Quote preparation
Stop rebuilding standard preparation while keeping price, scope and unusual commitments with the right person.
See quote preparation →Practical business automation for UK service businesses
Keep the Business. Modernise the Work.
Get quotes out, enquiries answered and invoices chased without everything waiting for you.
Coral Shark helps remove repeated copying, checking and chasing around the tools you already use. Start with one recurring job, make the smallest useful change, and keep prices, promises, disputes and other important decisions with people.
- Fixed £249 + VAT price
- No mandatory discovery call
- Target: next working day from usable intake
- Having anything built is separate
01
Three useful starting points
Start with the job that keeps creating drag.
These are the first problem doors—not a sector boundary. Coral Shark is for established service businesses across trades and professions where repeatable administration surrounds valuable human judgement.
Invoice chasing
Make routine overdue follow-up predictable while stopping disputes, promises and relationship-sensitive cases for a person.
See invoice chasing →Enquiry follow-up
Make ownership and next action visible so good enquiries do not depend on inbox memory.
See enquiry follow-up →02
The first product
Give us the job. Receive the next defensible move.
What you give Coral Shark
- One recurring job and what is going wrong.
- The current steps, in ordinary language.
- Known systems, exceptions and human decisions.
- Workload numbers only when you actually know them.
What comes back
- The workflow Coral Shark understood.
- A specific change sequence, evidence plan, or reason not to act.
- What stays human and what not to buy yet.
- A separate decision on whether implementation is ready.
03
Realistic sample · explicitly synthetic
See the shape of the answer before paying.
This is not a customer result or testimonial. It shows how Coral Shark keeps a recommendation specific without inventing evidence.
CORAL SHARK / OWNER’S BRIEFSYNTHETIC EXAMPLE · QUOTE PREPARATION
Primary decision
Standard preparation can move. Pricing judgement should not.
Collect the required job facts once, prepare the repeatable quote structure consistently, and stop for a person when price, scope or commitment is unusual.
Monday
- Define the minimum facts needed to prepare a quote.
- Make missing information visible at intake.
- Prepare the standard structure from confirmed facts.
Evidence still missing
The current exception rate is unknown. Sample 20 recent quotes before choosing an implementation.
Keep human
Non-standard price, risk, unusual scope and any promise that changes the customer relationship.
Do not buy yet
Do not replace the quoting system or buy a generic AI sales tool before the exception evidence is known.
04
A lower-risk first decision
Useful even when the answer is “not yet”.
The Brief does not have to justify software or a build. It can recommend a simpler process, one missing fact to check, no change, or a later Workflow Fix.
Quality principle
If Coral Shark cannot produce the specific, supported recommendation promised after trying to repair the work, it refunds the full amount actually paid rather than padding the answer with generic advice.
If information is insufficient
- What is unknown stays unknown.
- Coral Shark asks no more than three questions at a time, and only questions that could change the recommendation.
- If the information still cannot support a useful answer, the Brief does not pretend otherwise.
Delivery target: next working day after enough usable information is received to begin.
05
The product path
Start small. Connect more only after the first job works.
Normal starting point
Owner’s Brief
One recurring job turned into a clear written recommendation.
£249 + VAT
See the Owner’s BriefWhen the job is suitable
Workflow Fix
One clearly defined workflow built and tested after the scope, unusual cases and manual fallback are agreed.
£2,500 + VAT
See what is included →After the first job works
Workflow System
Connect up to three related jobs only when the first result shows that it makes sense.
£6,500 + VAT
See when to connect more →The free Work Drag Check remains available when you have not yet chosen the first job.
What stays human
Efficiency does not mean removing judgement.
Price, unusual commitments, disputes, relationships and important approvals stay with people where they matter. Coral Shark improves the routine work around those decisions.
How can AI help my business?
Use AI for messy information, not for every step.
AI can help read varied enquiries, documents or messages. Clear checks and calculations are usually better handled by rules, while prices, promises, disputes and other important decisions stay controlled by people.
Evidence compounds
Real outcomes should make Coral Shark better and easier to trust.
The Coral Shark Lab is the evidence engine: transparent methods, workflow teardowns, built-in-versus-build decisions and permissioned measured outcomes. No invented case studies.
One recurring job
Know the workflow that should behave better?
See the £249 + VAT Owner’s Brief before deciding. If you do not yet know which job deserves attention, use the free Work Drag Check. If neither path fits, ask Coral Shark directly.