Wholesale & B2B · Wholesale & B2B Agent · Built & run in production by NexAI

Wholesale & B2BB2B Wholesale Retailer Discovery, 100-Point Fit Scorer & Ordering Pipeline

Built on the MonliPets Wholesale B2B stack: discovers independent retail boutiques by city, scores their website and brand mix on a 100-point rubric, and stages fact-cited wholesale outreach for human approval.

Evidence & Case Study Source: Built and run in production by David He at MonliPets Wholesale (/case-studies/monlipets) and NexAI B2B Lead-Gen Scorer

Get the $97 Recipe Pack Jump to free starter prompt
Verified case study metrics100-point retail fit scorer · 7 plugins replaced in 8 wks · 100% human-gated outreach
Platform build

8 weeks

MonliPets custom wholesale portal shipped in 8 weeks (vs. 6-month agency quotes) and replaced 7 paid plugins.

Disclosure: MonliPets is my wife's company; the numbers come from their books.
Prospect rubric

0-100 pts

Automatically rejects big-box chains and dead websites; surfaces high-fit independent boutiques.

Disclosure: MonliPets is my wife's company; the numbers come from their books.
Outreach safety

100% gated

Every buyer email cites a verified store fact and waits for founder click-approval before sending.

Disclosure: MonliPets is my wife's company; the numbers come from their books.
Primary case study sourcesverified deployments
MonliPets Wholesale (B2B Wholesale Ordering & Retail Distribution)

Replaced 7 paid WooCommerce plugins with a custom B2B wholesale platform in 8 weeks (two agencies quoted 6 months), paired with automated retail prospect scoring.

NexAI Case Study: MonliPets Wholesale →
The business storywho it is for, what was broken, and how it runs

Who this is built for

Wholesale brands, specialty product makers, and B2B distributors selling into independent retail boutiques (pet stores, gift shops, apparel boutiques, hardware/garden centers, specialty grocers).

What was broken

Growing wholesale accounts usually means two painful bottlenecks: (1) reps waste hours clicking through Google Maps and store websites to check if a shop is an independent boutique or a chain before writing one intro email, and (2) once a buyer wants to order, clunky WooCommerce/Shopify plugin stacks break on tiered case-pack pricing and mobile reorders.

How the AI agent workflow operates

First, the discovery & scoring agent queries Google Places by city and retail category, crawls each store’s website to extract carried brands and price points, scores fit from 0 to 100, and stages a 95-word buyer email referencing a real detail from their store. Second, when buyers log in to order, they land on a fast, mobile-first B2B catalog with instant case-pack tiers and reorder lists.

What changed

Founders review a ranked queue of pre-vetted independent retailers each morning, approve personalized wholesale intros in 30 seconds, and convert buyers into a frictionless wholesale portal.

Disclosure: MonliPets is my wife's company; the numbers come from their books.

See the related NexAI production case study →

Step-by-step architecture4 stages with human approval gates
1  Stage 1System / Tool

City + Category Independent Store Discovery

Queries Google Places API for specialty retailers in the target metro and strips out national chain domains.

2  Stage 2System / Tool

Storefront Crawl & Brand-Mix Extraction

Reads the boutique’s About, Brands, and Contact pages to verify independent ownership and price tier.

3  Stage 3AI Agent

100-Point Fit Scorer & Fact-Cited Draft

Scores the retailer on 4 weighted criteria and drafts a concise wholesale intro quoting a verified store detail.

4  Stage 4Human Approval Gate

Founder Approval Queue & Sample Pack Send

Founder reviews the dossier and clicks Approve; nothing ever sends automatically.

Free previewcopy & test in Claude or ChatGPT
Free preview · test it right now

Free Starter Prompt: Independent Retail Buyer Fit Scorer & Wholesale Intro Drafter

Paste a retail boutique’s About/Brands page into Claude or ChatGPT to score wholesale fit and draft a grounded buyer note.

You are a Senior B2B Wholesale Account Strategist for [YOUR_BRAND_NAME], selling [PRODUCT_CATEGORY_AND_MSRP].
Evaluate the pasted retail store website text and output:

1. 100-POINT WHOLESALE FIT RUBRIC
   - Independent Boutique vs. National Chain (0-30 pts)
   - Complementary Brand & Price-Tier Alignment (0-30 pts)
   - Active Merchandising & Storefront Quality (0-20 pts)
   - Identifiable Buyer / Contact Path (0-20 pts)
   - Total Score & Verdict: PURSUE (>=70) | REVIEW (50-69) | SKIP (<50)

2. VERIFIED STORE CITATIONS (Zero Hallucination Rule)
   - Quote 2 exact facts from the store's text (brands carried, neighborhood, specialty).

3. 90-WORD BUYER EMAIL DRAFT
   - Lowercase, specific subject line.
   - Reference 1 verified store fact in sentence one, state our wholesale margin/MOQ clearly in sentence two, and offer a line sheet or sample box with zero pressure.
Two ways to deploy thisDIY recipe pack or done-for-you build

Download the production recipe pack, or have me wire it into your business.

Option 1 · Self-Serve Commercial Recipe Pack

Unlock the Full Production Recipe

$97one-time download · 3 verification test cases included

Everything your developer or technical operator needs to deploy this workflow safely in production without weeks of trial-and-error prompt tuning:

  • 2-Stage Retail Signal Scorer & Wholesale Outreach Prompts + Strict JSON Schema
  • Google Places API Discovery & Chain-Domain Exclusion Blueprint
  • SQLite / Postgres Prospect Deduplication & 90-Day Cooldown Schema
  • Anti-Slop Wholesale Email Linter Rules
  • 3 Verification Test Cases (chain rejection, hallucinated-brand block, word-count & tone gate)
[Google Places API (New)][Playwright / Fetch Crawler][Claude Sonnet / Haiku][Postgres / SQLite Queue]
100% Implementation Credit: Credited 100% into a $500 discovery session or a $2,500+ workflow build within 30 days.
Option 2 · Done-For-You by David He

Want me to install, test, and run this for your team?

Skip the API keys, webhook debugging, and carrier registration. I connect this workflow directly to the phone numbers, calendars, and software your business already uses.

  • Step 1 ($0 · 15 min): 15-minute fit call to inspect your current process and confirm fit.
  • Step 2 ($500): 60 to 90 minute working session + written implementation plan in 48 hours (credited into the build).
  • Step 3 (Fixed quote): Voice receptionist setups for 2 to 9 person shops start at $700 to $1,000 setup plus $150 to $375 per month; custom multi-system workflows start from $2,500 setup.
  • You own everything at handoff: Phone numbers, prompts, transcripts, calendars, and the off switch.

Not sure whether to buy the recipe or book a call?

Start with the free 15-minute fit call. Bring your current phone, dispatch board, or Shopify workflow and I will tell you honestly what I would automate first.

Book a 15-minute fit call
or email david@nexaiadvisors.com with a note about your business