What does the $1,000 AI Assessment include?
Four things. (1) A ~20-minute intake call with Annie, our AI Intake Assistant, walking through your order flow, ERP, customer base, and where time is leaking. (2) A 48-hour written report quantifying your four biggest leaks (order entry, stale accounts, dead quotes, slow inbound response) with dollar ranges modeled on NAW and CustomerGauge benchmarks for your revenue band. (3) A free 1-hour consulting call with our team after the report is delivered — open agenda, ask any AI question you want. (4) Our $1,000 first-month savings guarantee.
What is the free 1-hour consulting call?
After the AI Assessment report is delivered, you book an hour with the Sanders AI team. The agenda is open — work through the report, ask about a different AI question entirely, or talk through AI strategy for your distributorship. It is not a sales pitch or a setup call. If you want to move forward with Sanders AI services after the consulting call, that is a separate conversation. The consulting hour is included with every $1,000 AI Assessment.
How does the Order Entry Agent work with our ERP — Epicor P21, Infor SX.e, NetSuite, or Sage?
The agent reads inbound orders from email, attached PDFs, SMS, and voicemail transcripts, maps each line to your item master, validates customer-specific pricing and availability, then drops a clean order into Epicor Prophet 21, Infor SX.e, NetSuite, Sage X3, or whatever ERP you run via its native API or order-import endpoint. A CSR reviews exceptions only. We don’t replace your ERP — we feed it accurately, faster, and around the clock.
Can the Document Copilot ingest our manufacturer cut sheets and product specs?
We can build a private spec-search index over your cut sheets, MSDS, and manufacturer data — but distribution-specific ROI on spec lookup is thinner than on order entry or customer churn, so we score it as a secondary fit and only scope it when an assessment shows it actually moves the needle for your shop. If you live in tech-data lookups (industrial controls, fluid power, fastener engineering), we’ll quote it. If you’re a fast-mover commodity house, we’ll point you at order entry first.
What about price-list confidentiality and customer-specific pricing tiers?
Customer-specific pricing stays inside your ERP. The agents authenticate the caller or sender against your account list, pull that customer’s contract pricing or tier from Prophet 21, SX.e, NetSuite, or Sage, and quote only what that customer is entitled to see. No price list is exposed externally. Every quote is logged with timestamp, customer ID, and source pricing reference for audit.
How does the Customer Health Monitor detect a distributor account at risk of churning?
It learns each account’s normal cadence — how often they order, average order size, mix of SKUs, last-touch from your outside rep — and fires when the pattern breaks. A customer who ordered weekly for five years going silent for 45 days is a save opportunity, not a CRM line item. The agent flags it, drafts an outreach email or call task for your rep, and tracks whether the save lands. Wholesale churn averages 56% (CustomerGauge) — most of that is preventable if someone notices in week six instead of month four.
How fast can a distributor get the AI Assessment done?
48 hours from the intake call. Most owners book the ~20-minute intake on Monday, get the written report — four biggest leaks in their distributorship with dollar ranges and the agents that plug them — by Wednesday, and have the consulting call booked with our team by Friday.
How is the $1,000 guarantee enforced?
If AI does not save your business $1,000 or more in the first month after implementing our recommendations, email us and we refund the assessment fee.