Research the business accounts worth opening.

A sourced brief on each account worth opening, and an opening offer your reps can stand behind.

Start with an order desk review How it works

Prospects · this month24 researched · 9 worth a call

TETidewater EventsCaterer · events in your delivery area · lids and clamshellsCall this week
JOJuniper & Oak CaféFour cafés · opened a new site in springReview fit
NKNorthgate KitchensTakeout-only kitchen · heavy container useReview fit
LBLantern BakeryOne shop · below your minimum orderSkip

Researched from public listings and your order history

The prospect list, refreshed monthly. Your sales lead works from it.

Sound familiar?

Every new prospect starts with an hour of reading websites and old spreadsheets.
Outreach goes to places outside your territory, under your minimum or already covered by another rep.
The accounts that fit best are the ones nobody found time to look at.

The hours go to research instead of calls, and the best-fit accounts wait.

What changes.

TodayWith the engine

Finding accounts: Trade shows, referrals and a spreadsheetA ranked list from public listings and your own order history
Research: An hour of reading per prospectA sourced brief: what’s verified, what’s a guess, what to ask
First offer: A line sheet and a hopeAn opening order sized to their menu, at terms finance has approved
Judging it: Calls made and leads loggedFirst profitable orders per account worked

How it works. 7 steps, 5 stages.

AI2
Rules and automation3
Your team2
Approval

1Find
1. AI
  Find accounts that look like your best ones
  Public listings and your order history point to cafés, caterers and kitchens that buy what you sell.
  - HubSpot
2Check
1. Rules and automation
  Remove what doesn’t fit
  Existing customers, other reps’ territories, do-not-contact lists and your minimum order are checked first.
  - HubSpot
  - Prophet 21
3Brief
1. AI
  Write a sourced brief
  Verified facts with their sources, a fit hypothesis and the questions still open.
2. Your teamApproval
  Approve who to approach
  A rep checks fit and ownership, and decides who gets a call.
4Reach out
1. Rules and automation
  Keep outreach compliant
  Emails carry a real sender, an address and a working opt-out, and opt-outs are honored within ten business days.
  - Outlook
2. Your team
  Make the first contact
  The rep calls or sends the first note, and logs the answer.
5Learn
1. Rules and automation
  Log what happened
  Replies, opt-outs and first orders return to the account record, so the next list learns from them.
  - HubSpot

Each result sharpens the next list

What you get. Real work, every week.

Tidewater EventsAccount brief · 3 sources

A caterer worth a first order, if the minimum fits.

Verified: Caterer working three event venues in your delivery area (public listing)
Our guess: Buys lids and clamshells in volume during event season
Still open: Who orders, and from whom today?
Opening offer: 3 cases of LID-16F and 2 of the matching cups, at list price, prepaid

The brief behind each call: what’s verified, what’s a guess and what the first order could be.

Left off the listThis month

Reason	Accounts
Already a customer	7
In another rep’s territory	4
Under the minimum order	2
On a do-not-contact list	2

15 of 24 researched, left off automatically

What was left off the list, and why, before anyone read a brief.

How you’ll know it’s working.

First profitable orders per account worked
The result that counts, after freight, returns and the hours spent.
Research time per account
Rep hours before the first call, against today’s baseline.
Prospects that were never a fit
Territory, minimum and existing-customer misses, caught before anyone dials.

Baselines agreed before we build.

Works with what you have.

ERP, CRM & inbox

HubSpot
Prophet 21
Outlook

Wholesale commerce

JOOR
Faire

We configure first: HubSpot’s prospecting agent, or the research tools in your CRM, may cover this. We test them on a sample of your accounts first.
We build when: Fit depends on your own order history and rules, such as territories, minimums and who can approve terms.

What a first build includes.

Built in your accounts, around your team. Scope, fee and baseline agreed before we start.

1Design
2Build
3Run it, or hand it over

Start with a review Scope this build

We build

A ranked prospect list from your order history and public sources
Territory, existing-customer and suppression checks
A sourced brief and opening offer for each account
Compliant outreach and a result log in your CRM

We start from

Your account and order history
Territory and do-not-contact lists
Minimum orders and standard terms

From your team

Owner: Sales lead or head of account operations
Involves: Account sales
Finance
Marketing

Questions teams ask.

Is this lead generation?

No. It finds accounts that fit what you sell and prepares the reasons to call. A rep decides who to approach, and we judge it on first profitable orders, not on leads logged.

Can it email prospects for us?

It can draft the note, and your rep sends it. Business email falls under CAN-SPAM too, so every message carries a real sender, an address and a working opt-out. We use only contacts you’re allowed to use.

Where does the account information come from?

Public listings and your own order history, with the source kept beside each fact. Anything we couldn’t verify is marked as a guess.

Who owns it once it’s running?

You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your sales lead or head of account operations. We can keep running it with you, or step back.

How do we start?

Usually with an order desk review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly.