E-Commerce Operations
Wholesale + DTC recovery-tools brand
Wholesale & Shopify DTC
The Challenge
119 wholesale accounts and 2,500+ sales leads were tracked in a spreadsheet with no unified view of which relationships were going quiet, which orders needed urgent attention, or which inbox and meeting-note follow-ups were falling through.
This engagement covers a two-founder e-commerce brand selling recovery equipment — massage guns, cupping, compression sleeves, saunas, cold plunges — through wholesale (gyms, schools, teams, retailers) and a Shopify DTC storefront. With no engineering team of their own, the founders needed a single view across the entire operation without hiring for it.
The build unified real wholesale-account and sales-lead data with live Shopify inventory and order sync, then layered in two automated agents — one flagging inbox and calendar follow-up gaps, another turning meeting notes into action items — feeding a single daily-priority queue with a full audit trail on every action taken.
Outcomes
What Was Delivered
- ✓Ops dashboard unifying 119 wholesale accounts + 2,500+ sales leads in one view
- ✓Live Shopify inventory and DTC order sync
- ✓Two automated agents: inbox/calendar gap detection + meeting-notes action items
- ✓Full write layer — edit, snooze, and audit trail on every account and lead
- ✓Daily priority digest delivered by email
“We were operating out of a Google Sheet, but now we have systems and tools in place to ensure we are organized, efficient, and making the right decisions every day.”
Co-Founder, Recovery-Tools E-Commerce Brand