Merchandiser visit plan for the week
Each merchandiser’s stores for the week, in the best order from the depot, around road closures.
What it does
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.
In one sentence: Sundays at 18:00, take your table, find road closures, roadworks and other incidents, share the stops between 3 reps and plan their routes, write a report with xMap AI, then send message in WhatsApp Business and email the list to you.
Why it is useful
Merchandisers lose hours in traffic. Sharing the stores fairly, ordering each round and planning around closures gets more stores done.
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 brand’s merchandising team
- A field marketing agency
- A distributor
What each run gives you
- A WhatsApp message
The time it saves
Sundays at 18:00. Doing the same work by hand takes about 45 minutes each time; it runs about 4 times a month, so it saves about 3 hours a month (an estimate). It is medium: 7 blocks.
The flow, block by block
- Every SundayTrigger · ScheduleStarts the flow on a timetable.
- Our top storesYour 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.
- Closures near the storesxMap data · Traffic incidentsRoad closures, roadworks and other incidents on online maps right now, with where they are.
- Routes for 3 merchandisersLogic · Route plannerPuts the places that reach it in the best order to visit them in a day, from a start you pick: one route, one for each rep (by a field such as owner), or shared out between a number of reps.
- Write the visit planxMap AI · xMap LLMTell the AI what to do in plain words.
- Send the planApp · WhatsApp BusinessSend text, media and template messages from your WhatsApp Business number.
- Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.
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
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Enrich a list once: A CSV of addresses or companies back with phone, website, rating and an AI score.
- Plan the day’s routes for your reps: Put the stops in the best order, one route or one for each rep, with directions links.
- Traffic incidents and road closures: Closures and roadworks in an area or near each of your places.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- Territory planning: Dividing a market into areas for reps or teams.
- Route planning: Putting a day's visits into a good order, for one rep or several.
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.