Cam, Luis, and Connor held an introductory strategy meeting for a consulting engagement with Lift Foils, a hydrofoil/eFoil manufacturer where Connor previously worked. Connor walked through the company’s highly manual battery fulfillment workflow — pulling backlogs from NetSuite, manually picking/fulfilling orders, selecting shipping carriers, and sharing dispatch data with the 3PL via Google Sheets — all of which is ripe for automation. The team agreed to build a demo using spoofed data (since the CTO, Mike, won’t grant NetSuite access without proof of concept) targeting the last week of April for a client presentation. Pricing was deferred; the immediate focus is on building the tool, with Connor handling aggressive follow-ups to lock down a demo date with Lift Foils leadership.
mindmap
root((Lift Foils Project))
Client Background
eFoil manufacturer
Puerto Rico HQ fulfillment
Florida 3PL for batteries
Moving to new 3PL in Colorado
CTO Mike - gatekeeper for access
COO Alan - change insight
Current Workflow Pain Points
Manual NetSuite backlog pull
Copy-paste order fulfillment
Manual carrier selection
UPS Ground for southern US
FedEx for Puerto Rico
DHL for Asia
FIFO payment priority sorting
3PL manual label printing
Tracking/serial number upload errors
Customer email notification failures
Shipping cost inefficiency
Compliance per country UN3480
Demo Plan
Spoof data without NetSuite access
Connor built Claude artifact preview
Automate picking process
Carrier optimization logic
Compliance checking
CSV export for carrier upload
Agentic integrations for queries
Future Opportunities
Full shipping department automation
Procurement and forecasting
Data entry error failsafes
Historical data agent
European warehouse BlueTrak integration
CRM email-based tool
Business Strategy
Target demo last week of April
NDA for data access
Pricing deferred
Sell against employee cost savings
NetSuite license cost as leverage