AI sales agents for food distributors
Your best customers leave quietly. Your invoices saw it first.
Our agents read every invoice, every week. They tell each rep which accounts are slipping, what changed, and the question to ask. A person makes every call.
Start with one export of your invoices. Nothing is installed and nobody contacts your customers.
The diagnosis
One distributor. One year of invoices. Here is what came back.
Sample Seafood Co. is made up: 260 accounts and $24,857,850 in sales over twelve months. We ran our engine on its invoices exactly as we would on yours.
15
accounts buying less
Down 15% or more over eight weeks, beyond their normal swing. Together $16,587 a week below the eight weeks before.
11
regulars gone quiet
No order in 60 days or more. They bought $54,499 a month between them before they stopped.
6
accounts buying two lines
Similar customers buy seven or eight. Each comes with the products their peers buy that they do not.
50
down, and not flagged
Lower than last period but inside their own normal swing. Listed, so reps are not sent chasing noise.
The dollar figures are past sales on the flagged accounts. They are not a promise of recoverable revenue. They tell you where to look first.
Why nobody saw it
The data was there. The list was not.
Reps watch their top twenty.
They know those accounts cold. The slipping happens at account 60, and 140, and 300.
The ERP has the data, not the list.
Every number on this page is in your system today. Nobody gets a Monday list that says call these twelve, and here is why.
Month end is eight weeks late.
By the time a drop shows in a sales report, the customer has settled in with someone else.
What the agent does
Four steps, every week.
- 1
Reads the invoices
Customer, date, item, amount. One export to start, a weekly feed after. No margins or supplier costs needed.
- 2
Flags the account, with the evidence
Buying less, gone quiet, missed their usual order, or buying two lines when similar customers buy eight. Each flag shows the numbers behind it.
- 3
Puts the call in the rep’s list
In the CRM your reps already use, or by email if that is where they live. What changed and the question to ask.
- 4
Checks what happened
Next week it looks again. Did the rep act? Did the customer order? The owner gets one page on Friday.
Call card · for Dana
Sample dataPier 9 Grill
Buying less: down 79% over eight weeks
- Eight weeks before
- $27,112 · 8 orders
- Last eight weeks
- $5,673 · 7 orders
What changed. They still order almost as often. The orders got smaller, and Atlantic Salmon Fillet is no longer on them.
The question to ask. “I noticed the salmon has dropped off your orders. Did the menu change, or did we miss on something?”
Last order 2026-11-07. The agent checks next week whether a call was logged and whether an order came in.
The agents
One is ready. Two are coming.
Assessment available now
Sales Leak Agent
Watches every account for the leaks on this page. Start with the Leak Assessment on your own invoices. The weekly agent follows as a scoped installation.
In development
Prospecting Agent
Watches openings, new menus and public listings in your territory, and hands the rep a reason to call. Join the list and we will show it to you first.
Join the listIn development
Rep Coach
Reads what reps logged against what the customer did next, and tells the sales lead where each rep needs help.
Join the listBuilt inside a food company first
We did not start with software. We started with a sales desk.
These run today inside a family seafood wholesaler. Each one began as a problem somebody complained about on a Monday.
Sales
The account page
The problem
Reps walked into calls knowing what a customer bought, and not what they could be buying.
What we built
One page per account: what they buy by category, what similar customers buy that they do not, what to win back, and the question to ask.
Now
A rep opens one page before a call.
Sales
The Tuesday call list
The problem
The numbers were in ten reports, so nobody opened them.
What we built
One email per rep, every Tuesday: their accounts against their usual, ranked, each with a reason to call.
Now
The list arrives. Nobody has to go looking for it.
Operations
Live inventory
The problem
Sales promised stock that was already sold.
What we built
What you can promise right now, by site: on hand, sold, incoming. On one page and in a morning email.
Now
Sales, purchasing and the warehouse read the same number.
What it is not
A person stays in charge.
- It never contacts your customers. A person makes every call and sends every message.
- It does not replace your CRM, your ERP or your reps.
- It does not tell you why a customer changed. It shows what changed and the question to ask.
- Your data is used for your report only, and deleted when you say.
Built by someone who ran the desk.
James Heras is third generation in a family seafood company founded in 1966. He ran the wholesale head office for five years and still owns a neighbourhood fish market. Every tool on this page was built for his own sales desk and warehouse first.
How to start
Start with the Leak Assessment
Step 1
Send a sample.
A few hundred invoice lines. We confirm the export is usable before you pay anything.
Step 2
Send the full export.
Twelve to twenty-four months. We sign your NDA first.
Step 3
Five business days.
The engine runs, then James reviews every flag before you see it.
Step 4
The readout.
Forty-five minutes with the owner: the report, the ranked call list, and what we would do first.
Fixed fee. If we cannot deliver the assessment we agreed, you get your money back.
After the assessment, two ways to keep it running
We run it for you
Installation and a monthly service. It runs on our side, the lists land in your CRM, and we keep it working.
You own your copy
Installed in your own accounts, with the source code, documentation and twelve months of support. No required subscription after that.
Both are quoted after the assessment, once we have both seen your numbers.
Want to see it on your own invoices?
Fifteen minutes. We walk the sample report and you decide if it is worth sending an export.