Leadership and data · Live demo
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Talk to Isla at Tussockvale Foods
Tussockvale Foods is made up. Isla is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Reps start the day with a route list but not the story behind it. Scan-data alerts, missing displays and ranging gaps sit in reports nobody opens before 8am.
How it works
- Pulls the rep's route, scan-data alerts and latest store audits each morning
- Calls at 7.15am and leads with the two or three stores that matter most
- Explains whether a gap is a supply problem or an in-store problem
- Covers progress to the monthly distribution target and where to close the gap
- Answers questions on the call and emails the written briefing
What it connects to
- AgentMorning Tom, it's Isla with your briefing. Seven calls today, starting at Ferncastle Te Rapa at 8am, where scan data shows no Sparkling Feijoa sold for three days.
- Tom (field rep)Is that a supply problem?
- AgentNo, their distribution centre delivered 40 cases on Monday, so check the back room and the shelf tag. Then Harbourlight Hamilton East at 9.15am still needs the dips chiller display, and the kit was couriered there yesterday.
- Tom (field rep)Got it. How am I tracking this month?
- AgentYou're at 92% of your distribution target. Getting Seeded Kūmara Crackers on shelf at Hamilton East and Rototuna would close the gap, and you're in both today. Your route and notes are in your inbox.
- Tom (field rep)Perfect, I'll push it at both.
Illustrative conversation. Names, numbers and details are made up.
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Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
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