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Agentic scoping workflow
~20 min from client intake to a finished quote. It used to take days.
The project
An agentic workflow built with Claude that takes a new client from intake to quote in about 20 minutes, work that used to take days across several people. It ingests transcripts, emails, and documents, researches the client, drafts a scoping document and presentation, pressure-tests the proposal with a simulated client stand-in, and reviews everything against brand guidelines, with one person in the loop.