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Industry · Manufacturers & distributors

Grow pipeline and cut back-office drag around the ERP you already run.

We deploy AI that finds new customers, reads and routes purchase orders, and shows margin by job, customer and product line, without replacing the systems you already run.

The problem

Owner-led manufacturers and distributors built something valuable. A lot of the money it makes still leaks out between systems.

Same accounts. No outbound.

Sales runs on long-standing relationships, with no system to find new customers.

Manual POs. No visibility.

Orders are re-entered by hand and nobody can see supplier performance or lead times.

Gut-feel decisions

Inventory and pricing calls are made without margin by job, customer or product line.

How it works

Built around the software you already run. Nothing goes out in your name without your approval.

1

Full review

We learn your operation: systems, team, workflows, pain points and goals.

2

System inventory

We map your ERP, CRM, accounting and scheduling tools and what's connected.

3

Prototype & validate

You test a working prototype against your real data before full deployment.

4

Deploy & optimize

We connect everything, train your team and refine monthly as you grow.

Fixed-price Statement of Work. No payment beyond setup until the prototype works.

What it looks like in practice

Examples of what we deploy. The free call tells us which ones fit your business.

New customers through AI outbound

An AI outbound agent and AI SDR reach new prospects every month, qualify replies and book meetings, and market research surfaces segments you've never targeted.

PO, procurement and supplier automation

Incoming POs are read and standardized in any format, purchase orders go out when stock hits threshold, and supplier pricing and lead times are tracked automatically.

Inventory and margin intelligence

Demand forecasting from historical velocity, alerts on unusual patterns, the monthly cost of slow-moving stock, and margin by job, customer and product line.

Results

Real Deep Lake Software engagements. Client names withheld.

Case study

Family-owned B2B manufacturer · AI revenue growth engine

The situation. Growth was limited to referrals and existing relationships, with no outbound motion, no budget for new sales reps and no clear view of the pipeline.

What we built. An AI outbound agent reaching new prospects every month, an AI SDR that handles replies, qualifies leads and books meetings, market research that found segments the business had never targeted, and AI-drafted growth plans and proposals for each new opportunity.

22%
pipeline growth in 90 days
3
new enterprise customers
Case study

Multi-state HVAC contractor · PO automation

The situation. Builders sent purchase orders in their own formats. Scheduling, permits, equipment orders and invoicing were all handled by hand.

What we built. AI that reads every incoming PO and standardizes it, workflow automation that triggers scheduling, permits and equipment orders by job stage, builder portal sync, and automated invoicing and payment follow-up.

$50K+
saved in year one
92%
of manual PO processing eliminated

Frequently asked questions

Do we have to replace our ERP?

No. We work with NetSuite, Oracle, Dynamics, QuickBooks and more. No rip-and-replace.

Do we need to hire anyone to run it?

No. We select, configure and integrate the tools, and you never manage vendors or licenses.

Will we see it working before full deployment?

Yes. You validate a working prototype on your real data before anything is fully deployed.

How much does it cost?

Fixed-price Statement of Work. No payment beyond setup until the prototype works. The exact price depends on the workflows and systems involved, and we'll walk through it on the call.

Related

Ready to see where the money is leaking?

Book a 20-minute call and we'll show you which parts of your operation AI can help first.

Book a 20-minute call