Customers that closed or moved, with what to do
Customers that closed, moved or changed phone this week.
What it does
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.
In one sentence: Mondays at 08:00, take your table, look each one up on online maps, spot what changed, write a summary of each with xMap AI, then email the list to you and send message to a channel in Slack.
Why it is useful
Shipping to a closed shop costs money. The list of changes arrives every Monday so routes and credit are updated.
Who it is for
FMCG & distribution field sales. Distributors and consumer brands whose reps cover outlets: new shops, routes, channels and stock. Every use case for fmcg & distribution
Best use cases
- A distributor with thousands of outlets
- A brand with direct accounts
- A wholesaler
What each run gives you
- An email of changes
- A Slack post
The time it saves
Mondays at 08:00. Doing the same work by hand takes about 120 minutes each time; it runs about 4 times a month, so it saves about 8 hours a month (an estimate). It is medium: 7 blocks.
The flow, block by block
- Every MondayTrigger · ScheduleStarts the flow on a timetable.
- My customersYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
- Find each customerxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
- Closed or changedLogic · What changedLets through only the places this flow found before whose details changed since: closed, a rating that moved, a new phone or website, a new name or address, or any field you name.
- What the rep should doxMap AI · xMap LLMTell the AI what to do in plain words.
- Email me the listAction · EmailSends one email per run with all the items, or one email per item.
- Tell the sales teamApp · SlackChannel-based messaging platform
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- Enrich a list once: A CSV of addresses or companies back with phone, website, rating and an AI score.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Map business scan: A live scan of online maps by type or your own search words.
- Your own tables and lists (My data): Upload a CSV, save lists of results, and use them in flows.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
- Outlet universe: The complete list of points of sale a brand could sell through.
More for FMCG & distribution field sales
- New outlets, graded and routed to each rep: New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
- Hotels and restaurants to supply, researched: Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
- New outlets to CRM: New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.
- Neighbourhoods without a grocery store: Blocks where people live with almost no grocery store, biggest gaps first.
- New outlets on my routes, prioritised, to the nearest rep: New grocery outlets on your routes, each assigned to the nearest rep, every weekday.
- Monthly outlet census of my city: Every food outlet in your city, by channel, the ones not in your CRM, every month.