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Case · B2B services · 2024

An AI copilot lifted average order value by 24%.

A chain of service centers. We gave reps an AI copilot that prompts upsells live in the conversation - and the average order value climbed.

+24%
average order value (AOV)
×2.3
upsells per deal
3 wks
to first results
ClaudecopilotamoCRMAnalytics
Challenge

Where the revenue leaked.

Reps across the chain took orders and closed deals, but rarely offered add-ons or related services. The upside in average order value sat untapped.

Top performers kept the scripts in their heads; weaker reps simply forgot to pitch. Training never scaled across the whole network.

What was needed was the best next move suggested right in the moment of the customer conversation.

The pain points

  • Upsells were almost never offered
  • Scripts lived only in top reps' heads
  • Uneven rep performance across the chain
  • Training that wouldn't scale
  • Average order value left on the table
Solution

What we built.

01

Merged every request channel (email, chats, phone) into a single amoCRM workspace

02

AI parses the spec from the email and drafts the quote

03

Prices calculated automatically from the price list and stock on hand

01

Collected the best upsell scripts from the chain's top performers

02

Trained the copilot on deal history and product pairings

03

The copilot suggests the add-on and the pitch right inside the deal card

04

The rep decides what to offer - the human stays in control

05

Analytics show which prompts actually move the needle

ClaudecopilotamoCRMAnalyticsNext-best-actionAPI
Result

Money in P&L, not model metrics.

+24%
average order value (AOV)
×2.3
upsells per deal
3 wks
to first results

The copilot pulled weaker reps up to the level of the best ones - no lengthy training required.

How it looks
— dashboard screenshot
— pipeline screenshot
— call analytics screenshot
Testimonial
"We spent years trying to teach the whole chain to upsell. The copilot did it in a month - it prompts exactly when it matters."
Irina Nikitina
network director · service centers
07 · Contact

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