Aaron Helwig

Automated sales prospects

I built tools for a client to turn an initial prospect conversation into a useful proposal for solar panels or electric trucks. The workflow gathered site information, developed the opportunity and assembled materials for a meeting, with the supporting sources kept close to the claims.

The research considered the physical site: roof space, loading areas and nearby grid connections. I connected that evidence with calculations, visual mockups and questions that needed an answer from the prospect, then generated PDFs and Word documents that could be brought into the conversation.

The documents were designed to make the next discussion more specific. They showed a possible direction, its assumptions and the information still needed, rather than presenting early research as a finished engineering assessment. Clients could delegate the preparation in plain language through their AI.