Refresh Wholesale Routing for Big-Ticket Buyers (Claude Cowork Self-Install Kit)

Catch the retail customers buying in bulk and move them onto wholesale before they keep reordering at the wrong price.

Some of your retail buyers are ordering in bulk every month, and you're leaving money on the table because they don't know you offer wholesale. You wrote a wholesale page, but it just sits there with no one to send it to.

The leak isn't your pricing. It's that nothing flags the moment a buyer crosses the wholesale threshold, so you find out by accident or not at all.

What this kit does

Define the order-size or quantity threshold above which a retail buyer should be routed to wholesale, then build the prompt or post-purchase email that surfaces the option and logs who converts. It captures the bulk-buyer lifetime value your retail site can't price for, automatically, the moment an order qualifies.

What you can expect

Bulk buyers identified and routed to wholesale within 24 hours of a qualifying order, instead of reordering at retail indefinitely. You recover 2 to 5 hours a month spent spotting high-volume accounts by hand, and 10 to 30 percent of identified bulk buyers convert to wholesale accounts in the first 90 days.

Who it's for

Built for e-commerce operators with a retail catalog and a wholesale tier that bulk buyers never find. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This kit earns its tier on lifetime value, not setup time. A single retail buyer moved to a recurring wholesale account compounds order after order, and it makes that match on every qualifying buyer for you.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork, Shopify, and Klaviyo accounts. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Shopify at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing wholesale or B2B routing apps, this is the install-it-once alternative. You set up your own routing workflow and keep it, with no monthly platform fee. Add it to your cart, open it in Claude Cowork, and route your first bulk buyer this week.