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Replacing a Sales Coordinator: Office Planner's AI Employee

When a long-time sales coordinator resigned, the team didn't replace her with another hire. They replaced her with an AI employee.

CLIENT

Office Planner

DELIVERABLES

  • AI Sales Coordinator
  • PO + Quote Automation
  • Custom ERP Integration
  • Supplier Directory Agent
Replacing a Sales Coordinator: Office Planner's AI Employee
PROJECT OVERVIEW

A long-time sales coordinator was resigning. She'd been with the team for years, knew every supplier, every SKU, every quirk of how quotes got built and orders moved through the floor. Replacing her wasn't just hiring; it was rebuilding institutional knowledge.

The team came to us with a simple question: do we hire a new coordinator, or do we try something different?

We built them an AI employee.

She handles incoming sales inquiries, builds quotes from the supplier catalog, generates POs, tracks order status, and chases suppliers when timelines slip. She knows the SKUs because we trained her on the catalog. She knows the suppliers because we built her a directory agent that keeps contact info, lead times, and pricing fresh.

We also rebuilt their ERP around her. The old system was a patchwork of spreadsheets and email threads, fine for a coordinator who lived inside the chaos, but useless to an agent. We gave her a clean source of truth: products, customers, suppliers, orders, quotes, all queryable, all writable.

The result: the team kept going without missing a beat. The AI coordinator works through evenings, weekends, public holidays. She doesn't take vacation. She doesn't forget supplier preferences. And at roughly $60,000 a year saved against the cost of a senior coordinator, she paid for herself within months.

The most surprising part: their team likes working with her more than they expected. Quotes come back faster. Nothing falls through the cracks. The chaos got quieter.

This is exactly the kind of role AI employees are built for, high-volume, knowledge-heavy, rule-driven work where consistency matters more than creativity. If your business runs on a coordinator, an ops manager, or a back-office workhorse, there's a strong chance an AI employee can carry the load.

Replacing a Sales Coordinator: Office Planner's AI Employee - Image 2

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