Reads customer POs from email, portals, or EDI, validates SKUs and pricing, and creates the sales order. Exceptions go to a queue; everything else just lands.
I eliminate manual work and revenue leaks between marketing, sales, CRM, ERP, e-commerce, and customer service — then put AI and automation on those processes so they run on their own.
Fixed price. Founder-delivered. Remote-first from Southern California.
Six patterns, all of them expensive, all of them invisible until someone times them. If three sound familiar, the audit pays for itself.
A PO arrives as a PDF or sits in a customer portal. Someone reads it, types it into the ERP, and calls the warehouse. Every order, every day.
The CRM says one thing, the ERP another, and the real answer lives in a spreadsheet on someone's desktop.
A lead comes in. It is answered when someone gets to it. No one measures how long that takes, or what it costs.
Packing lists, invoices, and drawings are spread across a shared drive, three inboxes, and the ERP. Finding one takes a phone call.
Freight, returns, and handling eat the margin on certain SKUs, and nobody sees it until year-end.
Forwarders send ETD and ETA by email or portal. Logistics copies them into a tracker by hand, and they are often wrong.
Every build includes a remote kickoff over video, testing on your own data, training, written procedures, and 30 days of follow-up. Hosted options add monitoring, backups, and free change hours each month.
Reads customer POs from email, portals, or EDI, validates SKUs and pricing, and creates the sales order. Exceptions go to a queue; everything else just lands.
Logs into your forwarders’ portals, reads their emails and PDFs, then pulls ETD/ETA and shipment data into your tracker, dashboard, or spreadsheet. Up to 3 forwarders.
Connects shared drives, mailboxes, ERP records, and spreadsheets into one searchable app with OCR, an order-360 view, and exception reports.
An email assistant that knows your catalog, inventory, and website, so prospects get a data-rich reply in seconds instead of a day.
Measures how long each rep takes to respond to leads, from their real mailbox, and lets the sales manager see the emails and the clock.
Pairs purchase lines to sales lines and lists every product sold below true cost, emailed as a spreadsheet on a schedule.
Cloud systems with an API: NetSuite, Dynamics 365 Business Central,
Acumatica, QuickBooks Online, Salesforce, HubSpot, Shopify, Smartsheet, EDI. If it has an API, we connect it.
Cloud systems with an API. If it has one, we connect it.
ERP
Acumatica
CRM
Pipedrive
EDI
SPS Commerce
OPS
Smartsheet
OPS
Monday.com
OPS
ShipStation
MSG
Smartlead
MSG
Instantly
MSG
Fireflies
PAY
Bill.com
PAY
PandaDoc
Product names are trademarks of their owners and indicate compatibility, not endorsement.
Two weeks, remote. Credited to your first build.
Per build. One workflow, end to end.
Month to month.
Hourly, if you prefer it: $225. Most clients don't, because fixed price puts the risk on us.
The founder runs marketing and business systems inside a Southern California manufacturer today. Order intake, AP and invoicing automation, supplier-portal integration, freight tracking, and a 136,000-document search engine: all built, all in daily use.
We do not resell software. We work with what you own and only recommend a change when the numbers say so.
You send a written description of the process. You get a written read within two business days. Once we start, a weekly working session by video — no meeting needed to begin.
Most firms do the front office or the back office. Lead-to-cash is one flow. We treat it that way.
Write it the way you'd explain it to a new hire — where it starts, who touches it, where it stalls. I'll come back with what it's costing you and what it takes to fix.
You get a written read within two business days. Or email [email protected].