Case Study
Vital Leaf
We helped this client level up their technical team by putting into place proper processes and procedures. We followed this up with a new wholesale system-service and marketing-sales consultation.
The Challenge
VitalLeaf CBD faced the complex operational challenges common to food manufacturers managing both retail and wholesale distribution channels. As a committed producer of premium CBD chocolate products, they needed to coordinate inventory, fulfillment, and order management across multiple sales channels while maintaining the quality standards their customers expected.
Like many growing manufacturers, their e-commerce platform needed modernization to support their expanding operations. More importantly, they needed integrated systems to manage their growing B2B wholesale operations alongside their direct-to-consumer business.
The company needed a mature technology partner who could help them scale operations without compromising the artisanal quality that defined their brand.
Our Approach
Integrated Manufacturing Operations
Working with VitalLeaf through multiple phases, we took a comprehensive approach to modernizing their manufacturing operations and sales infrastructure.
Phase 1: Platform Stabilization & Quality Control
We started by implementing the foundational systems that any growing manufacturer needs:
- Formalized testing procedures to eliminate unexpected outages and platform failures
- Comprehensive bug resolution across their entire e-commerce system
- Performance optimization for faster page loads and better customer experience
- Quality assurance processes to prevent issues before they affected customers
Phase 2: ERP Integration & B2B Platform Development
The core transformation involved building custom API connectors between their WooCommerce storefront and DEAR Systems ERP. This integration enabled:
Custom B2B Wholesale Platform:
- Complete distributor portal cloned from their consumer storefront
- Distinct pricing structures for wholesale vs. retail customers
- Automated inventory synchronization between manufacturing and sales systems
- Integrated order management across all channels
ERP System Integration:
- Real-time inventory tracking from production through fulfillment
- Automated order routing based on customer type and location
- Synchronized pricing updates across all sales channels
- Comprehensive reporting for manufacturing planning and forecasting


Phase 3: Marketing & Growth Optimization
ith stable operations in place, we helped VitalLeaf optimize their customer acquisition and retention:
- Store locator implementation for retail partner visibility
- Brand guideline website rebuild to reflect their premium positioning
- SEO strategy development resulting in 300% traffic increase over 8 months
- Email marketing optimization improving open rates and conversions
- Newsletter strategy consulting for customer retention
Results
Streamlined Operations & Integrated Manufacturing
The transformation delivered measurable improvements across VitalLeaf’s operations:
Technical Infrastructure:
- Enhanced platform reliability through systematic testing procedures
- Created seamless integration between manufacturing ERP and customer-facing systems
- Built scalable B2B platform supporting wholesale growth
- Established performance monitoring and optimization processes
Operational Efficiency:
- Unified inventory management across retail and wholesale channels
- Automated order processing reducing manual errors and processing time
- Real-time visibility into production needs based on sales demand
- Streamlined fulfillment processes for both B2B and B2C orders
Business Growth:
- 300% increase in organic search traffic over 8 months
- Improved email marketing performance with higher open rates and conversions
- Enhanced customer experience through faster, more reliable platform
- Scalable B2B infrastructure supporting wholesale expansion
They are very committed to finding the best possible solutions for everyone, which represents a higher priority than telling us what we want to hear or providing us with easy solutions. They always have our best interests at heart and come to the table with suggestions based on their experience and understanding of our business.
Moreover, their whole team values working relationships greatly, which is wonderful for us as clients. They’ve been extraordinarily easy to work with. Overall, working with them has been a very positive experience.
Danae Redhawk – Operations Management, Vital Leaf


Results
- Enhanced platform reliability and service quality through systematic testing procedures
- Implemented comprehensive quality assurance processes to resolve technical issues
- Developed integrated B2B wholesale platform with custom API connections to ERP and fulfillment systems
- Optimized email marketing performance, improving open rates and conversion metrics
- Delivered SEO strategy consulting that achieved 300% organic traffic increase over 8 months
- Improved website user experience through performance analysis and strategic design enhancements
Get The Results You Need
Take the next step and reach out to us. We would love to learn more about your goals so we can see if we are the right fit to meet the demands of your organization. If we are not the best choice for you, we will let you know and refer you to someone who is.