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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
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Generated Nov 4, 2026
  1. Programmable
  2. Playbooks
  3. ShelfCycle
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growth playbook · Nov 4, 2026

shelfcycle.com (opens in a new tab)

ShelfCycle growth playbook

Diagnosis

ShelfCycle has a strong product and real proof (order entry from 15-20 minutes to 1, inventory variance from about $10,000 to about $500, live in 12-15 weeks) and is hiring its second or third AE, who will work "without an SDR team or marketing engine".

The website is 10 URLs: no pages for the jobs distributors search for, a migration offer that lands on a bare demo form, and no switch pages.

This playbook builds the AE an inbound channel first (module pages, a migration form, proof on the demo page, switch pages), then a trade-show system, targeted outbound, a calculator, a free hazmat lookup and referrals, with a benchmark, a document portal and a food-ingredients pilot as bigger bets.

Growth Score

6/10

Biggest Opportunity

Turn the homepage's detailed chemical workflows into pages and offers that bring distributors to the AE, starting with the migration plan.

Biggest Risk

Datacor, Deacom and generic ERPs are entrenched, distributors are slow to switch, and a sub-10-person team must split time between sales, onboarding and product.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Give the new AE an inbound channel: one page per module and compliance job, because the site has 10 URLs

    Pick the first three pages from the jobs prospects mention most on calls.

    High impact First result in 1 month
  2. 2

    Make "Get your migration plan" its own form, asking what the distributor runs on today

    Write the five questions.

    High impact First result in 2 weeks
  3. 3

    Put proof and next steps on the demo page

    Add the four numbers above the form.

    High impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 7Fill-ins · 7Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    ShelfCycle's Account Executive post says the AE will work "without an SDR team or marketing engine feeding you leads". The homepage already shows eight modules and jobs distributors search for (COA and SDS generation, hazmat BOLs, kosher, halal and NSF cert expiry, Superfund excise rates, landed and delivered cost, demurrage), but the whole site is 10 URLs, so none of those searches has a page to land on.

    High impactMedium effort First result in 1 month Head of Sales

    First action

    Pick the first three pages from the jobs prospects mention most on calls.

    How to measure it

    Inbound demos from module pages

    Now
    –
    Target
    8 a month
    By
    90 days

    Steps

    1. 1

      Rank the jobs

      Which pains come up most in calls and lost deals.

      Head of Sales 1 day

    2. 2

      Template

      Problem, screen, result, form.

      CEO 1 day

    3. 3

      Write three pages

      COA and SDS, hazmat paperwork, cert tracking.

      Account Executive 1 week

    4. 4

      Build

      Pages, sitemap and internal links from the homepage modules.

      Founding Engineer 3 days

    5. 5

      Add the rest

      Margin, lots and order entry pages.

      Account Executive 2 weeks

    6. 6

      Use in outreach

      Link the matching page in each sequence.

      Account Executive ongoing

    7. 7

      Measure

      Search Console and demos by page.

      Head of Sales monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Head of Sales

    Smallest test

    Publish the COA and SDS page and link it from the homepage this week.

    Why it works

    Publish one page per job, written from the homepage examples: "COA and SDS software for chemical distributors", "Hazmat BOL and placard paperwork", "Kosher, halal and NSF certificate tracking", "Landed cost and true margin per order", "Repack, relabel and blending lots", "Chemical distribution ERP with AI order entry". Each page: the problem in the distributor's words, the screen from the homepage, one customer result and a demo form. Route those demo requests to the new AE.

    Operations buyers search for the job, not for "AI-native ERP", and each page gives the AE warm leads and something specific to send after a trade show or cold email.

    Ready to use

    ChecklistFirst six module pages

    [ ] COA and SDS software for chemical distributors
    [ ] Hazmat BOL and placard paperwork
    [ ] Kosher, halal and NSF certificate tracking with expiry alerts
    [ ] Landed cost, delivered cost and true margin per order
    [ ] Lots, blends, repack and relabel
    [ ] AI order entry from POs, PDFs and phone calls
    [ ] Each page: problem, screen, customer result, demo form
    [ ] Demo requests routed to the AE

    Risks and how to handle them

    • Thin pages

      One real screen and one customer number on every page.

    • Compliance claims

      Describe what the software records; do not promise regulatory outcomes.

    Evidence

    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
    • Your websiteSitemap (checked November 4, 2026): 10 URLs: the homepage, /onboarding, /case-studies and four stories, /careers, /demo and /terms. No pricing, module, comparison, "switch from" or guide pages; no blog. A separate help center (help.shelfcycle.com) and developer site exist.Source
    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
  • 02

    The onboarding page's strongest offer, "Get your migration plan", links to the same generic demo page, which asks only for name, company, phone and email. A distributor ready to talk migration is asked nothing about their current system, and the call starts cold.

    High impactLow effort First result in 2 weeks Head of Sales

    First action

    Write the five questions.

    How to measure it

    Migration-plan requests

    Now
    –
    Target
    10 a month
    By
    60 days

    Steps

    1. 1

      Questions

      Five.

      Head of Sales 1 hour

    2. 2

      Build form

      On /onboarding.

      Founding Engineer 1 day

    3. 3

      Plan template

      One page from the month 1-4 program.

      Head of Client Success 2 days

    4. 4

      Reply rule

      Within one business day.

      Account Executive ongoing

    5. 5

      Link

      All "Get your migration plan" buttons.

      Founding Engineer 1 hour

    6. 6

      Measure

      Requests to demos to closes.

      Head of Sales monthly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Head of Sales

    Smallest test

    Point one button to the new form for two weeks.

    Why it works

    Build a short migration form: current system (QuickBooks, a legacy ERP, Salesforce, spreadsheets, paper), number of products and office staff, and the month they want to be live. Reply within a day with a one-page plan using the month 1-4 program, and book the call from it.

    A specific offer with a deliverable converts better than "book a demo", and the answers qualify the lead and prepare the AE.

    Risks and how to handle them

    • Fewer form fills

      Keep the questions to five.

    Evidence

    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
    • Your websiteDemo page: a headline offering a demo with two named sales leaders, three bullets ("Live in month 3, graduated in month 4", "Automate your tasks and emails", "Save 7 hours per week per employee") and a form asking only first and last name, company, phone and work email, with a "Get started" button. No question about the current system, products or team size, and no customer proof or what happens next.Source
    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
  • 03

    The demo page has three bullets and a form. The strongest proof ShelfCycle has (order entry from 15-20 minutes to 1, training from 6 months to 1 week, inventory variance from about $10,000 to about $500, live in 12-15 weeks) sits on other pages.

    High impactLow effort First result in 2 weeks Account Executive

    First action

    Add the four numbers above the form.

    How to measure it

    Demo form completion

    Now
    –
    Target
    +25%
    By
    60 days

    Steps

    1. 1

      Pick proof

      Four numbers and quotes.

      Account Executive 1 hour

    2. 2

      Write next steps

      Three steps.

      Head of Sales 1 hour

    3. 3

      Add field

      Current system.

      Founding Engineer 1 hour

    4. 4

      Build

      Layout update.

      Founding Engineer 1 day

    5. 5

      Track

      Visits to submissions.

      Head of Sales weekly

    6. 6

      Review

      After a month.

      Head of Sales monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Add the numbers today.

    Why it works

    Add the four customer numbers with names and quotes, a three-step "what happens on the call" list (your data, your workflow, your migration plan), and a line on no migration or onboarding fees. Add a field for the current system.

    Buyers who reach the demo page are deciding whether to give their time; proof there lifts completion.

    Risks and how to handle them

    • Longer page

      Keep the form in the first screen.

    Evidence

    • Your websiteDemo page: a headline offering a demo with two named sales leaders, three bullets ("Live in month 3, graduated in month 4", "Automate your tasks and emails", "Save 7 hours per week per employee") and a form asking only first and last name, company, phone and work email, with a "Get started" button. No question about the current system, products or team size, and no customer proof or what happens next.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
  • 04

    The onboarding page names QuickBooks, legacy ERPs and Salesforce as what customers leave, and CDS left 15 years of legacy software. Distributors outgrowing QuickBooks or tired of an old ERP search for alternatives, and ShelfCycle has no page for them; Datacor and Deacom are what many will compare.

    Medium impactLow effort First result in 1 month Account Executive

    First action

    Draft the QuickBooks page from the onboarding FAQ.

    How to measure it

    Switch-page demos

    Now
    –
    Target
    5 a month
    By
    90 days

    Steps

    1. 1

      Outline

      From onboarding FAQ.

      Account Executive 1 day

    2. 2

      Write

      Two pages.

      Account Executive 3 days

    3. 3

      Review

      Accuracy.

      CEO 1 day

    4. 4

      Build

      Pages and sitemap.

      Founding Engineer 1 day

    5. 5

      Use

      In outbound to QuickBooks users.

      Account Executive ongoing

    6. 6

      Measure

      Demos.

      Head of Sales monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Account Executive

    Smallest test

    Publish the QuickBooks page.

    Why it works

    Publish two pages: what changes when a distributor moves off QuickBooks (lots, COAs, hazmat, landed cost), and what moving off a legacy chemical or process ERP looks like (12-15 weeks, no migration fees, open-format exports). Use a fair comparison table by category, not attacks on named rivals.

    Switching searches are high intent, and the onboarding program is the answer to the biggest objection.

    Risks and how to handle them

    • Comparison claims

      Describe categories, cite rivals' own words.

    Evidence

    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • Competitor researchRivals' own homepages: Datacor, "the leading provider of solutions for process manufacturers, chemical distributors, & engineers"; Deacom (ECI), "an all-in-one ERP for batch and process manufacturing". ShelfCycle's onboarding page names QuickBooks, legacy ERPs and Salesforce as the systems customers leave.Source
    • Your websiteSitemap (checked November 4, 2026): 10 URLs: the homepage, /onboarding, /case-studies and four stories, /careers, /demo and /terms. No pricing, module, comparison, "switch from" or guide pages; no blog. A separate help center (help.shelfcycle.com) and developer site exist.Source
  • 05

    Two case studies lead with a result in their titles ("cut order entry time by 93%", "Most Consistent Inventory in 20 Years"), but U.S. Chemicals and ClearEdge are titled "Success Story", hiding "7-10 hours per week" and "five systems replaced by one".

    Medium impactLow effort First result in 1 week Head of Client Success

    First action

    Rewrite the two titles.

    How to measure it

    Case study page views

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      Rewrite titles

      Two pages.

      Head of Client Success 1 hour

    2. 2

      Rewrite descriptions

      All four.

      Head of Client Success 1 hour

    3. 3

      Publish

      Update metadata.

      Founding Engineer 1 hour

    4. 4

      Share

      LinkedIn posts.

      Account Executive 1 week

    5. 5

      Use in email

      Sequences.

      Account Executive ongoing

    6. 6

      Measure

      Views and clicks.

      Head of Sales monthly

    First result
    1 week
    Cost
    $0
    Owner
    Head of Client Success

    Smallest test

    Change the U.S. Chemicals title today.

    Why it works

    Retitle and rewrite descriptions: "U.S. Chemicals saves 7-10 hours per employee per week", "ClearEdge replaced five systems with one ERP". Use the same lines in outbound and on LinkedIn.

    Numbers in titles earn more clicks in search and in shared links.

    Risks and how to handle them

    • Customer approval

      Check new wording with each customer.

    Evidence

    • Your websiteCase-study titles and descriptions: "U.S. Chemicals Success Story", "ClearEdge Solutions Success Story" (described as "revolutionized their chemical distribution operations"), while "Chemical Distribution Solutions Case Study" and "Chem/Serv: Most Consistent Inventory in 20 Years" lead with a result.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
  • 06

    The site is fast (phone score 97) and real visitors pass Core Web Vitals, but largest paint is 31% slower than the previous period and PageSpeed flags low-contrast text. Small issues, cheap to fix before more traffic arrives.

    Low impactLow effort First result in 1 week Founding Engineer

    First action

    Open the PageSpeed report and fix the flagged colour.

    How to measure it

    Accessibility score

    Now
    –
    Target
    100
    By
    2 weeks

    Steps

    1. 1

      Fix contrast

      Flagged text.

      Founding Engineer 1 hour

    2. 2

      Review changes

      Recent homepage additions.

      Founding Engineer 2 hours

    3. 3

      Trim

      Unused JavaScript.

      Founding Engineer 1 day

    4. 4

      Add check

      Performance budget on deploy.

      Head of Engineering 1 day

    5. 5

      Retest

      PageSpeed.

      Founding Engineer 15 minutes

    6. 6

      Monitor

      Chrome real-user data.

      Founding Engineer monthly

    First result
    1 week
    Cost
    $0
    Owner
    Founding Engineer

    Smallest test

    Fix the colour today.

    Why it works

    Raise the contrast on the flagged text, check what was added recently to the homepage (the animated sample order is large), and set a performance check on deploy.

    Keeping speed and readability as traffic grows avoids losing buyers on older office machines and phones.

    Risks and how to handle them

    • Design change

      Keep brand colours, adjust shade only.

    Evidence

    • Google PageSpeedPhone test (November 4, 2026): performance 97/100 (desktop 97), main content 1.0s, one accessibility issue (text contrast). Chrome's real-visitor data passes Core Web Vitals: largest paint 1.49s, interaction 67 ms, layout shift 0.03, though largest paint is 31% slower than the previous period.Source

This quarter 9

The core plays for the next three months.

  • 07

    The AE is hired to "work conference floors" and run "disciplined post-event follow-up cadences". Most booths collect cards and send one generic email.

    High impactMedium effort First result in 1 quarter Account Executive

    First action

    Build the show page and the email cadence.

    How to measure it

    Meetings booked per show

    Now
    –
    Target
    15
    By
    2 quarters

    Steps

    1. 1

      Pick shows

      Next two.

      Head of Sales 1 week

    2. 2

      Show page

      Results and offer.

      Founding Engineer 2 days

    3. 3

      Booth kit

      QR and one-liner.

      Account Executive 1 week

    4. 4

      Cadence

      Three emails, two calls.

      Account Executive 2 days

    5. 5

      Run

      At the show.

      Account Executive per show

    6. 6

      Review

      Pipeline by show.

      Head of Sales per show

    First result
    1 quarter
    Cost
    Show costs
    Owner
    Account Executive

    Smallest test

    Use the show page at the next event.

    Why it works

    For each show: a one-line offer ("send us your messiest export, get a migration plan"), a QR code to a show page with the four customer results, notes logged in the CRM at the booth, and a 14-day cadence of three emails and two calls referencing what was said. Track pipeline by show.

    Shows are where distributors meet vendors; a system turns contacts into meetings and tells you which shows to repeat.

    Risks and how to handle them

    • Badge scans are cold

      Log one note per contact at the booth.

    Builds on

    Evidence

    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
  • 08

    The AE is expected to use AI "to research prospects, personalize outreach". Distributors' own sites list product lines, kosher or NSF certifications, and bulk hazmat products, which match ShelfCycle's modules one to one.

    High impactMedium effort First result in 1 quarter Account Executive

    First action

    Tag 50 distributors by product type.

    How to measure it

    Outbound reply rate

    Now
    –
    Target
    8%
    By
    1 quarter

    Steps

    1. 1

      Build list

      200 distributors.

      Account Executive 2 weeks

    2. 2

      Tag

      Hazmat, food-grade, repack.

      Account Executive 1 week

    3. 3

      Write

      Three versions.

      Account Executive 3 days

    4. 4

      Link pages

      Matching module page.

      Account Executive ongoing

    5. 5

      Send

      Weekly batches.

      Account Executive weekly

    6. 6

      Measure

      Replies and meetings by tag.

      Head of Sales weekly

    First result
    1 quarter
    Cost
    Data tools
    Owner
    Account Executive

    Smallest test

    Send 25 tagged emails.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Build a list of distributors and blenders, tag each by what their site shows (hazmat bulk, food-grade certs, repack and private label), and send outreach linking the matching module page and customer result. Start in the AE's priority regions.

    Messages about a prospect's own products earn replies that generic ERP pitches do not.

    Risks and how to handle them

    • Over-automation

      Check each message before it goes out.

    Builds on

    Evidence

    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
  • 09

    Customers report 7-10 hours a week per office employee and order entry from 15-20 minutes to 1. Owners can do the math for their own office if you give them the inputs.

    High impactLow effort First result in 1 month Head of Sales

    First action

    Write the formula.

    How to measure it

    Calculator-to-demo rate

    Now
    –
    Target
    20%
    By
    1 quarter

    Steps

    1. 1

      Formula

      From customer data.

      Head of Client Success 2 days

    2. 2

      Build

      Simple page.

      Founding Engineer 1 week

    3. 3

      Email result

      With a demo link.

      Founding Engineer 2 days

    4. 4

      Promote

      Outbound and show page.

      Account Executive ongoing

    5. 5

      Track

      Completions and demos.

      Head of Sales weekly

    6. 6

      Refine

      With more customer data.

      Head of Client Success quarterly

    First result
    1 month
    Cost
    Engineering time
    Owner
    Head of Sales

    Smallest test

    Build it as a spreadsheet for AE calls first.

    Why it works

    Build a calculator: office staff, orders per day and minutes per order; show hours saved per week and the cost in salaries, with the customer results as the basis. Offer the result by email and in the demo form.

    A personal number makes the case for an ERP change that owners otherwise postpone.

    Risks and how to handle them

    • Overpromising

      Show a range based on real customers.

    Evidence

    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
  • 10

    ShelfCycle's homepage shows a Hazmat Compliance Copilot that "minds the placards and the paperwork", with UN numbers, classes and packing groups on every order. Office staff at small distributors look these up by hand.

    High impactMedium effort First result in 1 quarter Head of Engineering

    First action

    Load the hazardous materials table and build a prototype.

    How to measure it

    Monthly lookup users

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Get data

      Official table.

      Head of Engineering 1 week

    2. 2

      Build

      Search page.

      Founding Engineer 2 weeks

    3. 3

      Review

      Accuracy and disclaimer.

      CEO 1 week

    4. 4

      Launch

      Share on LinkedIn.

      Account Executive 1 day

    5. 5

      Link

      To hazmat module page.

      Founding Engineer 1 hour

    6. 6

      Measure

      Users and demos.

      Head of Sales monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Head of Engineering

    Smallest test

    Prototype for the 50 most common UN numbers.

    Why it works

    Publish a free, no-login lookup built from the official US hazardous materials table: enter a UN number or product name, see proper shipping name, class, packing group and the BOL line format, with a link to how ShelfCycle fills it automatically.

    A tool office staff use every week brings the exact buyers to the site repeatedly.

    Risks and how to handle them

    • Compliance liability

      Reference only; users must verify with the regulation.

    Evidence

    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteThe homepage sample order is a bulk tanker of sulfuric acid to a water treatment customer in Hickory, NC, shipped from a Gastonia warehouse, with an NSF requirement for potable water; the margin view shows freight, demurrage and "price drift flagged when a supplier invoice disagrees with the cost you quoted".Source
    • Your websiteSitemap (checked November 4, 2026): 10 URLs: the homepage, /onboarding, /case-studies and four stories, /careers, /demo and /terms. No pricing, module, comparison, "switch from" or guide pages; no blog. A separate help center (help.shelfcycle.com) and developer site exist.Source
  • 11

    Chemical distribution is a small world of owners who meet at shows and trade products. Customers like CDS and Chem/Serv speak about ShelfCycle in personal terms.

    High impactLow effort First result in 1 quarter Head of Client Success

    First action

    Ask the four case-study customers who they know.

    How to measure it

    Referral demos

    Now
    –
    Target
    3 a quarter
    By
    2 quarters

    Steps

    1. 1

      Design reward

      Credit or gift.

      CEO 1 week

    2. 2

      Milestones

      First close, go-live.

      Head of Client Success 1 week

    3. 3

      Note

      Forwardable.

      Head of Client Success 2 days

    4. 4

      Ask

      Personally.

      Head of Client Success ongoing

    5. 5

      Thank

      Quickly.

      Head of Client Success ongoing

    6. 6

      Measure

      Referrals.

      Head of Sales quarterly

    First result
    1 quarter
    Cost
    Referral rewards
    Owner
    Head of Client Success

    Smallest test

    Ask one customer this month.

    Why it works

    Offer customers a thank-you (a month's subscription credit or a gift) for every referred distributor that goes live, ask after milestones such as the first clean month-end, and give them a short note to forward.

    Peer recommendation is the most trusted source in a conservative industry.

    Risks and how to handle them

    • Customers compete with each other

      Let them choose who to refer.

    Evidence

    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
  • 12

    The homepage line "Hears '66 Bé.' Writes Sulfuric Acid 93%." and "An order can be put in now in one minute" are vivid, but there is no video showing them.

    Medium impactLow effort First result in 1 month Account Executive

    First action

    Record the voice order clip.

    How to measure it

    Demos citing a video

    Now
    –
    Target
    5 a month
    By
    1 quarter

    Steps

    1. 1

      Script

      Three clips.

      Account Executive 2 days

    2. 2

      Sample data

      Realistic orders.

      Founding Engineer 1 day

    3. 3

      Record

      Screen and voice.

      Account Executive 1 day

    4. 4

      Post

      LinkedIn.

      Account Executive weekly

    5. 5

      Embed

      Homepage and module pages.

      Founding Engineer 1 day

    6. 6

      Measure

      Views and demos.

      Head of Sales monthly

    First result
    1 month
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Record one clip this week.

    Why it works

    Record 30-60 second clips: a PO PDF becoming an order, a spoken order with trade names, a COA attached automatically. Post on LinkedIn and use in outbound and at shows.

    Operations buyers believe what they see work on familiar paperwork.

    Risks and how to handle them

    • Customer data in clips

      Use sample data only.

    Evidence

    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
  • 13

    Many of ShelfCycle's new customers come off QuickBooks and spreadsheets, and ShelfCycle sells "real accounting" with a double-entry ledger. The outside accountants of those distributors see the pain at every month-end.

    Medium impactMedium effort First result in 2 quarters CEO

    First action

    List ten accounting firms serving distributors.

    How to measure it

    Partner-referred demos

    Now
    –
    Target
    3 a quarter
    By
    2 quarters

    Steps

    1. 1

      List firms

      Ten.

      CEO 2 weeks

    2. 2

      Design terms

      Fee and login.

      CEO 1 week

    3. 3

      Pitch

      Calls.

      Head of Sales 1 month

    4. 4

      Webinar

      Moving off QuickBooks.

      Head of Sales 1 quarter

    5. 5

      Support

      Partner contact.

      Head of Client Success ongoing

    6. 6

      Measure

      Referrals.

      Head of Sales quarterly

    First result
    2 quarters
    Cost
    Referral fees
    Owner
    CEO

    Smallest test

    Pitch two firms.

    Why it works

    Recruit a few accounting firms that serve wholesale and distribution clients: a partner login, a referral fee and a month-end report they like. Co-host a webinar on moving off QuickBooks.

    Accountants are trusted advisers at the exact moment a distributor outgrows its books.

    Risks and how to handle them

    • Accountants prefer QuickBooks

      Show the accountant view and exports.

    Evidence

    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
  • 14

    ShelfCycle lets customers point Claude, OpenAI, Gemini or Copilot at their ERP, with every write approved. Very few chemical ERPs can say that, but it appears only as one homepage block and a developer site.

    High impactMedium effort First result in 1 quarter CEO

    First action

    Write the three examples.

    How to measure it

    AI-led demos

    Now
    –
    Target
    5 a month
    By
    2 quarters

    Steps

    1. 1

      Examples

      Three tasks.

      Founding Engineer 1 week

    2. 2

      Page

      With video.

      Founding Engineer 1 week

    3. 3

      Developer docs link

      Clear start.

      Head of Engineering 2 days

    4. 4

      Promote

      LinkedIn and outbound.

      Account Executive ongoing

    5. 5

      Collect stories

      From customers using it.

      Head of Client Success ongoing

    6. 6

      Measure

      Demos.

      Head of Sales monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    CEO

    Smallest test

    Post one example on LinkedIn.

    Why it works

    Publish a page "Ask your ERP in Claude or ChatGPT" with three worked examples (landed cost comparison, cert expiry list, overdue invoices), a short video, and an offer for tech-forward distributors like U.S. Chemicals to try it.

    It is a sharp difference from legacy ERPs and attracts the owners most ready to switch.

    Risks and how to handle them

    • Security worries

      Explain permissions and approvals plainly.

    Evidence

    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • Competitor researchRivals' own homepages: Datacor, "the leading provider of solutions for process manufacturers, chemical distributors, & engineers"; Deacom (ECI), "an all-in-one ERP for batch and process manufacturing". ShelfCycle's onboarding page names QuickBooks, legacy ERPs and Salesforce as the systems customers leave.Source
  • 15

    The AE post says buyers are at "chemical distributors and producers", and the product handles recipes, blends, work orders, repack, relabel and private label. The site speaks only to distributors.

    Medium impactMedium effort First result in 1 quarter Head of Sales

    First action

    List producer-type prospects in the CRM.

    How to measure it

    Producer demos

    Now
    –
    Target
    3 a month
    By
    2 quarters

    Steps

    1. 1

      Define

      Which producers fit.

      Head of Sales 1 week

    2. 2

      Write page

      From homepage modules.

      Account Executive 1 week

    3. 3

      Build

      Page.

      Founding Engineer 2 days

    4. 4

      Outbound

      Producer list.

      Account Executive ongoing

    5. 5

      Feedback

      Product gaps.

      Head of Engineering ongoing

    6. 6

      Measure

      Demos and fit.

      Head of Sales quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Head of Sales

    Smallest test

    Send ten outbound emails to blenders.

    Why it works

    Publish a page for small producers and blenders: work orders, lot genealogy, COAs from assays, cost cascading through blends. Add one customer example and target producers in outbound.

    It widens the market without new product work.

    Risks and how to handle them

    • Product gaps for larger plants

      Stay with small blenders and repackers.

    Evidence

    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    ShelfCycle sees order entry time, margins after freight and demurrage, inventory variance and cert compliance across its customers. Distributors have little peer data on these.

    High impactHigh effort First result in 3 quarters CEO

    First action

    Ask customers for consent and pick five measures.

    How to measure it

    Downloads

    Now
    –
    Target
    500
    By
    1 year

    Steps

    1. 1

      Consent

      Customer agreements.

      CEO 1 month

    2. 2

      Measures

      Five.

      Head of Client Success 2 weeks

    3. 3

      Analyze

      Aggregated.

      Head of Engineering 1 month

    4. 4

      Write

      Report.

      Head of Sales 1 month

    5. 5

      Launch

      Shows and LinkedIn.

      Account Executive 1 month

    6. 6

      Update

      Yearly.

      CEO yearly

    First result
    3 quarters
    Cost
    Staff time
    Owner
    CEO

    Smallest test

    Publish one statistic with consent.

    Why it works

    With customer consent, publish an aggregated yearly benchmark: order entry minutes, delivered margin ranges, inventory variance, cert lapses. Offer each customer their position and share the public version at shows.

    Unique data earns trade press and gives the AE a reason to call.

    Risks and how to handle them

    • Too few customers

      Wait until there are enough to aggregate safely.

    Evidence

    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteThe homepage sample order is a bulk tanker of sulfuric acid to a water treatment customer in Hickory, NC, shipped from a Gastonia warehouse, with an NSF requirement for potable water; the margin view shows freight, demurrage and "price drift flagged when a supplier invoice disagrees with the cost you quoted".Source
  • 17

    ShelfCycle generates COAs, SDS and BOLs from records and tracks cert expiry, and the homepage example shows a customer asking for the COA with every load. Customers of distributors still get these by email or fax.

    High impactHigh effort First result in 3 quarters Head of Engineering

    First action

    Ask three customers how often they send COAs by hand.

    How to measure it

    Customers with portal live

    Now
    –
    Target
    50%
    By
    3 quarters

    Steps

    1. 1

      Interview

      Three customers.

      Head of Client Success 2 weeks

    2. 2

      Design

      Portal.

      Head of Engineering 1 month

    3. 3

      Build

      First version.

      Head of Engineering 1 quarter

    4. 4

      Pilot

      Two customers.

      Head of Client Success 1 month

    5. 5

      Roll out

      All customers.

      Head of Client Success 1 quarter

    6. 6

      Measure

      Downloads and inbound from footer.

      Head of Sales monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Head of Engineering

    Smallest test

    Mock it up for one customer.

    Why it works

    Add a branded portal where each distributor's customers download documents for their orders, with "powered by ShelfCycle" in the footer.

    It cuts support calls for customers and exposes ShelfCycle to every buyer and supplier in their network.

    Risks and how to handle them

    • Document security

      Order-level access only.

    Evidence

    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteThe homepage sample order is a bulk tanker of sulfuric acid to a water treatment customer in Hickory, NC, shipped from a Gastonia warehouse, with an NSF requirement for potable water; the margin view shows freight, demurrage and "price drift flagged when a supplier invoice disagrees with the cost you quoted".Source
  • 18

    ShelfCycle already tracks kosher, halal and NSF certs, lots and COAs, and its homepage shows a food ingredients customer. Ingredient distributors share most of the same needs.

    Medium impactHigh effort First result in 4 quarters CEO

    First action

    Interview five ingredient distributors.

    How to measure it

    Ingredient pilot customers live

    Now
    –
    Target
    5
    By
    4 quarters

    Steps

    1. 1

      Interview

      Five firms.

      CEO 1 month

    2. 2

      Gaps

      List product changes.

      Head of Engineering 2 weeks

    3. 3

      Adapt

      Minimum changes.

      Head of Engineering 1 quarter

    4. 4

      Sign pilots

      Five.

      Head of Sales 1 quarter

    5. 5

      Onboard

      Month 1-4 program.

      Head of Client Success 1 quarter

    6. 6

      Decide

      Go or no-go.

      CEO 1 month

    First result
    4 quarters
    Cost
    Pilot costs
    Owner
    CEO

    Smallest test

    Interview two ingredient distributors.

    Why it works

    Run a contained pilot with five ingredient distributors: adjust terms, compliance fields and examples, and compare onboarding time and retention with chemical customers.

    Adjacent segments grow the market while using the same product.

    Risks and how to handle them

    • Distraction from chemicals

      Keep the pilot small.

    Evidence

    • Your websiteHomepage: "The AI-native chemical ERP. Every drum, dollar, and document in one system." Eight modules (orders and procurement; inventory and production with lots, blends, repack and relabel; quoting and pricing; freight with demurrage and wash-out certs; compliance with "kosher, halal, and NSF certs with expiry, Superfund rates, hazmat classes"; document automation for "COAs, SDS, BOLs"; relationships; accounting with a double-entry ledger and statement match). AI agents: Order Entry, Voice Assistant ("Hears '66 Bé.' Writes Sulfuric Acid 93%."), SC Intelligence, Hazmat Compliance Copilot, Statement Match and Data Analyst, plus an "Agent-ready API" for Claude, OpenAI, Gemini and Copilot.Source
    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
    • SEC filingForm D: ShelfCycle raised $4.4 million of a $4.5 million offering, first sale August 25, 2025.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    The onboarding page says "Send everything, raw" and that cleaning "is our job". Owners fear migration above all, and few vendors show how it is done.

    Medium impactLow effort First result in 1 quarter Head of Client Success

    First action

    Collect three before-and-after examples.

    How to measure it

    Guide-to-demo rate

    Now
    –
    Target
    10%
    By
    2 quarters

    Steps

    1. 1

      Examples

      Three anonymized.

      Head of Client Success 2 weeks

    2. 2

      Write

      Guide.

      Head of Client Success 2 weeks

    3. 3

      Design

      PDF and page.

      Founding Engineer 1 week

    4. 4

      Publish

      Onboarding page.

      Founding Engineer 1 day

    5. 5

      Use

      Shows and outbound.

      Account Executive ongoing

    6. 6

      Measure

      Downloads and demos.

      Head of Sales monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Head of Client Success

    Smallest test

    Publish one example.

    Why it works

    Publish a detailed guide with anonymized before-and-after examples: duplicate customers merged, product codes reconciled, COAs attached, trial balance tied. Hand it out at shows.

    Transparency about the hardest step removes the main reason distributors delay.

    Risks and how to handle them

    • Customer data

      Anonymize every example.

    Evidence

    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
  • 20

    The AE role prioritizes New York City, Nashville and Raleigh/Durham, and the homepage example is set in North Carolina. Small regional dinners with distributor owners build trust faster than calls.

    Medium impactLow effort First result in 1 quarter Account Executive

    First action

    Pick the first city and a customer speaker.

    How to measure it

    Meetings per dinner

    Now
    –
    Target
    4
    By
    2 quarters

    Steps

    1. 1

      Pick city

      One region.

      Head of Sales 1 week

    2. 2

      Speaker

      A customer.

      Head of Client Success 2 weeks

    3. 3

      Invite

      Twenty owners.

      Account Executive 3 weeks

    4. 4

      Host

      Dinner.

      Account Executive 1 evening

    5. 5

      Follow up

      Within two days.

      Account Executive 1 week

    6. 6

      Measure

      Meetings and deals.

      Head of Sales per event

    First result
    1 quarter
    Cost
    Dinner costs
    Owner
    Account Executive

    Smallest test

    Host one dinner.

    Why it works

    Host a dinner for eight to ten owners in one region per quarter, with a customer speaking about the switch. Invite from outbound lists and shows.

    Owners trust peers and local relationships, and one dinner can yield several meetings.

    Risks and how to handle them

    • Low turnout

      Invite twice as many as seats.

    Evidence

    • HiringAccount Executive (Remote US; priority locations New York City, Nashville or Raleigh/Durham; $120,000-$160,000+ OTE): "you'll be ShelfCycle's second or third dedicated AE", owning every stage "without an SDR team or marketing engine feeding you leads"; pipeline from "trade show follow-up, cold outbound sequences, LinkedIn, creative prospecting, and systematic list building"; "Build and Refine the Playbook" with the Head of Sales and CEO; "use AI tools to research prospects, personalize outreach"; buyers are "operationally-focused decision makers at chemical distributors and producers".Source
    • Your websiteThe homepage sample order is a bulk tanker of sulfuric acid to a water treatment customer in Hickory, NC, shipped from a Gastonia warehouse, with an NSF requirement for potable water; the margin view shows freight, demurrage and "price drift flagged when a supplier invoice disagrees with the cost you quoted".Source
    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
  • 21

    CDS's owner compared switching to recovering from the flu ("it's too easy now"). Stories like this persuade other owners more than features.

    Medium impactLow effort First result in 1 quarter CEO

    First action

    Book the first interview.

    How to measure it

    Interview-sourced demos

    Now
    –
    Target
    2 a month
    By
    2 quarters

    Steps

    1. 1

      Book

      Customer owners.

      Head of Client Success 2 weeks

    2. 2

      Record

      Monthly.

      CEO monthly

    3. 3

      Edit

      Clips.

      Account Executive monthly

    4. 4

      Publish

      LinkedIn and site.

      Account Executive monthly

    5. 5

      Use

      In sequences.

      Account Executive ongoing

    6. 6

      Measure

      Demos.

      Head of Sales quarterly

    First result
    1 quarter
    Cost
    Production time
    Owner
    CEO

    Smallest test

    Record one interview.

    Why it works

    Record a 10-minute interview each month with a customer owner: what they ran before, what changed, what they would tell a peer. Clip for LinkedIn and outbound.

    Peer stories reach owners who never read vendor pages.

    Risks and how to handle them

    • Few customers

      Mix in partners and advisers.

    Evidence

    • Your websiteCustomer results: U.S. Chemicals office staff "each save 7-10 hours per week"; ClearEdge replaced "five different systems"; Chemical Distribution Solutions cut order entry from 15-20 minutes to 1 minute (93%) and training "from 6 months to 1 week"; Chem/Serv brought monthly inventory variance from about $10,000 to about $500 and "more consistent than I have seen in 20 years".Source
    • Your websiteOnboarding page: "Live in month 3, graduated in month 4"; "No migration fees. No onboarding fees."; "Our two most recent migrations went signature to live in 12 and 15 weeks" against "9 to 15 months" for a typical ERP; migrates from "QuickBooks, legacy ERPs, Salesforce, spreadsheets, scanned paper, photos, old emails, notepads"; "Every record exports in open formats." Its "Get your migration plan" buttons link to /demo.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #8 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on November 4, 2026, and cites them throughout. ShelfCycle did not commission, review or endorse it, and Programmable is not affiliated with ShelfCycle. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how ShelfCycle runs its business.

Something wrong, or do you represent ShelfCycle? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Module pages, migration form, demo-page proof, switch pages, case-study titles and the contrast fix; first agent videos.

  2. Days 31 to 6011 ideas

    Trade-show system, tagged outbound, time calculator, hazmat lookup, referrals, accountant partners, the AI page and the producer page; the migration guide, dinners and interviews.

  3. Days 61 to 903 ideas

    Commit to the benchmark, the customer document portal and the ingredients pilot.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value order entry in a minute instead of 15-20. The most cited problem: legacy ERPs and spreadsheets.

  • One system instead of five
  • Manual order entry and paperwork
  • In their words: “drums and totes”

Market

Competitive landscape

3 competitors compared: Datacor, Deacom (ECI) and QuickBooks plus spreadsheets.

  • Gap to exploit: Fast, fee-free migration
  • Datacor: Legacy-era software and implementations
  • Deacom (ECI): Manufacturer focus over distribution

Hiring signals

ShelfCycle is a pre-Series A team of under 10 building its sales function: a second or third Account Executive who must create pipeline from trade shows, outbound and LinkedIn "without an SDR team or marketing engine"…

  • Account Executive: No SDR team or marketing engine; trade shows, outbound and LinkedIn. Ideas 1, 2, 7, 8.
  • Senior Software Engineer: ERP features and embedded AI insights. Ideas 10, 14, 17.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
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