Sample report · Step 10 · Monthly service
Buyers and AI agents
AI agents find the stores, distributors and brokers that fit, research each one, write to them and call them. You approve every message before it goes.
Buyers
AI agents this month; you approved every messageof 412
all approved
notes saved
Researched2
NMNatural market4 storesFit 72
FSFarm store chain6 storesFit 70
Written to2
RGRegional grocer9 storesFit 81
CGCo-op group8 storesFit 85
Called1
SDSpecialty distributor220 accountsFit 89
Interested1
RNRegional natural grocer12 storesFit 94
Meeting2
CGCo-op grocery group8 storesFit 85
NCNatural channel broker140 storesFit 74
| Buyer | Size | Fit | Why |
|---|---|---|---|
| Regional natural grocer | 12 stores · Mountain West | Stocks 6 local salsas; weekly delivery fits | |
| Specialty food distributor | 220 accounts · 3 states | Carries jarred dips; asks for FSMA 204 records | |
| Co-op grocery group | 8 stores | Local-first buying policy | |
| Independent grocer | 3 stores | Strong salsa set, $6.49 to $7.29 | |
| Natural channel broker | Covers 140 stores | 8% commission, natural channel |
Buyers are made up for the example.
This month
Agent call notes: regional natural grocer
AgentHi, I’m calling for Northfield Kitchen about a roasted tomato salsa for your local set. Is now a good time?
BuyerTwo minutes. What’s the shelf price?
Agent$6.92 for 16 ounces, 35% margin at that price, delivered weekly through your current distributor.
BuyerSend samples and the sell sheet. Review is the second Tuesday.
AgentWill do. I’ll book you a 20-minute tasting with the founder before then.
Draft email, waiting for you
To: Category buyer, regional natural grocer
Subject: Roasted tomato salsa for your local set
Hi, we make a roasted tomato salsa in small batches from tomatoes grown in rows we can name. It sells at $6.92 for 16 oz with a 35% margin, and our FSMA 204 records are ready. Could I send samples before your review on the 12th?
A monthly service, run in your dashboard
Every week we do the work and you approve what goes out. Every month you get a results page. Stop any month.
What you see in the dashboard
Buyers
AI agents this month; you approved every messageof 412
all approved
notes saved
Researched2
NMNatural market4 storesFit 72
FSFarm store chain6 storesFit 70
Written to2
RGRegional grocer9 storesFit 81
CGCo-op group8 storesFit 85
Called1
SDSpecialty distributor220 accountsFit 89
Interested1
RNRegional natural grocer12 storesFit 94
Meeting2
CGCo-op grocery group8 storesFit 85
NCNatural channel broker140 storesFit 74
And what is waiting for you
Waiting for you
Nothing goes out until you say soHi, we make a roasted tomato salsa in small batches from tomatoes grown in rows we can name. It sells at $6.92 for 16 oz with a 35% margin, and our FSMA 204 records are ready. Could I send samples before your review on the 12th?
Approve and sendEditSkip