Embedded AI for E-Commerce Uplift
Your fractional Director of AI, embedded directly in your business operations, delivering hands-on assessment plus near-term revenue operations wins that move the needle immediately.
What you get: A tight operational audit that identifies bottlenecks, quick wins that ship within weeks (not quarters), and a pragmatic roadmap built around real constraints and real opportunities.
Outcome focus: Faster product listings that reach more buyers, sharper pricing intelligence that protects margins, better follow-up sequences that close deals, and cleaner analytics you can actually trust for decision-making.
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Your Context: We Speak Your Language
You operate a B2B e-commerce operation selling refurbished enterprise networking equipment—Cisco, Juniper, and other tier-one hardware—primarily through Shopify. Your business isn't just about online listings; you also manage comprehensive IT lifecycle services and ITAD operations, and you've even established an AWS Marketplace assessment offer to expand your reach.
Your catalog breadth creates enormous opportunity: with the right systems in place, you could dramatically accelerate listing throughput, implement healthier pricing strategies that protect margins, and systematically expand across multiple marketplace channels. The infrastructure exists; what's missing is the connective tissue that turns potential into performance.
We understand the refurbished enterprise hardware space. We know the challenges of maintaining accuracy across thousands of SKUs, the complexity of multi-channel selling, and the critical importance of pricing intelligence in a market where values shift monthly.

Current Reality: 2,000 active listings with potential for 10,000+. The opportunity is massive—execution capacity is the constraint.
The Bottlenecks Holding You Back
E-commerce Listing Crunch
  • Currently: 2,000 listings with potential for 10,000+ SKUs
  • Manual part entry and description writing consuming critical team capacity
  • Market repricing drifts 10% every 3 months = constant firefighting
  • Completely missing from Google Shopping feed
Purchase Order Pricing Black Hole
  • Every equipment list requires manual lookup across eBay, listservs, past sales
  • Zero pricing memory: same research repeated every 2 weeks
  • No centralized repository for fair market values or historical trends
  • Pricing blind spots lead to margin erosion
Sales Data Crisis (18+ Months)
  • Sales organization not getting real-time performance data
  • Salesforce underutilized (~70% value loss from expensive tool)
  • No bandwidth to become platform experts
  • Re-learning same tasks every 45 days
These aren't minor inefficiencies—they're systemic bottlenecks that prevent your team from operating at the speed your market demands. Each one represents hours of manual work that could be automated, decisions that could be data-driven, and revenue that's being left on the table.
What This Actually Costs You
Revenue Left on Table
Thousands of listable SKUs sitting idle in your inventory while competitors capture buyers actively searching for exactly what you have in stock.
Margin Erosion
Pricing blind spots create a double-hit: overpaying on equipment purchases and underpricing on sales. Every transaction without pricing intelligence costs you margin points.
Team Burnout
Sales reps spending hours on data entry instead of selling. Manual work crowds out strategy, customer relationships, and proactive business development.
Invisible Customers
Can't answer "Who buys what when?" which means you can't forecast demand, anticipate refresh cycles, or proactively reach out before competitors do.
The data exists. The opportunity exists. The connective tissue doesn't.
What Success Looks Like
We don't deal in vague promises. During Week 1, we'll baseline your current performance and establish specific, measurable targets. Here are example targets we typically see with clients in similar situations:
01
Listing Throughput ↑
Publish rate increases 3–5× more SKUs per week with enriched titles, complete specifications, and proper categorization—no quality sacrifice.
02
Pricing Velocity
Fair-market price updates delivered in hours instead of days, with automated margin guardrails ensuring profitability on every transaction.
03
Quote Follow-Up
CRM-driven sequences that automatically nurture prospects, cutting "silent" quotes by 30% or more through systematic touchpoints.
04
Analytics You Trust
Working dashboards delivering actionable insights on sales performance, listing health, and marketplace effectiveness—updated in real-time.
05
Marketplace Lift
Seamless Shopify synchronization to eBay, Amazon, and Walmart via unified integration, expanding reach without multiplying workload.
The Offer: Scaled-Back and Simple
We embed as your fractional Director of AI + E-commerce Operations
Retainer model: We function as an embedded resource—think of us as your fractional Director of AI who shows up every week, understands your business context deeply, and drives continuous improvement.
Two core promises: First, you'll receive a clear, actionable assessment that identifies your highest-ROI opportunities. Second, we deliver concrete short-term value during that same assessment period—you see results while we're still evaluating.
Shape of work: We operate on a 30-60-90 day cadence: audit your current state, ship quick wins that demonstrate value immediately, then scale what works and build a pragmatic roadmap for continued growth.

Important: Deliverables and quick wins described throughout this proposal are examples of work we can tackle. We'll focus on the highest-impact opportunities identified during assessment. All capabilities remain available for future long-term engagements.
30-Day Assessment: Hands-On, Not a Slide Factory
We don't produce 100-slide PowerPoint decks that gather dust. Our assessment is hands-on, conducted by people who will actually be doing the implementation work. We map reality, not theory.
Map Revenue Flow
Document exactly how inventory becomes revenue: ERP/Quipt → Shopify store → marketplaces → CRM → reporting. We identify every handoff, every manual step, every place data gets lost.
Baseline KPIs
Establish current performance across critical metrics: publish rate, time-to-price, margin bands, quote cycle time, conversion rates by channel. You can't improve what you don't measure.
Team Interviews
Structured conversations with sales, e-commerce, and operations teams to surface friction points, workflow inefficiencies, and hidden opportunities that only practitioners know about.
Assessment Deliverables
Tech Stack & Workflow Map
Visual documentation of your current systems, integrations, and data flows with pain points highlighted.
Opportunity Matrix
Ranked list of improvement opportunities sorted by ROI potential, implementation complexity, and strategic alignment.
90-Day Quick Win Plan
Specific, time-boxed initiatives we'll tackle first, with expected outcomes and success metrics defined upfront.
Quick-Win Workstreams
We start shipping improvements inside the retainer—no separate "implementation phase" that requires another contract. These workstreams represent the tactical areas where we typically deliver fast value:
1
Catalog & Listings
Enrich product titles with searchable keywords, complete technical specifications, fix metadata for SEO, automate image processing and condition badges, enable batch uploads for efficiency.
2
Pricing Intelligence
Pull competitive comparables and market signals automatically, recommend price bands that optimize for margin and velocity, push updates directly to Shopify and Quipt without manual re-entry.
3
Marketplaces & Channels
Stand up Shopify → eBay/Amazon/Walmart synchronization, map product attributes to each marketplace's requirements, reconcile orders and inventory centrally to prevent overselling.
4
Sales Enablement
Build CRM sequences for systematic quote follow-up at 48-hour, 5-day, and 10-day intervals, draft compelling email copy, A/B test subject lines, log sentiment and objections for learning.
5
Analytics & Reporting
Triage and replace broken dashboard tiles, define single "source of truth" for weekly business reviews, automate report generation so leadership gets insights without manual Excel work.
The "Tech Preview": Show, Don't Tell
Based on your conversation, we believe your highest-ROI opportunity is catalog velocity and pricing intelligence. We'll build a working prototype of an "AI Pricing & Listing Assistant" for a small slice of SKUs (50–100 items) that demonstrates the future workflow:
  • Reads part numbers and fetches structured product attributes automatically
  • Drafts optimized titles using SEO best practices and marketplace requirements
  • Suggests competitive prices with clear rationale based on recent comps
  • One-click preparation and publishing to Shopify and selected marketplaces
However: If the Week 1 assessment reveals a different priority—perhaps Salesforce data reconciliation, real-time sales analytics, or quote follow-up automation ranks higher—we'll pivot the Tech Preview accordingly. We follow the data, not assumptions.

Purpose: Align stakeholders on the future workflow before we scale it. This isn't about perfection—it's about getting everyone in the room to say "yes, this solves the problem" before we invest in production infrastructure.
Available in Standard and Original retainer tiers only.
Example Quick-Win Menu
Each quick win is time-boxed to 4 hours or less, ensuring we deliver multiple improvements every month without getting bogged down in perfectionism. Here's what tactical execution looks like:
Shopify Optimizations
  • Meta description templates for SEO
  • Smart collection rules for automated categorization
  • Enhanced search filters for buyer convenience
  • Google Shopping feed setup and optimization
Marketplace Expansion
  • Enable Shopify Marketplace Connect integration
  • Map product attributes to channel requirements
  • Test pilot collection with 50-100 SKUs
  • Monitor performance and iterate
CRM Automation
  • "Nudge if no reply" playbooks (48h/5d/10d)
  • Pipeline hygiene fixes and stage definitions
  • Automated sentiment logging from replies
  • Lost deal reason tracking for insights
Analytics Repair
  • Fix broken or misleading dashboard tiles
  • Add publishing rate and velocity widgets
  • Track price-change frequency
  • Monitor quote SLA compliance
Catalog Hygiene
  • Bulk title and spec normalization
  • Condition and grading consistency
  • Remove duplicate listings
  • Enhance product images at scale
Ways of Working: Embedded, Lightweight Governance
Cadence & Communication
Weekly 30-minute stand-up: Review completed work, discuss blockers, reprioritize backlog based on evolving needs. These are working sessions, not status theater.
Shared Slack channel: Direct access for quick questions, clarifications, and async collaboration. We respond during business hours, typically within 2-4 hours.
Rolling backlog you control: Priorities shift—we get it. You can reprioritize our work queue at any time based on what's most pressing for the business.
Access & Guardrails
Platform access: We'll need appropriate permissions for Shopify, marketplace accounts, CRM, analytics platforms, and potentially ERP/Quipt (read/admin access as needed for specific tasks).
Pre-authorized micro-changes: Small, reversible improvements (metadata fixes, collection rules, etc.) can be deployed immediately without approval cycles.
Notification on customer-facing changes: Anything visible to customers or that affects pricing gets reviewed before deployment—we protect your brand and margins.
Options & Pricing: Pick Your Slope
Three retainer tiers designed to match different appetite levels for speed and scope. All include the core assessment and quick-win delivery model—the difference is velocity and breadth.
Lite Retainer
$6,000/mo
Approximately 40 hours monthly
  • Comprehensive 30-day assessment
  • 1-2 quick wins delivered per month
  • Weekly stand-up and reporting
  • Shared Slack for collaboration
  • Rolling backlog management
Best for: Testing the waters with focused improvements
Standard Retainer
$9,000/mo
Approximately 60 hours monthly
  • Everything in Lite, plus:
  • 2-3 quick wins delivered per month
  • Tech Preview prototype build
  • Deeper stakeholder alignment
  • More aggressive velocity on implementations
Best for: Serious momentum with proof-of-concept validation
Original Scope
$10,000/mo
Approximately 80 hours monthly
  • Everything in Standard, plus:
  • Additional pilots and proof-of-concepts
  • Deeper analytics repair work
  • More experimental initiatives
  • Broader strategic planning
Best for: Maximum velocity and comprehensive transformation

100% Credit Guarantee
Zero risk: The full amount paid for this engagement is fully applicable as credit toward any future engagements signed within 90 days of this engagement ending. Think of this as a paid pilot that credits back if you continue.
Why IS4.AI? We've Built This Before
You're not hiring "AI consultants" who'll learn on your dime. You're getting battle-tested operators who've built and scaled the exact systems you need—at companies you've heard of, under pressure you understand.
Mike Riley – CTO & Principal
Led engineering at Uber's autonomous vehicle program, managing 500+ engineers building safety-critical systems. Built Nowait app to #1 Food & Drink ranking with 10M+ users before acquisition by Yelp.
What this means for you: 20 years parachuting into startups at crisis points. "I don't deliver PowerPoints; I ship code that solves problems."
Juan Meza – CEO
Managed Visa's global fraud division serving 30,000+ clients including Apple, Amazon, and Meta. Built billion-record data lake for risk analytics and real-time alerting. At Sony, ran $50M P&L across Latin America.
What this means for you: 30 years turning enterprise chaos into working systems. Deployed Salesforce in 22 countries for HP—we know CRM pain intimately.
Daniel Rochmann – COO
Executive Director of $160MM trade finance portfolio maintaining <1% loss ratio. Built international sales channels from $1M to $10M in software and fintech sectors. 18+ years structuring deals and managing turnarounds.
What this means for you: Deep B2B experience, fluent in 5 languages, expert at rescuing distressed operations and building repeatable revenue systems.
We've managed e-commerce at scale (10M+ users), fixed broken CRMs (22 countries), built data infrastructure for Fortune 500s, and shipped revenue-generating systems under pressure. We know your pain points because we've solved them before.
Why IS4.AI? How We're Different
1
We Ship, Not Consult
No 100-slide decks gathering dust. Week 1: we're hands-on in your Shopify, Quipt, Salesforce, and ERP systems. Week 2: first quick win ships and your team sees results. We write code, fix data pipelines, and train your people—not hand you a PDF roadmap.
2
Embedded, Not External
We operate like your internal team with better pattern recognition because we've seen this movie before. Weekly stand-ups, shared Slack, rolling backlog you control. Lightweight governance: pre-authorize reversible changes, notify on customer-facing moves. No bureaucracy.
3
Proven Rapid-Value Model
30-60-90 cadence delivers results fast: assess current state, ship quick wins that demonstrate value immediately, then scale what works and plan strategically. Tech Preview ensures alignment before you scale. 100% credit guarantee means zero-risk pilot.

The Bottom Line
You're not hiring "AI consultants" who'll disappear after a keynote presentation. You're getting a fractional CTO + COO + data architect who've built the exact systems you need—at Uber, Visa, Sony, and a dozen startups—and who will embed in your business until the problems are solved.
We don't just identify opportunities. We implement solutions, train your team, measure results, and iterate until you're operating at the level your market demands.
KPIs & Reporting: How We Prove Value
Transparency isn't optional—it's how we operate. You'll always know what we're working on, what outcomes we're driving, and whether the investment is paying off. We track both leading indicators (activity) and lagging indicators (results).
Leading Indicators
These measure activity and velocity—the inputs that drive results:
SKUs published per week: Are we increasing catalog coverage?
Price changes per week: Are we keeping up with market movements?
Quote follow-ups per week: Are we systematically nurturing pipeline?
Dashboard tiles fixed: Is reporting getting more reliable?
Lagging Indicators
These measure business outcomes—the results that matter to your P&L:
Gross margin per line item: Are we protecting profitability?
Conversion rate by channel: Which marketplaces are working?
Time-to-cash: Are we accelerating the sales cycle?
Quote-to-close rate: Is follow-up automation working?
Weekly Transparency
Every week, you receive a concise report covering: time invested by workstream, outcomes delivered, KPI movement (with trends), obstacles encountered, and next week's plan. You'll also get direct dashboard links so you can verify the data yourself—no trust-us-it's-working required.
Why This Fits Inteleca
Your business model thrives on three critical capabilities: catalog velocity (getting more SKUs to market faster), accurate specifications (building buyer confidence in refurbished equipment), and price agility across channels (optimizing margin while staying competitive).
These are exactly the capabilities that a fractional AI and growth operations team accelerates. We're not proposing a science experiment—we're proposing to systematize what you already know needs to happen.
Your established Shopify footprint provides a solid foundation, and your ITAD services plus AWS Marketplace assessment offer give us clear, low-risk insertion points for quick wins. You've already built the business infrastructure; we're adding the automation and intelligence layer that unlocks the next growth phase.
The opportunity isn't theoretical—it's sitting in your inventory right now, waiting for the systems to catch up with the strategy.
Next Steps: Fast, Reversible, Low-Friction
01
Choose Your Retainer Tier
Review the three options ($6K Lite / $9K Standard / $10K Original) and select the velocity that matches your appetite. We'll send a simple 1-page Statement of Work—no 40-page contracts.
02
60-Minute Kickoff Call
We'll confirm baseline KPIs, discuss platform access requirements, and lock in the initial 2-3 quick wins based on your highest-priority pain points. This is a working session, not a get-to-know-you social call.
03
Week 1 Deliverables
You'll receive a baseline KPI measurement sheet showing current performance and a draft Tech Stack Map documenting your systems. Assessment work begins immediately—we're already adding value.
04
Week 2: First Results
Quick-win #1 goes live (e.g., Shopify meta templates or Google Shopping feed). Tech Preview scope gets locked based on Week 1 findings. Weekly KPI reporting cadence begins so you can track progress.
Notes & Context
These notes are carried forward from our prior proposal conversations to ensure continuity and preserve important context as we've refined the scope:
Core Pain Points Preserved
Manual SKU listing bottlenecks and pricing intelligence gaps were identified as critical constraints in initial discussions. These remain central to our assessment focus and quick-win priorities. We haven't lost sight of what brought us together.
Governance Model Retained
"Quick win pre-authorization" and weekly transparency reporting were specifically requested in earlier conversations. Both remain core to our ways of working—we've simplified scope and price but kept the operational model you wanted.
Scope Refinement Rationale
This proposal represents a scaled-back version designed for faster decision-making and lower initial commitment. All previously discussed capabilities remain available for future phases—we're just staging the work more incrementally.
Our approach is to start focused, deliver visible value quickly, and earn the right to expand scope through demonstrated results. The 100% credit guarantee ensures this initial engagement isn't a sunk cost if you decide to scale up within 90 days.
TL;DR – The Complete Picture
What We're Proposing
Position us as your embedded, fractional Director of AI focused on four core areas: e-commerce throughput, pricing velocity, marketplace synchronization, and reporting you can trust.
We run a 30-60-90 day plan that ships quick wins while we assess, capped by a Tech Preview prototype and a pragmatic roadmap for continued growth.
Investment Options
$6K
Lite Retainer
~40 hrs/month, 1-2 wins
$9K
Standard Retainer
~60 hrs/month, 2-3 wins + Tech Preview
$10K
Original Scope
~80 hrs/month, maximum velocity
Risk Mitigation

100% Credit Guarantee: The full engagement cost applies as credit to future work within 90 days. This is a paid pilot that credits back if you continue—zero sunk cost risk.
Why This Works
  • Fast: Quick wins ship in Week 2, not Quarter 2
  • Reversible: Monthly retainer, not multi-year contract
  • Transparent: Weekly reporting on time, outcomes, and KPIs
  • Proven: Team built these systems at Uber, Visa, Sony, Yelp
  • Embedded: We work like internal team members, not external consultants

We don't just identify opportunities. We implement solutions, train your team, measure results, and iterate until you're operating at the level your market demands.