Client intake for B2B distributors.
The autonomous intake operator captures every inbound enquiry, qualifies it against your criteria, collects the required information, and hands a complete brief to your team — so no lead goes cold after hours.
The stack
B2B distributors run client intake through the same operator pattern AIMOCS deploys across the practice. Slow institutional payers stretch payment cycles for months. The operator inherits the workflow mechanics and the industry context together — so the cadence, the escalation rules, and the tone all fit b2b distributors from the first call.
When a new enquiry arrives — web form, email, or missed call — the operator engages immediately, walks the prospect through your qualification questions, gathers the documents or details your process requires, and delivers a structured summary to the right person. Prospects who do not qualify are handled professionally and closed out; qualified leads arrive warm.
The client intake operator AIMOCS runs for b2b distributors uses this subset of the tool-agnostic stack — model, voice surface where needed, the gateway, memory, and the audit log.
Will it annoy our customers?
Tone and cadence are tuned to each account; it is persistent, not abrasive.
Does it touch our ERP?
It reads what it needs in a contained, properly configured setup. We map the integration in the blueprint first (NetSuite, SAP, or yours).
What if it gets something wrong?
It escalates uncertainty to a human; you approve the bar before launch.
Does it work after hours?
Yes — it responds at any hour, which is precisely when the cost of a cold lead is highest.
Can it follow our specific intake questions?
The intake script and qualification criteria are mapped to your process in the blueprint before anything goes live.
Other workflows · B2B distributors
We don't advise on AI. We run it for you.