Complimentary working evaluation

3J Customer Intelligence & Customer Operations Evaluation

A 30-day, done-for-you working proof across 3J, with Labels24 and Fast Labels as the first digital workflows.

Evaluation Position

Account3J
First WorkflowsLabels24 + Fast Labels
Duration30 days
Client SessionsTwo working sessions + handover
Evaluation FeeComplimentary
ContinuationNo obligation

We Heard The Requirement

The earlier material over-focused on Labels24. This evaluation is rebuilt around the wider 3J customer-intelligence and customer-operations requirement.

Account

3J Is The Centre

Management needs a customer-focused view across the business, not another system centred only on one website or representative monitoring.

First Channels

Labels24 + Fast Labels

These are practical first digital workflows that demonstrate lead, quote, artwork, proof, order, reorder and follow-up visibility.

Capacity

Done For You

Untapped AI carries the build and coordinates technical details with Nathan. The wider team is only needed for two focused working sessions and the handover.

Tailored To 3J's Actual Business

The evaluation reflects the wider customer, product and fulfilment model visible across 3J, not only a single label website.

Customers

Multiple Commercial Segments

Pharmacies, retailers, manufacturers, FMCG, logistics, warehousing, industrial customers and smaller businesses.

Product Families

More Than Labels

Custom labels, packaging, pharmacy products, POS consumables, till rolls, shelf strips, printing and branding.

Order Types

Stock + Custom Journeys

Stock orders, repeat orders, custom quotes, artwork and proof jobs, production handovers, delivery and service queries.

Channels

One Customer View

Website and shop, quote forms, email, WhatsApp, phone, assigned representatives and in-person interactions.

The evaluation will test customer health, purchasing cadence, product penetration and follow-up across these dimensions. Public website service levels provide useful context but are not treated as implementation guarantees.

The 3J Opportunity

Turn existing commercial history into prioritised customer and product actions.

Customer Health

See Who Is Slipping

Active, slipping, dormant, reactivated, high-value and high-potential customer views.

Reorder Timing

Know Who Is Due

Identify customers approaching or missing their usual purchasing window.

Product Opportunity

Find Basket Gaps

See what each customer buys, what relevant products are missing and why the suggestion is credible.

Daily Execution

Prioritise Rep Action

Give each representative a focused list of who to contact, why and what to discuss.

Customer healthExpected reordersDormant recoveryProduct penetrationQuote follow-upManagement visibility

What The Evaluation Will Demonstrate

A working experience, not another abstract software proposal.

Customer Intelligence

  • Customer purchase and activity history.
  • Active, slipping, dormant and reactivated segments.
  • Expected reorder and missed-order windows.
  • Product baskets, product gaps and suggested next products.
  • High-value and high-potential account priorities.

Customer Operations

  • Enquiry, quote, follow-up and order visibility.
  • Tasks and ownership at important handovers.
  • Customer-service and delivery-query routing.
  • Controlled WhatsApp and conversation-agent examples.
  • Human handover with complete customer context.

Role-Based Views

Each user sees the information and actions relevant to their responsibility.

Gordon + Management

Whole-Business View

  • Customer health and opportunity.
  • Slipping and dormant accounts.
  • Reorder and product-gap visibility.
  • Follow-through by team, territory and channel.
Jenna + Representatives

My Customers + Actions

  • Who to contact today and why.
  • Reorders, open quotes and follow-ups.
  • Customer history and product context.
  • Suggested next products and tasks.
Nathan + Technical

Integration Readiness

  • Source mapping and import status.
  • Data-quality and duplicate exceptions.
  • Permissions and workflow controls.
  • Evaluation versus production boundaries.

Labels24 And Fast Labels Workflows

The first digital channels make the customer-operations model tangible without narrowing the system to one website.

Labels24

Guided Custom-Label Journey

  • Shopify, website, email or WhatsApp enquiry.
  • Guided label specification and artwork intake.
  • Human quote and design handover.
  • Digital proof reminder and approval status.
  • Order, delivery and repeat-order follow-up.
Fast Labels

Enquiry And Reorder Journey

  • Enquiry or repeat-order request captured.
  • Customer and purchase history identified where available.
  • Product, quantity, timing and artwork recorded.
  • Quote or representative task created.
  • Follow-up, order and delivery visibility.
The evaluation will not claim automatic pricing, live stock availability or production status until the relevant source data, rules and integrations are validated.

Data And Platform Architecture

Existing systems remain stable while a controlled sample is evaluated.

SystemEvaluation Role
Sage/PastelHistorical customer, product, invoice, order and sales source, subject to validation.
CRM workspaceCustomer record, ownership, task, pipeline, dashboard and visibility layer.
Skynamo / SkyMOX / ScanmoOptional representative, route, visit, call or order context where feasible.
Labels24 / Fast Labels / ShopifyDigital customer, enquiry and order workflows feeding the customer view.
WhatsApp / EmailDemonstration and later approved communication channels; no live sends without approval.
AI featuresQualification, summaries and suggested actions over approved data; production terms confirmed separately.

The 30-Day Complimentary Evaluation

Untapped AI prepares the workspace, imports the agreed sample and guides the team to a clear decision.

1

Prepare

Safe synthetic workspace, NDA, owners, approved sample and no live outreach.

2

Session One

Confirm questions, fields, definitions, ownership and first channel workflows.

3

Build + Map

Untapped AI imports the agreed sample, maps history and prepares the role views.

4

Session Two

Validate findings, customer logic, product opportunities and workflow handovers.

5

Handover

Guided review, user access, evidence, limitations and a proceed-or-stop decision.

Minimal Client Effort

The offer is designed around the team's existing capacity constraints.

Untapped AI Carries

Setup And Delivery

  • Workspace configuration and safe demo data.
  • Agreed initial CRM/data import at no charge.
  • Source mapping and evaluation logic.
  • Role views and first channel workflows.
  • Relevant CRM and AI evaluation features.
  • Documentation, findings and handover.
3J Provides

Focused Decisions And Access

  • Authorise the evaluation.
  • Nominate Nathan or another technical contact.
  • Select two working-session times and the handover time.
  • Approve a small controlled data sample under NDA.
  • Provide representative Sage/Pastel and ownership/category fields.
  • Nominate management and representative reviewers.
The complimentary import covers the agreed initial dataset. Unbounded data remediation, third-party fees, unsupported custom API work and production integrations require separate agreement.

Evaluation Controls

The low-burden offer is protected by clear operational boundaries.

Sandbox First

Synthetic data first, followed only by a small approved real-data sample under NDA.

No Live Sends

No email, SMS, WhatsApp, invoice, workflow or agent is activated without written approval.

Parallel Operation

Current systems continue running and remain untouched throughout the evaluation.

Traceable Outputs

Customer classifications and suggestions must trace back to approved data and agreed rules.

Role Controls

Management, representatives and technical users receive appropriately scoped views.

Separate Expansion

Medinox remains an optional, separately partitioned future lane and is not included in confirmed 3J totals.

Proceed Or Stop After Proof

The handover creates a clear evidence-based decision, not an automatic commitment.

If Valuable

Agree Production Explicitly

Confirm the production scope, integrations, support, timing, AI usage and commercial terms before anything is activated.

If Not Valuable

Stop With No Obligation

The evaluation ends after the review. There is no automatic subscription, implementation commitment or live activation.

Recommended next step: authorise the complimentary 30-day evaluation and nominate the two working-session times. Untapped AI will coordinate the controlled data and technical requirements directly with Nathan.