Wholesale & Inventory Operations
Two roles for product businesses: one builds a qualified wholesale pipeline, the other makes sure you can fill it profitably. Optional, and only worth it if you sell physical products.
In development
Wholesale Sales Director
Researches retailers, distributors and other buyers who fit, prepares line sheets and pitches, drafts outreach for your approval, and tracks every account through to reorder.
Kit $149 · with a call $499 · done for you $4,500
See the role →
In development
Inventory & Supply Chain Manager
Keeps a dated view of stock by SKU and location, plans reorders and production around real lead times, and flags expiry, lot and supplier issues to the right person.
Kit $199 · with a call $549 · done for you $5,500
See the role →
How they work together
Wholesale → Inventory
Expected demand from real opportunities: which SKUs, how much, by when, and how confident. An opportunity, never a confirmed order.
Inventory → Wholesale
What can actually be promised, lead times, backorders and holds, so no buyer is promised stock you don’t have.
Each role is its own Claude project. They share one weekly handoff file, not each other’s memory.
A person approves everything that matters
Buyer outreach
Drafted by Wholesale; approved and sent by your sales owner.
Special pricing or terms
Proposed by Wholesale; approved by sales and finance leadership.
Delivery promises
Only after Inventory confirms stock; approved by operations.
Purchase orders and production
Recommended by Inventory; approved by whoever owns purchasing.
Holds, expiry and recalls
Always escalated to your quality owner. Never decided by AI.
Phase 07 bundle · both roles
$279 DIY · $799 with a 90-minute call · $8,000 done for you
Worth it when wholesale demand and stock need to talk to each other. On sale once both kits are ready.
These kits are being tested now. Join the waitlist, or ask about a custom build if you’d like it set up sooner.
Who it’s for
Product brands selling wholesale
Food, beverage, beauty, home and wellness brands with retail or distributor accounts.
Brands with stock headaches
Stockouts, aging or short-dated stock, or cash tied up in the wrong SKUs.
Not for service businesses
If you don’t hold inventory or sell wholesale, skip this phase.
Not sure where to start?
The $1,500 AI Readiness Audit looks at your team, tools and costs and recommends which roles to build first. The fee is credited toward any build within 60 days.