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.