Sales and prospecting

Prospecting by neighbourhood instead of by industry

When you sell to almost any local business, work one neighbourhood at a time: every business on the streets, sorted by fit, in a walking order a rep can cover in a day.

xMap Flows team · · 5 min read

If what you sell suits almost any local business, prospect by neighbourhood rather than by industry. Pick a compact area, list every business in it, sort them by how well they fit, and give one rep the whole patch with the visits in walking order. You get more conversations per day, neighbours hear about you from each other, and a rep who knows every shopkeeper on a street sells there for years. Industry lists send reps across the city to talk to one bakery at a time.

This article is for companies that sell card terminals, point-of-sale software, insurance, cleaning, waste collection, signage, internet, local advertising or business banking. It covers when neighbourhood prospecting beats industry prospecting, how to draw and read a patch, a worked example in Cape Town, the mistakes, and an AI employee that prepares each patch.

When neighbourhood beats industry

Prospect by industryProspect by neighbourhood
Best whenYour product only suits one kind of businessYour product suits most small businesses
A rep's dayA few visits spread across the cityMany visits a short walk apart
What reps learnOne industry's language and objectionsOne area's owners, landlords and habits
Word of mouthWeak: customers rarely know each otherStrong: neighbours talk
RiskMissing good prospects outside the listSpending time on poor fits nearby

A comparison of the two approaches, not a measurement.

Many firms do both: industry lists for the high-value accounts that justify a drive, and neighbourhood patches for everything else.

How to draw a patch

  1. Start from a walk. A patch a rep can cover on foot in a day is the right size. Draw it with Travel area set to Walking, for example 15 minutes from a central point, or draw the streets yourself in Area of interest.
  2. List everything. Use Nearby places with no type chosen to bring every kind of place in the patch, or pick the dozen types you sell to. Each comes with its category, rating, number of reviews, phone, website and whether it belongs to a chain.
  3. Remove what you cannot sell to. A Filter drops chains that buy from head office, closed places, and kinds of place that never buy what you sell.
  4. Remove existing customers. Match with my table checks each business against your customer list and keeps only those not found.
  5. Score the rest. xMap LLM gives each business a fit score with a reason, from the facts above and a short description of your product.

How to read a patch

Look at three things before you send a rep. How many businesses are left after the filters: too few and the day is wasted, too many and the rep cannot see them all. How they spread: a cluster on one high street is a good day, the same count spread across back streets is not. And how many are new: businesses that opened recently are still choosing their suppliers, so they deserve a visit first.

A worked example in Cape Town

A made-up case. A company selling card terminals and simple till software in Cape Town gives each of its three reps a new patch every week. The figures below are invented, to show the reading.

PatchPlaces listedLeft after filtersAlready customersTo visitOpened recently
City centre streets6403108522518
A seaside suburb high street210120121089
A northern business park180406341

Made-up figures, for illustration only.

The city centre has the most prospects but already many customers, and 225 is more than a week of visits for one rep, so it is split in two. The seaside high street has 108 to visit, almost none of them customers yet, close together: a strong week. The business park has few shops and mostly offices that do not take card payments over a counter, so it is dropped for this product. Each rep gets their list sorted by fit score and in walking order.

Mistakes to avoid

  • Patches too big to walk. If the rep needs a car between visits, the patch has become an industry list with extra steps.
  • Leaving chains in. A branch of a chain rarely chooses its own supplier. Filter chains out unless you sell to head offices.
  • Visiting in list order. Sort by fit to choose who to see, then put the chosen ones in walking order.
  • Never going back. A patch changes as businesses open and close. Run it again every month and send the rep only what is new.
  • Same patch, two reps. Shopkeepers who are visited twice by the same company in a week stop answering. Keep patches apart.

Doing it with an AI employee

An AI employee can prepare each rep's patch every Monday. The blocks, in order:

  1. Schedule: every Monday at 07:00.
  2. Area of interest: this week's patches, drawn on the map.
  3. Nearby places: every business in each patch.
  4. Filter and Match with my table: no chains, no closed places, no existing customers.
  5. Only new: after the first week, only businesses the flow has not sent before.
  6. xMap LLM: a fit score and reason for each.
  7. Split by territory: the businesses shared between your reps by area, so no two reps share a street.
  8. Route planner: each rep's list in walking order, with a directions link.
  9. Email: each rep gets their own patch.

What lands in each rep's inbox on Monday: their patch, the businesses to visit sorted by fit and placed in walking order, each with a phone, a website and the reason for its score. New independent cafes and restaurants for my point-of-sale software and New openings to the field rep on WhatsApp are ready-made starting points; New outlets, graded and routed to each rep adds the routes.

Questions

How big should a sales patch be?

Small enough for a rep to walk in a day. In a dense centre that may be a few streets; in a suburb, one high street and the roads off it.

Can I list every business in an area, not just one type?

Yes. Nearby places can bring every kind of place in an area when no type is chosen, or the dozen types you pick, each with its category so you can filter later.

How do I stop two reps visiting the same shop?

Give each rep a separate patch, or let Split by territory share the businesses between reps by area, so each street belongs to one rep.

Should new businesses come first?

Usually yes. A business that opened recently is still choosing its suppliers, while an established one has to be persuaded to switch.

Templates that do this

Read next

More on sales and prospecting · Every article · Templates

Put it to work

An AI employee in xMap Flows does this on live data, on its own timetable. Start from a template or describe it in plain words.