Sales consulting · Data & AI

Sell more.Spend less timeon everything else.

Tailored sales consulting. Account intel for your team. Depletion reporting: one data center that shows where your business stands. AI that handles your reps' follow-ups, leads and paperwork.

Book a call
How it works

Your stack · your data · no new apps · no training

  • Built around how you sell✦
  • Your stack. Your data.✦
  • No new apps. No training.✦
  • Sales by state, every distributor✦
  • Follow-ups that never slip✦
  • Expense reports done for you✦
  • More time on the street✦

The old way.

Before · how most teams still sell

The Headstart way.

After · your stack, automated

01 · Account Intel

Guessing which accounts are worth a visit.

Guesswork

01 · Account Intel

Knowing which accounts are worth it — and who buys.

Known

02 · Depletions

Five distributor reports in five formats. None match.

5 formats

02 · Depletions

One dashboard with sales by state, standardized across every distributor.

1 dashboard

03 · Automation

Follow-ups, leads and distributor POs piling up at 10pm.

After hours

03 · Automation

Follow-ups, leads and purchase orders handled by AI.

Handled

Services

Three ways tosell more.

Every engagement is tailored. We study how your team sells today, then build only what moves your numbers — on the tools you already use.

01

Account Intel

Account intel for your team: which accounts are worth chasing, and who buys there.

  • Account profiles & key buyers
  • Accounts worth pursuing, ranked
  • New points of sale before they open
See the example
02

Depletion Reporting

Depletion reporting: one data center that tells you where your business stands.

  • Sales by state, distributor and account
  • Standardized across every distributor
  • Alerts when accounts stop reordering
See the example
03

AI Automation

Follow-ups, leads, distributor POs and expense reports handled by AI — so reps can sell.

  • Follow-ups drafted after every visit
  • Leads checked against depletions
  • POs logged, expenses classified
See the example

  • Your stack. Your data.

    We automate the tools and processes you already have. Your data stays yours.

  • No new apps. No training.

    Nothing new for your team to learn. It runs inside the email and tools they use today.

  • Time back on the street.

    Less admin for reps, faster answers for managers, more time for real decisions.

01

Account Intel

The problem

The menu is setbefore the doors open.Are you in the room?

New accounts choose their suppliers early. If you hear about them when they open, you're pitching a menu that's already closed.

A new account in your territory

Trinity Social Club · Cocktail bar, Dallas

Example

With Headstart

License filed
License approved
Menu set
Doors open

Without

Without Headstart: you find out when the doors open. The menu is already set.

With Headstart: you hear at the license stage. You're in the conversation before the menu is set.

01Account IntelThe fix

Know whichaccounts areworth it.

Account intel for your team: which accounts to chase, who buys there, and which new spots open next month — in one report built around your portfolio.

  • Account profiles and the buyers who decide
  • Accounts worth pursuing, ranked
  • New points of sale before they open
  • Reports tailored to your territory and portfolio
Book a call

Account Intel · example territory

Dallas–Fort Worth · Oct 2026

Example

Opening soon

214

New this month

386

Accounts tracked

18,412

  • Oak & Ember Kitchen

    Frisco, TX · Restaurant · full bar

    Opens Nov

  • Trinity Social Club

    Dallas, TX · Cocktail bar

    Opens Nov

  • Stockyard Taproom

    Fort Worth, TX · Beer bar

    Opens Dec

  • Lakeside Market #4

    Rockwall, TX · Retail · package

    Opens Dec

  • Copper Fox Bistro

    Denton, TX · Restaurant · full bar

    Opens Jan

Example with fictional accounts, people and figures.

02

Depletion Reporting

The problem

Five reports. Five formats.Which accountsstopped buying?

The answer is in your distributor reports — buried under different columns, units and dates. Drag the line and see what you've been missing.

Distributor A

DistA_Sept_FINAL_v3.xlsx

AccountProductCases
LONE STAR STEAKHOUSECabernet La Mama18
THE GRAND ROOFTOPCabernet La Mama12

Distributor B

distributor_b_0930.csv

customeritemcs_9L
Westside Wine ShopLa Mama Cabernet4.5
Oak & Ember KitchenLa Mama Rose3

Distributor C

Distributor C - report.pdf

Account NameDescription9L Eq.
Bayfront Supper ClubLA MAMA CAB SAUV 7509.0
Hudson Cellar RoomLA MAMA CHARD 7506.0

Distributor D

Dist D sept (2).xls

Store #DescQty
4471 Legacy BarCab. Sauv. La Mama 12/7508
4479 Harbor ClubRosé La Mama 12/7505

Distributor E · Houston

DistE_HOU_depl.xlsx

AcctItemCs
Montrose Wine BarLaMama Cab0
River Oaks BistroLaMama Cab0

5 distributors · 1 format · 9L cases

La Mama Wines · one view

Example
  • Cabernet La MamaLa Mama CabernetLA MAMA CAB SAUV 750LaMama CabLa Mama Cabernet Sauvignon 750ml
  • Casescs_9L9L Eq.QtyCs9L cases

Sales by state

  • TX6,420
  • CA5,110
  • FL3,380
  • NY2,240
  • IL1,090

By account · September

AccountStateCasesvs LY
Lone Star SteakhouseTX18+34%
Bayfront Supper ClubFL9+12%
Westside Wine ShopIL4.5+8%
Montrose Wine BarTX0−100%
River Oaks BistroTX0−100%

Alert: 14 Houston on-premise accounts haven't reordered in 60+ days.

Found in seconds. Not next quarter.

Headstart · Depletion Report

La Mama Wines · Sep 2026

Example

Cases YTD

18,240

vs last year

+11.3%

Active accounts

1,126

Lost (60 days)

38

2026 2025

  • Texas · 2 distributors

    6,420 cs+18%

  • California · 1 distributor

    5,110 cs+9%

  • Florida · 1 distributor

    3,380 cs-6%

  • New York · 1 distributor

    2,240 cs+14%

  • Illinois · 1 distributor

    1,090 cs+22%

This month's alerts

14 Houston restaurants haven't reordered in 60+ days

Rosé up 31% in DFW chains — push summer programs

Distributor C: August report missing

Example with a fictional brand, distributors and figures. 9L cases.

02Depletion ReportingThe fix

Every distributor.One data center.

We automate the depletion reports you already receive. Every distributor's format is standardized into one data center that tells you where your business stands — by state, distributor and account.

  • One dashboard with sales by state
  • Standardized data across different distributors
  • Drill down by distributor, account and SKU
  • Alerts when accounts stop reordering
Book a call
03

AI Automation

The problem

How many hoursdo your reps spendnot selling?

Expenses, follow-ups, distributor POs, CRM. Move the sliders to your team's numbers.

Your numbers

Expenses, follow-ups, distributor POs, CRM updates. Based on 46 working weeks a year.

1,380

hours a year your team spends on admin instead of selling.

That's 35 full work weeks. Every year.

A rep's week · who does the paperwork?

Rep
Selling · 34 h
AI
Idle

34 h selling, 6 h on paperwork. Every week.

03AI AutomationThe fix

Your reps sell.AI does thepaperwork.

Follow-ups, leads, distributor purchase orders and expense reports — automated inside the tools your reps already use. No new apps, no training. Just more time on the street.

  • Follow-up emails drafted right after each visit
  • Leads checked against depletions: did they buy after the work-with?
  • Distributor POs logged and confirmed automatically
  • Expenses classified and justified — see where the money goes
Book a call

Headstart · AI Automation

A rep's month, automated

Example
9 receipts this month → classified & justifiedTotal $1,321
  • Travel & mileage$447 · 34%
    —
  • Events & sponsorships$450 · 34%
    0 orders linked
  • Meals with buyers$186 · 14%
    2 orders linked
  • Samples & tastings$142 · 11%
    1 order linked
  • Marketing materials$96 · 7%
    —

Events: $450 and no orders in 30 days. A distributor-led tasting may pay off better.

Travel is 34% of spend. Grouping Fort Worth visits could cut mileage.

Every receipt justifiedReport ready for finance

Example with fictional accounts, people and amounts.

How it works

Assess. Implement.Grow.

A structured engagement, tailored to your team — from first audit to measurable results.

  1. Phase 01Assessment

    We audit how your team sells.

    A focused consulting assessment of your tools, distributor reporting and workflows — to find where time and revenue are lost. Every company sells differently.

    • Current stack and reports
    • Where hours and money go
    • Prioritized roadmap

  2. Phase 02Implementation

    We build on the tools you already use.

    Reporting and AI that run inside your existing systems. Your data stays yours. No new apps, no training for your team.

    • Depletions standardized
    • Follow-ups, leads and POs automated
    • Expenses classified and justified

  3. Phase 03Growth

    Your team sells more. Managers decide faster.

    One view of where the business stands, alerts before problems grow, and reps back in the field instead of on admin.

    • One view of the business
    • Early-warning alerts
    • More hours selling

FAQ

Straightanswers.

  • Beverage companies and the people who sell for them — wine, beer, spirits and non-alcoholic brands, importers and distributors. Account Intel is for distributor and supplier sales teams, Depletion Reporting is for brand directors, and AI Automation is for sales reps.

No obligation · Tailored to your team

Ready tosell more?

Tell us where your sales get stuck. We'll look at your stack and show you what to automate first.

Book a call or email juan.sainz@headstartsales.com