step.

Call notes into a follow-up email and tasks

After a sales or client call, SI turns your notes or the transcript into a recap email. It also makes CRM updates and dated tasks.

First-draft proposals from discovery notes

SI turns discovery notes and your past proposals into a structured first draft. The draft has scope, timeline, and pricing options for you to edit.

A one-page brief on a prospect before you meet

Before a meeting or pitch, SI gathers public facts about the prospect. It also gathers your past contact. Then it writes a short brief.

Personal outreach drafts and reply handling you approve

SI drafts first-touch and follow-up messages from real research. It sorts the replies. It offers meeting times. You approve every message.

Check-ins for repeat customers who are due

SI spots regular customers who are past their usual reorder or rebooking interval. Then it drafts a friendly, specific check-in.

Speed-to-lead replies for new inquiries

When a new inquiry arrives, SI drafts a specific first reply right away. It leaves the draft for a person to send.

Lead and inquiry follow-up for agent or manager review

SI gathers website, portal, and call questions into one list. It drafts a first reply from the business's own wording.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Showing scheduling and confirmation drafts

From the calendar the business provides, SI proposes showing windows. It drafts confirm and reminder messages for the person showing.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Showing and open-house follow-up drafts

SI turns a sign-in sheet into a contact list. It drafts the same thank-you and questions follow-up from the agent's approved wording.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Missed-call text-back and inquiry capture

A missed call gets the owner's pre-approved reply. The reply is facts only. Every number is logged on a callback list.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool, and cleaning businesses. SI drafts, tracks, and reminds. The owner approves every quote and message. No price promises. No safety or code advice. Customer information stays private.

Quote and estimate follow-up for owner review

Open quotes sit on one list. SI drafts friendly follow-ups at the intervals the owner sets.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool, and cleaning businesses. SI drafts, tracks, and reminds. The owner approves every quote and message. No price promises. No safety or code advice. Customer information stays private.

Quote and estimate drafting for owner approval

Field notes are put on the business's quote template. The quote is labeled as a draft the owner must approve.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool, and cleaning businesses. SI drafts, tracks, and reminds. The owner approves every quote and message. No price promises. No safety or code advice. Customer information stays private.

Abandoned-checkout follow-up drafts from your store records

SI lists checkouts that were started and not finished. It drafts a short follow-up from the actual cart. You send only if the customer is allowed to hear from you.

Event and booking waitlists

When a class, tasting, or weekend slot opens, SI drafts an offer to the next people on your waitlist in the order you already set.

Season-opening customer re-engagement drafts

When you reopen for the season, SI drafts a specific note to last season's customers. It uses your own list and hours, for you to send.

Enrollment and admissions inquiry follow-up drafts

SI turns tour and inquiry forms into a clean list. It drafts a follow-up from the school's approved wording for admissions staff.

Office help for teachers, tutors, and schools. SI drafts and organizes. A person approves anything sent to a student or parent. No grading decisions. Student records stay on the school's own equipment and accounts.