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🛒 Consumer Goods · B2B Field Sales

Pre-Visit Briefings for CPG Field Sales Reps from Retailer Digital Behavior

Every Sales Rep Arrives at Every Visit Knowing Exactly What to Offer.

Reps operate blind to digital behavior between visits. CLU generates a personalized pre-visit briefing for every rep — and a Control Tower for management.

Solution design · numbers modeled on the operation described

+15%
Average basket size per visit
+25%
Sales force efficiency
Real-time
Management visibility via Control Tower
Sales reps are in the field but blind to digital behavior. CLU bridges that gap — every rep becomes a data-powered consultant who knows exactly what each retailer needs before they knock on the door.

// the problem

Field sales reps visit retailers without any knowledge of their recent digital behavior. They don't know what the retailer browsed, abandoned, or searched for between visits. This forces reps to operate as order-takers rather than consultants — they miss the right opportunities because they don't have the data. Management also lacks real-time visibility into network-level patterns: demand spikes, zone-level churn clusters, bundle uptake rates. The entire sales operation runs on lagging information.

// what CLU does

CLU monitors all digital behavior in the B2B app between sales visits and automatically generates a personalized pre-visit briefing for each rep — pushed to their phone via WhatsApp before every visit. The briefing includes what the retailer browsed, what they abandoned, recommended bundle, and specific offer with validity terms. Reps arrive as omnichannel consultants. When the sale closes, CLU processes the order directly into ERP. Management gets a Control Tower with real-time swarm alerts across the entire network.

// the agents, in order

  1. 1
    Episodic Memory Agent
    Monitors all digital behavior between visits — app sessions, searches, cart adds, abandonments — builds a complete behavioral profile per retailer
  2. 2
    Briefing Generation Agent
    Creates a personalized pre-visit briefing with behavior summary, opportunity gaps, churn risk indicators, and specific recommended offer
  3. 3
    WhatsApp Briefing Agent
    Pushes the briefing to the rep's phone before each visit — rep arrives informed, not blind
  4. 4
    Pre-Visit Offer Agent
    Builds the recommended bundle with pricing and validity terms — rep has a concrete, ready-to-present offer the moment they walk in
  5. 5
    Order Processing Agent
    Processes confirmed orders directly into ERP — no paperwork, no admin, no manual entry after the visit
  6. 6
    Control Tower Agent
    Aggregates network-level behavioral patterns for management: SKU demand trends, zone churn clusters, bundle uptake rates, pricing gaps across hundreds of retailers simultaneously

// systems it talks to

  • B2B App API
  • WhatsApp / Sofía
  • CRM
  • SAP / ERP
  • Episodic Memory
  • Control Tower

// the economics

Less time on admin, more time selling · Reps handle relationships, CLU handles the data · Full network visibility for management

// CLU · the agent factory

Is your operation like this one?

Describe it in your own words on the home page. CLU draws your process as an operation map, with the agents, the systems and an estimate for your volume.

// more cases in Consumer Goods

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