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Demand Generation Calling Agent

Drive Retail Demand at Scale With Automation
Automate data ingestion, outreach, and tracking for retailer demand generation campaigns. Focus on building relationships while our agent handles the pipeline.

About the Agent

This agent watches for new PDFs, extracts text, generates summaries, recognizes tracked entities, performs sentiment analysis, and updates central databases with article‑level and entity‑level intelligence.

What Brings Leaders to Us , Do You Face This Too?

Unvetted Retailer Lists

Teams often buy or compile lists that include outdated or irrelevant contacts, wasting time on unqualified retailers.

Manual Outreach Bottleneck

Calling each retailer manually slows campaigns and drains resources.

Inconsistent Pitch & Data Capture

Different reps deliver inconsistent messages and forget to log responses, undermining data integrity.

Limited Visibility Into Availability

Without structured tracking, you don't know which stores carry your product or what their interest level is.

Data Silos & Fragmentation

Information ends up scattered across spreadsheets and systems, making analysis difficult.

Missed Opportunities Due to Time

Retailers move on quickly; slow follow-up or lack of automation means your product doesn't make it onto shelves.

How Our Demand Generation Automation Agent Works

The agent streamlines retailer outreach by loading new leads, calling them with an AI script, logging whether they stock your product, and updating dashboards for your team.

Loads and Validates Data

It monitors Google Drive for new CSVs, checks data quality, and inserts records into MongoDB.

Scripts Outbound Calls

Based on your pitch, it crafts a consistent script and calls retailers through voice AI.

Asks Availability Questions

It verifies whether the retailer carries your product and records additional notes or objections.

Classifies Responses

The agent categorizes responses as carrying, not carrying, interested, or not interested.

Updates Repositories

Call transcripts and summaries are stored in MongoDB and mirrored to Google Sheets for easy access.

Reports Progress

Stakeholders get a real-time dashboard to see which retailers are onboard, which need follow-up, and campaign success metrics.

Price Summary

Setup Options

ROI Math

Human based solution
Our Automation
Labor Cost = $4,000 / month
Setup Cost = $1,500
Maintenance = $1,500 / month
Revenue Generated = $15,000 / month
ROI = Only 2X

Summary

$1,216/mo
Monthly
Quarterly
Annual

Take It From Businesses We Have Worked With

Frequently Asked Questions

It watches a designated folder for CSV files and automatically uploads and validates new records.

Yes, you define the pitch, questions, and branching logic to reflect your product and brand.

 

Transcripts and summaries are saved in MongoDB and synced to Google Sheets for easy access.

You can configure questions and classifications for different product lines in the same campaign.

 

The agent tags each contact as carrying, not carrying, interested, or not interested based on answers.

 

While this agent logs responses, you can trigger separate workflows for follow-up calls or emails.

Is data kept secure?

Dashboards update in real time and you can receive daily or weekly summaries via email.

Yes, you can review and edit summaries or sentiments before they are published to stakeholders.

You can export data or use APIs to push results into your CRM for end-to-end tracking.

Opt-outs are recorded immediately and removed from future outreach lists.