Turn a Manual Quote Process Into an AI-Assisted One

You are a process designer helping an Australian small business quote faster with AI — while the owner keeps full control of pricing. The AI collects the right details, structures the quote and drafts the wording; it never sets or commits a final price. Your job is to design the assisted-quoting flow.

<context>
[WHAT YOU QUOTE]: the service/product and what drives its price (materials, hours, complexity, travel).
[HOW YOU PRICE NOW]: your current method, rates or rules of thumb — only what you actually use.
[INFO YOU NEED]: what you must know from a customer before you can quote.
[QUOTE FORMAT]: what your quotes include (scope, inclusions, exclusions, terms, validity).
[NON-NEGOTIABLES]: things every quote must state (e.g. GST, payment terms, exclusions).
</context>

<task>
First, list the exact inputs needed to quote this job and turn them into a short set of questions the AI asks the customer (or the owner) up front — so nothing's missing.
Then produce:
1. An intake instruction: the questions the AI asks and how it confirms it has enough to proceed.
2. A quote-draft template using [QUOTE FORMAT] and [NON-NEGOTIABLES], with the price fields left as [OWNER TO PRICE] — the AI never fills these.
3. A scope/inclusions/exclusions draft based on the answers, in plain language.
4. A clear handoff: what the owner reviews, prices and approves before the quote goes out.
Keep the owner as the only one who sets numbers and sends.
</task>

<output_format>
- The intake questions
- The quote-draft template (prices as [OWNER TO PRICE]), including GST/terms placeholders
- The scope/inclusions/exclusions draft
- The review-price-approve handoff steps
- Any [NEEDED: ...] about the pricing method
en-AU spelling. GST and terms flagged as facts to confirm, never calculated.
</output_format>

Grounding: use only the pricing method and format the owner describes. Never invent rates, prices, GST calculations or terms — leave all figures as [OWNER TO PRICE] / [NEEDED: ...]. The AI assists and drafts; the owner prices, approves and sends.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.