Who we help · Wholesale and consumer products

How can a wholesale or consumer-products company use AI safely?

Short answer: Start with documents and drafts, and earn access to your systems one step at a time. Companies that design, license and sell to retailers spend a lot of time on license terms, retailer rules, order follow-up and sales email. AI can help with all of it, but only after you've decided what it's allowed to touch.

Where we look first

  • Answering questions from license agreements and retailer vendor manuals.
  • Orders likely to miss their ship date, flagged early.
  • A salesperson's inbox, sorted into the day's work.
  • Line sheets, pitch materials and product listings drafted to each brand's rules.

What we’d usually leave alone

  • Connecting AI to company systems before IT signs off.
  • Letting an assistant take actions without a person approving them.

What your data could be worth

Product specs, designs, line sheets, purchase orders and licensing history from a long-running company are a record of real commerce AI companies don't have. Licensor and retailer terms are checked before anything is shared.

AI companies are paying for real business data, and we have buyers looking for it. Get a free estimate or read how selling your data works.

Real example

Case study

Morning Desk: a sales dashboard for a consumer-products company

A New York company that designs, licenses, makes and distributes branded products. For one salesperson whose day ran through his inbox, we built Morning Desk: the inbox, sorted into the day's work.

How to find out for your business

The AI Assessment is a 90-minute session on how your business actually runs, followed within five business days by a review call with a plan: what to fix first, what to leave alone, and what isn’t worth automating. It starts with a free 15-minute call.

Questions

Will AI tools train on our company data?

Business plans from the major providers don't use your prompts or company data to train their models by default. Check the current terms for the tool you pick.

How do we start without risking our systems?

In three steps: documents only, then one read-only report, then limited connections after IT signs off, with a person approving every action.

Is there a real example?

Yes. Morning Desk is a sales dashboard we built for a consumer-products company, on top of a salesperson's existing inbox.

Talk to Casey