Bundle · B01 · Sellable as a unit

Bakery / Wholesale Bundle

Fax / email orders in. Clean production packets out. Customers track status without calling. $10k setup, phased payment available.

5 days to live demo $10,000 setup $2,000/mo + usage (cost-plus 30% above included)

Best fit: Wholesale food (bakeries, prepared meals, fresh produce distributors), specialty manufacturers (signs, custom millwork), B2B distributors with 50+ wholesale customers.

First targets: Tracy Bakery (active fax line for wholesale orders), regional Sysco-adjacent distributors, custom sign shops with B2B repeat customers.

Book a tasting for this bundle → See full pricing →
01What's in this bundle▾

Three composed blocks that turn a wholesale operation's order desk from "phone tag + retyping" into a one-screen factory. Built for bakeries, distributors, specialty manufacturers — anywhere a B2B customer sends an order and someone has to interpret it.

Block 11 AI Order Desk

Inbound — fax / email / photo / PDF / form → normalized order packet with missing-info flags
Block 02 Smart Intake + Triage Form

Public form — for customers who want a clean digital path instead of fax
Block 14 Customer Status Portal

Outbound — customers self-serve "where is my order?" with searchable status + AI-written updates
02Live references▾
  • Lavin Eviction Same intake routing pattern, different vertical (legal). Read the D1 schema + extraction prompt as your starting point.
0360-second demo flow▾

The wow path. What the prospect sees in the first two minutes of the discovery call.

  1. 0:00

    Fake fax/photo of a messy wholesale order goes into the AI Order Desk inbox.

  2. 0:15

    Claude Vision reads it, extracts line items, customer, store, delivery date. Flags missing fields ("no delivery date — defaulted to next-Tuesday-AM, ask to confirm").

  3. 0:25

    Clean order packet email lands in operations inbox. Looks like the format their kitchen already uses.

  4. 0:35

    Customer gets confirmation SMS in their language with a tracking ID + link.

  5. 0:45

    Switch tabs to the customer portal. Search the tracking ID. See real-time status: "received → being prepped → out for delivery." Last update was 2 hours ago, AI-written.

  6. 1:00

    Demo over. Wow path complete in 60 seconds. Pitch starts.

04Selling script▾

Discovery question (ask this first)

"When a wholesale customer sends in a messy order — fax, email, weird PDF, photo of a handwritten list — who turns that into something production can act on, and how long does it take?"

The frame

Wholesale order desks are where the most expensive humans in your shop spend the worst part of their day — translating customer chaos into production-ready packets. The bundle moves that work to AI for 95% of orders, keeps the human in the loop for the 5% that need judgment, and gives the customer self-serve status so they stop calling for updates. Every saved retyping, every avoided "where's my order" call, every clean packet going to the kitchen with no missing fields — that's margin.

The demo play

Bring a laptop or open the demo on your phone. Have THEM hand you a fake order on a piece of paper or text you a photo. Submit it live. Watch the clean packet land in 25 seconds. Then check the status portal. The 60-second flow does the pitch.

Objections

  • "My customers like calling."

    "Your loyal ones will keep calling — fine. The portal is for the 50% of orders where the customer wishes they could check without dialing. You'll see in the dashboard which mode each customer prefers."

  • "What if the AI reads an order wrong?"

    "Owner-approval gate before any packet ships to the kitchen. AI does the 90 seconds of work, you do the 10 seconds of approving. Faster than the current workflow even with the gate."

  • "$10,000 is a lot."

    "Three blocks — order desk + intake form + status portal — built and deployed in 5 days. The closest agency quote we've seen for this scope is $35k of build + $4k/mo of maintenance. Recovered margin on a $5M wholesale operation = ~$125k/yr; you're back in the black at month 3. And payment is phased — $5,000 on signature, $3,000 on go-live, $2,000 Day 30."

  • "We use Shopify / NetSuite / [their ERP]."

    "Bundle ships standalone in week 1 so you see it work before integrating. Week 4 we wire it to your ERP — that's an extra $3-5k depending on your stack. We don't do the integration before you trust the AI part."

The close

"$5,000 on signature ships the bundle live in 5 days for 20 sample orders. $3,000 on go-live (week 2) when real orders start. $2,000 Day 30 after acceptance. $2,000/mo + extraction usage from go-live. ERP integration is week 4, separate quote. If after 30 days the team isn't saving 10+ hours/week of order-desk time, kill it — no contract."

05Pricing structure & phased payment▾

Phased payment (default)

50% on signature ($5,000) · 30% on go-live ($3,000) · 20% Day 30 ($2,000). Standard structure for every engagement — not a discount.

Annual prepay (best value)

$20,000/yr = $1,667/mo effective (12 months paid as 10 — 2 free, $4,000 saved). Locks the engagement and accelerates cash.

First-90-day usage included

First 90 days: 500 order-desk extractions + 200 status-portal updates included. Cost-plus 30% above. Usage logged in tenant ledger; weekly digest to owner.

06Pilot ask & expansion path▾

Pilot ask (first 30 days)

$5,000 on signature lands the build live in 3-7 days (varies by bundle), fake-data only. Phased payment is standard (50/30/20). Annual prepay saves 2 months.

Expansion path

  • Week 2: real order data, owner-approval gate before each clean packet ships to ops.
  • Month 2: ERP integration (NetSuite, Shopify, custom) — pulls inventory + pushes confirmed orders.
  • Month 3: pricing + reorder predictions ("this customer ordered croissants 3 weeks in a row — suggest reorder?").