← Case studies · AI audit · Wholesale & distribution · 14 days
A nine-person skincare distributor with $179,060 a year on the table, starting with leads that died at one voicemail
waste priced, per year
largest single leak
of busywork, every week
“We had 150 leads come through from them, and I had no visibility as to whether these leads were any good.”
A wholesale distributor that imports professional skincare and cosmeceutical brands and sells them into skin, dermatology and cosmetic clinics across the country. Owner-led, a team of eight or nine: the owner, a general manager who also runs sales, two admin staff, a warehouse person and four field reps spread across the major cities. Their customers are the clinics themselves, the doctors, nurses and dermal therapists who use and retail the products. Around 150 to 250 active accounts, a handful doing most of the turnover and a long tail doing a little.
A CRM for leads and reps. An on-premises accounting system the owner liked for its reporting, sitting on an ageing server with no API, so nothing else could reach the data inside it. A GPS app on the reps' phones, a separate email tool, and an SOP tool nobody trusted. He was also paying twice for marketing: an overseas agency for leads plus a CRM marketing plan he would have cancelled if he had seen the overlap in time. And when 150 agency leads came in, nearly all of them got one phone call, one voicemail, and nothing else.
Findings & waste analysis
Wholesale distributor of professional skincare · audited March 2026
- Two days on-site to onboard each new clinic, one of them theory that could be recorded once$15,600/yr
- Reconciling the reps' GPS tracking against three separate systems by hand$15,600/yr
- A staff member looking up product prices for reps and clients all day, about an hour a day$13,000/yr
- The owner reviewing 150 agency leads against their websites on his own weekends$10,400/yr
- Reactively digging through the CRM to check whether reps had done anything$5,200/yr
- Re-keying a 13-field qualification checklist for about 15 leads a week$5,200/yr
figures verbatim, in the client’s own rates · names removed
The audit surfaced 81 findings across 8 areas of the business, worth $179,060 a year and 25.5 hours a week. Onboarding each new clinic took two days on site, one of them theory that could be recorded once. Reconciling the reps' GPS tracking against three separate systems was done by hand. A staff member spent about an hour a day looking up product prices for reps and clients. And the owner was reviewing those 150 agency leads against their websites on his own weekends, because nobody else was scoring them at all.
Free 30 min · one process priced live, like the lines above
How it ran before
- Two days on-site to onboard each new clinic, one of them theory that could be recorded once
- Reconciling the reps' GPS tracking against three separate systems by hand
- A staff member looking up product prices for reps and clients all day, about an hour a day
The blueprint we handed over
- scores inbound leads against the real buyer, a doctor, nurse or dermal therapist with a genuine skin focus, so the owner stops spending weekends sorting good leads from junk.
- replaces the single-voicemail dead end with proper multi-touch follow-up.
- builds one management view that flags reps gone quiet and accounts that have stopped ordering.
This audit's findings, laid out as the client received them, names removed. The full deliverable maps every process, prices every leak, and ends in a build plan in priority order.
Walk through a full sample audit →Kickoff
Team sessions, every handoff mapped
Every leak priced in their rates
Findings + blueprint, live
“Nearly all of them had basically a phone call, left a message, couldn't get through. And that was it. That was it.”
None of this was visible from the owner’s chair.
Found by mapping the operation person by person, and pricing what came up. Same method, your rates: 3× the fee in findings, or the audit is free.