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AI Sales Process for Kitchen & Cabinetry, Meeting Playbook
PDF · 8-page meeting playbook
Meeting playbook

Configure door style, finish, and hardware: then hand them a priced quote in the showroom

A meeting playbook, five sales moves on your kitchen & cabinetry catalog

The playbook
Answer · Configure · Render · Price · Quote · Present
The PDF
8 pages, emailed instantly
Every plan
Everyone on your team included

How kitchen & cabinetry sellers use this process

Illustrative composites of common sales conversations, not customer testimonials

O
Owner
“Door style, finish, and hardware used to turn every model-unit walk into a callback. Now the run is configured and priced before they leave the showroom.”
· Owner, kitchen & cabinetry manufacturer
Composite example
S
Sales Person
“"Twenty-two feet of shaker in sage, soft-close" shouldn't be a overnight worksheet. I configure the run, show it, and send the quote in the appointment.”
· Sales lead, cabinetry dealer
Composite example
D
Designer
“Clients change finish mid-walkthrough. I update the render, keep worktop and hardware rules straight, and leave with a shareable quote, not a revision loop.”
· Designer, kitchen design firm
Composite example

What's inside the guide

A playbook-first walkthrough, what YOU do, not what the software does

1

Why meetings die without a process

The gap between "I like this" and a signed purchase order, and why you need a repeatable meeting process.

2

Five sales moves you take

Answer · Configure · Show a visual · Price in the meeting · Send quote & share collection, the playbook.

3

Answer from your catalog

MOQ, lead time, grade, construction, answer in the conversation, not three emails later.

4

Configure options and show a visual

Size, finish, colorway, COM, render the configured product while they're still in the meeting.

5

Price from your approved rules

Per-foot, per-meter, grade matrix, MOQ breaks, certified price from your rules, never guessed.

6

Quote and share collection

Send a priced quote they can approve and share. Build multi-SKU collections buyers can walk through.

7

Run the visit faster

Fair booths, showroom walks, model-unit tours, quote before they leave, not overnight.

8

Next-meeting scenarios

What to do when they ask for three finishes, a size change, or "can you do this in my colorway?"

9

Poly9 reveal

Poly9 does all of this on your catalog. Plans are paid monthly and cancel any time.

Ready to try it on your catalog?

Create your account, add your catalog or a sample one, and send the first quote. Plans are paid monthly and cancel any time.

Get started

Frequently asked questions

How does per-foot pricing work?

Your catalog includes per-linear-foot rules for base cabinets, uppers, and specialties. Enter the run length, select door style and finish, and the AI calculates the total.

Can I show different door styles and finishes?

Yes. Configure shaker in sage, then slab in walnut, each gets a render and certified price. Send both so the client can compare.

What about hardware and worktop options?

Your catalog can include hardware (soft-close, standard hinge) and worktop (quartz, granite, laminate) pricing. The AI adds those costs to the quote.

Do I need to measure the entire kitchen?

For quick quotes, you can use linear-foot estimates. For precise quotes, enter the full layout. The AI works with whatever detail you provide.