For the account manager
The hour goes to the client, not to the assembly
The update arrives as a draft built from current records, and the time saved goes into the conversation the client renews for.
For security agencies · client updates and quotations
The Monday client update that eats an hour
The same information, assembled by hand for each client, from records that already exist. Then a quotation copied from the last one, because starting fresh takes longer than checking an old file.
This is a Level 2 use case in OwnYourAI. An agency's own staff build one AI colleague that assembles the regular client update from the agency's own records and drafts a quotation from the details already held, for a person to check before it leaves. Your rates, your terms and your client relationships stay exactly as they are.
Corporate pricing on request. Course funding application status: pending.
Where it is taughtLevel 2, one workflow
Sends ita person, after checking
Your ratesunchanged
Drafted fromyour own records
Where the hour goes
The hour is spent assembling, not thinking
A client update is usually four or five facts the agency already holds: who was on site, what changed, what is outstanding, what happens next. Assembling them takes an hour because they live in different places and nobody wrote the order down.
Quotations have the same shape. A previous quotation is opened because it is faster than remembering the terms, and then edited. That works, and it is also how an outdated clause travels quietly from one quotation to the next for years.
The change worth having is not a faster copy. It is a draft assembled from the current records, with the old clause replaced by the current one, in front of a person who decides what goes out. The account manager gets the hour back to talk to the client, which is what the client actually pays for.
What changes, and for whom
Three people, three different changes in the week
For whoever quotes
Quotations start from today's terms
The draft is built from the current rate card and the current terms, so an out-of-date clause is not carried forward by habit.
For the director
Nothing leaves without a person
Every update and quotation is checked and sent by a named person. The colleague drafts; the agency decides what goes out under its name.
We publish no saving for this task: it depends on how many clients you report to and how often. It is measured on your own week, during your level, and the measurement stays yours.
What we measure on this one task
| What we look at | How it is measured | Who keeps the measurement |
|---|---|---|
| Assembling one client update | The same update timed before and after, on your own clients | Your company |
| Quotation turnaround | From the request to the quotation being sent, on your own log | Your company |
| Corrections after sending | Counted on the updates and quotations you send, over a set period | Your company |
| Sources the draft may read | Fixed by your own data rule before the build starts | Your company |
Read this before you book
Four things this is not
- It is not an auto-sender. Nothing goes to a client without a named person checking and sending it.
- It does not set your rates. Quotations are built from the rate card and terms you give it.
- It is not a CRM. It reads the records you already keep; it is not another system for your team to maintain.
- It is not for every agency. If your updates are already standardised and quick, the honest answer may be that this task is not where your hours are going.
What we are selling you here
Result, measurement, timing and remedy — the whole of what this page claims.
- The result
- One client-reporting workflow handled by an AI colleague your own staff built: the regular client update assembled from your own records and a quotation drafted from current terms, each checked and sent by a named person.
- How it is measured
- The time to assemble one update and to turn one quotation around, timed on your own clients before and after; corrections after sending; and the sources the draft is allowed to read.
- When it lands
- A working version on your own client list inside the Level 2 build window agreed at enrolment, checked at the assessment with a request supplied fresh by the assessor.
- If it does not land
- If it is not drafting from your own live records by the end of that window, we stay on with your team at no extra cost until it is, or the level is not charged. Being paid for the result rather than for the attempt is the fair way round between us.
Client-update questions
What directors and account managers ask us
Could it send something to a client by mistake?
Nothing is sent by the colleague. It drafts; a named person checks and sends. That is a design decision, not a setting we might change later.
Will it use our current rates and terms?
Yes — from the rate card and terms you give it, which is the point: the draft starts from today's version instead of last year's quotation.
Which client records can it read?
Only the ones your own written rule in Level 1 permits. Nothing is handed to us to run the training, and client records never leave your company.
Our clients are named in those updates. Is that a problem?
No. What matters is what the tool is allowed to read and where that information goes, and both are decided by your rule. We never publish a client name of yours, with or without the training.
Which level is this, and what does it cost?
Level 2: one workflow, built by your staff. Corporate pricing is on request, quoted after the build assessment. Our course funding application status is pending, so no subsidy is quoted or implied.
Next step
Bring the update that costs you the most time
Show us the one you assemble most often. That is the fair way to decide whether this training is worth your money.
Corporate pricing on request. Course funding application status: pending.