Which part of month-end still lands on one desk?

At a BC liquor agency, somebody does the supplier reports, the price file, promotion deadlines and the order desk by hand. The free AI Operations Scan takes one of them and tells you what is worth changing first.

  • Pick one job that keeps coming back and describe it in your own words. A few minutes.
  • You get a result that names the smallest change worth making, and what to check before you make it.
  • If the job does not justify a project yet, the result says so.
  • Free, no account. The result is emailed to you.

Where the month goes

Six jobs we would check first in an import agency. Some will be yours and some will not. The Scan only needs one.

1

Reports back to the brands you represent

When a supplier asks for a report, can you use your existing exports as they are, or does someone reshape them first? If it is the second, how often, and who?

2

When a price changes

On your side of the desk, what happens when a wholesale price changes? How many places does the new number get entered, and by whom?

3

Correspondence with the LDB

Purchase orders, product data, wholesale pricing, agent registration, sales information and allocations each go to a different LDB functional inbox. Is anyone tracking what was sent where and what came back, and is that their job?

4

Promotion and submission deadlines

Wholesale Price Promotion applications and the import deadlines calendar. Where does that calendar live: in a system, a spreadsheet, or in someone’s head?

5

The order desk

From a licensee order landing to being placed and confirmed: how many touches is that, and how many of them are copy and paste between two screens?

6

When the owner is on the road

Tastings, ride-alongs, supplier visits. Does anything wait until you are back at a desk, and if so, what?

The questions we would ask you

This is where a first conversation would start. The Scan asks its own version of each one. The right-hand column is what it does with your answer.

We would ask

Walk us through month-end. What goes back to each supplier, and how does that report actually get built?

What the Scan does with it

The Scan takes that one job as its subject: how often it happens, roughly how many hours it takes, who owns it, where the information lives, and what already exists to do part of it.

We would ask

When a wholesale price changes, who enters what, where?

What the Scan does with it

It asks whether information moves automatically, gets copied and pasted, or is entered more than once. That answer, more than any tool, decides what to fix first.

We would ask

How do you track promotion and submission deadlines, and has one ever been missed?

What the Scan does with it

It asks what happens when the work does not run well: time wasted, the owner pulled in, or revenue missed. The consequence is what makes a job worth fixing before another.

We would ask

From a licensee order landing to confirmed: how many touches?

What the Scan does with it

It asks whether the steps are the same every time or need judgement. Same-every-time is what automation is for. Judgement is what a person is for, and the result keeps them apart.

We would ask

When the owner is at a tasting, does anything wait?

What the Scan does with it

It asks who owns the process and whether it is written down. If one person mostly owns it, the result says so plainly and tells you what to write down first.

What a result looks like

Made up. A fictional agency with fictional figures.

Imagine a four-person import agency where the monthly report to each supplier is built by the owner from the LDB export and the agency’s own order spreadsheet, and takes somewhere between eleven and twenty hours a month. Below is the result the Scan returns for those answers, produced by the same engine that will read yours.

Where it goes from there

You can stop after the Scan. It is built to be useful on its own. If you want help, we scope before we build, and you do not have to buy every step to get there. All prices in Canadian dollars.

1

Start here

Free AI Operations Scan

Free

One recurring job at your agency, described in your words. The result names what to start on and three steps you can take without us.

2

Working Session

Two hours

We take that job apart together: the trigger, the inputs, the exceptions, who signs off. You leave with the plan written down.

3

First Automation Build

CAD $997–$2,500

One workflow built and running. The supplier report that assembles itself from the export. The price change that lands once. The deadline calendar that reminds someone. Your team shown how it works.

4

AI Operations Partner

Enquire

Ongoing. We keep finding the next thing worth fixing in the agency, and keep building it.

Start with month-end.

Take the Scan about the one job you would most like off the owner’s desk. Free, no account, and if what you describe does not justify a project yet, the result says so.