AI Training for Rep Agencies, Manufacturers and Distributors

Hands-on training that gets your team using Claude and other AI tools on the jobs they do every day — RFQs, bid lists, line reviews, commissions — so it works the next morning.

Request training See example sessions
Hands-on and practicalVirtual or in personBuilt on your own dataNo Flow required

Pick how your team learns.

From a half day with leadership to a talk at your event to a full program that rewires how your company works. Every format is built around your trade and, wherever possible, your own data.

Executive AI Coaching

Half day or full dayVirtual or in person
For owners and leadership

A working session with your leadership team to decide where AI pays off first in your business, and how to roll it out.

  • Your highest-payback AI workflows, ranked
  • One workflow built live on your own data
  • A rollout plan with clear first steps
Get pricing

Team Workshop

Half day or full dayLive online or in person
For your whole team

Your team works hands-on with Claude on examples from your own business, online or at your office. We pick the sessions around your priorities.

  • Sessions chosen for your team
  • Everyone hands-on, not watching slides
  • Set up on every laptop before we finish
Get pricing

Speaking & Training at Your Event

Keynote, workshop or full dayAt your conference, meeting or group
For associations, conferences and networking groups

We come to your event to speak, or to run a live, hands-on AI session built for your audience and their trade.

  • A talk or hands-on workshop, sized to your agenda
  • Examples from your attendees' trade
  • Follow-up resources for everyone who attends
Get pricing

AI Transformation Series

Custom programVirtual and in person
For companies ready to go all in

We build your training plan from our full catalog of modules, and create custom modules for your own workflows. Then we take your whole team through it, in order.

  • A training plan built around your priorities
  • Custom modules for the way your team works
  • Executive coaching and check-ins to make it stick
Get pricing
★ Special for associations

Run an association? Bring our free 6‑module AI webinar series to your members.

Six live webinars that get your members up and running with AI, using practical use cases from their own trade. Each runs 30 minutes to an hour, and it's free for your association and your members.

6 live modules30–60 minutes eachBuilt for your members' tradeFree for your association
ElectricalLightingPlumbingHVAC/RIndustrial supply and MROFood serviceUtilityPower transmissionPumps and fluid handlingFire and life safetyBuilding automationWaterworksDatacom and low voltageMaterial handlingHardware and building products
Sign up your association

Example sessions.

A sample of what we teach, not the full list. Get in touch for our complete training catalog and a training plan built around your team's priorities.

Get the full catalog
Example session: Put your inbox on autopilot with AI

Put your inbox on autopilot with AI

Never let an RFQ sit in your inbox again.

What your team will learn
  • Use Claude to sort 50 emails into Act Now, Reply Today, FYI and Junk in one paste
  • Have AI turn a two-line note into a reply that sounds like you
  • Get AI to summarize a 30-message thread before you jump on a call
  • Connect Claude to Outlook or Gmail so AI reads your inbox directly
  • Let AI pull every deadline, bid date and promise out of a thread into a to-do list
  • Use Claude to answer an angry customer email calmly and specifically
  • Have AI read a factory price-increase letter and list the open quotes it hits
  • Schedule an AI morning triage so your inbox is sorted before you open it
No Flow required. Even faster on Flow:
  • RFQs quoted before you open them, every line matched, crossed and priced
  • Every email linked to its customer, quote and order automatically
Train my team on this
Example session: Use AI to find the jobs worth chasing

Use AI to find the jobs worth chasing

Know which jobs carry your lines before anyone else does.

What your team will learn
  • Use AI to score a GC's weekly bid list for the jobs that carry your lines
  • Have Claude pull the fixture or equipment schedule out of a plan set PDF
  • Let AI turn a schedule into a clean parts list in Excel
  • Use Claude to write a prior-approval request to the engineer
  • Have AI find where a job's plans live and confirm the real bid date
  • Use AI to read a spec section for basis of design and approved equals
  • Let AI spot the “or equal” openings for your lines
  • Build an AI-ranked weekly bid board sorted by dollars at stake
No Flow required. Even faster on Flow:
  • Takeoffs built straight from the drawings, with factory pricing loaded
  • One click from takeoff to a finished quote
Train my team on this
Example session: Never walk in cold: AI meeting prep

Never walk in cold: AI meeting prep

Walk into every meeting knowing exactly what's open.

What your team will learn
  • Have AI prep a one-page brief before any meeting: who's there, the history, what's open
  • Use Claude to turn a photo of a business card into a clean contact
  • Let AI plan a week of visits by area and priority
  • Keep a running AI file on each key account in a Claude Project
  • Have AI turn a call transcript or voice memo into notes, tasks and a follow-up email
  • Use AI to build a ranked call list for the week from your account list
  • Have Claude research a contact or company before you walk in
  • Let AI draft the follow-up so it goes out the same day, every time
No Flow required. Even faster on Flow:
  • A CRM that fills itself in: every email, call, quote and order logged with zero clicks
  • Ask “what's open with Harbor Mechanical?” and get the answer in seconds
Train my team on this
Example session: Instant dashboards, built by AI

Instant dashboards, built by AI

Turn any spreadsheet into answers your whole team can see.

What your team will learn
  • Use AI to turn a raw sales export into a dashboard in minutes
  • Have Claude find the customers who are slipping year over year
  • Let AI measure quote-to-order rate by customer and by rep
  • Use AI to clean up messy POS data where names don't match
  • Ask a spreadsheet questions in plain English and let AI answer
  • Have AI show which lines are growing and which are shrinking
  • Use Claude to map your sales by county or zip
  • Publish an AI-built dashboard as a link your whole team can open
No Flow required. Even faster on Flow:
  • Live dashboards on all your data that refresh themselves
  • DISC county-level market forecasts right beside your sales
Train my team on this
Example session: Win the line review with AI

Win the line review with AI

Show every factory exactly what you're worth.

What your team will learn
  • Have AI build a line review deck from your own sales data
  • Use Claude to compare a factory's year against plan and against last year
  • Let AI prep a factory ride-along: accounts to visit, issues to raise
  • Use AI to score each line on what it pays against the time it takes
  • Have Claude show a factory everything you did for them this year: specs, quotes, wins
  • Use AI to write the asks in both directions: what you need and what they get
  • Let AI draft the quarterly report a factory asks for
  • Have Claude turn a factory program or rebate announcement into a one-pager
No Flow required. Even faster on Flow:
  • A full dashboard set for every manufacturer, built automatically from your data
  • Factory data synced straight in, in whatever format they send it
Train my team on this
Example session: Grow your territory with AI

Grow your territory with AI

Find the accounts and the money you're missing.

What your team will learn
  • Use AI to research target accounts and engineers in your territory
  • Have Claude write cold outreach that doesn't sound like AI
  • Let AI write a new-product email and LinkedIn post
  • Use AI to plan a lunch-and-learn: agenda, invite and follow-up
  • Have AI find the contractors and distributors you don't call on yet
  • Use Claude to build a pitch to sign a new line
  • Let AI turn a spec sheet into a one-page sell sheet
  • Have AI draft a plan for spending a factory's co-op funds
No Flow required. Even faster on Flow:
  • DISC demand forecasts for 3,100+ counties show exactly where the territory is untapped
  • Campaigns sent to your customer segments, with the revenue they bring back tracked
Train my team on this

Taught by people who've worked the desk.

Curtis Seare
CEO, Flow
Leads Flow, the AI operating system for rep firms, manufacturers and distributors. Works inside rep agencies every week putting AI to work.
Ryan Nokes
Chief AI Officer, Flow
Built AI for some of the world's largest banks and ran Data Crunch, an analytics and machine learning firm, for over a decade. A founder of Flow.
Teagan Bleyle
Rep Enablement, Flow
Came to Flow from an HVAC rep firm after working the desk firsthand. Knows the day-to-day of a rep agency inside out.
Chris Pezl
Rep Enablement, Flow
Worked at a rep agency before joining Flow. Brings the rep's side of the table to every session.

Tell us about your team.

We'll come back with a plan and pricing built around your business.

I'm with a…
What kind of training?