The retail expansion workflow, end to end

From “where should we expand?” to a buyer’s inbox.

Know where to expand, who owns the category, when to approach, and what to say — here’s how it works.

1Set up your brand context

Start once. It remembers everything.

The first time you use Lazrbeam, Brand Memory learns your brand — current retailers, category, stage, and goals. Every strategy answer and report generation starts from that context. You never re-explain your distribution footprint to get a relevant answer.

Lazrbeam
Where should we pitch next?

Illustrative example — not real contact data.

2Find your buyer

Name the chain. See who buys your category.

Tell Lazrbeam the chain, category, and region — or just describe your situation. It maps the buying team and ranks the most likely owner of your category, with role fit and confidence shown — not a list of everyone at the company with "buyer" in their title. Review names and titles before you unlock. Credits only charge on confirm, and not at all if no email or phone is found.

Lazrbeam
Whole Foods, Northern California. We make better-for-you snacks.

Illustrative example — not real contact data.

3Ask for strategy

One intelligence layer. Cited answers — not a form.

Ask Lazrbeam where an account fits in your sequencing. It already knows your brand stage and placements from Brand Memory, retailer programs and slotting rules from CPG knowledge, and — when you've imported depletions — your velocity with inline citations. On Scale, ask it to save a Retail Readiness, Expansion, or Competitor report; the result lands in Reports and can attach to Pipeline accounts.

Lazrbeam
We're a refrigerated snack brand in 180 Texas stores. Which chain next?

Illustrative example — not real contact data.

4Build your outreach

A pitch that references the actual buyer and chain.

Lazrbeam generates email drafts and follow-up sequences tailored to the specific buyer you unlocked. It's not a template with a name swapped in — it references the chain, the category, and your brand's actual footprint. Edit it, personalize it, send it.

Lazrbeam
Draft the pitch for the Sprouts Southwest snacks buyer.

Illustrative example — not real contact data.

5Let it watch while you work

A brief on your watchlist, every morning.

Each morning, Lazrbeam sends a summary of what changed at your watchlist accounts — new contacts, unlocked contacts you haven't followed up with, and next moves worth making. It's also on your dashboard all day. You don't have to remember to check. It tells you when something matters.

Lazrbeam
What changed on my watchlist?

Illustrative example — not real contact data.

6Build your expansion pipeline

Same workflow. Next account.

Add targets to the Pipeline, track who you've reached, and pick up where you left off — Lazrbeam remembers. Your brand context carries forward and the recommendations update based on where you've landed.

Lazrbeam
Where are we with our target chains?

Illustrative example — not real contact data.

Built for CPG brands ready for their next stage of retail growth.

Lazrbeam works when you have retail proof — doors on the board, velocity behind you, a product that has moved. It reads that traction and turns it into your next account. If you haven’t landed your first account yet, this isn’t the right tool for you today.

Ready to see it in action?

First national unlock included · no credit card required