A contractor account is valuable when your store can reliably supply what that trade needs. Prospecting should begin with your strongest stock and service capabilities, then find businesses that could use them.
This is a proposed workflow to configure and test with your business. It does not assume that Dots already has access to your sales systems.
Match the right trade to a credible store offer
Define the result, the records the agent should use, and who owns the decisions. Keep the opportunity state in a shared tracker your team can inspect, with stable IDs, current sources, and the next action.
Prepare the information Dots needs
Trade strengths
Categories you stock reliably, specialist knowledge, delivery options, and collection services.
Account rules
Approved trade pricing, account application process, credit-review ownership, and payment terms.
Local prospects
Business websites and public trade information with source links and verified contact details.
Relationship history
Existing accounts, prior conversations, assigned staff, and contact exclusions.
Verify app access before assigning work. Configure recurring tasks explicitly. Define action permissions before sending or changing records.
If a needed connection is unavailable, use an approved export for research and draft preparation. Keep source timestamps visible and require a current system check before an action depends on price, availability, or status.
Build the agentic workflow
1. Choose a narrow segment
Start with a trade your assortment serves well, such as decorators or landscape contractors. Define the geography and service needs that make an account a good fit.
2. Find evidence of fit
Have Dots research the contractor’s publicly described services. Record facts separately from assumptions about project volume or buying needs.
3. Prepare a useful reason to visit
Build an offer around availability, collection, delivery, or category expertise. Avoid inventing a discount or claiming to replace every supplier the contractor uses.
4. Manage the first conversation
Capture the categories, quantities, brands, and service frustrations the buyer actually mentions. Use those answers to prepare a relevant starter quote.
5. Follow the first order
Record whether the order was fulfilled and what would make the next purchase easier. Assign a staff owner so a promising account develops a real store relationship.
A worked example
Illustrative scenario; this is not a reported customer result.
A landscaping company asks about regular fastener and tool purchases. Dots prepares a list from your current assortment, marks uncertain quantities, and routes delivery and account questions to the trade-counter manager.
A starter instruction for your dot
Find local contractors whose published services match our approved trade categories. Exclude existing accounts and restricted contacts. Create an evidence-backed prospect list and draft one relevant approach per business.
Do not promise credit, stock, or special pricing. Record replies and prepare first-order questions for our trade-counter team.
For a repeating check, add a time, time zone, end date, and where results should arrive. Ask for confirmation that the schedule was saved. Define which exceptions deserve a notification and when the workflow should stop.
Measure the commercial result
Measure qualified conversations, first orders, gross profit, fulfillment reliability, and repeat purchases by trade segment. A prospecting channel that generates many small unprofitable deliveries may need a different offer.
Keep the handoff clear
Treat stock and credit as live operational decisions. A catalog entry does not confirm availability, and finding a business publicly does not establish that it qualifies for account terms.
Begin with a small, reviewable pilot. Inspect the records and actual outcomes before expanding its scope. Give the agent enough authority to complete the agreed work, with clear ownership of exceptions.
Talk to Looski about this workflow. We can help map the data, integrations, decisions, and measurement before implementation.
Frequently asked questions
Can Dots find contractors already shopping with a competitor?
It can research public business information, but should not invent purchasing relationships. Ask qualified prospects about their needs rather than asserting where they currently buy.
What is a good first contractor campaign?
Choose one trade, a manageable area, and a specific stocked category or service. Review a small set of prospects and messages before expanding the process.