For Distributors, Flooring & Appliance Retail

The Automated
Re-Order Alarm.

Your best B2B accounts are busy. If you don't remind them to restock, your competitor will. We install a Set & Forget loop that manages your accounts for you.

Wholesale Account Dashboard

Smart Segmentation Logic

Category Tagging

If they buy Tile, the system tags them "Tile Buyer." The automation engine then adds them to the "Grout & Adhesive" email promo list.

The Usage Timer

Based on their purchase volume, we set a "Re-Stock" timer. If they haven't ordered in 30 days, the card turns red in your pipeline.

The Win-Back

Account gone cold? The system detects inactivity > 90 days and triggers a "We Miss You" coupon email sequence automatically.

Automation in Action

How Lisa (Flooring Distributor) stops customer churn without looking at a spreadsheet.

Step 1: The Quiet Customer

The "Ghosting" Begins

"Elite Contractors LLC" usually buys tile every week. But they haven't placed an order in 35 days. Lisa is too busy to notice.

The System Acts

The Red Flag

The SeLL Engine runs a daily check. It sees "Last Order: 35 Days Ago." It moves the card to "At Risk" and turns it Red.

The System Acts

The "We Miss You" Email

The System automatically emails the buyer: "Hey! Noticed you haven't stocked up lately. Here is 5% off if you order this week."

The Retention Loop

Product Updates

Even when Elite is active, the system sends monthly "New Product Arrival" emails to keep them engaged so they don't look at competitors.

The Result

Reset & Repeat

The buyer places a new order. The system moves the card back to "Active Customer" (Green) and resets the timer.

Included Templates

We install 12+ pre-written emails & texts into your system tailored for Distribution.

Phase 1: New Accounts
  • 1. Application Received
  • 2. Credit App "Missing Info" Chase
  • 3. Welcome / Catalog PDF Delivery
  • 4. First Order Incentive (10% Off)
Phase 2: Order Management
  • 5. Order Confirmation
  • 6. Shipping / Tracking Notification
  • 7. Delivery Follow-Up (Issues?)
  • 8. Invoice Due Reminder
Phase 3: Growth & Churn
  • 9. "Running Low?" (Re-Order Timer)
  • 10. At-Risk Alert (30 Days Inactive)
  • 11. Win-Back Offer (60 Days Inactive)
  • 12. New Product Category Alert
Compliance Features
  • DNC (Do Not Call) List Logic
  • SMS "STOP" Opt-Out Handler
  • Unsubscribe Footer Sync