All customers
Specialty Coffee · New York, NY

Half a day a week back, every week.

Kloo ships coffee across a dozen SKUs and a mix of DTC and foodservice customers. Every order goes in a different box, with different packaging, under a different shipping category. Operator runs the weekly plan.

It’s quietly become the most operationally important tool we have.
Claudia Snoh Founder, Kloo

The shipping plan lived in a spreadsheet.

Kloo sells coffee across a dozen SKUs — 32oz bottles, mini bottles, standard bottles, 5lb bags, 10oz bags, tasting sets, limited-edition tasting sets. What ships in what box, with what packaging, under what shipping category, depends on what's in the order and where it's going.

For a long time, that math lived in a spreadsheet. Every week, someone on the team rebuilt it from a Shopify export. Cases-to-bottles conversions, box code mappings, customer tag lookups, all done in their head. It worked, until something changed. A new SKU, a new customer type, and the whole thing had to be rebuilt from scratch. It wasn't the work the team wanted to be doing.


Now the plan starts with one line.

Kloo started working with Switchboard last year. Switchboard built Kloo a unified data model — one place where orders, inventory, SKU rules, and customer tags all live together, already connected. From there, the team can build reports, run dashboards, and ask Operator (the AI assistant built into Switchboard) anything about the business.

The weekly shipping prep starts with a single message in chat. Operator already knows the workflow — the bottle-equivalent math, the bottling priorities, the fulfillment rules — because the team taught it once, and it remembers.

Operator
it’s time for weekly shipping prep!
Read Memory
Let’s get started. I need two things before I can pull the orders and build the plan:

— Current bottled and unbottled stock levels per flavor
— The CSV export from the Unfulfilled Order Breakdown block on the Open Orders Shipment Tracker

From there, Operator handles the SKU-level edge cases that used to live in someone’s head — case of 6 vs 32oz bottle, foodservice reorder vs first-time DTC subscriber, the order that fits in one box vs the one that needs to split. When a new SKU launches or a new customer type gets added, the model adapts. No spreadsheet rebuild required.

“It knows the difference between a 32oz bottle and a case of 6, between a foodservice reorder and a first-time DTC subscriber, between an order that fits in one box and one that needs to split.”
Claudia Snoh, Founder — Kloo

Half a day a week, back to the actual business.

The shipping plan that used to take half a day to build now takes one question. The team's time goes back to the work that grows the business — sourcing, customers, new product — instead of the spreadsheet that supports it.

And because every part of Kloo's business is now connected in one place, the same surface answers every other question they have. Inventory levels. Sales by channel. Customer behavior. One place to ask, one source of truth.

See what Operator can do.

Book a 15-minute demo. We'll walk through Operator and how it'd work on a business like yours.