Monthly outlet census of my city

What it does

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.

In one sentence: Monthly on the 1st at 08:00, in Cairo, find grocery stores, convenience stores and 2 more in the area, remove duplicates, clean up their categories, skip the ones already in your CRM, then add row in Google Sheets, show them on a map and email the list to you.

Why it is useful

An outlet census used to take a field team weeks. This flow keeps one up to date every month and shows the gaps.

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 consumer brand entering a city
• A distributor measuring coverage
• A market research team

What each run gives you

• A census sheet
• A map of outlets not in your CRM

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 600 minutes each time; it runs about 1 time a month, so it saves about 10 hours a month (an estimate). It is medium: 9 blocks.

The flow, block by block

1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
2. My cityWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
3. Every food outletxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
4. Each outlet onceLogic · Remove duplicatesKeeps one of each item when the same one arrives more than once, for example from two searches that overlap.
5. Group them by channelxMap AI · Place classifierAssigns clean categories and merges duplicate places.
6. Skip companies already in HubSpotYour data · CRM lookupLooks each incoming item up in your CRM through its own search: is this company already a customer, is this email a contact?
7. Save the censusApp · Google SheetsCreate, edit, and collaborate on spreadsheets online
8. Show them on a mapAction · Show on a mapShows the results as points on a map, with the area of interest.
9. 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.