Client
Tomori Power
Industry
Energy, utilities, data centers, renewables, industrial equipment
Project Type
AI quote assistant, website workflow, sales enablement, lead capture
Tomori Power helps buyers source medium- and high-voltage transformers for projects such as data centers, utilities, grid interconnection, and renewable energy.
Many buyers need quick budgetary pricing before they are ready for a full sales conversation. But transformer quoting is technical, and early requests often arrive with incomplete or inconsistent details.
Hello Pattie helped build Transformer Charlie, an AI-assisted quote workflow that makes the first step faster, clearer, and easier for both buyers and the sales team.
The Challenge
Transformer quoting requires the right technical details: transformer type, MVA rating, primary voltage, secondary voltage, quantity, and project context.
For buyers, the early stage can feel slow because they may only need a budget range to understand whether a project is feasible.
For the sales team, manual first-pass quoting takes time and often starts with incomplete information.
The goal was to create a faster quote intake experience while keeping the process reliable, transparent, and grounded in real quote history.
Key Needs
- Help buyers get faster budgetary guidance
- Collect the right transformer details before sales follow-up
- Reduce repetitive intake work for the team
- Avoid unsupported AI guesses
- Capture qualified leads from website conversations
The Solution
Transformer quoting requires the right technical details: transformer type, MVA rating, primary voltage, secondary voltage, quantity, and project context.
For buyers, the early stage can feel slow because they may only need a budget range to understand whether a project is feasible.
For the sales team, manual first-pass quoting takes time and often starts with incomplete information.
The goal was to create a faster quote intake experience while keeping the process reliable, transparent, and grounded in real quote history.
1. Buyer Starts The Chat Assistant
The visitor opens Transformer Charlie from the Tomori Power website. They can ask general questions or enter a transformer quote request in plain text.
Example request: I need a 30 MVA main power transformer, 115 kV primary, 13.8 kV secondary, quantity 1.
2. AI Extracts Key Specs
Transformer Charlie identifies important details such as transformer type, quantity, MVA rating, primary voltage, and secondary voltage.
3. Buyer Reviews Details And Assumptions
The assistant shows confirmed values separately from assumptions so the buyer can review the information before pricing guidance is generated.
4. System Checks Historical Quote Data
The workflow searches relevant historical supplier quote data instead of relying on generic AI output.
5. Budgetary Guidance And Lead Capture
When there is enough information, Transformer Charlie provides budgetary pricing guidance.
The workflow also collects contact details so the sales team can follow up with a qualified lead.
Transformer Charlie gives our buyers a faster way to understand budgetary transformer pricing while keeping our team in control of the final sales process.
It helps us capture better project context earlier and follow up with more qualified conversations.
– Tomori Team
Business Value
Transformer Charlie helps Tomori Power make the early quote experience faster and more useful.
For buyers, it creates a clearer path from initial interest to budgetary guidance.
For the sales team, it captures better project context before follow-up and reduces repetitive intake work.
For the business, it turns the website into a stronger lead qualification channel while keeping the final sales conversation with the Tomori Power team.
What Was Built
- Website-embedded AI quote assistant
- Plain-language transformer spec intake
- Guided quote flow for technical details
- Provided-values and assumptions review
- Historical quote data search
- AI-assisted budgetary pricing workflow
- Lead capture for sales follow-up
- Chat assistant for general buyer questions
- Text-based quote request intake