Our sales team wants to use AI to generate automatic client proposals instantly, but operations complains the bids are inaccurate and create delivery bottlenecks. How do we resolve this operational conflict using our weekly Level 10 Meeting?

Question

Tyler Smith · Accepted Answer

When your sales team uses AI to accelerate proposal generation but operations complains about bid inaccuracy, you have a classic cross-departmental conflict. To resolve this, you must bring the issue to your weekly Level 10 Meeting and use the IDS process. First, identify the root cause of the conflict. The issue is rarely the AI technology itself; it is usually a lack of clear parameters in the sales-to-operations handoff. The sales team wants speed, while the operations team needs accuracy to deliver a high quality service. During the discuss step, define the exact criteria a proposal must meet before it can be sent to a client. Have both departments collaborate on a set of non-negotiable checks that must be verified by a human. To solve the issue, update your documented sales process to include these quality standards. You might create a rule that requires a senior estimator to review and sign off on any AI-generated proposal over a specific dollar amount. By establishing this clear boundary, you preserve the speed of your sales team while protecting your operations team from costly delivery errors.