Quotes keep waiting
The preparation repeats, but pricing and unusual scope still need judgement.
One recurring workflow
Keep the Business. Modernise the Work.
Give Coral Shark one recurring job that wastes time, slows response or delays cash. Receive a specific, evidence-led instruction sheet showing the next defensible move, what stays human, what is still unknown and whether implementation is worth considering.
One workflow. No mandatory discovery call. Delivery target: next working day after enough usable workflow information is received to begin.
Why pay instead of asking AI for free?
Coral Shark can use AI heavily in the analysis. The difference is not pretending AI cannot help; it is that Coral Shark owns the recommendation. Your facts stay separate from our interpretation, unknowns stay visible, and the answer can be stop, hold, narrow or proceed rather than a list of plausible automation ideas.
You receive a written output you can keep, challenge and act on, with a specific next move and the decisions that should stay human.
Why not take a free agency discovery call?
The Owner’s Brief is designed to stand on its own. There is no mandatory discovery call and no assumption that Coral Shark should build anything afterwards. If the supported answer is simplify the process, gather one missing fact, use a feature you already have or do nothing, that can be the successful result.
A later implementation is a separate decision with a stricter eligibility check.
Good trigger moments
The preparation repeats, but pricing and unusual scope still need judgement.
Routine reminders compete with useful work, while disputes and promises need a person.
Good enquiries wait because ownership and the next action are not consistently visible.
Use the Brief before buying software when it is not yet clear whether the process, an existing feature, an integration or a small custom change is the better answer.
What happens after payment
Sample output · synthetic example
This quote-preparation sample is not a customer result and contains no invented saving. It demonstrates the structure, boundaries and level of specificity the product must meet.
Capture the required job facts once, prepare the repeatable structure consistently, and stop for a person when price, scope, risk or commitment is unusual.
Job details arrive across an email and attachment. An owner reconstructs the same quote structure, then applies pricing judgement.
Customer-stated: details arrive in two places. Inference: a minimum-facts intake may remove re-keying. Unknown: exception rate.
Non-standard price, risk, unusual scope, relationship context and consequential promises.
Do not replace the quoting platform or buy a generic AI sales tool before the exception evidence is known.
Review 20 recent quotes and record which genuinely needed owner judgement. That determines whether implementation is ready.
Designed to stand on its own
A good Brief can recommend a process change, tell you to gather one missing fact, say the workflow is already good enough, recommend doing nothing, or identify a later implementation path. It is useful only if the conclusion survives without a sales call.
When information is insufficient
Coral Shark can ask up to three targeted asynchronous questions at a time when core context is missing. Workload numbers are optional; missing values remain unknown. If evidence supports only an evidence plan, that plan can still be the useful answer.
Quality and refund promise
If a Brief does not meet the promised quality, Coral Shark first tries to repair it. If Coral Shark still cannot provide the specific, supported recommendation promised, it refunds the full amount actually paid.
This is a quality-failure promise for the Owner’s Brief. It is not a guarantee that a workflow change will save money, and it does not turn every difference of opinion into a refund right.
Before you decide
You can, and AI may be useful. The Owner’s Brief is different because Coral Shark owns a specific written recommendation about your actual workflow, keeps your evidence separate from inference and unknowns, and can tell you to stop, hold or narrow rather than trying to justify automation.
A discovery call is usually part of a sales process. The Owner’s Brief is a standalone deliverable with a fixed price, no mandatory call and no obligation to buy implementation afterwards.
No. Describe the work and the decisions. Coral Shark may recommend stopping or simplifying before any technology.
That can be a successful answer. The product is a defensible decision, not an obligation to implement.
Not for the ordinary Brief. Implementation access, test data, security and fallback are separate questions only if a later eligible Fix is considered.
A verified payment creates one private, purpose-bound intake route. The complete Brief is delivered without requiring a portal or a sales call.
How the analysis works
Your description stays customer-stated evidence. Your workload figures stay customer estimates unless separately measured.
Where numbers can be calculated exactly from supplied inputs, software does that calculation. We do not silently assume working weeks, months or days.
AI may propose workflow steps, patterns and recommendations only as labelled inference tied back to non-unknown evidence.
Generic plausible advice is not enough. If we cannot produce a specific, supported recommendation after repair, the product should be refunded rather than padded.
Implementation is a different question
If the Brief points toward implementation, the £2,500 Workflow Fix has a stricter post-Brief gate: systems, rules, exceptions, representative tests, authorised access, acceptance criteria, approver and fallback must all fit the standard scope.
Start small
Price and scope are visible before you start. No mandatory discovery call, no transformation programme and no obligation to implement afterwards.