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Rep OS · For independent rep firms

The AI operating system for your rep firm.

Claude, set up for the way your firm sells. Ask for a branded quote or a lunch-and-learn deck and get it back in minutes. Every quote lands in a pipeline with a follow-up clock, so nothing goes quiet.

From $500, one time. Pay, then tell us about your firm. Your kit is built from your answers.

You carry great lines. The admin is eating the selling.

Independent reps win on relationships and product knowledge. Then the week fills with quotes, decks, and chasing. Here is where the time goes.

What Rep OS installs

Your intake answers decide what goes in, how it's branded, and which lines it knows.

The Pipeline

Every project and quote in one place. Each one has a follow-up clock that turns red before the deal goes cold.

Genslerday 9 · due
Meridian HQ refreshday 14 · late
Perkins & Willday 3

Branded quotes by voice

Say the project and the terms. Get a quote back in your firm's look.

12 units · laminate · 35% off list

Presentations on demand

Lunch-and-learn decks in your brand or the manufacturer's.

SlidesPDFAnimated HTML

The Follow-Up Writer

Drafts the next touch in your voice for anything that has gone quiet.

Day 9, no reply → draft ready

Projects that know your firm

Your lines, price guides, and brand, loaded on day one.

SeatingCasegoodsAcoustics

A setup guide for your team

Plain language and phased, so everyone is live without a tech project. Phase 1 is quotes, decks, and the Pipeline. The rest waits until you're ready.

Same Rep OS. You choose how much we do.

Every tier starts the same way: pay, then answer the intake. That's what customizes your kit.

Self-serve

$500one time

You answer the intake. We generate your customized kit. You install it at your own pace.

  • The full Rep OS kit, built for your firm
  • Guided intake questionnaire
  • Step-by-step setup guide
  • Install on your schedule
Most popular

Done with you

$699one time

Everything in Self-serve, and we build it alongside you so it lands right the first time.

  • Everything in Self-serve
  • We build your kit with you
  • A walkthrough of your setup
  • Help getting your firm live

Done for you

$999one time

We set the whole thing up, then train your team on a live call.

  • Everything in Done with you
  • We do the full setup
  • One hour of personal onboarding
  • Live training for your team

Each person on your team needs their own Claude plan. Rep OS is the setup that runs inside it.

Pay, tell us about your firm, start selling.

  1. 1

    Pick a tier and pay

    Self-serve, done with you, or done for you. Checkout takes a minute.

  2. 2

    Tell us about your firm

    Your lines, your customers, your tools, your brand. Have your logo and a writing sample handy.

  3. 3

    Install and sell

    Your kit arrives built for your firm. Ask for your first branded quote and deck the same day.

Questions reps ask before buying

Do we need our own Claude accounts?

Yes. Each person on your team needs a Claude plan. Rep OS is the setup that runs inside it. The intake tells you which plan fits.

We're a Microsoft shop. Does that work?

Yes. Microsoft 365 or Google Workspace both work. The intake asks which you use and the kit is built for it.

We don't use a CRM. Is that a problem?

No. Rep OS includes The Pipeline, a simple tracker built for quotes and follow-up. If you already have a CRM you like, we work with it.

Can decks go out in the manufacturer's brand?

Yes, you pick per line. Your firm's brand is loaded at setup, and manufacturer branding is added for the lines you choose.

What happens right after I pay?

You land on the intake questionnaire. Your kit is built from those answers.

Turn on Rep OS for your firm.

Branded quotes, decks on demand, and follow-up that never slips. Set up around the way you already sell.

Set up my firm

More Sales. More Money. Less Stress.