Your team knows they should be calling customers for check-ins, order confirmations, and follow-ups. But with 200+ accounts each, the math doesn't work. AI makes the calls your team can't — consistently, professionally, and at scale.
Every distributor knows the value of proactive customer outreach. Regular check-ins catch problems early, build loyalty, and drive reorders. Order confirmations reduce errors and returns. Follow-up calls turn one-time buyers into long-term accounts.
But nobody has time. Your customer service team is drowning in inbound calls. Your sales reps are focused on new business. The accounts that need attention the most — the ones slowly going dormant — get ignored until it's too late.
What if you could call every customer, every week, without adding a single person to your team?
of customers leave because they feel neglected, not because of price or product
more expensive to acquire a new customer than to retain an existing one
of team time saved per month with AI handling routine outreach calls
Choose up to 2 use cases for your pilot. Each one is configured with custom scripts tailored to your business.
AI calls customers on a regular schedule to ask how things are going, if they need to reorder, and if there are any issues. Catches at-risk accounts before they churn.
AI calls to confirm large orders, verify delivery details, and catch errors before they become expensive returns. Reduces order discrepancies by 40%+.
After a delivery issue, return, or complaint is resolved, AI follows up to confirm the customer is satisfied. Closes the loop without burdening your team.
AI conducts brief phone surveys after deliveries or service interactions. Gets 3-5x higher response rates than email surveys because it's a conversation, not a form.
Here are the metrics we track during the pilot and the ranges we target.
| Metric | Expected Range |
|---|---|
| Calls Completed | 500 - 2,000 calls over 60 days |
| Issue Detection Rate | 5 - 15% of calls surface previously unknown issues |
| Customer Satisfaction (CSAT) | 4.2+ out of 5.0 |
| Escalation Rate | <20% of calls require human follow-up |
| Team Time Saved | 40 - 80 hours over the pilot period |
60-day Customer Support AI Pilot
A proven four-step process from kickoff to results.
We learn your customer base, identify the right use cases, and define success metrics together.
We build custom scripts, integrate with your CRM/ERP, set up call lists, and test everything thoroughly.
AI starts making calls. We monitor quality, track metrics, and tune the conversation flow weekly based on real results.
Full presentation of pilot outcomes: calls completed, issues detected, satisfaction scores, time saved, and expansion roadmap.
The opposite. Customers appreciate the proactive outreach. The AI is brief, respectful, and always gives customers the option to opt out or speak to a human. The pilot tracks CSAT scores on every call so you can see exactly how your customers respond.
We work with you during discovery to build the right call lists. Criteria can include order frequency, account value, time since last order, recent issues, or any custom segmentation from your CRM. You approve the list before any calls go out.
Immediate escalation. If a customer expresses frustration, mentions a competitor, or flags a major problem, the AI creates a priority alert and can warm-transfer to a live team member. Your team gets full context — the issue, the sentiment, and the customer's exact words.
Yes. We can configure the AI to call in the customer's preferred language. English and Spanish are natively supported, with additional languages available. The AI can even switch languages mid-call if needed.
Everything. Full call recordings, transcripts, sentiment analysis, issue categorization, CSAT/NPS scores, and structured data that syncs back to your CRM. Weekly reports summarize trends, and you get a real-time dashboard during the pilot.
See how AI-powered proactive outreach works for your customer base. 60-day pilot with measurable results.