What we do
Everything behind the quote.
Four core services that keep your sales pipeline moving — handled remotely, under your brand, with your approval at every step.
Product & Supplier Research
We find the right products from your approved suppliers so you can quote with confidence.
When a customer request comes in, the first job is finding the right product at the right price from a supplier you trust. That takes time — time spent searching catalogs, comparing specs, checking minimums, and verifying lead times.
We handle that research on your behalf. You tell us your approved supplier list and your customer's requirements, and we come back with a shortlist of options ready for your review. You stay in control of which suppliers we use and which products you quote.
For distributors working across a wide product range, this is often the most time-intensive part of the sales process. We take it off your plate entirely.
Best for: Promo distributors and print shops quoting across a wide product range.
What's included
- Catalog and spec research across your approved suppliers
- Pricing, minimum order quantity, and lead time checks
- Side-by-side supplier comparison summaries
- Product suitability notes based on customer requirements
- Delivered to your inbox, ready for your review and approval
Quotation Preparation
We draft polished, accurate quotes ready for your review — you approve, then send.
A well-prepared quote builds trust. A rushed one loses deals. We draft quotations that are accurate, clearly laid out, and ready for your review before anything goes to the customer.
We work from the supplier pricing and product details gathered during research, applying your margin structure and formatting the quote to match your brand. You review the draft, make any adjustments, and send it under your name.
Simple quotes — standard products, straightforward pricing — are included in your monthly plan. Complex quotes involving custom artwork, multi-location decoration, or unusual specifications are handled at an agreed fee.
Best for: Any business that sends quotes regularly and wants them to look professional every time.
What's included
- Quotation drafts formatted to your brand standards
- Pricing applied using your margin structure
- Line-item breakdowns with product specs and quantities
- Notes on lead times, minimums, and any supplier caveats
- Delivered for your review and approval before sending
Customer Follow-Ups
We keep quotes moving forward with timely, professional follow-up on your behalf.
Quotes that don't get followed up don't get closed. But following up consistently — without being pushy — takes discipline and time that most business owners don't have to spare.
We handle follow-up communications on your behalf, reaching out to customers who haven't responded to a quote, checking in on pending orders, and keeping the conversation warm. All communications go out under your name and email.
You set the tone and timing. We draft the messages, you approve them, and we send. Nothing goes to your customers without your sign-off.
Best for: Businesses with a backlog of open quotes or customers who need a nudge to commit.
What's included
- Follow-up emails drafted under your name and brand
- Scheduled check-ins on outstanding quotes
- Polite re-engagement for customers who've gone quiet
- Status updates on pending orders or approvals
- All messages reviewed and approved by you before sending
Order Coordination
We track orders, chase suppliers, and keep your customers informed — without you chasing anyone.
Once a quote is accepted, the work doesn't stop. Orders need to be placed, suppliers need to be chased, artwork needs to be confirmed, and customers need to be kept in the loop. That coordination work is relentless.
We take on the coordination tasks that keep orders moving: placing orders with suppliers (with your approval), following up on production timelines, flagging delays early, and communicating status updates to your customers.
You remain the decision-maker. We handle the back-and-forth so you don't have to.
Best for: Businesses managing multiple active orders simultaneously across different suppliers.
What's included
- Order placement with suppliers (with your approval)
- Production timeline tracking and supplier follow-up
- Early flagging of delays or issues
- Customer status updates drafted under your name
- Order tracker maintained and shared with you in real time
How we work with you
Every service we provide follows the same principle: we prepare, you approve, we execute.
Your suppliers, your rules
We work exclusively with the suppliers you've approved. We never introduce new suppliers or make purchasing decisions without your explicit sign-off.
Under your brand
Every quote, email, and communication goes out under your name. Your customers see you — we stay invisible.
Approval at every step
Nothing moves without your approval. We prepare and coordinate; you authorize. You're always in control.
Confidential by default
We sign an NDA before work begins. Your customer relationships, pricing, and supplier terms stay yours.
Ready to hand off the back office?
Start with a 14-day paid trial and see what consistent support feels like.