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Daley Brennan

AI for the wine trade · New York · In wine since 2008

Price every US state right, and know which accounts to call next. I build the tools that do both.

I sell wine in the US market every day, and I build the tools that do it. Describe the job in a sentence: the tool is built to your brief, on your data, with the three-tier rules written in.

Your data stays in your accounts, and every proposal starts with a written conflict check.

Book a free intro call

30 minutes. Bring one wine and its ex-cellar price, and you leave with its shelf price in New York and one more state, as a PDF.

Proof, on a sample wine

The new vintage costs 6% more. Every option is on the shelf, state by state, before the importer call.

This is what the shelf-price tool is for. Each option you’re weighing, walked from cellar to shelf in every state, with what it does to the year, and a one-page answer a person approves before it goes anywhere.

Giulia

Export manager

Tenuta Fondaluce, a fictional estate

Shelf prices · new vintage
Tuesday, 2:15 p.m.Velamare 2025 · Tuscan redex-cellar · off-premise · per bottle€9.50€10.10+6%New vintageStateShelf todayAt the new costOver $40NY$38.11$40.40+$2.29over $40TX$38.06$40.34+$2.28over $40IL$38.94$41.22+$2.28over $40FL$39.31$41.59+$2.28over $40CA$38.05$40.34+$2.29over $40PA$28.59*$30.23*+$1.64Three options · 2,000 cases · the year vs. holdingGiulia’s pick: split itPass it through€10.105 states over $40+€14,400Hold the price€9.50no state over $40€0Split it€9.802 states over $40+€7,200PDFOne page, three optionsTo the importer, 2:25 p.m.ApproveApproved · GiuliaShelf price before sales tax, from the site’s own price engine.Engine assumptions as of Oct 16, 2026.* PA sells through state stores; the board markup is an estimate.
A representation of the shelf-price tool on a sample wine. The year line is arithmetic on the estate’s volume.

Running every day, with dates

+61%
US shipments I’m responsible for
Calendar 2025 vs 2024 · my own sales role
5 min
for a written pricing diagnostic that used to take most of a day (297 s on a verified run)
September 2026
7 s
to price one wine on the shelf in 50 states and DC, PDF included
October 21, 2026
1.47M
public-record rows behind Account Finder, refreshed daily
October 2026

01 /What I sell

Built to your brief.

Tell me the job. I build the tool that does it, on your data, in your own accounts, at a fixed price quoted in writing after our first call. The two ways to start are starting points, not a menu.

Start with a ranking

01

AI Opportunity Review

Where the hours and the sales go, ranked.

Half a day with you and your team on where the hours and the sales go. Then a written ranking of the three builds worth doing, each with a price band and what it saves or sells, and a 25-account sample list built from your best customers.

If nothing is worth building, the report says so.

Format
Half a day together, the report in two weeks
Ask about this →
Opportunity Review
Sample data
  1. 01

    Shelf prices for every state

    Saves about six hours a week of price files

  2. 02

    Inquiry desk for importer questions

    Replies the same morning, not at the end of the week

  3. 03

    Trade memory for price lists

    Stops quotes from last year’s price list

25-account sample list, built from your best customers

Tenuta Fondaluce is a fictional estate. Names in this panel are invented.

Start with a working tool

02

Starter build: one tool, ten days

A working tool in ten days.

Most often shelf prices for your range: your wines, your states, your importer’s margins, running in your own accounts with a branded PDF your team can send. If another job is the one that eats your week, say so on the call and we start there. Either way you get a note on what to build next.

Format
Ten days; fixed price quoted in writing after our first call
Ask about this →
03

Builds to your brief

You describe the job. I build the tool that does it.

Any job your team repeats: a report nobody has time to read, a price file, a reply that waits, a list that should write itself. Built on your data, running in your own accounts, at a fixed price set after the Review or the Starter build. You write the test it has to pass: half to start, half when it passes.

Format
Fixed price after the Review or the Starter build, 30 days of fixes included
Ask about this →

After handover

A monthly plan that watches the connections and fixes what breaks, or a signed release with the source code. Your choice.

Your sentence, one tool

How a build starts: you say what the job is, in one plain sentence

A simplified version of how one of my own tools was built: the weekly account list. One sentence of what the business needs, a short plan, four files, four tests, and a list a rep can use on Monday. Your sentence will be different, and so will the tool.

It ends where it should: a person reads the list, a rep makes the calls, and a customer reorders.

Claude Code~/sales-tools/weekly-list

Build me a tool that reads my sales report and gives each rep the 25 accounts to call this week, with the reason for each, for a person to read first.

Plan

  1. 1.Read the weekly sales report, CSV or Excel.
  2. 2.Score every account: last order, reorder gap, what they don’t carry yet.
  3. 3.Write each rep’s 25 with a reason, for a person to read first.
  • src/read-report.tsReading 1,400 rows... found 3 restaurants that quietly stopped ordering.
  • src/score-accounts.ts
  • src/write-list.tsWrites the list and stops; a person reads it first.
  • tests/score-accounts.test.ts

4 tests pass

npm run weekly-list -- --rep dana

  1. 01Osteria BravaHasn’t reordered in 90 days
  2. 02The Copper TableNew restaurant, no rosé yet
  3. 03North Pier CellarsBuys the rosato, never tried the red
  4. 04Vino CortoOrdered every month until July
  5. 05Larch & LanternOpened a second bar in June

+ 20 more in lists/dana-week-43.csv

A person reads this before anyone is called.

Dana · Tuesday

Called two. One reordered 10 cases.

A simplified representation of a real build.

Animated terminal: a one-sentence prompt asks for a tool that gives each rep 25 accounts to call this week, with a reason each, for a person to read first. A three-line plan, four files and four passing tests follow. The tool runs and lists five accounts with reasons, then the line: a person reads this before anyone is called. The rep’s note: called two, one reordered 10 cases.

Build me a tool that reads my sales report and gives each rep the 25 accounts to call this week, with the reason for each, for a person to read first.

  1. Read the weekly sales report, CSV or Excel.
  2. Score every account: last order, reorder gap, what they don’t carry yet.
  3. Write each rep’s 25 with a reason, for a person to read first.

src/read-report.ts, src/score-accounts.ts, src/write-list.ts, tests/score-accounts.test.ts. 4 tests pass.

  1. Osteria Brava: Hasn’t reordered in 90 days
  2. The Copper Table: New restaurant, no rosé yet
  3. North Pier Cellars: Buys the rosato, never tried the red
  4. Vino Corto: Ordered every month until July
  5. Larch & Lantern: Opened a second bar in June

A person reads this before anyone is called. Dana · Tuesday: Called two. One reordered 10 cases.

Three I’ve built, to show the shape. Yours will be different.

Shelf prices for every state

Pick a wine and a state and see the price from cellar to shelf: freight, duty, the tariff, every tier’s margin, and the states that limit volume discounts. A branded page for your importer. The rules behind the walk: the three-tier system, with the money left in.

Shelf price
Sample data

Velamare 2024, €10.00 ex-cellar

New York · Off-premise · Per bottle

Ex-cellar
$11.30
Landed (freight, duty, excise)
$13.19
Importer sells at
$19.39
Distributor sells at
$28.51
Shelf price, before sales tax
$43.99
StateShelfVolume discounts
NY$43.99Posted only
CA$43.92Allowed
TX$43.92Restricted

EUR/USD 1.13 · rate as of Oct 16, 2026

Tenuta Fondaluce is a fictional estate. Names in this panel are invented.

The inquiry desk

Every trade inquiry researched, scored and drafted for a person to read, edit and send, the same morning.

Inquiry desk · One week
Sample data
MonTueWedThuFri
Before

Arrives Monday, answered Thursday

After
  • Mon 9:12 a.m. · Inquiry from a New Jersey importer
  • 9:20 a.m. · Researched, scored 8/10, draft ready
  • 10:05 a.m. · Giulia edits it and sends
Tenuta Fondaluce is a fictional estate. Names in this panel are invented.

Trade memory for your portfolio and accounts

Price lists, tech sheets, past quotes and call notes, dated and searchable, every answer cited.

Trade memory
Sample data

What did we quote for Solmora 2021 to the Illinois distributor?

$25.00 FOB per bottle, quoted on September 3, 2026 [1]. It replaced the March price of $24.00 [2].

  1. [1]US price list, September 2026Sep 3, 2026
  2. [2]US price list, March 2026 (retired)Mar 4, 2026
Tenuta Fondaluce is a fictional estate. Names in this panel are invented.
04

AI day for your sales team

Everyone leaves with a tool that works on their own laptop.

Up to eight people, on site or remote. Each person leaves with one working tool (a price walk for their wines, a target-account list, a follow-up drafter), a shared folder of them, and a one-page rulebook.

If anyone leaves without a working tool, a second session (remote, half a day) is free.

Format
Up to eight people, one day, travel at cost
Ask about this →
Team day · Working tools
Sample data
  • Giulia, exportPrice walk for the range✓
  • Marco, US salesTarget list, Chicago✓
  • Elena, marketingTech sheet drafter✓
  • Paolo, logisticsShipment status replies✓
  • Sara, officeOrder confirmation check✓
  • Luca, ownerWeekly sales summary✓

Six people, six working tools, one shared folder

Tenuta Fondaluce is a fictional estate. Names in this panel are invented.
05

Safe AI for the wine trade

A briefing for owners, boards and trade-body committees.

What data can go where, the approve-before-send rule, recording consent state by state, spend caps, the EU duty to train staff, and which three jobs to try first.

You leave with a one-page policy.

Format
A talk or a half day, in English or French
Ask about this →
AI policy, one page
Sample data
  1. 1.A person approves every send.
  2. 2.Price lists and customer data stay in company accounts.
  3. 3.Calls are recorded only with everyone’s consent.
  4. 4.Each tool has a monthly spend cap and an off switch.
  5. 5.Everyone is trained before using AI with company data.
Tenuta Fondaluce is a fictional estate. Names in this panel are invented.

Every price is in writing within 48 hours of our first call: two options, valid 30 days.

What it looks like

Your sales week, with the busywork taken out.

What comes in, what the tools do with it, and the orders that come out. Every name and number is sample data from a fictional estate.

The system

How the sales office runs with AI in it

Files, prices, emails and calls come in all week. The tools do the sorting, the sums and the first drafts; a person approves what goes out. All of it runs in your own accounts.

Your own accountsWhat comes inDistributor depletion files15 files, 6 different formats€Price lists and costsFOB, tariff, freight, the new vintageYour brand’s own materialsTech sheets, brand rules, past quotesBuyer emails and submissionsInquiries, samples, reordersCall recordingsRecorded with everyone’s consentWhat the tools do01The Monday distributor pictureEvery file rolled into one view→ For leadership3 accounts02Price scenarios for every stateOne cost in, every state’s shelf out→ For leadership3 options03Trade memoryNever quotes last year’s price→ For the brand0 old prices04The brand voice checkOn every sell sheet, email and post→ For the brand2 claims held05The inquiry deskResearched, scored, reply drafted→ For the sales team9 replies06Call notes that write the follow-upDone before the rep is back in the car→ For the sales team16 follow-upsYour data stays inside this line. I keep no copy afterhandover.A person approveseverything that crossesthis line.What you getFor leadershipOne picture every MondayYou approve every send.For the brandOne voice everywhereSell sheets, emails and posts all sound likeyou.For the sales teamTheir week backLess typing. More time with buyers.Orders confirmed this week60 cases · Chicago importer, new vintage25 cases · New Jersey importer, sent 10:0510 cases · Osteria Brava, reorder95 cases
Everything comes in, the tools do the sorting and the drafts, a person approves what goes out, and the orders land. A sample week on a fictional estate.

Animated diagram of a sales office with AI in it. On the left, what comes in: distributor depletion files, price lists and costs, the brand’s own materials, buyer emails and submissions, and call recordings, each arrow marked with a number. In the middle, six tools: the Monday distributor picture, price scenarios for every state, trade memory, the brand voice check, the inquiry desk, and call notes that write the follow-up. Every arrow out of the tools passes a gate where a person approves, then reaches one of three readers: leadership sees one picture every Monday and approves every send, the brand sounds like one voice everywhere, and the sales team gets its week back. A dashed line marks the client’s own accounts, where the data stays. At the bottom, the week’s orders land: 95 cases.

What comes in:

  • Distributor depletion files. 15 files, 6 different formats.
  • Price lists and costs. FOB, tariff, freight, the new vintage.
  • Your brand’s own materials. Tech sheets, brand rules, past quotes.
  • Buyer emails and submissions. Inquiries, samples, reorders.
  • Call recordings. Recorded with everyone’s consent.

What the tools do:

  • The Monday distributor picture. Every file rolled into one view. 3 accounts. A person approves. For leadership.
  • Price scenarios for every state. One cost in, every state’s shelf out. 3 options. A person approves. For leadership.
  • Trade memory. Never quotes last year’s price. 0 old prices. A person approves. For the brand.
  • The brand voice check. On every sell sheet, email and post. 2 claims held. A person approves. For the brand.
  • The inquiry desk. Researched, scored, reply drafted. 9 replies. A person approves. For the sales team.
  • Call notes that write the follow-up. Done before the rep is back in the car. 16 follow-ups. A person approves. For the sales team.

What you get:

  • For leadership: One picture every Monday. You approve every send.
  • For the brand: One voice everywhere. Sell sheets, emails and posts all sound like you.
  • For the sales team: Their week back. Less typing. More time with buyers.

Orders confirmed this week: 60 cases, Chicago importer, new vintage; 25 cases, New Jersey importer, sent 10:05; 10 cases, Osteria Brava, reorder. 95 cases.

Your own accounts. Your data stays inside this line. I keep no copy after handover. A person approves everything that crosses this line.

Three readers, one week

Three scenes, each ending on a sale

One for the owner, one for the brand, one for the rep on the road. Same fictional estate, same week.

The people in these scenes

Giulia

Export manager

Tenuta Fondaluce, a fictional estate

Dana

Sales rep, Chicago

Tenuta Fondaluce, a fictional estate

aFor leadershipBuilt

The new vintage costs 6% more. Three options are priced, state by state, before the importer call.

BeforeThe price talk happened on the call, from memory, and the shelf effect showed up months later.

Shelf prices · new vintage
Tuesday, 2:15 p.m.Velamare 2025 · Tuscan redex-cellar · off-premise · per bottle€9.50€10.10+6%New vintageStateShelf todayAt the new costOver $40NY$38.11$40.40+$2.29over $40TX$38.06$40.34+$2.28over $40IL$38.94$41.22+$2.28over $40FL$39.31$41.59+$2.28over $40CA$38.05$40.34+$2.29over $40PA$28.59*$30.23*+$1.64Three options · 2,000 cases · the year vs. holdingGiulia’s pick: split itPass it through€10.105 states over $40+€14,400Hold the price€9.50no state over $40€0Split it€9.802 states over $40+€7,200PDFOne page, three optionsTo the importer, 2:25 p.m.ApproveApproved · GiuliaShelf price before sales tax, from the site’s own price engine.Engine assumptions as of Oct 16, 2026.* PA sells through state stores; the board markup is an estimate.
Tuesday
2:15 p.m.The 2025 vintage comes in at €10.10 ex-cellar,up from €9.50. The importer call is at 3:00.2:16 p.m.Six states priced three ways: pass it through,hold, or split.2:18 p.m.Passed through, five states cross $40 on theshelf. Held, the year gives up €14,400.2:20 p.m.Giulia picks the split: €9.80, two states over$40, €7,200 more than holding.2:25 p.m.The one-page answer reaches the importer beforethe call.$3:40 p.m.Agreed: €9.80 on the 2025 vintage,2,000 cases for the year.
Before the call, every option is on the shelf in every state with what it does to the year. The answer is one page, approved by a person, and the vintage is sold.

Animated scene: the new vintage’s cost lands, six states are priced three ways, the states over $40 are flagged, Giulia picks the split, the one-page PDF drops out and she approves it. The clock ends on the vintage agreed at €9.80 for 2,000 cases.

  • NY: $38.11 → $40.40
  • TX: $38.06 → $40.34
  • IL: $38.94 → $41.22
  • FL: $39.31 → $41.59
  • CA: $38.05 → $40.34
  • PA: $28.59 → $30.23
  • Pass it through: €10.10, 5 states over $40, +€14,400
  • Hold the price: €9.50, no state over $40, 0
  • Split it: €9.80, 2 states over $40, +€7,200
  1. 2:15 p.m.: The 2025 vintage comes in at €10.10 ex-cellar, up from €9.50. The importer call is at 3:00.
  2. 2:16 p.m.: Six states priced three ways: pass it through, hold, or split.
  3. 2:18 p.m.: Passed through, five states cross $40 on the shelf. Held, the year gives up €14,400.
  4. 2:20 p.m.: Giulia picks the split: €9.80, two states over $40, €7,200 more than holding.
  5. 2:25 p.m.: The one-page answer reaches the importer before the call.
  6. 3:40 p.m.: Agreed: €9.80 on the 2025 vintage, 2,000 cases for the year.
bFor the brandBuilt

An importer writes at 9:58. The reply goes out at 10:05, in your voice.

BeforeAnswered Thursday, by whoever had time, from last year’s price list.

Inquiry desk
New Jersey importer09:58Velamare 2024: price for 25 cases, and can itship by May?ResearchedFit 8/10Price: September listDraft reply · for a person to approveHi Tom, thank you for asking about Velamare 2024.It’s $12.00 FOB a bottle on our September list,and 25 cases can ship by May. It’s made withorganic grapes. Shall I send two samples thisweek?Brand check: “organic wine” changed to “madewith organic grapes”.Price matches the September list. Tasting wordsmatch the tech sheet.Approve and sendSent 10:05Giulia reads it first.$Re: Velamare 202411:40“Confirmed. 25 cases for May.”
Monday
9:58 a.m.A New Jersey importer asks for a price on 25cases.10:00 a.m.Researched, scored, reply drafted from theSeptember list.10:01 a.m.The brand check fixes one claim before anyonesees it.10:04 a.m.Giulia reads it and changes one word.10:05 a.m.Sent.$11:40 a.m.Order confirmed: 25 cases.
The inquiry is answered from the current price list, checked against the brand’s rules, approved by a person and sent at 10:05. The order follows.

Animated scene: an importer’s inquiry arrives at 9:58, the reply is drafted, the brand check fixes a banned claim, a person approves, the reply goes out at 10:05 and the importer confirms 25 cases.

New Jersey importer: Velamare 2024: price for 25 cases, and can it ship by May?

Hi Tom, thank you for asking about Velamare 2024. It’s $12.00 FOB a bottle on our September list, and 25 cases can ship by May. It’s made with organic grapes. Shall I send two samples this week?

Brand check: “organic wine” changed to “made with organic grapes”. Price matches the September list. Tasting words match the tech sheet.

  1. 9:58 a.m.: A New Jersey importer asks for a price on 25 cases.
  2. 10:00 a.m.: Researched, scored, reply drafted from the September list.
  3. 10:01 a.m.: The brand check fixes one claim before anyone sees it.
  4. 10:04 a.m.: Giulia reads it and changes one word.
  5. 10:05 a.m.: Sent.
  6. 11:40 a.m.: Order confirmed: 25 cases.
cFor the sales teamBuilt

Dana opens this week’s 25 accounts, calls two, and one reorders.

BeforeThe same ten accounts every week, and the notes typed at night from memory.

Weekly account list
This week’s 25 · ChicagoDana, week 43Tue 8:30 a.m.01Osteria BravaHasn’t reordered in 90 days02The Copper TableNew restaurant, no rosé yet03North Pier CellarsBuys the rosato, never tried the red04Vino CortoOrdered every month until July05Larch & LanternOpened a second bar in JuneCallingCalledFollow-up draftedCallingCalledSamples ThursdayReorder: 10 cases+ 20 more on the list
Tuesday
8:30 a.m.Dana opens this week’s 25 accounts, each with areason.9:30 a.m.Osteria Brava. Last order 90 days ago.10:18 a.m.Notes and follow-up drafted before she startsthe car.11:30 a.m.The Copper Table. Samples of the rosato onThursday.12:40 p.m.She checks both follow-ups at lunch and sendsthem.$2:10 p.m.Osteria Brava reorders: 10 cases.

Hours back per week, per rep

4 hours a week back with buyers

16 calls × (20 − 5 minutes) = 240 minutes = 4 hours

The assumptions

  1. 1.Four calls a day, four days a week in the field: 16 calls.
  2. 2.Today, each call takes 20 minutes of notes, CRM entry and the follow-up email.
  3. 3.After, each call takes 5 minutes to check the drafted notes and follow-up, and send.
  4. 4.Not counted: visit prep, or the follow-ups that used to slip.
  5. 5.Your numbers will differ. The AI Opportunity Review uses yours.
The rep starts the week with 25 accounts and a reason for each, her notes and follow-ups are drafted as she goes, and the first reorder comes in on Tuesday.

Animated scene: a Chicago rep opens this week’s 25 accounts, calls two, each call’s notes and follow-up are drafted, and Osteria Brava reorders 10 cases.

  1. Osteria Brava: Hasn’t reordered in 90 days
  2. The Copper Table: New restaurant, no rosé yet
  3. North Pier Cellars: Buys the rosato, never tried the red
  4. Vino Corto: Ordered every month until July
  5. Larch & Lantern: Opened a second bar in June
  1. 8:30 a.m.: Dana opens this week’s 25 accounts, each with a reason.
  2. 9:30 a.m.: Osteria Brava. Last order 90 days ago.
  3. 10:18 a.m.: Notes and follow-up drafted before she starts the car.
  4. 11:30 a.m.: The Copper Table. Samples of the rosato on Thursday.
  5. 12:40 p.m.: She checks both follow-ups at lunch and sends them.
  6. 2:10 p.m.: Osteria Brava reorders: 10 cases.

4 hours a week back with buyers. 16 calls × (20 − 5 minutes) = 240 minutes = 4 hours

The map

Fourteen jobs I’ve automated, or would, on your sales funnel

Each one says what your person still does. Pricing and accounts light up first: they bring in sales. If the job that eats your week isn’t here, that’s the first thing we talk about.

  • Built · 9runs today in my own business
  • Build · 5I’d build it for you, on your data

Marketing → Accounts → Pricing → Selling → Retention

MarketingGives time back
  • Built

    Social posts with your veto

    You still: tap yes or no on every post.

  • Build

    Sell sheets, tasting notes and product copy

    You still: taste the wine and sign off every sheet.

  • Build

    Label pre-check and compliance prep

    You still: your compliance team or vendor reviews and files.

AccountsGrows sales
  • Built

    Account targeting

    You still: choose which accounts to walk into.

  • Built

    Importer and distributor research

    You still: decide who to approach, and make the first call.

  • Build

    Trade-show follow-up

    You still: say who mattered, then send what’s drafted.

PricingGrows sales
  • Built

    Price changes to every state

    You still: approve new prices before a distributor sees them.

  • Built

    Trade memory

    You still: own the facts and answer the hard questions.

SellingGives time back
  • Built

    Inquiry triage and replies

    You still: read the brief, edit the reply, press send.

  • Built

    Call notes and follow-ups

    You still: ask for consent to record, then check and send.

  • Built

    Rep and market-visit prep

    You still: walk in and sell.

  • Built

    Sample tracking

    You still: ship the bottles and make the follow-up call.

RetentionGives time back
  • Build

    Depletions roll-up

    You still: read the Monday picture and pick the calls.

  • Build

    Reorder nudges

    You still: decide who gets a call this week.

Fourteen jobs on the sales funnel: nine run in my own business today, five I’d build for you.

Animated map of fourteen wine and spirits sales jobs on the funnel, from marketing to retention. Pricing and accounts light first, then selling, retention and marketing. Each job is marked built or build, with what the person still does.

Marketing (Gives time back):

  • Social posts with your veto, Built. You still: tap yes or no on every post.
  • Sell sheets, tasting notes and product copy, Build. You still: taste the wine and sign off every sheet.
  • Label pre-check and compliance prep, Build. You still: your compliance team or vendor reviews and files.

Accounts (Grows sales):

  • Account targeting, Built. You still: choose which accounts to walk into.
  • Importer and distributor research, Built. You still: decide who to approach, and make the first call.
  • Trade-show follow-up, Build. You still: say who mattered, then send what’s drafted.

Pricing (Grows sales):

  • Price changes to every state, Built. You still: approve new prices before a distributor sees them.
  • Trade memory, Built. You still: own the facts and answer the hard questions.

Selling (Gives time back):

  • Inquiry triage and replies, Built. You still: read the brief, edit the reply, press send.
  • Call notes and follow-ups, Built. You still: ask for consent to record, then check and send.
  • Rep and market-visit prep, Built. You still: walk in and sell.
  • Sample tracking, Built. You still: ship the bottles and make the follow-up call.

Retention (Gives time back):

  • Depletions roll-up, Build. You still: read the Monday picture and pick the calls.
  • Reorder nudges, Build. You still: decide who gets a call this week.

02 /Your data

Where your data goes, in four switches.

The settings every build ships with, written into the proposal.

  • Your data stays in your own accountsOn
  • Read-only connections by defaultOn
  • A copy kept by me after handoverOff
  • Anything sent without a person’s approvalOff

03 /Who it’s for

Who I work with, in this order.

  1. 01

    Producers abroad entering the US

    Shelf prices for every state, US-ready material in American English, an inquiry desk for your importer’s questions, usually inside an export engagement.

  2. 02

    Teams and trade bodies

    Team days and briefings for interprofessions, export agencies, chambers, wine schools, and the sales teams of importers and brokers.

  3. 03

    Importers, brokers and supplier sales teams in the US

    The Review and builds, each proposal preceded by a written check of your distributors and accounts against my day job.

For producers, the AI work usually rides with one of the four export engagements.

04 /Case studies

Six tools I run, shown on a fictional estate.

Each one does a real job in my own work. The screens on these pages use Tenuta Fondaluce, an estate I made up, so nobody’s data is on show.

Live product

The pricing engine and diagnostic PDFs

Working out where a wine lands on a US shelf takes a day of spreadsheets per market, and it has to be done again for every state, every vintage and every importer conversation.

Read →Live product

Account Finder

Finding the next 100 accounts for a wine means weeks of searching directories that answer yesterday’s questions.

Read →In daily use

Dictation that knows wine names

Ordinary dictation turns Franciacorta into French Quarter, so people type instead and lose an hour a day to the keyboard.

Read →Pilot

Meeting notes while the call runs

After a buyer call, the follow-ups live in someone’s head until Friday, and half of them never happen.

Read →In daily use

The morning brief

The first hour of the day goes on working out what matters in the inbox and the calendar.

Read →In daily use

The approve-before-send check

AI drafts are fast, and one wrong price or promise in a sent email costs more than the time it saved.

Read →

05 /Questions

What people ask me first.

You sell wine in the US yourself. Who else sees my prices?

Your prices stay in your own accounts; I work from them during the engagement and keep no copy. I sell wine in the US every day, and that’s why these tools work: I use them myself. Every proposal starts with a written check of your distributors and accounts against my day job.

What happens after handover?

The tool is yours and runs in your accounts. You write the acceptance test; the second half is invoiced when it passes. Every build comes with 30 days of fixes, then a monthly plan or a signed release with the source code.

Which AI do you use, and where does my data go?

Most of what I build is built with Claude, and some jobs use another provider where it does one thing better, such as speech-to-text. For your build, the provider and its data terms are named in the proposal, and connections are read-only unless you agree otherwise.

Do my people need to be technical?

No. If they can use a spreadsheet and email, they can use what I build. The team day is there for people who want to build small tools themselves.

Tell me which job eats your week.

On a free 30-minute call I’ll walk one of your wines from the cellar to a US shelf, live, and tell you whether a tool would earn its price.

Book a free intro call
Or describe the process in writing →