Setting Up Your First AI Quote Agent: A 14-Day Playbook

We've run this sprint over 160 times. Here's the version that works.

Days 1–3: Inventory & Audit

You can't ship an agent if you don't know what you're selling. Gather:

• Spaces & inventory (capacities, layouts, blackout windows)
• Packages & price sheets (current versions only)
• Top 50 inbound questions (pull from your inbox, sales reps, intake forms)
• Tone-of-voice samples (10–20 of your best reply emails)

Pro tip: do not skip the tone-of-voice samples. The difference between an agent that sounds like a chatbot and one that sounds like your sales director is in the writing samples.

Days 4–6: Channel Connect

Hook up:

1. Web form
2. Email (info@, sales@, anything ending in your inbox)
3. SMS (provision a new number)
4. Voice (optional but high-ROI)
5. Instagram, Facebook DMs (optional)

Most venues see 60% of inquiries through web + email, so start there.

Days 7–9: Train & Test

Upload your inventory, packages, FAQs, and tone-of-voice samples. Run the test suite:

• 10 staged inquiries you write yourself
• 5 weird-edge-case inquiries
• 3 escalation-trigger inquiries

You should see the agent quote, schedule, and route correctly across all 18. Anything broken? Capture, patch, retest.

Days 10–11: Go Live (Shadow Mode)

Run the agent on real inbound inquiries but with all replies routed to your team for approval first. You'll catch:

• Pricing edge cases the team didn't think to mention
• Tone drift
• Missing inventory items

Most teams ship 3–5 fixes here.

Days 12–14: Full Send

Drop the human approval step. Monitor for the first 48 hours and patch anything weird. By day 14, your agent is replying on its own, 24/7, on all live channels.

What to expect month one

Once live, plan on:

• 20–40% increase in qualified inquiries (because you're catching late-night leads)
• 30–50% lift in quote-to-tour conversion (because speed)
• 5–10 minor agent tweaks per week (normal)

By month two, the tweaks slow down and your sales team gets a meaningful amount of their week back.

When it doesn't work

A few patterns we've seen fail the sprint:

• No inventory system. If your availability lives in a paper calendar, build the calendar first.
• Constantly-changing pricing. Lock pricing for 30 days before the sprint.
• Mixed audiences. If you sell to consumers and enterprises with totally different intake flows, run two agents.

Ready to start?

The sprint is included in every plan. Pick a plan or book a strategy call to get the workbook.