Stop waiting. Reach buyers first with the right message.

Stop waiting for buyers to reach out. Reach them first — with the right message at the right time.

Stop waiting for buyers to reach out. Reach them first — with the right message at the right time.

Trusted by the world's most sophisticated wholesale distributors and suppliers.

Monitors Your Systems for Triggers

Proactive Outreach continuously watches your ERP and inventory for signals — new product arrivals, back-in-stock items, promotions, reorder windows, stalled orders, and shipment exceptions.

Step 1

Identifies the Right Accounts

For each trigger, Copilot identifies the accounts most likely to act — based on purchase history, product affinity, account tier, and territory — so outreach is targeted, not blasted.

Step 2

NT

Nicholas Turner

20 Aug

Pricing or Inventory Update

Proactive Outreach

MJ

Maria Johnson

22 Aug

New Product Launch Announcement

Proactive Outreach

CR

Carlos Rivera

23 Aug

Customer Feedback Follow-up

Proactive Outreach

LC

Liam Carter

20 Aug

Back in Stock

Proactive Outreach

Draco Rodrigo

20 Aug

Buyer Inactive

Proactive Outreach

Identifying

Send

Drafts Personalized Outreach

Copilot drafts a personalized message for each account — referencing the specific product, their buying history, and their account terms. Every message feels like it came from a rep who knows the account, not a mass email tool.

Step 3

Routes to the Right Owner

Each draft is routed to the account owner for review and send — or sent automatically based on your rules, for low-risk outreach like reorder reminders and back-in-stock pings.

Step 4

Jane Xander

Today

Drop in Purchasing Activity

Proactive Outreach

Copilot doesn't just put out fires,
it creates pull.

Your data is already in your systems. The problem is getting to it fast enough to matter.

Copilot automatically handles order exceptions and personalized outreach to keep your long-tail accounts warm. Your team focuses on the top 20% of buyers—Copilot manages the rest.

Customers

46 Customers

Search anything

Bright Ideas Carpet

CarpetStark Company

Draco Rodrigo

dracorodrigo@carpetstark.com

Jane Xander

janexander@carpetstark.com

Sophie Caldwell

shopie.caldwell@creativehub.com

ET

Emily Thompson

shopie.caldwell@creativehub.com

MA

Michael Anderson

shopie.caldwell@creativehub.com

Design Works Carpet

S

Soundwave

Jane Xander

janexander@carpetstark.com

Overview

Threads

Quotes & Orders

Pricing & Product

AI Agent delivered Tier 2 inventory and pricing sheets for dental and Korean skincare to Alex, confirmed MAP for the HydraGlow serum, and applied a 5% promotional allowance per request.

Frequently asked questions

Does this replace our outbound sales motion?

No — it supplements it. Proactive Outreach handles the systematic, data-driven outreach that reps don't have time to do manually, freeing them to focus on high-value conversations.

Can we control what gets sent automatically vs. reviewed first?

How does it personalize messages?

Stop digging for answers. Start asking Copilot.