The challenge: The paperwork bottleneck
Blue River Digital faced a classic agency problem: leadership was packing their days with as many meetings as possible, but struggling to find time to actually write the proposals. Proposals were taking days to send, and because the knowledge was trapped in the founders’ heads, pricing was often inconsistent across the 9 different agency departments.
The solution: A custom sales recommendation generator
Nick Prentice developed a Custom AI Employee, Banks, to serve as the agency’s internal sales brain:
- Knowledge pooling: The AI was trained on the agency’s full pricing sheets, service descriptions, and specific “Auction Suite” packages.
- Transcript-to-email: After a meeting, the agency simply uploads the call transcript. The AI analyzes the client’s needs and automatically generates a formatted email or PDF proposal.
- Wait-time strategy: Although the AI can generate a proposal in two minutes, the agency uses it to streamline the end-of-day workflow so clients receive a polished recommendation within hours.
The results: 100% accurate, zero-touch proposals
The AI employee transformed the agency into a well-oiled machine capable of handling a nationwide scale.
- Velocity wins: The agency now processes proposals in minutes rather than days. One client who received a same-day automated proposal accepted it the following morning.
- Unlocking capacity: Nick can now pack his schedule with meetings, knowing he can sit down at 5:00 PM and plug in six clients to generate all their paperwork in minutes.
- Internal accountability: The tool ensures that every team member explains services and quotes prices the exact same way, every time.
