Agentic sales enablement
for HVAC distribution.
I build the tools that grow a distribution business: a CRM shaped around how your team actually sells, sales analytics dashboards that turn activity into decisions, AI chatbots that qualify and assist customers, and customer-facing websites and apps that make ordering effortless. The thread through all of it is agentic AI, systems that do not just report but take the next step, so your reps spend time selling instead of chasing data. I work with Claude and understand sales management and lead generation, so the tools fit the way distribution sales really runs.
Reps sell better with the right tools.
Distribution sales lives or dies on speed, data, and follow-through. When the tools are missing, the team loses deals to slower, more manual work.
The CRM fights the sales team
A generic or half-configured CRM makes reps do admin instead of selling. If it does not match how distribution deals actually move, they work around it and the data goes stale.
Data without decisions
Numbers sit in reports nobody acts on. Without dashboards that surface what to do next, sales leadership manages on gut feel instead of live performance signals.
Customers wait on manual answers
Product questions, quotes, and orders bottleneck on people. Slow, manual customer touchpoints cost deals to competitors who make buying faster and easier.
Tools that sell, powered by agents.
I build a connected sales enablement stack around your team. The CRM is shaped to how distribution sales actually works, with the pipeline stages, product and account data, and automations your reps need, so it helps them sell instead of adding admin. Sales analytics dashboards sit on top, turning activity and pipeline into clear signals: which accounts to call, which deals are stalling, where the team is winning and losing. AI chatbots, built with Claude, handle customer product questions, qualify leads, and assist with quotes and orders, and customer-facing websites and apps make it easy for buyers to find products and place orders without waiting on a person. What ties it together is the agentic layer: instead of just showing data, the systems take the next step, flagging the rep, updating the record, drafting the follow-up, and moving the deal forward. I understand sales management and lead generation, so every tool is built to lift real sales performance, not just look good in a demo.
What you get. Phase by phase.
Every phase ships a working tool you sign off on before the next begins. CRM foundation, analytics, AI, then customer-facing.
- Map how your distribution sales team actually sells
- CRM configured to your pipeline, products, and accounts
- Sales automations that remove admin from reps
- A build plan you approve before anything is wired up
- Dashboards that turn pipeline and activity into decisions
- Which accounts to call and which deals are stalling
- Team and rep performance surfaced live, not monthly
- Leadership views for forecasting and coaching
- Claude-powered chatbots for product questions and lead qualification
- Assistance with quotes and order-related inquiries
- Agentic follow-up: flag the rep, update the record, draft the next step
- Lead generation workflows feeding the CRM automatically
- Websites and mobile apps that make finding products easy
- Self-service ordering and reordering for customers
- Connected to the CRM and inventory so nothing is manual
- Built to reflect the brand and speed up the buy
- New tools and agents added as the sales strategy evolves
- Continuous optimization against real sales performance
- Documentation and training so your team runs it confidently
- Every system, account, and workflow owned by your division
CRM to a selling machine.
Each stage ships a working tool. Click any stage to see what it delivers.
What this stage delivers
- How your distribution sales team actually sells, mapped
- CRM configured to your pipeline, products, and accounts
- Sales automations that remove admin from reps
- A build plan you approve before wiring anything
What this stage delivers
- Dashboards turning pipeline and activity into decisions
- Which accounts to call and which deals are stalling
- Team and rep performance surfaced live
- Leadership views for forecasting and coaching
What this stage delivers
- Claude chatbots for product questions and lead qualification
- Assistance with quotes and order-related inquiries
- Agentic follow-up that flags reps and drafts the next step
- Lead generation workflows feeding the CRM automatically
What this stage delivers
- Websites and mobile apps that make finding products easy
- Self-service ordering and reordering for customers
- Connected to CRM and inventory so nothing is manual
- Documentation, training, and a plan for the next builds
Let's map your sales stack together.
A call where I share my screen, learn how your distribution team sells today, and lay out which enablement tools will lift performance fastest and how the agentic layer ties them together. We'll confirm scope against your team and your growth goals. Happy to walk through commercials on the call.