Distributors are built on placements.

The sales execution platform for beverage alcohol distributors.

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Every placement, brought to life.

Track, tag, and activate every placement, to drive sales in every account.

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Right product

Category, varietal, style and flavor, carried on every SKU. A bottle is not one tag.

Product attributes

WineRedWhiteSparklingRoséFortifiedSpiritsWhiskeyGinVodkaRumTequilaMezcalBeerAleLager
Chenin BlancNebbioloGodelloVerdejoViognierGrüner VeltlinerVermentinoPinot NoirSauvignon BlancChardonnayPinot GrigioSingle MaltBourbonRye WhiskeyLondon Dry
FloralFruitySpiceHerbalEarthyMineralWoodySmokyNuttySweet/ConfectionFunkyCereal
FranceLoire ValleyItalyPiedmontSpainRiojaUnited StatesNapa ValleyPortugalDouroGermanyMoselArgentinaMendoza

Right place

A $10–20 sushi account is a different job than an omakase account. Venue, cuisine, service style and tier ride on every account you hold.

Account attributes

BarDiningLodgingPrivate ClubRecreationRetailWinery / Brewery / DistilleryTransportationSpecial Events / Temp. License
Bottle ShopLiquor / Package StoreWine BarCocktail BarRestaurantGastropubRooftop BarSpeakeasyHotel BarCafé / BistroGrocery StoreGolf / Country ClubTaproomResort
SushiSteakhouseOyster BarNoodle BarPasta / TrattoriaPizzaSeafood & Raw BarTapas / Small BitesWok / Stir FryBBQRotisserie / RoastDumpling & Dim Sum
Luxury / Fine ($$$$)Premium / Upscale ($$$)Casual ($$)Affordable ($)Tasting Menu / OmakaseCounter DiningLate NightSmall Plates / SharingFarm-to-TableJapaneseItalianNew American

Right POS

By the glass and on the back bar are two different placements. Point-of-sale tags say where it actually lives, so the ask is specific.

Point-of-sale tags

By the glass By the bottle Cocktail menu Tap handle Cold box Back bar Floor display Well pour Menu feature Wine list Shelf End cap
Shelf photo of the placement: a wooden floor display of Clos Marnière Chenin Sec in a wine shop.
Status
Reorder
Price
$19.00
Last check-in
Oct 3, 2025
POS tags
Floor display Shelf
Shelf position
Eye Level
Number of facings
3
RetailBottle ShopPremium / Upscale ($$$)WineWhiteChenin BlancFranceLoire ValleyMineral

Activity

  1. Next actionReorder: Jan 20

  2. Order loggedReorder18 cases$2,700

  3. Order loggedReorder18 cases$2,700

  4. Survey completedPOS tags addedFloor displayShelf

  5. Order loggedReorder12 cases$1,800

  6. Order loggedNew placement12 cases$1,800

  7. Follow-up scheduledJul 8, after the summer list reprint

  8. Tasting loggedInterestedBuyer liked it for the by-the-bottle set

  9. Opportunity identified3 insights

Grow points of distribution.

Generate opportunities, pitches, and go from Sample to Sale.

Identify the opportunity

Bought the 2023, hasn't bought the 2024. Craft the question live with the Opportunity Filter, or take the ranked ones the Insight Engine already produced.

FilterAccount purchased Carl Loewen Riesling (2023)
And
FilterAccount has not purchased Carl Loewen Riesling (2024)
Select 3 accounts

Generate the AI sales pitch

Pick an opportunity and the pitch comes back written from that account's own attributes.

Placement opportunities 197
01Caffo3
Solara Orange Liqueur · 750ml
02Carl Loewen2
Riesling 2024 · 750ml
03El Dorado1
Single Still Versailles · 750ml
04Giffard2
Creme de Rose · 750ml
05Caffo1
Sambuca Secolare · 750ml
06El Dorado1
Gift Pack Collection · 3 × 375ml
Pitch this opportunity Add task to pitch
Osteria Fiore already pours two Caffo bottles, so Solara keeps the back bar Italian and lands straight on the sidecar and the margarita.
Powered by Masava AI Active PODs: 6 Anchor PODs: 1
Brand extensionGap
Masava Insight · 74 days ago The account already carries part of a brand it buys from. Pitch the products from that brand it has not placed yet.
Premium Italian on-premAuthored
Portfolio manager · 27 days ago Accounts whose clientele expects a fully Italian list. Most default to a French orange liqueur on the back bar.
Kaisen Omakase lists the 2023 by the glass and the list turns every quarter. The 2024 is drier, cheaper by the case, and pours against the same menu.
Powered by Masava AI Active PODs: 4 Anchor PODs: 1
Line extensionGap
Masava Insight · 12 days ago The account bought the prior vintage and has not placed the current one. The wine list turns over every quarter.
Riesling by the glassAuthored
Brand manager · 31 days ago Sushi and izakaya accounts pour off-dry Riesling by the glass. Lead with the drier vintage and the case price.
01

Track samples

Every sample leaves with a rep, a product and a date on it.

Kaisen Omakase, Midtown Received
Osteria Fiore, Hoboken Received
The Long Bar, Jersey City Received
Create 3 tasting tasks
02

Create tastings

One task per account — product named, rep assigned, dated.

Bulk task 3 tasks
Tasting
3 accounts Carl Loewen Riesling (2024)
Jack Repson Priority

Time to swap a vintage. Organize tasting of Carl Loewen Riesling (2024) for @Kaisen Omakase

Create 3 tasks
03

Trigger follow-ups

The rule writes the task — authored once, firing from then on.

Tasted Will buy
Carl Loewen, Riesling 2024
Kaisen Omakase

Poured it against the 2023 and the buyer preferred the drier finish. Wants a case for the by-the-glass list.

Follow-up

Drive samples to new sales, in one pipeline.

Make winning shelves and menus a repeatable workflow for your sales teams.

Learn more
Opportunity 14
Tasting 9
Follow-up 11
New placement 6
Activation 8
Reorder 17
Brand extension gap Ember Chophouse Old Cardinal 12 Year · 750ml
Brand extension gap Marlow & Vine Wodka [Vodka] · 750ml
Brand extension gap Grove Street Cellars Sambuca Secolare · 750ml
Brand extension gap Tasting booked 👍Will buy Follow-up · next week First order · PO 4471 Staff training Reorder Carl Loewen Riesling 2024 Kaisen Omakase Buyer prefers the drier 2024. Follow-up Follow-up: Sep 25 Create order
Brand extension gap Tasting booked Follow-up · next week First order · PO 4471 Staff training Reorder Osteria Fiore Produttori del Barbaresco · 750ml
Brand extension gap Tasting booked Follow-up · next week First order · PO 4471 Staff training Reorder The Long Bar Solara Orange Liqueur · 750ml
Brand extension gap Tasting booked Follow-up · next week First order · PO 4471 Staff training Kroger #418 Surfside Lemonade · 12oz
Brand extension gap Tasting booked Follow-up · next week First order · PO 4471 Staff training Hanoi House Wodka [Vodka] · 750ml
Brand extension gap Tasting booked Follow-up · next week First order · PO 4471 Staff training The Anchor El Dorado Single Still · 750ml
Brand extension gap Tasting booked Follow-up · next week First order · PO 4471 Harbor Provisions Giffard Creme de Rose · 750ml
👎Will not buy Rooftop 44 Junmai Ginjo · 720ml

Coordinate the right actions across every account.

Managers effortlessly set the right actions — sales reps execute at the right time.

Learn more
Signal to action 1 / 3
app.masava.ai/accounts
Group by Filter (1) Opportunities All insights 30 days Sorts Columns
Reset window (1)
MTD down12 MTD up22 YTD down17 YTD up47 Order overdue3 Overdue on visit56 Placements at risk439 Reset window open5 Active406 At risk127 Lost359 New (no orders)888
Account Next reset Buying window Channel Action Next visit
The Tasting Room Sep 04Menu reset Jul 01 – Aug 21 On premise New task Plan visit
Cedar & Vine Sep 07Menu reset Jul 27 – Aug 28 Off premise New task Plan visit
Harborview Wine & Spirits Sep 14Menu reset Aug 10 – Aug 28 Off premise New task Plan visit
Marble Hill Cellars Sep 07Menu reset Aug 13 – Sep 04 Off premise New task Plan visit
Cask & Vine Sep 14Menu reset Aug 13 – Sep 04 On premise New task Plan visit
Rincon Market —Menu reset — Off premise New task Plan visit
Del Mar Bottle Shop —Menu reset — Off premise New task Plan visit
Northgate Provisions —Menu reset — On premise New task Plan visit
5 selected Edit attributes Create 5 tasks Plan 5 visits
General
Survey
Tasting
Menu reset
Staff training
Consumer sampling

Sales reps know where to go. Sales reps know what to do.

Reps build their sales route, knowing exactly what to do, shaped by their managers and goals.

Know where to go

The rep opens the day and the plan is already built — every signal, at-risk placement, opportunity, program and open task distilled into one prioritized run. They edit it, work each stop, and write the order inside the visit. The queue has become a route.

HOME · WHAT THE DAY ANSWERS FOR
REVENUE AT RISK ≈$18,240/mo LTV $648,300
ORDERS DUE ≈$52,440/mo 28 accounts off cadence
PAYOUTS OPEN $3,240 97 opportunities
The week planned by day — account, priority, tasks and potential for each stop.
MON–FRI · THE WEEK, PLANNED — ACCOUNT, PRIORITY, TASKS, POTENTIAL

Know what to do

Work arrives as a queue rather than a report. Every task is typed, dated, assigned and tied to the placement it is aimed at, with its comment thread on it — so a manager sets the work once and then sees done or not done, without chasing anyone for status. The company remembers, not the rep.

TYPED · DATED · ASSIGNED · COMMENTED — AND AGEING IN THE OPEN

All the right work, in one place.

With the right actions coordinated, asks become coordinated deliverables.

Learn more

Buyer tastings

The ask that opens a door — poured, and the outcome recorded.

ASSIGNED BY Marcus Ely

Surveys

Facings, on-hand and position, written back to the placement.

TASKED TO M. Alvarez

Staff training

The floor sells what it knows. Pre-shift, by product.

ASSIGNED BY Dana Whitfield

Consumer sampling

Pull-through at the shelf, dated and assigned to a rep.

ASSIGNED BY Dana Whitfield

Shelf reset

Cold box, end cap, facings — the set the chain agreed to.

ASSIGNED BY Priya Raman

Menu reset

By the glass and the cocktail list, when the menu turns.

ASSIGNED BY Marcus Ely

Follow-up

The reorder nobody remembered. The rule writes it.

TASKED TO J. Hicks

General

Anything else the field needs, still typed and still dated.

TASKED TO N. Okafor

Connect programs and MBOs to execution.

Give your reps and managers a live view of programs, in the same platform they have the tools to get the job done.

Learn more

Every program, live and tracked

Programs New program
Name, ID Filter
Active200 Planned12 Drafts3 Ended Archived
PROGRAM OBJECTIVE GOAL SCORE PAYOUT
Happy Dad summer resetMar 1 – May 30 · NY, NJ +2 Ranking 1st place 42 / 50 pods $500
Surfside on-premise pushFeb 28 – May 30 · NY +3 Goal 78% 39 / 50 pods $500
Coors Banquet cold boxApr 1 – Jun 29 · NJ, CT Ranking 7th place 14 cases Keep going
Tito's well conversionJun 1 – Aug 5 · NY, PA Goal 72% 36 / 50 pods $350
Aperol spritz menu driveJan 25 – Mar 30 · NY, NJ Goal 64% 32 cases $250
Jackson Family portfolio resetNov 1 – Jan 5 · CT +1 Goal 22% 11 / 50 pods 39 to go
SHOWING 6 OF 200 ACTIVE UPDATES AS ORDERS LAND

Communicate the priorities

Happy Dad summer resetKey programSurfside on-premise pushPriority programCoors Banquet cold boxMedium priorityTito's well conversionKey programAperol spritz menu drivePriority programHigh Noon shelf resetMedium priorityJackson Family portfolio resetKey programTwisted Tea display driveLow priorityCasamigos steakhouse focusMedium priorityAthletic Brewing non-alc launchPriority programBuffalo Trace allocation pushKey programMeiomi by-the-glassLow priorityLa Marca prosecco resetPriority programModelo Especial draft pushMedium priorityEspolón back bar resetLow priorityWhispering Angel rosé seasonPriority programJameson cocktail menu seedingMedium priorityJosh Cellars shelf resetLow priority

One program, in the open

Give your team an overview of why the program is running, attach materials, and make announcements and updates all on the program.

Whispering Angel rosé seasonApr 1 → Jun 30 · NY, NJ, PA

Overview

Reactivate Whispering Angel in accounts flagged 90 days unsold. Fifteen eligible reps across three markets.

Materials

Sell sheet Tasting notes Price card

Latest update

Tier 2 is unlocked. Forty pods to go before the next payout step.

P. Adminson · 2 days ago

Track pods Track accounts sold Track volume sales Compete for incentives

Live progress and payouts

Company goal 1,684 / 2,356 pods 71%
Metro Eastlast year 812 980 / 1,256 pods78%
M. Alvarez 412 / 470 pods$4,18088%
J. Whitfield 318 / 400 pods$3,57080%
S. Baptiste 250 / 386 pods$2,90565%
North Valleylast year 745 704 / 1,100 pods64%
R. Okonkwo 268 / 400 pods$2,41067%
D. Ferraro 242 / 380 pods$2,18064%
K. Osei 194 / 320 pods$1,94061%

Playbooks turn your strategy into execution.

One expert's playbook runs on every account it fits — which accounts should carry a product, and what happens the moment one slips.

Placement Playbooks

Playbooks for placement opportunities

Right product, right place.

A rep opens an account and sees a short ranked list of what to sell there instead of the whole catalog. Each one carries the reason it surfaced, a pitch drafted for that account from its own attributes and the author’s reasoning, and the name of the person whose insight put it there — so reps can work from the authors they trust. Nobody is hunting for the list.

Active Premium blanco → aged expression Accounts moving volume on blanco tequila and carrying no repósado. Marcus Whitfield 289 opportunities
Active Allocated bourbon → comparable rye Accounts selling allocated bourbon take to same-tier rye. Elena Moretti 357 opportunities
Active House cocktail program → amaro On-premise accounts with a house cocktail list and no amaro. Priya Raman 198 opportunities
Active Natural wine list → skin-contact Wine-forward accounts stocking natural and no orange. Dara Okafor 165 opportunities
Active Deep craft beer set → local cider Retailers with deep craft sets and no cider beyond the nationals. Marcus Whitfield 142 opportunities
Active Strong by-the-glass → estate red Accounts strong in premium reds carrying no estate label. Dara Okafor 118 opportunities
Placements Playbooks 24 plays · 9 authors Learn more
Allocated bourbon → comparable rye by Elena Moretti
Account conditions Purchase historyhasAllocated bourbon Account attributeisPremium ($$$)
Product conditions Product attributeisPremium rye
51Accounts ⨉ 7Products = 357Opportunities
AccountOpportunitiesPriorityAddress
The Copper Vine · Hoboken243Key Account412 Washington St
Bergen Fine Wines · Ridgewood198Key Account88 Godwin Ave
Trattoria Bellini · Montclair176Priority Account233 Bloomfield Ave
Harborside Cellars · Weehawken154Medium Priority19 Port Imperial
Casa do Porto · Newark131Medium Priority88 Ferry St
Osteria Ferra · Jersey City152Low Priority190 Newark Ave
Vine & Barrel · Montclair128Medium Priority62 Church St
Ridgeline Tavern · Summit119Low Priority17 Springfield Ave
Bodega Marisol · Union City104Low Priority405 Bergenline Ave
Top 5 opportunities Show all
Ashfall Ridge — Single Barrel Rye · 6/750 mL · (2019) · $148.00 7 insights$12,480341
Vireo Estate — Napa Cabernet, Reserve · 6/750 mL · (2019) · $92.00 4 insights$8,150268
Poderi Baldi — Barbera d’Alba · 6/750 mL · (2022) · $34.00 2 insights$5,320194
357 opportunities
Pitch

The Copper Vine already sells two allocated bourbons at the top of its back bar, and its rye set stops at the national brands. Ashfall Ridge is the same shelf and the same buyer. Lead with the single-barrel story, close on a two-case trial.

Powered by Masava AI
Allocated bourbon → comparable ryeGap
Elena Moretti · 3 days ago
Product isRye whiskeySingle barrel
Account isOn-premise$$$$Fine dining
PurchasedAllocated bourbonin the last12 months

Playbooks for task automations

Right task, right time.

A rule is a trigger, a set of conditions, and an action. When an order lands or a placement changes status, the matching rule creates the task, assigns it to the rep who owns that account, and dates it. Nobody had to notice.