For B2B businesses
For manufacturers, wholesalers, distributors and B2B service firms. Your sales move through enquiries, quotes, dealer orders and payment terms — usually spread across a marketplace inbox, WhatsApp, Excel and somebody’s memory. We connect those steps so each one has an owner, a record and a next action.
Book my free audit callChoose a time on Calendly. The audit is free and you keep the ranked leak list; a focused implementation pilot is $5,000 USD. See scope and costs ↗
No industry averages here. Every gap ends with a check you can run on your own numbers before you speak to anyone.
Marketplace and website enquiries often reach several suppliers at once. The one who calls back first, with the right answer, sets the terms. Yours waits until someone is free.
Check it yourself: take last week’s ten newest enquiries. Note how long each waited for a real reply, and how many never got one.
Reorders arrive as a WhatsApp message, a voice note or a call to whoever picks up. There’s no record until someone types it in, and the stock, price and dispatch questions start again.
Check it yourself: count last month’s orders that arrived outside any system, and how many needed a second call.
Re-explaining specs, rebuilding quotes, updating the CRM after the fact, reminding customers about overdue invoices. Necessary work — just not the work you hired salespeople for.
Check it yourself: ask your sales team what they did yesterday. Mark the hours a customer would have noticed.
“Sales reps report spending 70% of their time on non-selling tasks.”Salesforce, State of Sales, 2024 · survey of 5,500 sales professionals ↗
Each use case runs on one of our three services. Open any card to see that service in full: what we need from you, what your team receives and how it is measured.
An approved AI call flow responds to new marketplace or website enquiries, asks your qualifying questions — quantity, location, timeline — logs the answers in your CRM and passes serious buyers to a named salesperson.
AI calling agent · Workflow automation 02Dealers reorder through a WhatsApp flow or a wholesale store with their own prices, minimums and payment terms. Orders reach your sheet, CRM or ERP without re-typing, and dispatch updates go back to the dealer.
Workflow automation · Shopify wholesale where it fits 03Specs, price rules, past proposals and common objections in one approved workspace. Your team drafts quotes, tender answers and follow-ups from it, and a person signs off every one.
Claude Brain 04Reminders go out before the due date, on it and after it, by WhatsApp or call, in the wording you approve. Disputes go straight to your accounts team.
Workflow automation · AI calling agentNeed demand as well as follow-up? Managed marketing — Google Search, LinkedIn and content — is scoped the same way.
Our own brands sell to consumers, not to businesses. What carries over is the build: calling flows, connected data, approved knowledge and a clean handover. Ask us to show the relevant workflow before you agree to anything.
Works around the tools you already use, such as Zoho, Tally, LeadSquared, HubSpot, IndiaMART, WhatsApp Business and Google Sheets. We confirm each connection before we quote.
Enquiries or dealer orders arrive every week, follow-up depends on who remembers, and someone on your team can own the workflow.
You close a handful of large deals a year through relationships alone — software won’t move those — or you want someone to run your sales for you.
Bring last month’s enquiries and orders. In 30 minutes we’ll map where they stall between enquiry and payment, and which gap to close first.
Book my free audit callNothing gets built before you have seen the scope, the cost and who does what. We name the problem, the person who owns it, and the checks that say the workflow is ready. Your team signs off before rollout.
30 minutes on the area you chose and the source material behind it. We name the leaks we can see and which one to close first.
Your leaks, ranked — yours to keepThe workflow, the connections, the cost, and who does what. Written down and agreed before a single thing is built.
A fixed scope you approvedWe build and run the first workflow end to end, with your team, using agreed checks, monitoring and a clear route for exceptions.
A tested workflow and written handoverWe add the next module only once the last is holding. You approve each step, you keep the agreed deliverables, and further work needs a new approval.
A layer that grows at your paceScope, costs and responsibilities are agreed in writing before implementation — further work starts only with your approval.
Not whether it works. Whether you get stuck with it — an open-ended retainer, a system you cannot run without us, accounts you do not own. Here are the 3 commitments in plain terms, before you have to ask.
We name the leaks we can see and which one to close first. If the honest answer is that you do not need us yet, you will hear that instead of a proposal.
What is included, what it costs, what your team does, what we do, and what happens at handover. No open-ended retainer, and no scope that grows quietly.
Your Shopify, your ad accounts, your domains, your data, your workflows. You keep your accounts and agreed deliverables. Handover identifies the subscriptions, licences and maintenance needed to keep them running.
Not sure which workflow to start with? That is what the free 30-minute audit is for — we rank them for you.
Book my free audit callFair question. What carries over is the build — calling flows, connected data, approved knowledge and handover — not B2B sales experience. So we show you the relevant workflow before scoping, agree the scope and checks in writing, and build in your own accounts.
It depends on what your system allows. Tally, for example, supports data exchange but often runs on a local machine. We check each connection, agree which system holds the master record, and confirm limits before we quote. We do not ask you to replace your tools first.
Only from the approved material you give it. The call asks your qualifying questions and answers routine ones; anything outside that material goes to a named person on your team, with the call notes attached.
Sometimes. Shopify now includes core B2B features — company accounts, quantity rules, payment terms and a limited number of price catalogues — on its standard plans, with more on Shopify Plus. If your pricing or approval rules are complex, an ERP portal or a WhatsApp ordering flow may suit you better. We say which before quoting.
Yes, for invoices they owe you, in wording you approve, from numbers registered to your business. Disputes and sensitive accounts go to your team. Your legal adviser should confirm the calling and messaging rules for your sector.
07 / The services behind this page
Book a free 30-minute call with Mehul and bring one problem — the store, the orders, or the marketing. We name the leaks we can see, rank them, and tell you which to close first. You keep that list either way.
Choose an available time on Calendly and complete the booking there. Add your website, the service or product you’re interested in, and the problem you want to solve to the meeting notes. Any paid work starts with a separate written scope.
FREE · 30 MINUTES
Audit calls, service discussions and product calls are booked through the same calendar.
Book my free audit callYou’ll continue to Calendly to select a time and confirm your booking.
