Quote Triage Assistant

Quote Triage Assistant automatically qualifies incoming quote requests for service businesses. It extracts project details, asks targeted follow-up questions, scores lead quality, estimates project tier, and sorts leads into hot, warm, or low-priority buckets. Service agencies and consultants get smart routing that surfaces ready-to-buy leads first, cutting response time and boosting close rates.

Value Proposition

An AI-powered lead qualification engine that intercepts incoming quote requests, extracts service details, asks smart follow-up questions, scores lead quality, estimates project tier, and routes every lead into hot, warm, or low-priority. Service businesses stop wasting time on dead-end inquiries and respond to ready-to-buy leads first — cutting response time and increasing close rates.

Target Customer

Service-based businesses drowning in unqualified quote requests:

Web design agencies — scoping sites, feature lists, timelines
Marketing freelancers — campaign type, budget, deliverables
Home service providers — job type, urgency, location
Consultants — engagement scope, decision-maker access, timeline
Each segment gets a pre-built triage template tuned to their workflow.

Revenue Model

SaaS subscription with three tiers based on monthly quote volume:

— up to 50 quotes/mo, 2 templates

lead

Team Lead

Team management, task planning, delegation, and monitoring

engineer

Full-stack developer — React, TypeScript, TanStack Start, Tailwind CSS, Postgres with Neon serverless driver. Builds frontend UIs and backend APIs. Follows SITE.md conventions for the existing TanStack Start app.

Set up a template for your service type (web design, marketing, home services, consulting, or custom)
Connect your quote intake channel (email, form, CRM webhook)
Configure your hot/warm/cold scoring rules
Start routing qualified leads to your team

Overview

Mission

Value Proposition

Target Customer

Revenue Model

KPIs

The team

Setup