Product Block 16 · Sellable today

Vertical Quote Form Rebuilder

Replace generic contact forms with quote flows that ask the right questions.

Deploy: 1 day $2,000 setup $300/mo
Live demo Try the demo → https://form.cafecito-ai.com/

Best fit: Contractors, sign shops, caterers, printers, medspas, clinics, agencies, and anyone whose contact form creates back-and-forth.

⚡ Self-bootstrap · paste into Claude Code or Codex

Vertical Quote Form Rebuilder — build it without writing code

Drop the prompt below into Claude Code or Codex. The agent picks a vertical with a generic-form problem (insurance / signs / car wash detail / contractor / property mgmt), writes the 3-5 questions a human estimator would ask first, builds the vertical form on a sub-route, and produces a side-by-side screenshot pitch (their generic form vs the smart vertical form).

You provide

You provide: (1) prospect with a generic "Contact Us" form, (2) decision-maker email, (3) the 3-5 questions a human estimator at this prospect WOULD ask first (15-min phone interview).

You get back

You get: a hosted vertical quote form at /vertical-form/<slug> with the 3-5 vertical-specific questions, AI-routed responses to the right line of business, and a draft cold pitch with a screenshot pair.

Runtime & cost

Roughly 60 minutes wall-clock + 15-min interview. ~$1 in Claude tokens.

📋 Copy the entire block below into Claude Code (`/plan`) or Codex
You are building a Vertical Quote Form Rebuilder (Block 16 in the Cafecito AI new-hire playbook). Full reference at https://cafecito-ai.com/new-hire/blocks/16-vertical-quote-form-rebuilder. Read it. Use plan mode. Stop at every [GATE].

INPUTS YOU NEED FROM THE HUMAN (ask before doing anything else):
1. Prospect — has a generic "Contact Us" form (insurance broker / sign shop / car wash detail / contractor / property mgmt). PTL Insurance and Aventura's Finest are canonical first targets.
2. Decision-maker email
3. 15-min interview answers — what 3-5 questions a human estimator at this business asks FIRST when a quote-able lead calls. Capture in the prospect's vertical's vocabulary (e.g. for insurance: "auto, life, home, or commercial?")

ENVIRONMENT (verify):
- Working dir: /home/eratner/cafecito-ai
- Cloudflare account: f7a9b24f679e1d3952921ee5e72e677e

SECRETS TO CONFIRM:
- ANTHROPIC_API_KEY (Claude tool-use for routing)
- RESEND_API_KEY (handoff emails)

THE PLAN:

STEP 1 — RESEARCH + INTERVIEW (15 min, mostly waiting on human)
- Pull prospect's existing form. Capture: current fields, current submit destination, response-time pattern.
- Wait for the human's interview answers — the 3-5 vertical-specific questions.
[GATE 1 — show current form vs the proposed 3-5 questions, ask "vertical-specific enough?"]

STEP 2 — SCAFFOLD WORKER + FORM (15 min)
- Create /home/eratner/cafecito-ai/vertical-<prospect-slug>/.
- Build the form: 3-5 questions, mobile-first, conditional logic (e.g. for insurance — if "commercial" selected, show different next questions than "auto"), bilingual EN/ES toggle.
- API handler: Claude tool-use extracts the structured fields, routes to the right destination email by line of business.
- Bindings: D1 QUOTES_DB.
[GATE 2 — show local preview + sample submission flow, ask "deploy?"]

STEP 3 — DEPLOY + 5 SAMPLE SUBMISSIONS (10 min)
- Deploy via OAuth wrangler at /vertical-form/<prospect-slug>.
- Submit 5 test cases covering all branches of the conditional logic. Verify each routes correctly + handoff email lands in YOUR inbox.
[GATE 3 — confirm 5/5 routes, ask "ready for screenshot pitch?"]

STEP 4 — SCREENSHOT PAIR (5 min, human action)
- Tell human: "Take a screenshot of THEIR generic form. Then take a screenshot of YOUR vertical form. Combine side-by-side."

STEP 5 — DRAFT THE COLD PITCH (5 min)
- Email subject: "Your contact form treats a $50 [vertical request] and a $5k [vertical request] the same."
- Email body: 4 sentences, lead with the lost-info-per-submission cost, attach screenshot, link the demo, name $2.5k 4-day pilot / $400/mo, one yes/no close.
[GATE 4 — show draft, ask the human to send manually]

STEP 6 — SHIP THE SUMMARY
- Single-line: "[BUSINESS] vertical form live at [URL] · pitch sent."
- Append to /home/eratner/cafecito-ai/vertical-shipped.md.

DONE.

GUARDRAILS: NEVER auto-replace their real form without signed pilot — only the demo subdomain. Routing logic must be tested end-to-end before pitch. Cost ceiling: $2.
01Stack
  • Cloudflare Workers
  • Hono.js
  • D1
  • Claude API
  • OpenAI API
  • Resend optional
  • R2 optional
03Day-1 plan

A real prospect. A real demo. A real outbound message — all before 5pm.

  1. 09:00-09:30 Find a generic form.

    Look for Name, Email, Message forms on businesses where quoting requires real details.

  2. 09:30-10:15 Define quote questions.

    Write 6-10 vertical questions that a good estimator would ask first.

  3. 10:15-12:00 Build the form.

    Cloudflare route with conditional fields, file upload optional, and mobile-first UI.

  4. 12:00-13:30 Build AI summary and routing.

    Generate internal summary, urgency, missing fields, likely service type, and suggested reply.

  5. 13:30-17:00 Deploy and call.

    Show the before/after: generic message versus staff-ready quote packet.

04Best practices & gotchas
  • Ask fewer but smarter questions.

    Why: A long form kills conversion. The goal is enough context for a useful first reply.

  • Mirror the vertical language.

    Why: A sign shop, caterer, and clinic should not have the same form.

  • Route internally by urgency and type.

    Why: The staff value is not just capture; it is knowing who should handle it next.

  • Keep pricing as estimate-safe.

    Why: Do not auto-quote unless the business has approved rules.

05Prompts (copy-paste)

Drop these into Claude Code. Replace the [BRACKETED] fields with the prospect's details.

Prompt 1 Quote form question designer

Creates vertical-specific form fields.

Design a quote intake form for [BUSINESS TYPE].

Inputs:
- current website
- services
- common quote variables
- files/photos needed

Output:
- 6-10 form questions
- conditional logic
- required vs optional fields
- internal routing categories
- confirmation message
- staff summary schema

Keep it mobile-friendly and avoid asking for anything the staff does not use.
Prompt 2 Quote form scaffold

Builds the Cloudflare quote intake demo.

Build a Cloudflare Workers + Hono vertical quote form.

Routes:
- GET /quote form
- POST /quote creates D1 lead
- GET /admin/leads staff queue
- GET /admin/leads/:id AI summary and suggested reply

Use OpenAI API or Claude API for summary and missing-info detection.
Use fake submissions only.
Deploy and print demo URL.
06Selling script

Discovery question (ask this first)

"When someone fills out your contact form, what is the first thing your team usually has to ask them again?"

The frame

Generic forms create generic leads. A vertical quote form gets the estimator the first five answers they need, produces a clean internal summary, and lets the business respond faster than competitors.

The demo play

Show their current form, then show the rebuilt form collecting the right details and producing a staff-ready quote packet with missing info and suggested reply.

Objections

  • "Our form is fine."

    "It may be fine for contact. I am testing whether it is good enough for quoting. If staff still has to ask the same questions after every submission, the form is leaking time."

  • "We do not want to scare people with questions."

    "That is why the form uses conditional logic and only asks what applies."

  • "We already use a CRM."

    "This can sit in front of the CRM and send cleaner leads into it. It does not need to replace it."

The close

"I can replace one generic form with a quote-ready flow this week for $2,000. If it cuts back-and-forth and improves response speed, we keep it live for $300/month and expand to other services."

07Pricing notes

Anchor on faster response and fewer back-and-forth messages. This is a fast wedge that can expand into intake automation, order desk, status portal, or CRM routing.