Start with inquiry-to-quote, quote follow-up, or owner daily brief.
Pilot program
Start with one inquiry-to-quote workflow.
The Workbase AI pilot is for B2B teams with real customer inquiries, quote templates, and owner visibility gaps. We start narrow, prove the workflow, then expand.
Pilot inputs
Bring the real materials your sales team already uses.
Workbase does not need a perfect system first. The pilot maps the messy reality of inboxes, chats, spreadsheets, and quote templates.
Use the existing commercial format your team already sends.
Bring a catalog, spreadsheet, or example quote history.
Decide who reviews quote drafts before anything reaches a customer.
Pilot output
What your team should see by the end.
Pilot sales kit
What we prepare before the first customer workshop.
The pilot should feel concrete from day one. These materials keep the scope narrow and make the workflow easy for a non-technical owner to review.
Inquiry-to-Quote walkthrough
A static product tour showing inquiry selection, summary, quote draft, approval, and owner brief states.
Five-page buyer story
Problem, first workflow, AI employee model, approval controls, and pilot next steps.
Workflow intake
Questions about inquiry sources, quote templates, product data, approvals, and owner reporting needs.
Product catalog starter
A simple structure for product name, category, price logic, options, lead time, and quote notes.
Quote template mapping
Fields, terms, line item rules, required confirmations, and approval owner.
One workflow first
A clear promise: turn real inquiries into approval-ready quote drafts faster, without automatic sending.
Use the pilot to prove one workflow, not everything at once.
Workbase AI is practical when it starts with the revenue work your team already does every day.
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