Look for sales admin roles that include quote preparation.
Source: careers pageAI services for your business
Less admin.
More time for your customers.
We set up and manage AI assistants that organise email, research potential customers, arrange calls and handle follow-ups.
30 minutes · One-page action sheet · No obligation
What we offer.
Choose an example. See the request, the work and the result your team receives.
For technical sales teams
Spend less time researching and chasing leads.
A clear brief becomes a prospect list and prepared outreach.
- 01Agree who to find
Define the business type and evidence of a possible need.
- 02Prepare a shortlist
Record each source and the reason for including the business.
- 03Prepare the next contact
Draft outreach and a follow-up task for your review.
Sourced shortlist
Look for sales support roles that include customer follow-up.
Source: recruitment advertReady for review
Your sales advert mentions quote preparation. Which part takes the most time for your team?
Awaiting your approvalNext contact
Check for a reply after the agreed interval.
Assigned to salesYou approve prospect selection and messages before outreach starts.
Swipe for another example.
Less explaining.
Every time it comes around.
We set up your assistant to reuse approved instructions, so you spend less time repeating them.
- 01
Give it a task
Your request and your rules
- 02
Use your tools
Work with agreed access
- 03
Review the work
Check, edit and approve
- 04
Complete the task
Carry out the agreed action
- 05
Keep what works
Save approved instructions
- 06
Use it next time
Start from those instructions
An inbox full of requests.
A short list of decisions.
Your assistant prepares routine replies, checks information and organises follow-ups. You handle the questions that need your judgement.
The same requests. See what changes.
Your inbox
- Alex09:12
Can you send your service details?
Your next stepsFind the latest informationWrite the replyRemember to follow upCheck which service information is current before you send it.
Preparation and decision: your team - Jamie09:18
Are you free next Tuesday?
Your next stepsOpen the calendarCheck your availabilitySuggest a timeKeep track of the conversation until you agree a time.
Preparation and decision: your team - Morgan09:24
Could you offer a discount?
Your next stepsFind the quoteCheck the requestDecide how to respondWork out whether a price change makes sense for this customer.
Preparation and decision: your team
Doing it yourself: all three requests need preparation by your team.
Keep the decisions.
Hand over the preparation.
Before you book
A few useful details.
What happens during the free audit?
We spend 30 minutes reviewing one admin task or customer question. We check the tools, information, access and people involved. You receive a one-page action sheet by email afterward.
What does ongoing assistant care include?
We monitor the agreed workflow and fix problems within that scope. Your proposal states what we maintain and how to request help. We quote additional workflows separately.
Will the assistant send messages without us?
You decide which actions can run under agreed rules and which need approval. We test those rules with your team before the workflow starts. Unusual requests go to a person.
Can we keep our existing tools?
We start with the tools you use today. During the audit, we check what they support and what access the work requires. We explain proposed tool changes and costs before you agree to the project.
What does AI search visibility include?
We agree the questions potential customers ask ChatGPT and check whether your business appears. We review search access, service pages and business listings, make the changes you approve, then repeat the checks. We record the questions, dates, mentions and sources, plus referral data where available. Placement and recommendations cannot be guaranteed.
Start with one problem
What could Accai
handle for you?
Bring an admin task or a customer search question to a free 30-minute audit. Receive a clear next step and an action sheet.
Book a free AI readiness auditPrefer email? Contact the Accai team.