Quote accurately the first time
Potential clients describe their project. AI asks the right follow-ups. You quote accurately without the back-and-forth.
The old way vs ioZen
The old way
- Client fills basic form
- Days of back-and-forth emails
- Missing budget and timeline info
- Quote sent 3-5 days later
- Client moved on to competitor
With ioZen
- Client has a conversation
- AI asks timeline, budget, scope
- Complete info in one session
- Quote sent same day
- Win more projects, faster
Quoting without the chase
Marcus runs a web design agency. Before ioZen, he'd get quote requests like "How much for a website?" and spend three emails just understanding the scope. Now, potential clients click his quote link and the IntakeBot asks what kind of site, how many pages, if they have content ready, their timeline, and their budget range. By the time Marcus sees the request, he has everything he needs. He sends quotes the same day and wins projects before competitors even respond.
What the client sees
A conversation that gets the details you need
IntakeBot
Hi! Tell me about your project. What are you looking to build?
We need a new website for our consulting firm. Something professional but modern.
IntakeBot
Got it. How many pages are you thinking? And do you have content ready, or will you need help with that?
About 8-10 pages. We have most of the content but might need help with the services descriptions.
IntakeBot
Perfect. What's your ideal timeline? And do you have a budget range in mind?
We'd like to launch in 6-8 weeks. Budget is around $8-12k.
IntakeBot
Great, that's very helpful. Can you share any websites you like the style of? You can paste links or upload screenshots.
The numbers
What changes when quote requests are conversational
Time to quote
Quote accuracy
Quote win rate
The full pipeline
From inquiry to signed proposal
Client describes project
Clicks your quote link
Scope captured
Timeline, budget, details
Contact created
Lead saved automatically
Card on board
In your quotes pipeline
Routed by type
To the right team member
Client describes project
Clicks your quote link
Scope captured
Timeline, budget, details
Contact created
Lead saved automatically
Card on board
In your quotes pipeline
Routed by type
To the right team member
Right project, right decision-maker
Every request goes to someone with pricing authority
flowchart TD
%% Main nodes
A["🤖 <b>IntakeBot</b><br/><small>Collects information</small>"]
B{"Routes based<br/>on answers"}
C["<b>Web/App</b><br/><small>Tech Lead</small>"]
D["<b>Branding</b><br/><small>Creative Director</small>"]
E["<b>Consulting</b><br/><small>Partner</small>"]
%% Connections
A --> B
B --> C
B --> D
B --> E
%% Styling
classDef intakeBot fill:#c96a35,stroke:#c96a35,color:#fff,stroke-width:2px
classDef router fill:#f5f5f4,stroke:#e7e5e4,color:#44403c,stroke-width:2px
classDef destination fill:#fff,stroke:#e7e5e4,color:#44403c,stroke-width:1px
classDef highlighted fill:#fef3ec,stroke:#c96a35,color:#44403c,stroke-width:2px
class A intakeBot
class B router
class C highlighted
class D destination
class E destination ⚡ Why this matters
Wrong person = wrong quote = lost deal. When a technical request lands on a junior's desk, quotes get delayed or mispriced. Routing ensures decision-makers see their projects first.
Tech Lead's Pipeline
Technical projects land here. Scoped and quoted by someone who knows.
New Request
2E-commerce Build
Retail brand · $15-20k
ShopifyMobile App MVP
FinTech startup · $30k+
React NativeEstimating
1E-commerce Build
Retail brand · $15-20k
ShopifyWebsite Redesign
Consulting firm · $8-12k
Next.jsSent
0Won
0New Request
2E-commerce Build
Retail brand · $15-20k
ShopifyMobile App MVP
FinTech startup · $30k+
React NativeEstimating
1E-commerce Build
Retail brand · $15-20k
ShopifyWebsite Redesign
Consulting firm · $8-12k
Next.jsSent
0Won
0What's included
AI follow-up questions
Asks what you'd ask anyway: timeline, budget, scope
Project type routing
Different project types go to different workflows
File uploads
Reference materials, brand assets, examples
Contact created
Client info saved automatically for follow-up
Quote tracking
See all quotes in a visual pipeline
Attribution
Know which campaigns bring quote requests