A list of shops that sell drinks is a starting point. A useful wholesale pipeline distinguishes buyers your brand can supply profitably from accounts with the wrong format, territory, volume, or purchasing route.
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.
Choose the right channel before collecting contacts
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
Product facts
Formats, case sizes, shelf life, storage requirements, verified ingredients, and approved product claims.
Wholesale economics
Price list, minimum order, delivery costs, payment terms, and available promotional support.
Buyer profile
Territories, account types, likely assortment fit, and whether purchasing happens centrally or at each location.
Account history
Existing distribution, previous approaches, territory commitments, 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. Define one buyer segment
Select an account type your supply and packaging can support. A regional distributor and an independent grocery need different propositions and order economics.
2. Research fit with evidence
Have Dots record product assortment, location, purchasing route, and contact sources. Mark unknown commercial requirements instead of filling them with guesses.
3. Prioritize viable accounts
Rank prospects against delivery coverage, minimum order, storage needs, and channel strategy. Give staff a short explanation for each recommendation.
4. Prepare a buyer-specific approach
Use an approved product sheet and a relevant reason the product may fit the assortment. Ask about the buying process before assuming a sample shipment is welcome.
5. Track the next commitment
Capture sample approval, evaluation timing, requested terms, and the next owner. Close opportunities that fail essential economics rather than repeatedly chasing them.
A worked example
Illustrative scenario; this is not a reported customer result.
A grocery appears suitable but buys through a regional distributor. Dots records that route and prepares distributor qualification questions. It does not keep contacting individual store managers as if they control assortment.
A starter instruction for your dot
Research wholesale prospects in our approved territories using the product sheet and buyer profile. Record evidence, source dates, and unknowns. Exclude current accounts and restricted territories. Draft relevant approaches for review.
Do not promise exclusivity, pricing exceptions, or supply capacity. Track qualified interest toward an approved sample or opening order.
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
Track qualified accounts, buyer conversations, sample acceptance, opening orders, and subsequent reorders. Include freight, sample expense, discounts, and service effort when comparing contribution by channel.
Keep the handoff clear
Qualification is more valuable than raw list size. Verify who can buy, how the product reaches them, and whether the first-order economics work before investing in a lengthy sales sequence.
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
Should Dots target distributors or individual stores?
Choose based on your route to market, territory, capacity, and economics. Give the agent a specific buyer profile; mixing purchasing levels produces contacts that may not be able to place an order.
Can Dots make product or shelf-life claims in a pitch?
Use only approved claims and current product documentation. If a buyer asks for a detail the product sheet does not establish, route the question to the responsible person.