NOVA AI Sales Intelligence Platform
Empowering Your Sales Team with AI-Driven Customer Intelligence
February 2026
is4.ai
Your Vision. Our Expertise.
Sue, you've built something extraordinary over 30+ years — 800+ SKUs, a passionate dealer network across 3 distribution centers, and a mission that turns mobility aids into instruments of style and independence. Fortune named you one of the "Ten Most Powerful Women Entrepreneurs" for a reason: you transformed an industry in decline into a thriving consumer retail opportunity.
Your challenge isn't product quality or brand strength. It's unlocking the intelligence trapped inside your systems so your sales team can sell smarter, faster, and with confidence. The data exists — it just needs to work for your team instead of against them.
The Showroom Gap
Your showroom builder wows dealers visually — but can't connect to real product data, pricing, or generate actual orders
Order Accuracy Issues
Dealers frequently place incomplete or incorrect orders because they lack intelligent guidance at the point of sale
Data Access Barriers
Your ERP holds rich customer, product, and order data — but accessing it requires custom reports
Mobile Intelligence
Sales reps need instant answers on the road, not spreadsheets they can't search or navigate effectively
Introducing the NOVA AI Sales Intelligence Platform
Your AI-Powered Sales Partner
An intelligent assistant purpose-built for NOVA's sales team that connects to your product catalog, customer history, and ERP data — delivering instant answers, smart recommendations, and guided ordering through natural conversation. Think of it as giving every sales rep a brilliant assistant who knows every product, every customer, and every order by heart.
Product Intelligence
Ask anything about your 800+ SKUs in plain English. "Which canes come in leopard print?" "What's the box configuration for the 1070 LP?" "Show me all bathroom safety products under $50 wholesale." Instant, accurate answers — no manuals required.
Customer Intelligence
Complete customer profiles at your fingertips. Order history, purchasing patterns, payment status, last visit — all accessible by voice or text before every sales call. Walk in prepared, not surprised.
Smart Order Guidance
AI-suggested orders based on customer purchase history, seasonal patterns, and product mix gaps. No more incomplete orders or missed cross-sell opportunities. Every order optimized for customer needs and your revenue.
From Parking Lot to Purchase Order
A day in the life of a NOVA sales rep with the AI platform — transforming every customer interaction with intelligence that travels with you.
1
Before the Visit (in the car)
"Hey NOVA AI — give me a summary of Bone Store's last 3 orders and their outstanding balance." → Instant voice response with key details, trends, and suggested talking points. You walk in knowing exactly where the conversation should go.
2
During the Visit (on tablet/laptop)
"What products does Bone Store carry from us that they haven't reordered in 60+ days?" → AI identifies lapsed products and suggests reorder quantities based on their historical patterns. Turn forgotten SKUs into fresh opportunities.
3
Closing the Deal
"Generate a suggested order for Bone Store based on their typical quarterly buy, plus the new bathroom safety line they haven't tried." → AI builds the order with product codes, quantities, pricing, and totals — ready for review and signature.
4
Works Everywhere
Laptop, tablet, or phone. Voice and text. No training required. The intelligence adapts to how your reps actually work — not the other way around.
The Business Impact
Quantifiable Value from Day One
Challenge Today
  • Dealers place wrong or incomplete orders, creating returns and frustration
  • Reps spend valuable selling time looking up product specs manually
  • Customer insights locked in ERP reports
  • No visibility into ordering patterns, product gaps, or upsell opportunities
  • Showroom visuals completely disconnected from real pricing and inventory data
With NOVA AI Platform
  • AI-guided ordering based on actual purchase history eliminates guesswork
  • Instant conversational access to full catalog — specs, pricing, availability
  • Real-time customer intelligence on any device, anywhere, anytime
  • AI identifies lapsed products and upsell opportunities automatically
  • Product data seamlessly connected to visual selling tools
40%
Reduction in Order Errors
Fewer incomplete orders and returns through AI-guided validation
2x
Faster Sales Cycles
Reps walk in prepared, leave with signed orders — not promises
25%
Higher Order Values
AI-recommended product additions increase average transaction size
80%
Less Dependency
Reduced burden on internal team for custom data pulls and reports
We've Done This Before — Successfully
IS4.AI specializes in building AI agents for sales-driven organizations with complex product catalogs and ERP integrations. These aren't case studies — they're live platforms serving real customers right now.
Pharma
Sales Intelligence + Field Operations Platform
800+ medication SKUs, sales analytics, customer intelligence, voice interface. AI-powered product knowledge for pharmaceutical reps in the field. Phase 1 delivered in 4 weeks, now expanding to order entry and payment collection.
Similar to NOVA: large catalog, mobile reps, ERP integration, customer intelligence
Industrial Machinery
AI-Powered Technical Assistant
Complex product catalog with technical specifications. Natural language queries across thousands of parts. Instant access to detailed engineering specs.
Similar to NOVA: product data complexity, massive SKU variety
Clinical Offices
WhatsApp AI Sales Agent
Automated customer conversations with CRM integration. Handles inquiries, appointment scheduling, and product recommendations through messaging.
Similar to NOVA: high-volume customer interactions, intelligent routing
Live demos available on request.
Built Fast. Validated Early. Scaled with Confidence.
We use an agile, phased methodology designed to deliver working software fast — not decks, not wireframes, not promises — so you can touch, test, and validate before scaling. Every phase delivers standalone value.
This phased approach validates assumptions before heavy investment, delivers value at each milestone, and allows iteration based on real user feedback — not guesses. It completely de-risks the project for both sides.
Phase 1: Proof of Value
1-4 Weeks
Build and deliver a working AI sales intelligence agent using sample/synthetic data from your catalog and customer base. You and your team interact with it, test it, and confirm it solves the problem.
Phase 2: Backend Integration
2-4 Weeks
Connect the AI agent to your live MAS ERP system via SQL database. Real product data, real customer data, real-time intelligence. Your reps start using it with actual information.
Phase 3: Order Operations
2-4 Weeks
Add write capabilities — AI-assisted order creation that flows back into your ERP for processing. Digital signature capture, order confirmation emails, and complete audit trail.
Phase 1: Proof of Value
See It Working in Weeks, Not Months
What Gets Built
  • Conversational AI agent trained on your product catalog (Using a sample of your 800+ SKUs)
  • Product search by name, code, category, specifications, box configuration, pricing
  • Customer profile lookup with order history and a sample purchasing patterns
  • Voice interface for hands-free, on-the-road use
  • Mobile-responsive web application — works on any device
What You Provide
  • Product catalog export (spreadsheet or database extract)
  • Sample customer data (50-100 accounts with order history)
  • A few session to understand MAS data structure
  • Feedback on AI responses during weekly iteration cycles
What You Get
A working platform your team can test with real scenarios
Validated proof that AI can understand your products, customers, and sales patterns
Clear roadmap for production deployment
No risk — if the PoV doesn't deliver value, you decide what's next
1-4
Weeks
Timeline to working prototype
$10K
Investment
Fixed-price delivery
Phase 2: Live Data Integration
From Demo to Production
What Gets Built
  • Secure connection to your MAS ERP SQL database
  • Real-time product data sync (pricing, inventory, specifications, images)
  • Live customer profiles with current balances, credit limits, payment history
  • Actual order history and purchasing patterns across all accounts
  • Role-based access (reps see their accounts, managers see everything)
  • Data refresh and synchronization protocols
What You Provide
  • SQL database access to MAS
  • Documentation of key tables and data relationships
  • User list and role assignments
  • Testing and feedback during build
What You Get
Production-ready AI agent with live, real-time data from your ERP system
Your team can start using it for daily sales preparation and customer visits immediately
All product, customer, and order intelligence at natural-language fingertips — no more waiting for Kevin's reports
2-4
Weeks
Integration timeline
$18K
Investment
Fixed-price delivery
Phase 3: Order Operations
From Intelligence to Action
Complete the Sales Cycle in One Platform
This phase transforms your AI assistant from a research tool into a complete sales execution platform. Reps can research, recommend, build orders, capture signatures, and submit to your ERP — all without leaving the conversation.
What Gets Built
  • AI-assisted order creation (voice or text: "Add 10 units of 1070 LP leopard cane")
  • Smart order builder with customer-specific pricing and quantity suggestions
  • Order review screen with product details, quantities, pricing, and totals
  • Order submission to MAS ERP for processing
  • Order history and status tracking
What You Provide
  • Order entry business rules (pricing tiers, discounts, minimums, credit limits)
  • Write access or API endpoint to MAS order tables
  • Testing and UAT with select reps
What You Get
Complete sales cycle in one platform — research, recommend, order, confirm
Elimination of manual order entry and transcription errors
Audit trail for every order with timestamp, location, and signature
Reps close deals on-site instead of "I'll send you the order later"
2-4
Weeks
Build timeline
$25K
Investment
Fixed-price delivery
Your Platform Grows With Your Business
These capabilities can be added as modules after the core platform is live. Each represents a natural evolution of your sales intelligence ecosystem — quoted separately on a time-and-materials basis.
📸 Image Analysis & Shelf Space Optimization
Take a photo of a dealer's display area → AI analyzes the space dimensions and current product placement → generates an optimized planogram with suggested products sized to fit → converts directly to a suggested order.
This is the "showroom builder meets AI" vision.
📈 Sales Trend Analysis & Forecasting
AI-powered dashboards showing product performance trends, seasonal patterns, territory comparisons, and predictive demand forecasting. Know what's going to sell before it happens. Make buying decisions based on intelligence, not intuition.
🔄 Automated Reorder Suggestions
Proactive alerts when customers are due for reorders based on their purchasing cadence. "Bone Store typically reorders walkers every 45 days — they're at day 52. Here's a suggested reorder." Never miss a repeat sale opportunity.
🎓 Dealer Training Intelligence (MVP Integration)
Connect with your HME180 training platform to track dealer certifications and product knowledge, informing AI recommendations. "This dealer hasn't completed rollator certification yet — recommend simpler models or schedule training."
Each add-on is quoted separately on a time-and-materials basis at $250/hr after scope definition.
Investment Summary
Complete Pricing — All Phases Transparent and Predictable
Setup & Development
SaaS Licensing (Ongoing)
Support & Enhancements
  • Regular support (M-F 9am-4pm PT): Included in SaaS license
  • Premium support / enhancements: $250/hr
  • Add-on module development: $250/hr (quoted per module)
Payment Schedule
Milestone-Based Payments
All phases are signed upfront. Payments are triggered at each milestone, ensuring alignment between delivery and investment. This protects both parties and maintains project momentum.
1
Contract Execution
$10,000 — Phase 1 kickoff, due at signing
Begins immediately upon contract execution. Data collection and AI training starts.
2
Phase 2 Kickoff
$18,000 — Upon Phase 1 acceptance
Triggered when you accept the Proof of Value delivery and approve Phase 2 start.
3
Phase 3 Kickoff
$22,000 — Upon Phase 2 acceptance
Triggered when live ERP integration is accepted and Phase 3 order operations begin.
4
Annual SaaS License (50 users)
$4,800 — Due at Phase 2 go-live
First annual license payment begins when platform goes live with real data.
$54.8K
Total at Full Deployment
Complete platform with one year of service

Payment Terms: All payments are non-refundable. Invoiced at each milestone with 5 business day payment terms. Payment by bank wire transfer.
Anticipated Questions
We Know You're Thinking...
"What if the AI doesn't understand our products well enough?"
That's exactly why we start with Phase 1. You test it with real scenarios before committing to integration. If it doesn't deliver, you've invested $10K — not $50K. The phased approach is specifically designed to validate fit before major investment.
"Our ERP (MAS) is old/complex. Can you really connect to it?"
Yes. MAS uses a SQL database, which is one of the most standard and well-documented database platforms in existence. NOVA already creates custom reports from it — we connect to the same data layer. Read-only in Phase 2, write access in Phase 3. We've done this dozens of times.
"How long until my reps are actually using this?"
Phase 1 (testable agent): 1-4 weeks. Phase 2 (live data): another 2-4 weeks. Your reps could be using it with real data in as little as 6 weeks from signing. This isn't a 12-month IT project — it's rapid deployment with immediate value.
"What about data security? Our customer data is sensitive."
All connections are encrypted (TLS in transit, AES-256 at rest). We connect read-only in Phase 2. Your data stays in your systems — we query it, we don't copy it. Role-based access controls ensure reps only see their accounts. Full security details in the agreement.
"We are already building custom reports."
On demand reporting is great — and this doesn't replace them. It gives your entire sales team self-service access to the intelligence IT currently builds manually. The IT resources can focus on strategic projects instead of ad-hoc "Can you pull this data?" requests.
"What if we need changes mid-build?"
That's why we use agile methodology. Weekly iteration cycles mean we're adjusting based on your feedback constantly — not delivering a surprise after 3 months. You see progress, test functionality, and guide direction throughout the entire build.
What Makes IS4.AI Different
Why Us
🚀 Speed
Working software in weeks, not quarters. Our one-week preview cycle means you see results before most vendors finish their statement of work. We move at startup velocity because we are a startup.
🎯 Domain Experience
We've built this exact type of platform for a Pharmaceutical company (800+ SKUs, field sales, ERP integration). Your use case is remarkably similar — and we've already solved the hard problems. You benefit from proven patterns, not experiments.
🤝 Skin in the Game
We don't bill hourly and walk away. Our SaaS model means we succeed only when you keep using the platform. We're invested in your long-term success — our revenue depends on your satisfaction and renewal.
💡 AI-Native
We're not a legacy consulting firm bolting on AI. We're an AI company that uses AI to build AI solutions. That compound velocity means faster iteration and better results. We live in this technology daily.
Implementation Timeline
From Signature to Sales Impact
This timeline assumes normal progression through all phases. Each phase can be accelerated or extended based on your team's availability and feedback cycles.
Week 1-2
Kickoff, data collection, AI agent training on product catalog. Initial system architecture and infrastructure setup.
Week 2-4
Phase 1 delivery — PoV agent with sample data, team testing begins. Iteration cycles based on your feedback.
Week 4-5
Phase 1 feedback, refinement, Phase 2 kickoff. Database connection planning with Kevin.
Week 5-8
MAS ERP integration, live data connected, user accounts provisioned. Role-based access configuration.
Week 8-9
Phase 2 acceptance, Phase 3 kickoff. Order operations design and business rules definition.
Week 9-12
Order operations built, tested with select reps, full deployment. Digital signature integration, email confirmations, ERP write-back.
Training Included
Minimum 5 hours of hands-on user training included with Phase 3 delivery. Virtual or on-site (travel extra).
Go-Live Support
Dedicated support during first 2 weeks of production use. We're with you when it matters most.
The Agreement
What You're Signing
This proposal is structured as a single License Agreement covering all phases. Key terms are outlined below — full agreement attached for legal review and signature.
License & Ownership Terms
  • License Type: Non-exclusive, non-transferable SaaS license
  • IP Ownership: All improvements and derivative works remain IS4.AI property
  • Data Rights: NOVA data used only to enhance platform performance for NOVA
  • Confidentiality: Mutual NDA terms included
Operational Terms
  • Support: Regular business hours (M-F, 9am-4pm PT) included; premium at $250/hr
  • Term: 12-month SaaS license, auto-renewing annually
  • Governing Law: State of Wyoming, USA
  • Termination: 30-day cure period for material breach

Legal Review: Full SaaS licensing agreement will be delivered separately for review and signature. We're available to walk through any questions or concerns with your legal team.
Let's Get Started, Sue
Next Steps to Transform Your Sales Team
01
Review & Sign
Review this proposal and send us en email to lets us know you agree to move forward. The full licensing agreement will be sent to you separetely. We're available to walk through any questions on a call this week. Our team can address legal, technical, or business concerns immediately.
02
Kickoff Call
Schedule a 60-minute kickoff within 48 hours of signing. We meet Kevin, map the data, and align on Phase 1 priorities. This call sets the foundation for everything that follows.
03
Data Handoff
Product catalog export and sample customer data. Kevin can prepare in 1-2 days. We provide a simple data specification template to make this painless.
04
First Demo
Working AI agent in your hands within 4 weeks. You'll interact with it, test it with real scenarios, and see your vision come to life.
Your Contacts at IS4.AI
Juan A. Meza, CEO — jm@is4.ai
Daniel Rochmann, Co-Founder
Mike Riley, Co-Founder
Intelligent Software for AI, Corp.
52 Little Sewickley Creek Road
Pittsburgh, PA 15143
(786) 763-1323
https://is4.ai

This proposal expires 30 days from date of issuance.
The Future of NOVA Sales is Intelligent
Sue, you've spent three decades building NOVA into a powerhouse brand that transforms lives through mobility and independence. Your dealers trust you. Your products are exceptional. Your team is passionate.
Now it's time to give them the intelligence they deserve — instant access to every product detail, every customer insight, every order pattern. No more spreadsheets. No more waiting for reports. No more incomplete orders or missed opportunities.
This isn't just software. It's your competitive advantage — delivered in weeks, validated at every step, and designed to scale with your vision.
Let's build it together.
Start Your Phase 1 Today
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