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Inquiry & Quote Assistant

Turn scattered requests into clear job details and a reply ready for your review.

From a request to a clear next step.

Made for Trades, service businesses, lake rentals and event venues.

  • A structured intake for one service line.
  • FAQs and tailored replies for your routine inquiries.
  • Five agreed workflow tests, revision and handoff.
A look at the workflowFictional example · not a live integration
CUSTOMER INQUIRY

“We need six boards replaced on our dock in Moneta. Could you do it in the next two weeks? What would it cost?”

  • Moneta
  • Six dock boards
  • Within two weeks
PREPARED FOR YOUR REVIEW
Job summary
Replace six dock boards in Moneta. Preferred timing: within two weeks.
Details still needed
Photos, board dimensions and access to the dock. Price and availability need your confirmation.
Reply draft
“Thanks for the details. Could you send photos of the six boards, their approximate dimensions and how we can access the dock? We’ll review those before confirming an estimate and a possible date.”

Your team stays in controlYou review the reply and approve any estimate or booking.

Your assistant setup

One business. One agreed setup.

$750USD · one-time base package
  • One business, one service line and one manually supplied inquiry workflow.
  • Approved FAQs and tailored reply patterns covering the agreed workflow’s routine inquiries.
  • Job-summary, missing-information and draft-reply instructions.
  • Five agreed test cases covering normal inquiries, missing details and escalation.

Fixed price for the base package. We confirm the platform, access and package fit in writing, then send your one-time Stripe invoice with a payment link. Scope, delivery timing and cancellation terms are agreed before invoicing.

Discuss my setup

Your own platform account is required. Subscription and usage fees are paid separately to the provider. Hartwell does not host your assistant. Ongoing maintenance is optional and quoted separately.

Need additional workflows, teams or connections? Request a custom quote. Scheduled or event-triggered actions are included only when explicitly scoped and tested.

SEE IT IN MOTION

A closer look at Inquiry & Quote Assistant.

Illustrative workflow with example information. Your setup is tailored to the agreed platform and scope. Use fullscreen for a closer look, or explore the written example above.

Set up together. Yours to run.

  1. Agree the setup

    Your workflow, platform and information handling, confirmed in writing.

  2. Configure & test

    Check the agreed workflow together in your own account.

  3. Hand it over

    A practical walkthrough, with checks after our temporary access is removed.

Handoff included. Help when you need it.

  • Editable setup, a short operating guide and one 45-minute handoff.
  • One consolidated revision request within the agreed scope, during the 14 calendar days after handoff.
  • Up to 60 minutes of usage help during the same 14 days.

New workflows, source material, platforms or integrations need a separate quote. Corrections needed to meet the agreed acceptance checks are separate from the usage-help allowance.

Optional ongoing maintenance

Want help keeping the setup current? Ask for a separate maintenance quote covering agreed updates, check-ins and support. No maintenance plan is required, and no monthly fee starts with this purchase.

Discuss ongoing help
Setup scope & boundaries

What’s included

One supported customer-owned assistant, one business and one service line. You supply the inquiries manually and provide approved, searchable reference material. The package includes the approved FAQs and reusable reply patterns needed for the agreed workflow, intake instructions and five agreed acceptance tests. We review the materials and confirm the covered inquiry types and source set before invoicing. Additional service lines, workflows or substantial source cleanup are separately quoted.

Where your team takes over

You approve prices, estimates, availability and bookings. Phone answering, automatic sending, website-form changes and custom integrations are separately scoped. Follow-up routines depend on the platform and connections agreed for your setup.

Supported connections, information handling and provider costs are confirmed in your written quote before work begins. Later changes and ongoing maintenance are optional and quoted separately.