Each template is a real flow on live data. Open it, change the city and the kind of place, test it and deploy it. Grouped by what the team wants to do.
Find customers and leads 11 templates
See them in the template gallery
New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.
Every morning: restaurants and cafés not found before, as leads in your CRM, a brief for the reps and a map. New outlets are the easiest accounts to win, and the first supplier to call usually keeps them. This flow finds them the morning they appear, matches them to your products and hands the reps a brief.
- Good for
- A food distributor opening new outlets in three cities · A coffee roaster looking for new cafes to supply · A bakery wholesaler covering new restaurants
- Each run gives
- Leads in your CRM · A WhatsApp brief for the reps · A map of the new outlets
- Time saved
- About 30 hours a month (an estimate)
New grocery outlets on your routes, each assigned to the nearest rep, every weekday.
Every weekday: grocery and convenience stores that opened in your cities, only the new ones, prioritised by xMap AI, each matched to the nearest field rep (from your table), on WhatsApp, by email and on a map. New outlets go to whoever reaches them first. Each rep gets their own new shops on WhatsApp before the route starts.
- Good for
- A beverage distributor · A snacks brand · A tobacco and confectionery wholesaler
- Each run gives
- A WhatsApp list for reps · An email · A map
- Time saved
- About 22 hours a month (an estimate)
Independent pharmacies, scored, with the owner, into HubSpot every week.
Every Monday: independent pharmacies in your cities, only the new ones, scored by xMap AI, with the owner from Apollo, into HubSpot and your inbox. Independent pharmacies are a channel chains ignore. This flow lists them with the owner so reps can open accounts.
- Good for
- A consumer health brand · A baby care brand · A pharma distributor
- Each run gives
- Companies in HubSpot · An email
- Time saved
- About 6 hours a month (an estimate)
Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
Every Monday: the best hotels, restaurants and caterers in your city, only the new ones, matched to your products by xMap AI, researched by an AI agent, with the purchasing manager from Apollo, into HubSpot. HoReCa accounts buy a lot but are hard to reach. This flow finds them, matches products and names the buyer.
- Good for
- A food service distributor · A beverage company · A cleaning supplies brand
- Each run gives
- Companies in HubSpot · An email of leads
- Time saved
- About 8 hours a month (an estimate)
New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
Every weekday: new food outlets in your cities not in HubSpot yet, grouped by channel, graded by Jev, researched by an AI agent, with a visit pitch from xMap AI, each assigned to the nearest rep, sent on WhatsApp and saved to a sheet. Reps waste visits on the wrong outlets and pitch the wrong products. Every morning each rep gets their own graded list with a pitch for each counter.
- Good for
- A snacks and drinks distributor · A dairy brand with field reps · A wholesaler covering grocery stores
- Each run gives
- A WhatsApp route per rep · A visit sheet · A map of the day’s routes
- Time saved
- About 40 hours a month (an estimate)
Schools ranked by the children around them, for canteen sales.
Every term: schools in your city with how many children live around each, the biggest first, as canteen and tuck shop leads for the snacks team. Schools with many children nearby sell the most snacks. The list ranks them for the team.
- Good for
- A snacks company · A juice brand · A school catering supplier
- Each run gives
- A Google Sheet
- Time saved
- About 2 hours a month (an estimate)
Fuel station shops scored for an impulse range, with a pitch.
Every month: fuel stations and convenience shops in your cities, the best-rated first, the new ones only, scored by xMap AI for an impulse range, with a listing pitch, into a sheet for the key account team. Drivers buy snacks and drinks on impulse. Fuel station shops are a channel many brands miss.
- Good for
- A snacks brand · A soft drinks bottler · A confectionery distributor
- Each run gives
- A Google Sheet
- Time saved
- About 1 hours a month (an estimate)
New baby shops with the buyer and a listing offer.
Every month: baby stores and children’s shops in your cities, the new ones only, with the owner or buyer from Apollo and a listing offer by xMap AI for nappies and baby food. Parents buy baby care where they shop for baby things. New baby shops pick their brands early.
- Good for
- A baby care brand · A baby food maker · A distributor of baby products
- Each run gives
- New leads in HubSpot
- Time saved
- About 1 hours a month (an estimate)
New independent bakeries with the owner, for flour and ingredients.
Every month: independent bakeries and pastry shops in your cities, the new ones only, with the owner from Apollo, as accounts for flour, yeast and fillings. Bakeries buy flour every week for years. New ones choose their mill in the first month.
- Good for
- A flour mill · A bakery ingredients distributor · A yeast brand
- Each run gives
- New leads in HubSpot
- Time saved
- About 1 hours a month (an estimate)
Diaspora grocers abroad, approved for samples.
Every quarter: Indian and Asian grocery stores in the big cities abroad, the best-rated first, with the owner from Apollo, as stockists for a food export brand. Food brands go abroad through the grocers their diaspora trusts. The best-rated are the first stockists.
- Good for
- A food export brand · A spice company · A snacks exporter
- Each run gives
- New leads in HubSpot
- Time saved
- About 2 hours a month (an estimate)
New offices, clinics and schools for water delivery.
Every month: offices, clinics and schools that opened in your city in the last year, with the office manager from Apollo, as accounts for bottled water delivery. Every new office needs drinking water from day one. The office manager chooses.
- Good for
- A bottled water company · A water cooler supplier · An office supplies distributor
- Each run gives
- New leads in HubSpot
- Time saved
- About 1 hours a month (an estimate)
Site selection and expansion 3 templates
See them in the template gallery
Blocks where people live with almost no grocery store, biggest gaps first.
Every month: blocks of your city with people but almost no grocery store within 500 m, the biggest gaps first, ranked by xMap AI for your distributors and new store partners. Underserved neighbourhoods are where a new shop, a van route or a partner store will sell from day one.
- Good for
- A distributor planning van routes · A brand recruiting store partners · A grocery chain
- Each run gives
- A map · An email
- Time saved
- About 24 hours a month (an estimate)
Shops scored for a branded drinks cooler, approved by trade marketing.
Every quarter: well-rated convenience stores, petrol station shops and snack bars near busy spots, scored by xMap AI for a branded drinks cooler, approved by the trade marketing manager. A cooler in the right shop sells for years. Putting them where people stop is what pays.
- Good for
- A soft drinks bottler · An energy drink brand · An ice cream company
- Each run gives
- A Google Sheet
- Time saved
- About 2 hours a month (an estimate)
Campuses, hospitals and stations scored for vending machines.
Every quarter: universities, hospitals and train stations in your city with how many people live around each, scored by xMap AI for snack and drink vending machines. Vending machines earn where many people pass all day. The best sites are ranked.
- Good for
- A vending operator · A beverage bottler · A snacks brand
- Each run gives
- A Google Sheet
- Time saved
- About 2 hours a month (an estimate)
Operations and alerts 4 templates
See them in the template gallery
When a heatwave is coming, stock advice for your outlets on WhatsApp.
Every morning: the 5-day forecast at your key outlets, and when a heatwave is coming, stock advice from xMap AI to your reps on WhatsApp and to the planner by email. A heatwave empties shelves of water and cold drinks. Outlets stocked early sell more and do not run out.
- Good for
- A water brand · A soft drinks distributor · An ice cream brand
- Each run gives
- A WhatsApp to reps · An email to the planner
- Time saved
- About 15 hours a month (an estimate)
The busiest big stores to stock before a holiday, with a note for each.
A month before a holiday: the busiest supermarkets and hypermarkets in your cities, each with a stocking note by xMap AI for the key account team, sent to Slack. Holiday weeks make the year for many brands. Extra stock and space in the busiest stores is where it is won.
- Good for
- A food brand’s key account team · A beverage company · A household products company
- Each run gives
- A Slack post
- Time saved
- About 1 hours a month (an estimate)
A load note for each van route from tomorrow’s weather.
Every evening: tomorrow’s forecast for each van route in your table, with a load note by xMap AI (more cold drinks in the heat, more umbrellas in the rain), sent to the drivers on WhatsApp. Heat sells cold drinks and rain sells umbrellas. Loading for the weather sells more.
- Good for
- A van sales distributor · A beverage bottler · An ice cream distributor
- Each run gives
- A WhatsApp message
- Time saved
- About 15 hours a month (an estimate)
Each merchandiser’s stores for the week, in the best order from the depot, around road closures.
Every Sunday evening: your top stores from the table, the road closures near each this week, the stores shared between your three merchandisers in the best visiting order from the depot (with Google Maps directions), and a plan by xMap AI, sent on WhatsApp. Merchandisers lose hours in traffic. Sharing the stores fairly, ordering each round and planning around closures gets more stores done.
- Good for
- A brand’s merchandising team · A field marketing agency · A distributor
- Each run gives
- A WhatsApp message
- Time saved
- About 3 hours a month (an estimate)
Market data and research 4 templates
See them in the template gallery
Every food outlet in your city, by channel, the ones not in your CRM, every month.
Every month: every grocery, convenience store and supermarket in your city, grouped by channel, the ones not in your HubSpot yet, saved to a sheet and mapped. An outlet census used to take a field team weeks. This flow keeps one up to date every month and shows the gaps.
- Good for
- A consumer brand entering a city · A distributor measuring coverage · A market research team
- Each run gives
- A census sheet · A map of outlets not in your CRM
- Time saved
- About 10 hours a month (an estimate)
Customers that closed, moved or changed phone this week.
Every Monday: each of your customers on the map, the ones that closed, moved or changed their phone, and what the rep should do about each from xMap AI, to your inbox and the sales channel. Shipping to a closed shop costs money. The list of changes arrives every Monday so routes and credit are updated.
- Good for
- A distributor with thousands of outlets · A brand with direct accounts · A wholesaler
- Each run gives
- An email of changes · A Slack post
- Time saved
- About 8 hours a month (an estimate)
Wholesalers and distributors in a new country, scored as partners.
Every quarter: wholesalers and distribution companies in the main cities of a new market, scored by xMap AI as partners, the best ones saved to a sheet and emailed. Entering a new market starts with the right distributor. This flow builds a scored shortlist in a few minutes.
- Good for
- A brand entering Morocco · An exporter looking for partners · A consultant running a market entry
- Each run gives
- A shortlist sheet · An email
- Time saved
- About 8 hours a month (an estimate)
Each field visit logged in a sheet becomes a briefing for the sales manager.
When a rep logs a visit in your Google Sheet: the outlet on the map with its rating, and a short briefing from xMap AI, posted to the sales channel. Visit notes rot in sheets. Each one becomes a short briefing with how customers rate the outlet and what to push next.
- Good for
- A field sales team · A merchandising agency · A brand ambassador program
- Each run gives
- A Slack post · An email
- Time saved
- About 33 hours a month (an estimate)