MerchPilot AI™ is your personal sales automation assistant—designed specifically for promotional product distributors. It helps automate your follow-up, outreach, reactivation, and client communications so you can focus on what you do best: building relationships and selling brand merch.

Most CRMs are generic. MerchPilot AI™ is purpose-built for our industry. It comes loaded with proven workflows for vertical markets, reorder triggers, appointment follow-ups, and seasonal campaigns—ready to launch. You can integrate your existing website with an AI Customer Service MerchBot®, You can include and live answer assistant, and the system will even send postcards (Personalized 1:1 Thank you notes and Birthday Cards), or when orders are shipped, or time to reorder!

Email blasts are one-size-fits-all—they hit your entire list at once, whether it’s relevant or not. That’s how you end up in spam or ignored entirely. MerchPilot AI™ watches what your contacts do—like clicking on a product, requesting a quote, or placing an order—and sends personalized follow-ups when it matters. Instead of noise, your emails feel timely, helpful, and intentional. That’s how you turn cold lists into warm conversations.

Definitely not. This is your co-pilot—loaded with 40 years of proven industry strategy, based on proven manual processes, and now for the first time ever, implemented with automation workflows and real follow-up systems. It’s like plugging Cliff Quicksell and a top automation expert into your team.

Let’s say a lead fills out a form, requests a quote, or reaches out by phone, email, or voicemail. MerchPilot immediately responds with a personalized email—or even a voicemail—thanking them and confirming next steps. It then: Schedules a follow-up email Sets a reminder for you to call And automatically triggers a reorder reminder 9 months later It’s like cloning yourself—but for admin, follow-up, and marketing.

You’ll see it in real time. MerchPilot includes a built-in dashboard that shows open rates, click rates, meetings booked, and even reorders triggered. You’ll know exactly which campaigns and messages are driving revenue—no guesswork. You will hear from customers and prospects. There is no contract, and you can cancel at any time.

Because every lead you don’t follow up with is an order you might be missing. Distributors who automate early gain more consistency, convert more quotes, and reclaim hours every week. If you're busy—or just inconsistent—this system picks up the slack. Remember, email blasts ignore the golden rule—engage the Right Person, at the Right Time, with the Right Message. You can only do this with Marketing Automation.

We work with a variety of businesses in and for the Promotional Products Industry. From Distributors and Suppliers, and solopreneurs to large sales teams. Our customized approach allows us to tailor our strategies to fit your unique needs and goals.

Success is measured through data analytics and key performance indicators (KPIs) like audience engagement, lead generation, conversion rates, and overall brand growth. We provide regular updates to keep you informed on your campaign’s progress.

If you sell promotional products to schools, businesses, nonprofits, franchises, or corporate clients (really any industry) and you’re tired of chasing leads or forgetting follow-ups, and you want a better way to nurture leads with automation powered by AI, then MerchPilot™ is built for you. When we say its built for you, that's not lip service. Every email is personalized for you the sender, and personalized for the recipient! Say No To Email Blasts!!! Send 1:1 communications at scale.

At the Right Time. With the Right Message. To the Right Person.

You’ll get early access to our onboarding process, special training content, and exclusive perks available only to founding users. We’ll notify you as soon as your slot is open.

Not at all. If you can send an email, you can use MerchPilot. We’ll handle the setup, and our smart workflows do the heavy lifting in the background.

Nope. Think of it like a sales assistant that never sleeps. MerchPilot AI handles the tasks that usually fall through the cracks—so you can spend more time being the face of your business.