AOT Retail Buyer Intelligence Demo

Turn messy buyer notes, product details, PDFs, and retailer research into structured outreach targets, follow-up actions, and opportunity tracking.

Demo-mode sample data
This demo uses sample data only. AOT provides the workflow system; Brothers International is framed as the supplier in generated outreach. Production versions can connect to approved data sources, CRM exports, spreadsheets, email, PDFs, or research workflows.
What this demo shows:

Messy buyer notes and retailer research go in. Structured follow-up actions, buyer roles, and outreach drafts come out.

Step 1: Turn Buyer Notes Into Actionable Follow-Up

Workflow 1

Buyer / Vendor Note Intake

Retail buyer sample loaded. Click Analyze Buyer Note.

Production Expansion Path

How This Grows

  • Connect approved retailer lists or CRM exports
  • Enrich from spreadsheets, PDFs, emails, and call notes
  • Track confidence and missing verification
  • Route outreach tasks to sales or account owners
  • Generate follow-up drafts
  • Later integrate with email, CRM, dashboards, or PDF pipeline

Opportunity Summary

Structured Follow-Up

New

AI-structured output (demo mode)

Score0
PriorityLow
Last AnalyzedNot yet

Score reflects urgency, buyer interest, and completeness of information.

Run the analyzer to generate a structured buyer follow-up summary.

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Follow-Up Email + Action Tracker

Draft and Tasks

AI-structured output (demo mode)

Subject: -
TaskOwnerDuePriority
No action items generated yet.

Step 2: Identify Target Retail Accounts and Buyer Roles

Workflow 2

Retail Target Account Finder

Select a demo account to turn messy retailer research into likely buyer roles, confidence, missing verification, and outreach tasks.

These roles are inferred and should be verified before outreach.

Choose a target account to analyze.

Client-Safe Research Rule

Verification First

Contact and title data can be scattered or outdated. This system should not blindly trust a single source. Instead, it tracks confidence, missing verification, and the next research step before outreach.

Target Account Intelligence

No target selected

Research Needed

AI-structured output (demo mode)

Confidence0
Retailer Type-
Last AnalyzedNot yet

Score reflects category fit, likely buyer role clarity, and missing verification.

Select a target account to generate demo-mode account intelligence.

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Outreach Draft

Account Email + Research Tasks

AI-structured output (demo mode)

Subject: -
TaskSource TypePriority
No research tasks generated yet.