AI Workshops for Wholesalers: Build a Workflow for Product Enquiries, Quotes and Account Updates

Your day fills with the same three jobs. A customer asks whether a line is in stock and what it costs at their tier. A quote needs drafting from a list of codes and quantities. An account needs an update on backorders or a changed delivery date. AI workshops for wholesalers work when the session is built around one repeated task from your own business, a product enquiry reply, a quote draft or an account update, using your notes, price list and rules to produce a draft you check. Our public Sunshine Coast workshop gives you four hours to work on one repeated business task. For teams, we scope private training around your team's tasks, experience and location.

Key takeaways

• Bring one repeated task, a product enquiry reply, a quote draft or an account update. Your business task determines the training example, and we build training around your business tasks, source material and the output you need.
• Five inputs, Context, Task, Source, Rules and Output, describe the job and give you a basis for checking the draft. You test the workflow on a safe example and check the result against your source material.
• The public workshop runs four hours in person on the Sunshine Coast at A$495 including GST per person, capped at 15 paid attendees.
• Private training runs at your own workplace on the Sunshine Coast and in Brisbane, Gold Coast, Ipswich, Noosa, Moreton Bay, Logan, Redlands, Toowoomba and Gympie.
• Private training is quote-only. A fixed quote follows a conversation about your team's tasks, location and experience, and team size, session length and travel determine the price.

Which repeated wholesale tasks should you bring to an AI workshop?

Bring the job your business repeats. Your business task determines the training example, so a product enquiry reply, a quote draft or an account update each produce a different workflow.

Pick a specific piece of work rather than a category. One enquiry from one trade customer. One quote built from one order sheet. One account update for one stockist. Bring the information that task needs: the notes, the price list, the approved product details.

We teach business owners and teams how to use AI on the work their business repeats, and we build training around your business tasks, source material and the output you need. We work with business owners and teams across industries, so the wholesale version of this session looks like your desk, not a generic demonstration.

How do the five inputs turn a product enquiry into a draft you can check?

A five-input AI prompt hands the assistant your business context, the task, your source material, your rules and the output format. That turns a repeated job into instructions you can run again.

The five inputs are Context, Task, Source, Rules and Output.

• Context describes the business, customer and situation.
• Task names the job the AI assistant needs to do.
• Source supplies the notes, documents or approved facts for that job.
• Rules set the limits and identify missing information to flag.
• Output describes the format and information the finished draft needs to contain.

Written out for a quote, the shape looks like this: we're a service business preparing a quote for a homeowner. Turn the supplied site notes into a draft quote. Use only these notes, measurements and the attached price list. Itemise labour and materials. Keep the supplied prices unchanged and flag missing information. Return a scope summary, itemised table, total including GST and questions for me to check. Swap the site notes for an order sheet and the price list for your trade pricing, and the same five inputs carry a wholesale quote.

Then you check the output against the information your business supplied. Compare names, dates, figures and claims with your source. Recalculate totals. Check that the draft answers the request and stays within your scope. The person responsible for the work approves the final version. In the session, participants test the workflow on a safe example and check the result against their source material.

What happens in the four-hour Sunshine Coast workshop?

You build your workflow on your own laptop with hands-on help, and you leave with it written down.

You keep the instructions and the example you tested during the session. Run them on your next enquiry reply, quote or account update, and check the draft before it goes out. The date is to be announced and the exact venue is confirmed with the date, so join the waitlist to hear first. Workshop details

Can you run private AI training onsite for your wholesale team?

Yes. We bring private AI training to your workplace, and the session runs on the tasks your team already shares.

Private onsite AI training is available on the Sunshine Coast and in Brisbane, Gold Coast, Ipswich, Noosa, Moreton Bay, Logan, Redlands, Toowoomba and Gympie. Sunshine Coast onsite training covers Maroochydore, Caloundra, Mooloolaba, Buderim, Birtinya, Nambour and Coolum.

Private sessions are scoped for roughly 4 to 20 people, and larger teams can be split across sessions. Each person brings the laptop they will use afterwards. Tool and account requirements are confirmed during scoping.

In the session, we help your team agree on the source material, instructions and review process for a repeated task. That way sales, warehouse and accounts work from one set of instructions instead of five. Private AI training

How do you arrange private training, and what does it cost?

Private training is quote-only. After your enquiry, we discuss your team's tasks, location and experience. We agree on the training scope and prepare a fixed quote. Team size, session length and travel determine the price.

If a private session doesn't suit your numbers, people from other areas can travel to the Sunshine Coast public workshop instead. That ticket is A$495 including GST per person.

What do published AI programs for distributors offer, and how does our workshop differ?

Published distributor programs attach their AI training to a conference. Conference attendees can extend their learning with three specialised workshops. 1 The pre-show session is complimentary for the first 75 registrants. 2 Two post-show workshops offer intensive, facilitated implementation work. 3

Ours is a standalone four-hour session on the Sunshine Coast, capped at 15 paid attendees, built on one task from your own business. We help you build and test a workflow you can use again, on your own laptop, with your own source material.

What AI implementation work stands behind this training?

We build the same workflows in real businesses before we teach them.

We helped automate Radiant Roof Repairs' internal processes using AI. We used AI to automate SEO, enquiries and admin for Glen House Homoeopathy. In our own business, Searchmaxxed, we built AI workflows for creating blog posts, doing SEO and preparing custom proposals.

That work spans several trades and professions. You can see how the same method applies across industries, including roofing, plumbing and electrical, real estate and accounting and bookkeeping.

Frequently asked questions