AI Setup & Training That Works for B2B & Wholesale
You need your team selling and buying smarter, not fighting new tools. Here is how AI gets installed, connected, and actually used every day.
You run on thin margins and long relationships. Every hour counts. You have heard AI can speed up quotes, find lost emails, or prep a sales call, but you do not have time to figure it out. You want the tools in place and your people trained so the work just gets done.
The setup starts where your day starts: your email, your inventory files, your customer history. Claude gets installed on each desk and wired to those places. It can pull a three-year pricing history for a buyer while you type an email. It can draft a quote from a spreadsheet in seconds. It does not replace your judgment. It cuts out the digging and typing so you can make the call and close the deal.
B2B and wholesale is different because your relationships run deep and your data is messy. A retail shop might use AI to write product blurbs. You need it to recall that a buyer always asks for delayed shipping in November. Generic AI setups miss that. This binds the tools to your actual files, your naming habits, and the way your team talks to customers.
A full office setup runs from $2,500 to $6,500 depending on how many desks and how scattered your data is. A five-person sales team with clean spreadsheets lands on the lower end. A crew of twelve pulling from old emails and three inventory systems takes more time. Training is always included until your team uses it without thinking, not just a one-day walkthrough.
It starts with a call about your week: who does what, where the slow parts are. Then Scott Gerke maps out what files and emails to connect. He visits or works remote to install the tools on each computer, no IT hassle. Next he runs live training on your real work, not fake examples. You practice quoting, looking up customer notes, and prepping orders. After that, a few short follow-ups to lock in the habit.
Every desk has a helper that knows your business. Quotes go out in half the time. Your team spends more minutes on the phone with buyers and fewer hunting through folders. The tool fits your work, so it sticks.
Common questions about ai setup & training for B2B & Wholesale
Start with one small, obvious win. Show them a task that takes 30 minutes done in 30 seconds. Training and setup that fits their daily workf…
Read the full answerStart from the pain, not the tool: where do hours leak, where do leads die, what do you retype every week. A deep dive maps your specific bu…
Read the full answerSkip the generic course. Train on your actual work: your emails, your quotes, your scheduling. People adopt tools that solve their Tuesday p…
Read the full answerWhat our customers say
"Scott went above and beyond anything we ever could’ve expected. He didn’t just teach our team to use Claude. He opened our eyes to a whole new way of working. He pulled our entire business together, rebuilt our sales process from the ground up, helped us get payroll organized, and got us ready to launch our new sales team. The real difference for us has been Scott. We are going to keep working with him long-term."
"Working with Scott has been amazing! His ability to ingest information, understand it, and then help you understand it is second to none. His work ethic is unlike any I've seen. Scott's forward-thinking mindset is incredibly refreshing and helpful. If you want your website to be found more easily, do yourself a favor and talk to Scott and his team. But don't stop there. Scott has a wealth of knowledge that can help you in so many ways."
"Scott and team just finished a deep dive on our website and it was eye-opening. They found and implemented several key fixes, and actually explained them so we could understand. We've already hired them for another project."