Our interpretation of your vision — and how we get you there in Phase 1. Built on your process, your tools, and your team.
This isn't a generic AI pitch. We mapped every step of your sales operation, timed every bottleneck, and talked to the people who live in it. Discovery is complete — seven sessions across leadership, operations, and reporting.
Pricing delay is the symptom. The root cause is information trapped in PDFs, inboxes, portals and people's heads — forcing your best practitioners to spend their time on data entry instead of client strategy. AI is uniquely good at exactly this class of problem.
Reps submit 40–60% of required fields. Ops chases the rest.
The same 12 fields keyed twice — rep, then ops into Salesforce.
Connectbase, FLO, portals — 20–45 min per address, no memory.
PDFs, portal logins, emails that take days. No single source of truth.
Sub-40% goes COO → CEO, context rebuilt by hand. 1–24 hr wait.
Install performance, NRC surprises, SLA history never feed quoting.
And underneath it all, the pattern Brad named: "every single concept is really four touches." Point5 is the hinge between customer and carrier — so every change multiplies into email volume. That's the noise we reduce.
"Sell more, deliver more, support better" — in that order. Phase 1 starts where the ROI is clearest: Sell. Each phase delivers a working product your team uses immediately, and gets smarter with every deal.
One quote touches three teams. Toggle between how it works today and what changes when AI does the busywork. The decisions always stay with your people.
Reps don't fight a form. They quote the way they already work — voice, email, partial intake — and the platform structures it in Salesforce as data arrives. Two modes, one tool:
Cached pricing returns a fast, directional number so reps can keep a conversation moving — no waiting on carriers.
Live carrier pricing, the 40% margin floor enforced in code, and a human review checkpoint before anything firm goes out.
When the AI isn't confident, it routes to a person instead of guessing — graceful degradation, never a wrong number. Reps can edit or override any part without abandoning the tool.
Type a request the way a rep would — messy, partial, however it arrives — and watch the engine structure it, source carriers, and price it in real time. Sample data, the real flow.
No big-bang launch. Each phase delivers a working product your team can use immediately — starting with the highest-impact, lowest-risk wins.
AI quoting end-to-end — intake, sourcing, pricing, ranking — plus margin-aware approvals and the first dashboards. The entry point to the platform.
Service-delivery automation: touchless ingestion of carrier dates and circuit IDs, intent-based triage, the full dashboard suite and MACD tracking.
NOC orchestration on top of your existing tools, SLA monitoring, automated carrier credit claims, and a customer portal.
Our recommended scope is broader than quoting alone, so every team from discovery gets a real win in Phase 1 — not a tool built for one person's view.
Built around your definition of churn — circuit loss. Net circuit change (built minus lost) and annual % circuit loss, baked into budgeting rather than month-to-month noise.
The most concrete customer-facing surface from discovery: pending installs, circuit performance, utilization, and upcoming renewals — with upgrade options surfaced automatically.
Phase 1 starts with these — it doesn't rebuild all 20+ dashboards at once. MACD tracking and the full suite come in a later phase.
Timelines include real buffer. We'd rather under-promise and over-deliver than quote the optimistic estimate.
Stand up dev / staging / production, connect Salesforce, confirm carrier & data access.
Smart intake, auto-sourcing, price engine, carrier ranking — built and tested with your team.
Margin-aware approval scoring, plus churn and account-health dashboards on your live data.
The light voice proof-of-concept, end-to-end testing, iteration against feedback.
Production rollout, team trained and in the loop — clear runway into Phase 2.
A build-with-you engagement — the best results come from your team in the loop.
Our build speed isn't the risk. A few things outside our control move the date — so we flag them up front. They move the date more than our effort does.
Later phases extend the platform into service delivery and NOC orchestration — every active circuit visible across your domestic footprint and the international markets you're expanding into. A preview of the direction, not part of Phase 1.
Hover any site for status, uptime, and circuit detail — pulse rate reflects severity. Illustrative footprint: the U.S. today, with the international markets Point5 is expanding toward.
Salesforce stays the system of record. A platform-internal execution layer performs every write in code you own. Above both sits the intelligence layer that synthesizes and presents — so Salesforce becomes invisible to end users, never replaced.
Reads from Salesforce, carrier APIs, carrier email and telemetry. Synthesizes, enforces deterministic business rules (the 40% margin floor, True Margin), and renders dynamic, context-aware experiences for reps — no static page layouts.
Python functions wrapping the Salesforce REST, Composite and Bulk APIs. Case creation, field updates, notifications — deterministic, fully auditable, no third-party agent runtime in the write path.
Source of truth for Leads, Opportunities, Accounts, Cases and circuit records. Integrated via REST and Change Data Capture. No schema rewrite — only minimal platform-sync fields added.
Agentforce could play the executor role, but for this platform it adds cost and a third-party dependency without adding capability. The intelligence layer is already the agentic reasoning. Agentforce stays paused pending our evaluation — we handle the AI layer.
No per-conversation consumption fees at projected volume.
Deterministic rules like True Margin live in pure code. The LLM has no path to override them.
Less platform lock-in — a stronger due-diligence story in any future M&A.
Every Salesforce write is traceable end-to-end in code you own.
Custom carrier email parsers and deterministic guardrails Agentforce can't do natively.
Day-1 IP transfer — code in your GitHub, deployed in your cloud, from the first commit.
No rip-and-replace. The platform reads from and respects the tools your business already runs on.
Your system of record. We read from it and make it usable — never replace it.
Breadwinner (SF → QuickBooks) and GPX Cloud carrier auditing keep working as-is.
AI prepares and recommends. Every quote, margin and approval stays yours.
Boutique, single-point-of-accountability service is your brand. We protect that tone.
Seven discovery sessions across leadership, operations, and client success. Here's what each person told us — and what Phase 1 gives them.
The throughline from every session: protect the boutique, white-glove service that makes Point5 different — and remove the busywork burying it.
LlamAssist · Phase 1 proposal · Confidential · Prepared exclusively for Point5 Managed Services