A real engagement
This is exactly how
a Ravon engagement works.
Every quote the business wrote needed one of them. Here is exactly what we built, and how.
4 days
was
4 hours
became
See how
The situation
What we walked into.
The firm runs complex B2B service deals. Every quote required a senior partner to think through the scope, the risk profile, the margin, and the commercial terms. That took 3 to 4 days per quote, every time.
The partners knew this was a bottleneck. They had tried template systems and junior first drafts. Nothing stuck because the real quoting logic was in their heads. Every quote came back to them in the end.
The goal: capture how they think and build a system that does the routine work at their level of quality, so they only show up for the genuinely hard calls.
The process
Four phases. No surprises.
Capture
Wk 1 to 4
Build
Wk 5 to 10
Tune
Wk 11 to 13
Handover
Wk 14 to 16
Who executes this
Minimum 3 seniors on every engagement.
No juniors running the work. No handoffs to account managers.
Senior AI Consultant
Strategic direction and client engagement
Senior AI Technical
System architecture and delivery
Senior Business and Product
Outcomes, process design and handover
Capture
Partner interviews
We sat with each of the three senior partners separately. Not to gather requirements — to understand how they actually reason through a deal. What makes one complex. Why a margin shifts. Where their instinct overrides the spreadsheet.
Quote archaeology
We pulled 340 historical quotes from the CRM and read every one. We annotated decisions, flagged patterns, and mapped the logic behind every number — especially the ones that looked like gut feel but were actually rule-based.
Knowhow base
Everything we learned got structured into a decision library. Every pricing rule. Every exception. Every situation where the answer depends on something specific. Twelve years of instinct, made explicit and searchable.
What you walk away with
Build
Agentic quote system
We built a system that takes a deal brief and reasons through it the way a senior partner would. It is not a form with fields. It reads the deal, applies the decision logic we captured, flags uncertainty, and explains every number it produces.
CRM integration
We plugged it directly into the pipeline the team already uses. No new tools to learn, no change in how deals get logged. A quote request comes in, the system processes it, the output lands where the team already works.
Internal pilot
Before going live, we ran 22 deal types through the system with partners reviewing every output. We iterated on edge cases and calibrated confidence scoring until the senior approval rate consistently exceeded 90 percent.
What you walk away with
Tune
Live on real deals
We went live on actual incoming quotes with partners in the loop on every output. Week one: 6 of 9 approved without any changes. Week two: 8 of 10. The system was not just matching their answers — it was catching things they would have let slide.
Edge case handling
Every time a partner changed an output, we treated it as a signal. We documented 34 edge case patterns, built explicit response logic for each one, and fed them back into the knowhow base. The system got sharper with every deal it touched.
Performance confirmation
By week three, partners were only touching 2 out of 11 quotes — and both were genuinely unusual deals. On one, the system caught a margin risk the reviewing partner said they would have missed. Benchmarks confirmed it was ready to run unsupervised.
What you walk away with
Handover
Full documentation
We documented every decision the system makes and why it makes it. Not a technical manual — a readable explanation of the logic, written so anyone on the ops team can understand what the system is doing and when to question it.
Team training
We ran three structured training sessions with the ops team. Not just how to use the system — how to maintain it, how to spot when it is drifting, and exactly when to escalate. The ops manager's comment: I understand why it makes the numbers it makes. I never understood the old process at all.
Ongoing calibration
We set up a quarterly review process so the knowhow base stays current as the business evolves. New deal types get added. Edge cases get reviewed. The system does not freeze at week 16 — it keeps getting better.
What you walk away with
The result
Quotation turnaround from 4 days to 4 hours.
4 hours
Quote turnaround, down from 4 days
60 to 80%
Senior quoting time reclaimed
16 weeks
Kick off to fully operational
340+
Historical quotes turned into live intelligence
The senior team now touches only exceptions and genuine judgement calls. Routine quotes run without them. The system sharpens every time a new deal runs through it.
Your engagement
This is how every engagement starts.
We do not propose a solution before we understand the problem. Every engagement opens with a structured Discovery session where we map your situation, identify where the real leverage is, and tell you honestly what we would and would not build. No pitch. No commitment required.
Discovery call
We map your situation. No proposal, no pitch. Just an honest read of where the leverage is.
Diagnostic phase
If there is a fit, we run a structured diagnostic: your data, your people, your constraints.
Scoped proposal
You get a specific scope, timeline, and outcome commitment. Not a generic statement of work.
Build and handover
Execution with staged deliverables. You own everything we build. Knowledge transfer is not optional.
Start a discovery
Most engagements begin with a conversation about context.
We do not send a proposal before we understand the problem. Start by telling us about your decision context. We will identify the highest leverage intervention areas before any scope is agreed.