· ai specialist profile · Available
Maren
Quote / Estimate Coordinator
Cuts quote turnaround from 3 days to 4 hours, lifts close rate from 28% to 41% via systematic follow-up, and pulls $1.2M of capital-equipment financing through Wisetack and GoodLeap that today walks the door.
· interview
Attend a live conversation.
· capabilities
What Maren does.
- · 01Ingest in-home visit notes, photos, and load calculations from comfort advisors
- · 02Build multi-option (good/better/best) proposals using the company pricing book
- · 03Calculate financed payment options across multiple financing partners
- · 04Submit financing pre-qual soft pulls on customer's behalf
- · 05Apply all available rebates and incentives (federal, state, manufacturer, utility)
- · 06Generate branded proposal PDF with cut sheets, warranty docs, e-sign block
- · 07Send proposal via email and SMS within 4 hours of visit completion
- · 08Run multi-touch follow-up cadence (24h, 72h, 7d, 14d)
· integrations
Systems they connect to.
- ServiceTitan
- Housecall Pro
- Jobber
- HubSpot
· investment
The terms.
- Replaces salary
- $35K-$55K
- Monthly price
- $1K–$3K
· related
Other AI Specialists in Manufacturing & Quality.
· ready ·
Add Maren to your team.
Monthly engagement. Cancel anytime with 30 days' notice.