An AI audit for wholesale and distribution — where the rep hours actually go.
Distribution still runs on phones, PDFs, and field sales. That's not a bug; it's the channel. The waste is around it — orders retyped into the ERP, quotes that die in the follow-up, reps burning time on accounts that never grow. The audit finds the admin AI can take off your team, and protects the parts of selling that AI should never run.
14 days · under 2 hours of your team’s time · 0 refunds in 15+ audits
Where the back office and the field both lose hours
Common admin drains across wholesalers, B2B distributors, and industrial supply businesses. The audit quantifies each one in your operation.
Orders arrive by email, fax, portal, or rep visit. Customer service retypes them into the ERP. One field, three versions, daily.
Quotes sent and never chased, or chased weeks late. A pipeline that leaks revenue because nobody owns the timing.
Supplier price changes propagated by hand into ERP, web, and PDF catalogues. Pricing drift between channels is the norm.
Field time spent on accounts that will never move. The high-value account never gets a structured cadence.
Supplier invoices vs. POs vs. delivered quantities. Hours a week tying out three versions of the same number.
Credit applications, terms, account setup, rep handover. A multi-system relay race run from email.
Workflows AI should not run in distribution.
The customer relationship and the commercial terms are the business. These stay human.
- Pricing decisions and discount approvals
- Credit-limit changes and credit-hold release
- Customer dispute resolution and goodwill credits
- Rep territory and account assignments
- Supplier contract negotiation
Fourteen days. Three stages.
Mapping, diagnosis, handover. The audit comes before any build, so you know what is worth automating, what should stay human, and what to fix first.
A document built to be acted on, not filed.
One structured diagnostic document. Five sections, all specific to your channels, your ERP, and your sales motion.
- §01Process map of how the business runs today — quote to cash to renewal
- §02Admin Hour Map across customer service, finance, and field sales
- §03Waste / Win / Risk / Fix matrix scored across your workflows
- §04Do-not-automate list, focused on commercial trust
- §05Top 3 implementation-ready build specs for your highest-value workflows
- §0690-day roadmap with sequencing, risk, and savings outlook
On a recent B2B distributor, the audit found roughly 128 hours a week of field-sales time going to low-value accounts. Already public on the homepage.
What ops directors in this sector actually ask.
Find out where AI earns its place in your sales operation — and where it doesn't.
Book the audit14 days · under 2 hours of your team’s time · 0 refunds in 15+ audits.