The challenge: The complex bottleneck of manual quoting
Blue River Digital operates nine different departments, making pricing an incredibly complex bottleneck. Because materials were sourced from various vendors, staff struggled to generate quotes quickly. Manual quoting often led to missed revenue, particularly design fees and setup costs that were frequently forgotten amid the rush of sales day.
The solution: An internal AI pricing assistant
The agency built a Custom AI Employee to serve as a centralized Pricing Assistant for the entire team:
- Data-rich training: The agency fed the AI its full documentation, including price lists, markups, and quantity breaks.
- Standardized workflow: The AI was programmed to automatically include design and setup fees in every calculation, so they are never forgotten.
- Instant output: Staff can now simply type in a request such as “40 4×4 sign kits,” and the AI employee generates a complete, accurate price quote immediately.
The results: 10 more high-value meetings every week
The internal tool was so successful that the agency began deploying similar custom agents to their own clients.
- Capacity expansion: The time saved allowed leadership to schedule two additional sales meetings per day, for a total of 10 additional meetings per week.
- Revenue protection: The agency estimated the tool cleaned up roughly 5% of their billing by ensuring every setup fee was captured.
- Client success: A local contractor now uses a modified version of this agent to get instant pricing on corporate apparel, resulting in high-volume orders.
