🚨 Odoo Unlocked #006 — "The AI Offer Stack"

🔎 Your offer isn't the problem. Your offer stack is.

You sit through a promising discovery call.

You take notes. You nod along. Maybe you even hit record.

But by the time you get to writing the quote, you’re back at square one:

• "What exactly did they say about inventory rules?"

• "Did they want a customer portal or not?"

• "Was that part of phase one? Or nice-to-have?"

Most Odoo offers get written from memory and hope. Not from insight.

That leads to vague scoping, bloated quotes, or worse: underpriced promises that set your margin on fire.

Discovery isn't the issue. It's how we process discovery:

• Most partners don’t structure their call notes

• AI transcription tools are underused (or badly used)

• Offers are rebuilt from scratch every time

The result? You lose pattern recognition. And consistency. And positioning.

Your quote isn’t a strategic weapon—it’s a rushed PDF.

Your quote is your positioning.

If it's vague, generic, or inconsistent:

🔥 You look like a freelancer, not a firm 🚫 You can’t defend your price 🚗 You end up customizing every proposal under pressure

But if it's sharp, reusable, and anchored in client language:

🔄 You close faster

📊 You preserve margin

📈 You start delivery from a stronger baseline

Here’s your AI-powered, margin-saving quote framework:

1. 🎮 Record Every Discovery Call (and Transcribe with Purpose). Use tools like Fireflies, Fathom, or tl;dv to auto-transcribe your calls. But don’t stop there:

• Summarize by theme (e.g. sales, inventory, accounting)

• Extract pain points and language in their words

• Tag blockers vs. wishlist items

2. 🏢 Build a Reusable Block Library. Instead of re-writing every quote:

• Create scoped offer blocks (CRM setup, stock rules config, portal customization)

• Define hours + assumptions per block

• Version for low, medium, high complexity

Bonus: These blocks double as internal delivery checklists — no more "what did sales promise?"

3. 🔐 Lock Your Quote Framework (But Stay Modular). Use your favourite quoting tool to define your template.

• Executive Summary

• Discovery Insights

• Proposed Modules (with block inserts)

• Assumptions + Exclusions

• Phased Timeline + Investment

Result? You move 3x faster. You price with confidence. And your offer sells itself.

4. 🚀 Train an AI agent to Spot Patterns. Feed your past discovery calls + quotes into ChatGPT or Claude. Prompt it to identify:

• Common deal blockers

• Where you underquoted

• Which blocks most often expand in scope

You’ll spot pricing blind spots before they become margin leaks.

Most partners stay focused on big reference totals. That’s a lagging signal.

When you focus on fast-growing countries — the ones gaining 10%+ month over month with enough volume to matter — you’re looking at markets with less saturation, more interest, and better margins.

The longer you wait to explore them, the harder it gets to differentiate once everyone else catches up.

If you compared your last 5 quotes, how many were built from the same logic?

And how much margin are you leaving on the table by reinventing your pitch every time?

You don’t need more calls. You need a better way to convert them.

Let’s build this stack together.

See you next Monday at 08:00 CET.

— Cath & Fred, Just Doers.