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.

Brand context setup — retailers, category, stage, target accounts

2Find your buyer

One query. The right person.

Tell Lazrbeam the chain, category, and region — or just describe your situation. It resolves the specific person who owns your category, not a list of everyone at the company with "buyer" in their title. Review the name and title before you unlock. Credits only charge on confirm.

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.

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.

Pitch draft tailored to the buyer's chain, category, and your footprint

5Let it watch while you work

The brief lands in your inbox at 6am.

Every morning, Lazrbeam sends you a summary of what changed overnight — new buyers at your watchlist accounts, stale contacts worth refreshing, sequencing 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.

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.

Pipeline view — contacts, accounts, and next-step recommendations

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?

3 regional unlocks included · no credit card required