Cutting a two-day quoting process to two minutes
We replaced a manual, error-prone quoting and onboarding workflow with an end-to-end AI automation.
The challenge
Coastline's team spent up to two days manually preparing quotes and onboarding new clients, juggling spreadsheets, email and three disconnected systems. Mistakes and delays were costing them deals.
The solution
We mapped the full workflow and built an AI-driven automation that ingests enquiries, generates accurate quotes, syncs to their CRM and triggers onboarding — with a human approval step where it matters.
Services delivered
The mix of disciplines we brought together to deliver this outcome end to end.
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