New outlets, graded and routed to each rep
New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
What it does
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.
In one sentence: Mon–Fri at 06:30, in Milan, Rome and Turin, find grocery stores, convenience stores and 2 more in the area, keep only new ones, skip the ones already in your CRM, clean up their categories, decide with Jev, keep those where prospect_score ≥ 55, let the AI agent answer, find the nearest of your points, write a summary of each with xMap AI, then send message in WhatsApp Business, add row in Google Sheets and show them on a map.
Why it is useful
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.
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 snacks and drinks distributor
- A dairy brand with field reps
- A wholesaler covering grocery stores
What each run gives you
- A WhatsApp route per rep
- A visit sheet
- A map of the day’s routes
The time it saves
Mon–Fri at 06:30. Doing the same work by hand takes about 120 minutes each time; it runs about 22 times a month, so it saves about 40 hours a month (an estimate). It is advanced: 14 blocks and 1 tool.
The flow, block by block
- Every weekday morningTrigger · ScheduleStarts the flow on a timetable.
- My citiesWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
- New food outletsxMap 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.
- Only new onesLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
- 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?
- Group them by channelxMap AI · Place classifierAssigns clean categories and merges duplicate places.
- Grade them with JevxMap AI · Jev decisionAsks TypeSafe’s Jev model one typed question about each place: yes or no, pick one of your options, or a score on your levels.
- Good prospects onlyLogic · FilterKeeps only the items that match a rule.
- Prepare each visit with the AI agentxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
- Shops around itxMap data · Nearby placesA tool the AI agent uses when it needs itPlaces 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.
- Nearest repWhere · Find nearestFor each place, finds the nearest of your own points from a CSV you upload, for example the nearest ambulance to each accident or the nearest branch to each new lead, and adds its name and the distance.
- Write the visit pitchxMap AI · xMap LLMTell the AI what to do in plain words.
- Send each rep the routeApp · WhatsApp BusinessSend text, media and template messages from your WhatsApp Business number.
- Save the visitsApp · Google SheetsCreate, edit, and collaborate on spreadsheets online
- Show them on a mapAction · Show on a mapShows the results as points on a map, with the area of interest.
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.
- The xMap Flows browser extension: what is around this business: On a company’s website or a place on a map, one click shows its market and the AI employees to hire for it.
- What xMap remembers about your company: Your city, industry and what you sell, filled in for you and always yours to change.
- Ask the map a question: How many of a kind of place, how many people for each, and where the gaps are, answered on the spot.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- How to find new businesses in a city every morning: A daily list of newly listed businesses of a type, ranked, in your inbox.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
More for FMCG & distribution field sales
- 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.
- Independent pharmacies to open: Independent pharmacies, scored, with the owner, into HubSpot every week.