DTC, multi-channel, marketplace, brick-and-mortar. We build the support, catalog, and post-purchase workflows that handle the routine work so your team can handle the exceptions.
30+ named workflow automations across DTC, multi-channel, marketplace, and B&M retail
Each card opens a playbook built for a firm shaped like yours — with real workflows and a number on the outcome.
$1M-$50M direct-to-consumer brand on Shopify or similar. Paid acquisition + lifecycle email + customer service is the operational stack.
Saves ~$200-400k/yr in CS labor at a $10M DTC brand + measurable CSAT/NPS improvement + capacity to scale 2-3x without proportional CS hiring.
Brand selling through own DTC + retail (Target, REI, Whole Foods) + Amazon. Channel coordination is the daily challenge.
Protects ~$200-500k/yr in channel margin from MAP erosion + reduces chargebacks 30-50% at a $30M multi-channel brand.
Amazon / TikTok Shop / eBay-first seller, $500k-$50M. Catalog scale + listing optimization + ad management is the work.
$90-150k/yr direct ad savings + capacity to scale catalog without proportional team hiring.
Single or multi-location physical retail. Staff scheduling + inventory + local marketing + omnichannel is the spine.
$200-500k/yr in additional captured sales + working capital efficiency.
You know what's broken. Here are the parts the system can run without you.
Customer and sales data lives in three or four systems and none of them agree. There's no single place to see the whole business, so every workflow built on top — service, marketing, planning — runs on manual reconciliation. Fix the data foundation first and everything downstream gets cheaper.
Inbox doubles in 24 hours; CSAT collapses; CS team burns out. An hour or two per person per day goes to repetitive inbox work alone — 500-1,000 hours a year for a two-person team — and it spikes every season. AI handles the predictable 60-70% so the team focuses on the actual hard tickets.
An out-of-stock on Shopify shows in stock on Amazon. Lost sales + chargebacks + customer complaints. AI keeps everything in sync continuously.
Each return takes 10-20 minutes of CS + warehouse time. AI triage + auto-RMA + fraud detection cuts that 60%+.
Founder writes the abandoned cart email, the post-purchase email, the win-back. AI drafts; founder edits; cadence becomes consistent without the Sunday tax.
Marketer pulls reports Monday for last week. By the time underperforming creative is killed, $5k is gone. AI surfaces anomalies in real-time.
Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.
Auto-resolution + intelligent escalation across every channel.
Customer service auto-resolution
LiveTickets auto-classified, 60-70% resolved with brand-voice replies, sentiment-triggered escalation, full history attached to escalations.
FAQ-grounded inbox drafting
LiveCalls, texts, and emails asking product how-tos and questions your FAQs already answer get a reply auto-drafted from your actual help content — queued for one-click human approval, or fully deflected once the answer is proven.
Returns triage & RMA generation
LiveReturn request → AI checks policy + condition + customer history → generates RMA + return label + refund instruction → routes to warehouse.
Order status push
LivePre-empts 'where's my order?' with proactive shipping milestone updates via SMS/email.
Sentiment escalation alerter
LiveTickets / reviews / social mentions with negative sentiment thresholds trigger immediate human review with full context.
Drafted, scheduled, optimized, humans approve.
Lifecycle email drafter
LiveDrafts welcome series, abandoned cart, post-purchase, win-back, replenishment emails from brand voice + product data + behavior triggers; queued for review.
Paid acquisition anomaly alerter
LiveDaily: monitors campaign performance across Meta/TikTok/Google; surfaces material drops in CTR, conversion, ROAS within hours; recommends action.
Creative testing pipeline
Ready on engagementGenerates ad creative variants from product images + brand assets; queues for review; deploys winners; deprecates losers.
Local marketing auto-drafter
LiveB&M: drafts Google Business posts, local social, email blasts based on location-specific events + inventory; queued for manager review.
Influencer / UGC outreach
Ready on engagementIdentifies brand-mention creators, drafts outreach, manages content licensing pipeline.
Cross-channel sync + replenishment + omnichannel routing.
Inventory cross-channel sync
LiveContinuous sync across Shopify + Amazon + retailer EDI + brick-and-mortar POS; prevents overselling; surfaces drift.
Per-location replenishment forecaster
LiveB&M / multi-channel: weekly replenishment recommendation per location based on sell-through + seasonality.
Inventory replenishment forecaster
LiveMarketplace seller: forecasts FBA replenishment timing per ASIN to avoid stock-outs without overpaying for storage.
Omnichannel order routing
LiveBOPIS / ship-from-store / online: routes order to optimal fulfillment location based on inventory + proximity + capacity.
Loss prevention pattern detector
Ready on engagementB&M: surfaces unusual transaction patterns (high refund rate at one register, unusual void patterns, employee-driven discount stacking) for LP review.
Specialized workflows for Amazon-first and multi-channel sellers.
Amazon listing optimization engine
LiveContinuously optimizes listings (title, bullets, backend keywords) against current search trend data; queues changes for review.
PPC campaign auto-rebalancer
LiveDaily: rebalances Amazon Sponsored Products + Sponsored Brands based on performance + ACoS targets; surfaces shifts > threshold for review.
Account health monitor
LiveWatches Amazon account health signals (suspended ASIN, IP claim, listing suppression, performance metrics); immediate alert with root cause + recommended action.
Review monitoring & response
LiveMonitors product reviews on every channel; auto-classifies (positive / negative / question / fake-suspect); drafts responses for negative + questions; queues for brand review.
Cross-channel pricing / MAP monitor
LiveContinuously monitors prices across own DTC + Amazon + retailer e-commerce + Google Shopping; flags MAP violations with screenshot evidence.
Retailer compliance scorecard tracker
LiveTracks retailer compliance metrics (on-time, fill rate, EDI exceptions, packaging compliance) in real-time so team intervenes before chargebacks.
Cross-functional dashboards and operational intelligence.
Single source of truth sync
LiveCustomer + sales records reconciled continuously across Klaviyo, HubSpot, the ERP, and your store platform. Duplicates merged, conflicts surfaced, and one clean view of the whole business — so leads stop falling between systems.
Daily ops digest
LiveEach morning: revenue vs target, sell-through, inventory health, CS queue, ad performance, reviews, alerts. One screen.
Cohort + LTV tracker
LiveContinuous cohort analysis (acquisition channel, first product, repeat behavior, LTV); surfaces channel ROI shifts before quarterly review.
Fraud / chargeback detector
LivePre-shipment fraud screening + post-purchase chargeback pattern detection; surfaces high-risk orders before fulfillment.
EDI exception handler
LiveMulti-channel: auto-handles routine EDI exceptions (qty changes, PO updates, ship date changes); escalates anything outside policy.
We ship in phases, each with a measurable success criterion before the next phase begins.
Weeks 1-4
By end of Phase 1, CS first-response under 10 min, 50%+ of tickets auto-resolved, and inventory drift across channels effectively zero.
Weeks 5-12
By end of Phase 2, lifecycle cadence is consistent without founder Sunday tax, and ad performance issues surface in hours not days.
Weeks 13-20
By end of Phase 3, MAP violations caught within 24 hours, retailer chargebacks down 30%+, and Amazon ad ACoS improves 15-25%.
Weeks 21-26
By end of Phase 4, stock-outs drop 20-30%, omnichannel routing is automatic, and the brand has full operational intelligence by location and channel.
Volume + velocity make retail an automation-friendly surface. The boundaries are about brand voice + customer trust + regulatory advertising claims.
Any system touching card data triggers PCI obligations. Most retail platforms tokenize but the integration layer matters.
Customer data triggers privacy obligations across jurisdictions, especially for DTC and marketplace sellers.
Marketplace sellers have strict ToS on review manipulation, off-platform comms, IP, and account practices. AI workflows must comply.
Marketing automation must comply with FTC truth-in-advertising + state UDAP rules. AI-generated marketing carries the same liability as human-written.
Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped" — not "maybe."
Fixed-fee, 2-4 week assessment: we go deep on what's broken and duplicated across Klaviyo, HubSpot, and the ERP, what it costs you, and the architecture for one source of truth — every opportunity ranked by ROI with a fixed-price build proposal.
Success criteria
Run auto-resolution on top 5 ticket categories for 30 days.
Success criteria
Draft + queue lifecycle email cadence for 60 days.
Success criteria
Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.
Tell us your brand size, primary channels, and the workflow that breaks most often. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.