Internal version
Need, budget, urgency, area, missing information, maturity level and commercial risk.
Léo takes a client message, understands the need, prepares the reply, structures the quote, lists checkpoints and schedules the follow-up if the prospect does not answer.
A usable deliverable designed to be reviewed quickly and sent without starting from a blank page.
Need, budget, urgency, area, missing information, maturity level and commercial risk.
Short, clear and reassuring reply with next steps and items to confirm.
Structured quote PDF with line items, VAT, validity, terms, deposit and review note.
Prepared email/SMS follow-up and dated next action in the customer file.
Léo extracts need, budget, urgency, area and missing information.
He generates the client reply, quote, terms and internal note.
He prepares the follow-up if the quote gets no reply.
Every output must be reviewable, linked to a client, reusable later and convertible into a document or next action.