Where the week goes

A shop that has traded for ten years has paid for every name in its till. Each receipt is a customer who bought, took delivery, and now has a warranty, a service date and a likely next purchase. In most businesses those receipts stay receipts: the till knows the sale, the online store knows the email address, the accounts know the payment, and nothing joins them.

None of this is solved by adding software. Every new system reads the same disagreement and reports it with more confidence. The work starts underneath: one record of customers, products, orders and deliveries that every tool — and every agent — reads from.

What we solve for

• Receipts that never became customers — no way to see who is due for a service, an upgrade or a referral ask.
• Product lists that disagree between the till and the online store.
• Deliveries planned on a whiteboard and repaired by phone when a stop runs late.
• Payments matched to orders once a month, by the owner, on a Sunday.

In action

What the AI does here

Each job runs on the same record, and anything that reaches a customer, carries money or changes a record waits for a person to approve it.

Retail · AImployee · Retail ERP

Bring the customers back

Each week the agent reads the customer record and finds who is due: bought five or more years ago, nothing since, no open complaint. It drafts the message for each one.

The sales lead approves before anything is sent. Customers who opted out, and anyone with an open ticket, are held back automatically.

Customer win-back →

Retail · Retail ERP

Plan the day’s run

Orders, addresses, promised windows and job durations sit in one record, so the day is sequenced from what is actually on the truck.

The crew carries the run on a phone. When a stop runs long, the next stops are re-planned and the change is confirmed by the office.

Delivery routing →

Retail · Retail ERP

Match payments to orders

Every morning, payments are matched to orders by amount, date, reference and customer, with the delivery status alongside.

A deposit waiting on a delivery is not treated as a debt, and nobody who has paid gets chased.

Chase the invoices →

What it runs on

Staff keep the tools they know. The record sits underneath them, and the agents read and write through the same connections.

Retail ERP is built for showroom retailers with one to ten stores; AImployee for sales teams of two to twenty. Selling trade as well? See Wholesale.

How it starts

Every engagement follows the same four steps, in the same order, whatever the size of the job.

The full terms are on How we work and Offerings.