Case study

CLEAN Cause runs and enhances its daily sales decisions on Corvera

Eight data sources, thirty distributors, no data team. CLEAN Cause now wakes up with recommended data-backed actions to take and $250K of sales opportunities flagged in the team's inbox. Its VP of Sales puts Corvera's value at two full-time data analysts ($200K+ fully-loaded).

Organic energy drinks fueled by yerba mateDSD, UNFI, KeHE & retail portals plus e-commerce8 data sources connected

By Christopher Kong / August 18, 2026 / 5 min read

Corvera replaces CLEAN Cause's entire data team
Dailydata refresh, up from monthly
5,000queries in the last 40 days
12active users, CEO to field reps
35/40days active, weekends included

Eight sources that don't agree

CLEAN Cause has the data setup most CPG brands will recognize. VIP carries daily depletions from around thirty DSD distributor houses. UNFI and KeHE each have their own portal, their own week, and their own names for the same stores, and two regional distributors report by email attachment.

None of these sources agree on anything. A "sale" is a shipped case in one system and a depleted unit in another. KeHE calls a chain an "area name"; VIP calls it an "immediate owner".

The same store shows up under a different name in every feed so when an account moves between distributors, it reads as a lost customer in one report and a new one in the next.

"Data isn't our constraint. We have more data than we know what to do with. Putting it in usable formats in order to drive actions is the constraint."

Todd Bondy, CEO of CLEAN Cause

At Jon's (VP of Sales) previous company, a leading tequila brand, reconciling the distributor feeds, rebuilding the inventory report, and answering the sales team's queries was one data analyst's full-time job. Jon wanted that same capability in CLEAN Cause at a fraction of the cost.

Live within days - data to actions, compressed from weeks to minutes

Using Corvera, Jon connected CLEAN Cause's sources and all five distributor depletion feeds were live within a day.

Then, he resolved the naming mess into one canonical master. With Corvera, nearly 8,000 stores were matched across feeds automatically, so an account that switches distributors keeps its identity instead of reading as churn.

Lastly, Jon encoded CLEAN Cause's business lingo into Corvera, so their AI agents speak the same language and the same question returns the same answer no matter who asks it. The setup was complete in days.

With all of their data at their fingertips, legible to humans and AI agents alike, the whole team at CLEAN Cause can now ask questions in plain English via Claude and get answers in seconds. No more logging into portals, exporting files, and touching spreadsheets.

The cadence also accelerated. Reports CLEAN Cause used to rebuild monthly now refresh daily so the team can address sales risks and opportunities immediately.

"We don't have any dedicated data analysts here, so you guys are saving two full-time jobs."

Jon Sowers, VP of Sales of CLEAN Cause

From this, Corvera helped Jon to quickly build his own daily sales dashboard which now includes a ranked list of accounts to call and the ask to make, risks and opportunities priced in dollars, and SKU-by-store gaps inside chains they already sell to. From data to actions, compressed from weeks to minutes.

The morning call sheet: accounts ranked by volume at risk, days silent, and the exact play for each call. Account names blurred.Click to enlarge

Numbers the team can finally trust

Before Corvera, the data pulls and aggregations were complex enough that small errors crept into almost every report the team produced. In sales, a wrong number sends you after the wrong account.

One canonical mapping table and the context layer now do that reconciliation once, so the figures hold up no matter who pulls them or when.

"We used to notice small errors in almost every report we generated - the data pulls and aggregation were just that complex. With a fully functioning context layer and mapping table, that's no longer a concern."

Evan Dedo, VP of Finance & Operations of CLEAN Cause

"Corvera already mapped out the action plan"

In August, Jon's team dug into a sales puzzle by hand. In one of their larger accounts, a 150-store chain, only two of their thirteen SKUs were reaching the shelf. They worked out the story from portal exports, then opened the Corvera dashboard to cross-check.

The gap was already flagged there, with the two best-selling SKUs to pitch and the size of prize attached. Jon called the buyer and the SKU extension is now being discussed.

The SKU coverage card that had already flagged the gap: two SKUs on shelf across 149 stores. Chain name blurred.Click to enlarge

"We went digging ourselves, but Corvera already mapped out the action plan."

Jon Sowers, VP of Sales of CLEAN Cause

In addition, in what would have taken weeks for the gap to surface as a velocity drop in any report, Jon's fill-rate tracker flagged a distributor warehouse that had stopped shipping an ordered SKU. Jon escalated it the same day.

And when a retail buyer sent over questions ahead of a pitch, he put them straight into Claude: "It gave me 90% of the answers I was looking for."

"This is amazing for us. Compared to what we used to do, it's crazy how much better this is."

Evan Dedo, VP of Finance & Operations of CLEAN Cause

Corvera surfaced $250K of immediate sales opportunities

Jon opens the dashboard every morning, and Corvera has already mapped out the key actions he needs to take that day, surfacing $250K of immediate revenue opportunities and $500K of sales at risk.

He finds the rep, calls with Corvera's data-backed story, and asks for the purchase order. Corvera finds the conversations to make; the team takes them while the account is still recoverable.

Running totals from the dashboard: every risk and opportunity translated to dollars.Click to enlarge

"Corvera helps us maximize the value we get from the money we spend on data, third party merchandisers, and ad campaigns. We are able to ascertain and measure drivers of velocity increases better than we ever have before."

Todd Bondy, CEO of CLEAN Cause

CLEAN Cause got here without hiring anyone. Corvera stands in for the data team it would otherwise have built and from cost savings alone, Corvera delivers a 7X ROI.

If your brand sells through distributors and retail portals and your data is a mess, schedule a demo. We'll connect your highest-value sources and have your team making data-driven decisions in days.


Corvera is the AI sales team for retail CPG brands. We pull your retailer, syndicated, distributor, and ERP data into one place, work out the next best actions to take, and then execute them. Corvera emails the buyer, calls the store, and follows up with the distributor on a short-shipped order. It runs across category management, revenue growth, and sales operations. You get the output of a full commercial team without hiring one.

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