ProgrammableMarketing/canals.ai (opens in a new tab)
PDF

Views

  • Plan
  • Roadmap
  • Research

On this page

  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 10
  • Big bets · 3
  • Wildcards · 4
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Canals
Canals logo

growth playbook · Oct 23, 2026

canals.ai (opens in a new tab)

Canals growth playbook

Diagnosis

Canals is a profitable company of about 140 people that has processed over 8 million sales orders and $5 billion in payables for more than 100 distributors, and raised $35M in May 2026.

Its hiring shows where growth will come from: a Field Marketing Manager because trade shows have driven growth from the start, the company's first BDRs, strategic sellers for seven-figure deals, and customer success and ERP implementation to expand accounts.

The site has an excellent offer (bring your toughest order and see it processed live) but no public events page, homepage numbers a quarter of what the press release says, and only two vertical pages. This playbook builds the show machine first (public show pages with booth booking, 48-hour follow-up, a homework kit for BDRs, event scoring), then ERP and vertical pages, live teardown webinars, business cases and expansion, and longer bets on an industry data report and the ASAP contractor network.

Growth Score

7/10

Biggest Opportunity

Turn every trade show into pre-booked live evaluations of the visitor's own toughest order, and follow up on that order within 48 hours.

Biggest Risk

General document-automation vendors such as Conexiom and Esker sell to the same buyers; without visible scale and vertical proof, Canals can look like a smaller option despite better results.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    A public "Meet Canals" page for every trade show, where distributors book a live run of their own toughest order

    List the next six shows and publish the /events page with booth numbers.

    High impact First result in 1 month
  2. 2

    Update the homepage proof numbers: the site says 2M orders, the press release says 8M

    Pull the current totals from the product database and update the homepage today.

    High impact First result in 1 week
  3. 3

    Take the template, personal and protected pages out of the public sitemap

    Unpublish /products/product-name-copy and set noindex on the personal pages.

    Medium impact First result in 2 weeks

02

Your idea portfolio

23 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 9 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 5Big bets · 10Fill-ins · 6Reconsider · 2
Effort →

Showing 23 of 23 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Canals says trade shows have driven its growth from the start and is hiring a Field Marketing Manager to double down. But canals.ai has no public events page: /events is a 404, the navigation has no show calendar, and the only event page in the sitemap, for an Eclipse user conference, is password protected. A distributor who hears about Canals at a show, or wants to plan a booth visit, has nowhere to go. Canals already has the perfect booth offer on its Live Evaluation page: "Bring your toughest order in any format", processed live in 10 minutes.

    High impactLow effort First result in 1 month Field Marketing Manager

    First action

    List the next six shows and publish the /events page with booth numbers.

    How to measure it

    Booth meetings booked before each show

    Now
    –
    Target
    25 per show
    By
    next 3 shows

    Steps

    1. 1

      List the calendar

      Every show for the next two quarters: dates, booth, team, talks.

      Field Marketing Manager 1 day

    2. 2

      Build the page

      /events in Webflow, one CMS item per show with a booking form.

      Field Marketing Manager 2 days

    3. 3

      Add the offer

      "Bring your toughest order" slot booking with optional upload.

      Field Marketing Manager 1 day

    4. 4

      Route bookings

      HubSpot campaign per show; bookings go to the AE working the booth.

      Marketing operations 1 day

    5. 5

      Promote

      Pre-show emails, LinkedIn, show app listings and BDR calls with the page link.

      Business Development Representative 2 weeks before each show

    6. 6

      Run it live

      Process each visitor's order at the booth on a big screen.

      Account Executive at each show

    7. 7

      Report

      Booked meetings, live runs, opportunities and pipeline per show.

      Field Marketing Manager after each show

    First result
    1 month
    Cost
    Staff time only
    Owner
    Field Marketing Manager

    Smallest test

    Publish one show page with a booking form and count bookings against the last comparable show.

    Why it works

    Publish /events with every show Canals attends (booth number, dates, who will be there, talks), and one page per show with a "Book 10 minutes at our booth: bring your toughest order" form that reserves a slot and asks the visitor to upload or bring the order. Add a "Can't make it? Run it live online" link to the Live Evaluation. Use the page in pre-show emails, LinkedIn posts, show apps and attendee-list outreach, and tag every booking with the show so pipeline per show is visible.

    Pre-booked booth meetings convert far better than badge scans, and a live run on the visitor's own order is the one demo that answers "too good to be true" on the spot. It also gives the new BDRs a concrete reason to call before each show.

    Ready to use

    ChecklistShow page checklist

    [ ] Show name, dates, city, booth number
    [ ] Who from Canals will be there, with roles
    [ ] Talks and session times
    [ ] "Book 10 minutes: bring your toughest order" form
    [ ] Optional order upload (redaction note)
    [ ] Link to the online Live Evaluation
    [ ] HubSpot campaign tag for the show
    [ ] Pre-show email and LinkedIn post using the link
    [ ] Post-show follow-up sequence ready

    Risks and how to handle them

    • Visitors bring orders with customer data

      Offer to redact names and prices, and process on screen without storing the file.

    • Booth slots no-show

      Send a reminder the morning of the show with the booth map.

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • Your websitecanals.ai has no public events page: /events returns the site's 404 page (checked twice on October 22, 2026), the main navigation lists Press, Webinars and Podcasts but no events or trade-show calendar, and the only event page in the sitemap, an Eclipse user conference page under /dev/events/, opens a "Protected page" password prompt.Source
    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
  • 02

    Canals' May 2026 release says it "has already processed over 8 million sales orders and $5 billion in payables", but the homepage still shows "2M+ sales orders processed" and "$2.1 B+ payables submitted", and most pages say "100+ distributors" while the Executive Briefing page says "130+". The site undersells Canals by about four times to every visitor, and the numbers disagree with each other.

    High impactLow effort First result in 1 week Marketing lead

    First action

    Pull the current totals from the product database and update the homepage today.

    How to measure it

    Homepage demo conversion

    Now
    –
    Target
    +10%
    By
    60 days

    Steps

    1. 1

      Get current totals

      Orders, payables, distributors, users.

      Data team 1 day

    2. 2

      Agree the wording

      One set of numbers with an "as of" date.

      Marketing lead 1 hour

    3. 3

      Update the homepage

      Proof strip and testimonial stats.

      Marketing lead 2 hours

    4. 4

      Update other pages

      /why-canals, /distributors, /execbrief, /ad.

      Marketing lead 1 day

    5. 5

      Update sales materials

      Decks, booth banners, email footers.

      Field Marketing Manager 1 week

    6. 6

      Set a refresh

      Quarterly reminder.

      Marketing lead quarterly

    First result
    1 week
    Cost
    $0
    Owner
    Marketing lead

    Smallest test

    Change the homepage numbers and watch demo conversion for a month.

    Why it works

    Set one source of truth for the headline numbers (orders processed, payables, distributors, users) and update the homepage, /why-canals, /distributors, the Executive Briefing page and booth materials from it. Add "as of" dates, and refresh quarterly. Lead the homepage proof strip with the larger numbers.

    Scale is the strongest reassurance for a cautious buyer, and inconsistent numbers make a "too good to be true" product look less credible.

    Risks and how to handle them

    • Numbers change constantly

      Use rounded milestones and an "as of" date.

    Evidence

    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source
    • Press releaseCanals' own release (May 28, 2026, on its blog and GlobeNewswire): Canals raised $35M led by Base10 Partners; it "has already processed over 8 million sales orders and $5 billion in payables", with sales growth "all without venture capital", and customers see "doubling quote conversion rates and 96% touchless invoice processing". It names DSG, The Kendall Group and Locke Supply as customers.Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
  • 03

    Canals' sitemap lists a blank template page (/products/product-name-copy, titled " | Canals"), a password-protected event page under /dev/, and five personal /live-evaluation pages named after individuals. Search engines index what the sitemap offers, so personal pages for prospects can appear in search under their own names, and an empty page dilutes the product section.

    Medium impactLow effort First result in 2 weeks Marketing lead

    First action

    Unpublish /products/product-name-copy and set noindex on the personal pages.

    How to measure it

    Unwanted indexed pages

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      List the pages

      Template copies, /dev/, personal pages.

      Marketing lead 1 hour

    2. 2

      Unpublish the template

      Remove the blank product page.

      Marketing lead 10 minutes

    3. 3

      Noindex personal pages

      Webflow page settings.

      Marketing lead 1 hour

    4. 4

      Exclude from sitemap

      Webflow sitemap settings for those collections.

      Marketing lead 1 hour

    5. 5

      Resubmit

      Search Console sitemap and removals.

      Marketing lead 1 day

    6. 6

      Add a publishing check

      No page goes live with a placeholder title.

      Marketing lead ongoing

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing lead

    Smallest test

    Fix the template page today.

    Why it works

    Delete or unpublish the template copy, exclude /dev/ and the personal live-evaluation pages from the Webflow sitemap and add noindex to them, then resubmit the sitemap. Keep personal pages for one-to-one outreach, reached only by direct link.

    Prospects who search their own name and find a vendor page about them may be put off; a clean sitemap also concentrates crawl on the pages that sell.

    Risks and how to handle them

    • Breaking links already sent

      Noindex keeps the pages working for direct links.

    Evidence

    • Your websiteSitemap (89 URLs, checked October 22, 2026): 21 product pages, 12 case-study URLs (Eastern Industrial Supplies and Inglett & Stubbs each have separate order-entry and AP stories), 25 blog posts, two vertical pages (/verticals/electrical and /verticals/phcp) and two role pages; a blank template page /products/product-name-copy whose title is just " | Canals"; and five personal /live-evaluation/<first-last> pages named after individuals.Source
    • Your websitecanals.ai has no public events page: /events returns the site's 404 page (checked twice on October 22, 2026), the main navigation lists Press, Webinars and Podcasts but no events or trade-show calendar, and the only event page in the sitemap, an Eclipse user conference page under /dev/events/, opens a "Protected page" password prompt.Source
  • 04

    The Field Marketing Manager will run post-event outreach and the BDRs are told to follow up after each show. The usual follow-up is a generic "great to meet you". Canals has a better one: every booth conversation is about a messy order format, and the Live Evaluation runs that exact order.

    High impactLow effort First result in 1 month Field Marketing Manager

    First action

    Add an "order format" and "ERP" field to the badge-scan app before the next show.

    How to measure it

    Post-show live evaluations

    Now
    –
    Target
    15 per show
    By
    next 3 shows

    Steps

    1. 1

      Add the fields

      Order format and ERP on the lead capture.

      Field Marketing Manager 1 day

    2. 2

      Write the template

      Three variants by format.

      BDR Team Lead 1 day

    3. 3

      Brief the booth team

      Capture one detail per conversation.

      Field Marketing Manager 1 hour

    4. 4

      Send within 48 hours

      Email plus a BDR call.

      Business Development Representative 48 hours after the show

    5. 5

      Run the evaluations

      Live on their order.

      Account Executive ongoing

    6. 6

      Report

      Replies and evaluations per show.

      Field Marketing Manager after each show

    First result
    1 month
    Cost
    Staff time only
    Owner
    Field Marketing Manager

    Smallest test

    Use the template for one show and compare reply rates.

    Why it works

    Have booth staff note one detail per conversation (the order format: handwritten, takeoff, voicemail, spreadsheet; and the ERP). Within 48 hours, send each contact a short email and a BDR call: "You mentioned your counter gets handwritten takeoffs. Send us one and we will run it live in 10 minutes." Track replies and live evaluations per show.

    Specific follow-up earns replies, and a live run on their own order is the fastest path to a POC.

    Risks and how to handle them

    • Booth staff skip the notes

      Make the field required in the scanning app.

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
  • 05

    The homepage lists seven industries and the vertical tabs list ten, but only electrical and PHCP/PVF have their own page. Canals partners with HARDI (HVACR) and the Industrial Supply Association, so it sells into those markets, yet an HVAC or MRO distributor searching for AI order entry finds no page written for them.

    High impactMedium effort First result in 1 month Marketing lead

    First action

    Pick one HVAC and one MRO customer quote.

    How to measure it

    Demos from HVAC and MRO pages

    Now
    –
    Target
    10 a month
    By
    90 days

    Steps

    1. 1

      Gather proof

      One customer per vertical.

      Customer Success Manager 1 week

    2. 2

      Write the pages

      Formats, workflows, ERPs.

      Marketing lead 1 week

    3. 3

      Design

      From the electrical template.

      Senior Product Designer 2 days

    4. 4

      Publish

      Add to the nav and sitemap.

      Marketing lead 1 day

    5. 5

      Promote

      Association channels and BDR sequences.

      Business Development Representative ongoing

    6. 6

      Measure

      Traffic and demos per vertical.

      Marketing lead monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Marketing lead

    Smallest test

    Publish the HVAC page and send it to HARDI contacts.

    Why it works

    Build /verticals/hvac and /verticals/industrial-mro from the electrical template, with the order formats each industry deals with (equipment model numbers and submittals for HVAC; long MRO part lists and cross-references for industrial), a customer quote from that industry, the relevant ERPs and the association logo. Use them in association newsletters and BDR sequences.

    Distributors want proof that a vendor knows their line, and vertical pages rank for the industry-specific searches the general pages miss.

    Risks and how to handle them

    • Thin pages

      Only publish with a real customer quote.

    Evidence

    • Your websiteIndustries: the homepage says the AI is trained for "Electrical Plumbing HVAC Mechanical Industrial/MRO Lumber/Framing Building Materials", and the vertical pages tab across "Electrical Plumbing HVAC Lumber Industrial Construction Safety Machinery MRO PVF", but only electrical and PHCP/PVF have their own vertical page; lumber and building materials have landing pages (/csa, /sales-order-entry-for-lbm).Source
    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • Your websiteSitemap (89 URLs, checked October 22, 2026): 21 product pages, 12 case-study URLs (Eastern Industrial Supplies and Inglett & Stubbs each have separate order-entry and AP stories), 25 blog posts, two vertical pages (/verticals/electrical and /verticals/phcp) and two role pages; a blank template page /products/product-name-copy whose title is just " | Canals"; and five personal /live-evaluation/<first-last> pages named after individuals.Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
  • 06

    Canals tells new BDRs its buyers "respect people who have done their homework" and asks for emails "specific enough to earn a reply". The playbook "doesn't exist yet". The fastest specific openers come from facts Canals already knows: which ERP a distributor runs (user-group membership, job posts) and how its customers order (counter, takeoffs, email).

    High impactLow effort First result in 1 month BDR Team Lead

    First action

    Write the template and fill it for 20 accounts.

    How to measure it

    First-touch reply rate

    Now
    –
    Target
    8%
    By
    60 days

    Steps

    1. 1

      Write the template

      Fields and an opener formula.

      BDR Team Lead 1 day

    2. 2

      Build the list

      200 accounts from user groups and associations.

      Business Development Representative 1 week

    3. 3

      Fill 20 accounts

      Test the time per account.

      Business Development Representative 2 days

    4. 4

      Write openers

      One per vertical and ERP.

      BDR Team Lead 2 days

    5. 5

      Send and call

      Phone first, then email and LinkedIn.

      Business Development Representative ongoing

    6. 6

      Review weekly

      Reply rates by opener.

      BDR Team Lead weekly

    First result
    1 month
    Cost
    Data tool licences if needed
    Owner
    BDR Team Lead

    Smallest test

    Run 50 accounts with the kit and 50 without.

    Why it works

    Build a one-page research template per account: ERP, branches, lines carried, how orders arrive, association memberships, and a one-line opener tied to a Canals result in the same vertical. Seed it with 200 accounts from the Eclipse and Infor user groups and the association lists, and track reply rates by opener type.

    A first BDR team succeeds when the research is fast and repeatable; the kit turns that into a system the next hires inherit.

    Risks and how to handle them

    • Research takes too long

      Cap at 10 minutes per account.

    Evidence

    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • Your websiteIntegrations page lists ERPs including Acumatica, AS400, Bizowie, custom in-house systems, Epicor Eclipse, Epicor Prophet 21, Infor CloudSuite Distribution, Infor M3, Infor SX.e and Microsoft Dynamics 365, all on one page.Source
    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source

This quarter 10

The core plays for the next three months.

  • 07

    All of Canals' ERP integrations sit on one integrations page, while the Implementation Engineer is hired to become the expert on each ERP and to document "repeatable best practices for internal and customer use". Distributors identify by ERP first, and Canals partners with the Eclipse and Infor user groups.

    High impactMedium effort First result in 1 quarter Implementation Engineer

    First action

    Write the Eclipse page from the implementation notes.

    How to measure it

    ERP-page demos

    Now
    –
    Target
    20 a month
    By
    2 quarters

    Steps

    1. 1

      Pick ERPs

      Eclipse, Prophet 21, Infor SX.e first.

      Implementation Engineer, ERP Integrations 1 day

    2. 2

      Draft from notes

      What syncs and setup steps.

      Implementation Engineer, ERP Integrations 1 week

    3. 3

      Add proof

      One customer per ERP.

      Customer Success Manager 2 weeks

    4. 4

      Publish

      Linked from /integrations.

      Marketing lead 1 week

    5. 5

      Promote

      User group events and newsletters.

      Field Marketing Manager ongoing

    6. 6

      Measure

      Views before demos.

      Marketing lead monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Implementation Engineer, ERP Integrations

    Smallest test

    Publish the Eclipse page first.

    Why it works

    Publish a page per major ERP: what syncs (products, pricing, availability, payables), how setup works and how long it takes, what IT has to do, and a customer on that ERP. Promote each at its user group conference and in the group's newsletter.

    ERP fit is the first technical objection; answering it publicly shortens discovery and gives user-group audiences a page made for them.

    Risks and how to handle them

    • ERP vendors object to claims

      Describe the integration factually and avoid their logos without permission.

    Evidence

    • Your websiteIntegrations page lists ERPs including Acumatica, AS400, Bizowie, custom in-house systems, Epicor Eclipse, Epicor Prophet 21, Infor CloudSuite Distribution, Infor M3, Infor SX.e and Microsoft Dynamics 365, all on one page.Source
    • HiringPost-sale hiring: a Customer Success Manager to drive "adoption, retention, and renewals", "identify adoption gaps, expansion opportunities, and renewal risks" and run business reviews "to demonstrate ROI"; an Implementation Engineer, ERP Integrations for "Eclipse, P21, Infor, SAP, Acumatica" who joins "pre-sale discovery calls" and documents "repeatable best practices for internal and customer use"; technical support agents in Brazil. A Senior Product Manager and a Senior Product Designer will "launch and scale new products" for "users who aren't tech-savvy". Every post: "a profitable, rapidly growing company with a team of roughly 140 people"; "thousands of people rely on Canals".Source
    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
  • 08

    The Field Marketing Manager is asked to "Track and report on event outcomes to improve our ROI over time" and to "help evaluate future opportunities". Without a campaign per show in HubSpot, the shows that create seven-figure opportunities look the same as those that create badge scans.

    High impactLow effort First result in 1 quarter Field Marketing Manager

    First action

    Create campaigns for the last four shows and backfill contacts.

    How to measure it

    Pipeline per $1 of event spend

    Now
    –
    Target
    +30%
    By
    4 quarters

    Steps

    1. 1

      Set up campaigns

      One per show.

      Marketing operations 1 week

    2. 2

      Backfill

      Last four shows.

      Field Marketing Manager 2 weeks

    3. 3

      Add costs

      Full cost per show.

      Field Marketing Manager 1 week

    4. 4

      Attribute

      First touch and influenced.

      Marketing operations 2 weeks

    5. 5

      Rank

      Quarterly scorecard.

      Field Marketing Manager quarterly

    6. 6

      Decide

      Next year's calendar.

      CEO and Co-Founder annually

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Field Marketing Manager

    Smallest test

    Score one past show end to end.

    Why it works

    Create a HubSpot campaign per show, attribute meetings, opportunities and closed revenue to it (first touch and influenced), and add total cost (booth, travel, dinners, swag). Rank shows by pipeline per dollar each quarter and use it for next year's calendar and sponsorship levels.

    Event budgets are usually the largest marketing line for companies selling to distribution, and a ranked list moves money to the shows that pay.

    Risks and how to handle them

    • Long sales cycles hide results

      Report influenced pipeline, not only closed revenue.

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
    • Google PageSpeedReal Chrome visitors to canals.ai pass Core Web Vitals: Largest Contentful Paint 1.6 s, Interaction to Next Paint 72 ms, layout shift 0.04 at the 75th percentile, and LCP 40% faster than a year earlier. The site runs on Webflow with HubSpot forms.Source
  • 09

    The Field Marketing Manager will run "ABM gifting campaigns" for target accounts. Most gifts are swag. Canals' whole pitch is that it reads handwritten notes, takeoffs and voicemails, so the gift can be the start of a live evaluation.

    High impactMedium effort First result in 1 quarter Field Marketing Manager

    First action

    Design the pad and card for 30 strategic accounts.

    How to measure it

    Evaluations from gifted accounts

    Now
    –
    Target
    20%
    By
    1 quarter

    Steps

    1. 1

      Pick accounts

      30 strategic targets.

      Strategic Account Executive 1 week

    2. 2

      Design the kit

      Pad, card and QR upload link.

      Senior Product Designer 1 week

    3. 3

      Ship

      With tracking.

      Field Marketing Manager 1 week

    4. 4

      Call on delivery

      BDR follow-up.

      Business Development Representative within 2 days of delivery

    5. 5

      Run evaluations

      Live on the photo.

      Account Executive ongoing

    6. 6

      Report

      Photos, meetings, pipeline.

      Field Marketing Manager monthly

    First result
    1 quarter
    Cost
    About $40 per kit plus shipping
    Owner
    Field Marketing Manager

    Smallest test

    Send ten kits and count replies.

    Why it works

    Send target accounts a quality counter order pad and a card: "Write down the worst order your counter got this week, snap a photo, and send it to us. We will turn it into an ERP-ready order in 10 minutes, live." Follow up with a BDR call. Track photos received and evaluations booked.

    A gift that invites a small action creates a reason to reply and puts the prospect's own problem into the first meeting.

    Risks and how to handle them

    • Photos include customer data

      Tell recipients to blur names and prices.

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
  • 10

    Canals has a webinar filter on its resources hub, and the Field Marketing Manager will support "webinars and other virtual events". Most vendor webinars are slides. Canals' strongest proof is watching a real messy order become an ERP-ready one.

    High impactMedium effort First result in 1 quarter Field Marketing Manager

    First action

    Announce the first teardown and collect submissions.

    How to measure it

    Attendee-to-evaluation rate

    Now
    –
    Target
    15%
    By
    2 quarters

    Steps

    1. 1

      Pick a theme

      One vertical or format per month.

      Field Marketing Manager 1 day

    2. 2

      Collect orders

      Submission form with redaction note.

      Field Marketing Manager 2 weeks

    3. 3

      Rehearse

      Check data and timing.

      Account Executive 1 day

    4. 4

      Run live

      Five orders and a customer guest.

      Account Executive monthly

    5. 5

      Clip

      Short videos per order.

      Marketing lead 1 week

    6. 6

      Follow up

      BDR calls to submitters.

      Business Development Representative within 2 days

    First result
    1 quarter
    Cost
    Webinar tool
    Owner
    Field Marketing Manager

    Smallest test

    Run one teardown with ten submitted orders.

    Why it works

    Each month, invite distributors to submit their hardest orders before the session (handwritten, takeoffs, voicemail, ASAP forms); run five of them live, explain what the AI did, and finish with Q&A with a customer. Clip each run for LinkedIn and BDR follow-up.

    Live, unscripted proof answers skepticism better than claims, and attendees who submit an order are the hottest leads.

    Risks and how to handle them

    • A live run fails

      Show it honestly; explain the review step.

    Evidence

    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
    • Your websiteResources hub filters Blog, Guide, Case study, Podcast, Webinar, Press and Report; recent items include a podcast on electrical distributors, the Trimble Vista press release and an AI change-management guide. An Executive Briefing page offers sessions on "how AI is driving competitive differentiation", and an AI vendor evaluation guide is gated.Source
    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
  • 11

    Strategic AEs are hired to "Build business cases" for seven-figure deals, and AEs sell "a product that to many prospects will seem too good to be true". Canals publishes 2.8x hit rates, 90% time savings on quoting and 96% touchless invoicing.

    High impactMedium effort First result in 1 quarter Strategic Sales Manager

    First action

    Draft the formula with three customers' before-and-after numbers.

    How to measure it

    Strategic win rate

    Now
    –
    Target
    +10 points
    By
    3 quarters

    Steps

    1. 1

      Gather data

      Before and after from customers.

      Customer Success Manager 2 weeks

    2. 2

      Build the model

      Three scenarios.

      Strategic Sales Manager 2 weeks

    3. 3

      Design the page

      Short and clear.

      Senior Product Designer 1 week

    4. 4

      Train AEs

      Use in discovery.

      Strategic Sales Manager 1 week

    5. 5

      Use in briefings

      Executive Briefing sessions.

      Strategic Account Executive ongoing

    6. 6

      Check accuracy

      Compare with live customers.

      Customer Success Manager quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Strategic Sales Manager

    Smallest test

    Use the spreadsheet in two live strategic deals.

    Why it works

    Build a calculator (a page for buyers and a spreadsheet for AEs): inputs are orders and invoices per day, reps and AP clerks, average order value and hit rate; outputs are hours saved, extra orders won and payback period, with conservative, typical and best cases drawn from customers. Use it in every strategic deal and in the Executive Briefing.

    Large buyers need a CFO-ready number, and conservative ranges built on real results make the claim believable.

    Risks and how to handle them

    • Overpromising

      Lead with the conservative case.

    Evidence

    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source
    • Press releaseCanals' own release (May 28, 2026, on its blog and GlobeNewswire): Canals raised $35M led by Base10 Partners; it "has already processed over 8 million sales orders and $5 billion in payables", with sales growth "all without venture capital", and customers see "doubling quote conversion rates and 96% touchless invoice processing". It names DSG, The Kendall Group and Locke Supply as customers.Source
    • Your websiteResources hub filters Blog, Guide, Case study, Podcast, Webinar, Press and Report; recent items include a podcast on electrical distributors, the Trimble Vista press release and an AI change-management guide. An Executive Briefing page offers sessions on "how AI is driving competitive differentiation", and an AI vendor evaluation guide is gated.Source
  • 12

    Canals lists 12 trade associations and two ERP user groups as partners, and the Field Marketing Manager will "Own vendor and association relationships". Associations need education for members, and distributors trust them more than vendors.

    High impactMedium effort First result in 2 quarters Field Marketing Manager

    First action

    Pitch the benchmark to two associations.

    How to measure it

    Association-sourced meetings

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      Rank associations

      By fit and member count.

      Field Marketing Manager 1 week

    2. 2

      Pitch

      Webinar plus benchmark.

      Field Marketing Manager 1 month

    3. 3

      Run the survey

      Short, member-only.

      Marketing lead 1 month

    4. 4

      Present

      Webinar and summary.

      Account Executive 1 month

    5. 5

      Follow up

      BDR calls to respondents who opt in.

      Business Development Representative ongoing

    6. 6

      Repeat

      Yearly per association.

      Field Marketing Manager annually

    First result
    2 quarters
    Cost
    Sponsorship fees where required
    Owner
    Field Marketing Manager

    Smallest test

    Run one webinar with one association.

    Why it works

    Offer each association one member webinar a year on AI in their segment and a short member benchmark (how members take orders and process invoices today), with results shared back. Use the association's channels for the invite and Canals' Live Evaluation as the next step.

    Association channels reach owners who ignore vendor email, and the benchmark gives BDRs a specific reason to call.

    Risks and how to handle them

    • Associations want neutrality

      Keep the content educational and vendor-neutral.

    Evidence

    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
    • Your websiteResources hub filters Blog, Guide, Case study, Podcast, Webinar, Press and Report; recent items include a podcast on electrical distributors, the Trimble Vista press release and an AI change-management guide. An Executive Briefing page offers sessions on "how AI is driving competitive differentiation", and an AI vendor evaluation guide is gated.Source
  • 13

    Canals is an "AD Preferred Service Provider" and has a dedicated /ad page. Many distributors buy through buying groups and marketing groups, which recommend vetted providers to their members.

    Medium impactLow effort First result in 2 quarters Strategic Account Executive

    First action

    List buying groups by vertical and member count.

    How to measure it

    Buying-group meetings

    Now
    –
    Target
    15 a quarter
    By
    2 quarters

    Steps

    1. 1

      List groups

      By vertical.

      Strategic Account Executive 1 week

    2. 2

      Use AD as proof

      Results with AD members.

      Strategic Account Executive 1 week

    3. 3

      Pitch

      Preferred-provider status.

      Strategic Sales Manager 1 quarter

    4. 4

      Build pages

      One per group.

      Marketing lead 1 week each

    5. 5

      Promote

      Group newsletters and shows.

      Field Marketing Manager ongoing

    6. 6

      Measure

      Meetings per group.

      Marketing operations monthly

    First result
    2 quarters
    Cost
    Program fees
    Owner
    Strategic Account Executive

    Smallest test

    Pitch one buying group.

    Why it works

    Approach the other major buying groups in electrical, PHCP, HVAC and industrial for a preferred-provider listing, and build a page per group with a member offer and a member case study. Track meetings from each group.

    A vetted-provider listing carries the group's trust to hundreds of members at once.

    Risks and how to handle them

    • Exclusivity clauses

      Check terms before signing.

    Evidence

    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
    • Your websiteIndustries: the homepage says the AI is trained for "Electrical Plumbing HVAC Mechanical Industrial/MRO Lumber/Framing Building Materials", and the vertical pages tab across "Electrical Plumbing HVAC Lumber Industrial Construction Safety Machinery MRO PVF", but only electrical and PHCP/PVF have their own vertical page; lumber and building materials have landing pages (/csa, /sales-order-entry-for-lbm).Source
  • 14

    The CSM is hired to spot "expansion opportunities" and run ROI reviews. Two customers already have separate order-entry and AP case studies, which shows the cross-sell works. Canals sells order entry, AP, AR, PO and receipt tracking and part-number conversions.

    High impactMedium effort First result in 1 quarter Customer Success Manager

    First action

    List customers with one product and high usage.

    How to measure it

    Multi-product customers

    Now
    –
    Target
    +20%
    By
    3 quarters

    Steps

    1. 1

      Set triggers

      Usage thresholds.

      Customer Success Manager 2 weeks

    2. 2

      List accounts

      Single-product customers.

      Customer Success Manager 1 week

    3. 3

      Add to reviews

      Second-product value slide.

      Customer Success Manager ongoing

    4. 4

      Build proof

      One case per product pair.

      Marketing lead 1 quarter

    5. 5

      Hand off

      To AEs for upsell.

      Account Executive ongoing

    6. 6

      Measure

      Expansion revenue.

      Customer Success Manager quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Customer Success Manager

    Smallest test

    Run the expansion slide in five reviews.

    Why it works

    Define expansion triggers (for example, order-entry customers above a volume threshold, or AP teams that still key invoices) and show the second product's value in each business review, using the customer's own data. Build one expansion case study per product pair.

    Expanding existing customers is cheaper than winning new ones and deepens the ERP integration, which lifts retention.

    Risks and how to handle them

    • Upsell before value is proven

      Only trigger after first-product success.

    Evidence

    • HiringPost-sale hiring: a Customer Success Manager to drive "adoption, retention, and renewals", "identify adoption gaps, expansion opportunities, and renewal risks" and run business reviews "to demonstrate ROI"; an Implementation Engineer, ERP Integrations for "Eclipse, P21, Infor, SAP, Acumatica" who joins "pre-sale discovery calls" and documents "repeatable best practices for internal and customer use"; technical support agents in Brazil. A Senior Product Manager and a Senior Product Designer will "launch and scale new products" for "users who aren't tech-savvy". Every post: "a profitable, rapidly growing company with a team of roughly 140 people"; "thousands of people rely on Canals".Source
    • Your websiteSitemap (89 URLs, checked October 22, 2026): 21 product pages, 12 case-study URLs (Eastern Industrial Supplies and Inglett & Stubbs each have separate order-entry and AP stories), 25 blog posts, two vertical pages (/verticals/electrical and /verticals/phcp) and two role pages; a blank template page /products/product-name-copy whose title is just " | Canals"; and five personal /live-evaluation/<first-last> pages named after individuals.Source
    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source
  • 15

    The Live Evaluation page promises "Go Live in Days, Not Months", and the Implementation Engineer joins pre-sale calls on ERP questions. Long sales cycles (3 to 9 months) often stall on IT effort and timeline doubts.

    Medium impactMedium effort First result in 1 quarter Senior Product Manager

    First action

    Calculate the median days to go-live for the last 20 customers.

    How to measure it

    Median sales cycle

    Now
    –
    Target
    -15%
    By
    3 quarters

    Steps

    1. 1

      Measure

      Days to live by ERP.

      Implementation Engineer, ERP Integrations 1 week

    2. 2

      Write the plan

      Steps and IT tasks.

      Implementation Engineer, ERP Integrations 1 week

    3. 3

      Design

      One clear page.

      Senior Product Designer 1 week

    4. 4

      Publish

      Linked from key pages.

      Marketing lead 1 day

    5. 5

      Use in sales

      After first meetings.

      Account Executive ongoing

    6. 6

      Update

      Quarterly.

      Implementation Engineer, ERP Integrations quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Senior Product Manager

    Smallest test

    Send the draft plan in five active deals.

    Why it works

    Publish a sample go-live timeline per ERP (access, configuration, testing, training), the IT tasks required, and the median days to live from recent customers. Link it from the Live Evaluation and ERP pages, and send it after every first meeting.

    Showing the plan removes the biggest unknown for IT and operations sponsors and speeds up approvals.

    Risks and how to handle them

    • Some go-lives are slower

      Show the range and what causes delays.

    Evidence

    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
    • HiringPost-sale hiring: a Customer Success Manager to drive "adoption, retention, and renewals", "identify adoption gaps, expansion opportunities, and renewal risks" and run business reviews "to demonstrate ROI"; an Implementation Engineer, ERP Integrations for "Eclipse, P21, Infor, SAP, Acumatica" who joins "pre-sale discovery calls" and documents "repeatable best practices for internal and customer use"; technical support agents in Brazil. A Senior Product Manager and a Senior Product Designer will "launch and scale new products" for "users who aren't tech-savvy". Every post: "a profitable, rapidly growing company with a team of roughly 140 people"; "thousands of people rely on Canals".Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source
    • Your websiteIntegrations page lists ERPs including Acumatica, AS400, Bizowie, custom in-house systems, Epicor Eclipse, Epicor Prophet 21, Infor CloudSuite Distribution, Infor M3, Infor SX.e and Microsoft Dynamics 365, all on one page.Source
  • 16

    Canals' BDR post says distributors "share people, systems, and relationships, so doing right by one account opens doors at the next". There is no referral offer on the site, yet customer leaders know peers at other distributors through associations and user groups.

    Medium impactLow effort First result in 1 quarter Customer Success Manager

    First action

    Ask five happy customers for one introduction each.

    How to measure it

    Referral opportunities

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick customers

      High satisfaction scores.

      Customer Success Manager 1 week

    2. 2

      Set the thank-you

      Scholarship or event pass.

      Marketing lead 1 week

    3. 3

      Ask in reviews

      One introduction.

      Customer Success Manager ongoing

    4. 4

      Host dinners

      Customer plus peer at shows.

      Field Marketing Manager at each show

    5. 5

      Track

      Referred pipeline.

      Marketing operations monthly

    6. 6

      Thank

      Close the loop.

      Customer Success Manager ongoing

    First result
    1 quarter
    Cost
    Thank-you budget
    Owner
    Customer Success Manager

    Smallest test

    Ask five customers this month.

    Why it works

    Ask customers after a strong business review to introduce one peer, with a thank-you (donation to an industry scholarship fund or an association event pass), and invite them to host a peer at a Canals dinner during shows.

    Referred deals close faster and at higher rates in tight-knit industries.

    Risks and how to handle them

    • Customers feel used

      Ask only after proven value.

    Evidence

    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • HiringPost-sale hiring: a Customer Success Manager to drive "adoption, retention, and renewals", "identify adoption gaps, expansion opportunities, and renewal risks" and run business reviews "to demonstrate ROI"; an Implementation Engineer, ERP Integrations for "Eclipse, P21, Infor, SAP, Acumatica" who joins "pre-sale discovery calls" and documents "repeatable best practices for internal and customer use"; technical support agents in Brazil. A Senior Product Manager and a Senior Product Designer will "launch and scale new products" for "users who aren't tech-savvy". Every post: "a profitable, rapidly growing company with a team of roughly 140 people"; "thousands of people rely on Canals".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    Canals has processed over 8 million sales orders and $5 billion in payables across 100+ distributors. No one else can show how orders actually arrive (email, PDF, handwritten, voicemail), how long they take, and how quoting speed affects win rates across electrical, PHCP, HVAC and industrial.

    High impactHigh effort First result in 3 quarters CEO and Co Founder

    First action

    Pick ten questions and check the data can answer them.

    How to measure it

    Downloads

    Now
    –
    Target
    3,000
    By
    1 year

    Steps

    1. 1

      Pick questions

      Ten operator questions.

      Marketing lead 1 week

    2. 2

      Analyse

      Aggregated data.

      Data team 2 months

    3. 3

      Privacy review

      No customer identifiable.

      Associate General Counsel 1 month

    4. 4

      Write

      Report and vertical summaries.

      Marketing lead 1 month

    5. 5

      Launch

      At the biggest show.

      Field Marketing Manager 1 month

    6. 6

      Use in sales

      Openers per vertical.

      BDR Team Lead ongoing

    First result
    3 quarters
    Cost
    Analyst and design time
    Owner
    CEO and Co Founder

    Smallest test

    Publish one chart on order formats by vertical.

    Why it works

    Publish an aggregated, anonymised report each year: order formats by vertical, time to quote, hit-rate effect of speed, invoice exceptions. Launch it at the biggest show, present it at association events, and give BDRs one finding per vertical as an opener.

    Original data earns press, speaking slots and AI-search citations, and positions Canals as the authority in a market it calls "the real economy".

    Risks and how to handle them

    • Customer data concerns

      Aggregate and suppress small groups; tell customers in advance.

    Evidence

    • Press releaseCanals' own release (May 28, 2026, on its blog and GlobeNewswire): Canals raised $35M led by Base10 Partners; it "has already processed over 8 million sales orders and $5 billion in payables", with sales growth "all without venture capital", and customers see "doubling quote conversion rates and 96% touchless invoice processing". It names DSG, The Kendall Group and Locke Supply as customers.Source
    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source
    • Your websitePartners page: Canals is an "AD Preferred Service Provider" (with its own /ad page) and lists 12 trade associations, including the American Supply Association, HARDI, the Industrial Supply Association, NAED, NAW, NLBMDA and PTDA, plus two ERP user groups: the Eclipse Users Group and TheUserGroup.org for Infor distribution users.Source
    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
  • 18

    ASAP lets suppliers give their contractors one app to submit material lists by typing, writing or talking, and Canals also sells AP to contractors on Trimble Vista. Every contractor in the app buys from several suppliers, and each of those suppliers is a Canals prospect.

    High impactHigh effort First result in 4 quarters Senior Product Manager

    First action

    Ask ten ASAP contractors how many suppliers they buy from.

    How to measure it

    Invite-sourced suppliers

    Now
    –
    Target
    10
    By
    4 quarters

    Steps

    1. 1

      Interview contractors

      Supplier counts and pains.

      Senior Product Manager 1 month

    2. 2

      Design invites

      In-app flow.

      Senior Product Designer 1 month

    3. 3

      Build

      Invite and receive-only mode.

      Senior Product Manager 1 quarter

    4. 4

      Offer

      Free first month for invited suppliers.

      Strategic Sales Manager 1 month

    5. 5

      Pilot

      With three supplier customers.

      Customer Success Manager 1 quarter

    6. 6

      Measure

      Signups and orders.

      Senior Product Manager monthly

    First result
    4 quarters
    Cost
    Product and engineering time
    Owner
    Senior Product Manager

    Smallest test

    Pilot invites with one supplier's contractors.

    Why it works

    Let contractors invite their other suppliers to receive orders through ASAP. When a supplier gets orders from ASAP contractors, offer a free first month of order entry. Measure supplier signups from contractor invites.

    A network effect lowers acquisition cost: every contractor becomes a distribution channel to new distributors.

    Risks and how to handle them

    • Suppliers fear sharing contractors with rivals

      Keep each supplier's data and pricing private.

    Evidence

    • Your websiteASAP for suppliers: "Be the material management system your contractors work in, and the supplier they work with"; contractor crews "build material lists in their preferred format" and submit them "from a dedicated mobile app" ("type it in", "write it down", "talk to text"). Canals also announced AP automation for contractors on Trimble Vista through the Trimble Marketplace.Source
    • HiringPost-sale hiring: a Customer Success Manager to drive "adoption, retention, and renewals", "identify adoption gaps, expansion opportunities, and renewal risks" and run business reviews "to demonstrate ROI"; an Implementation Engineer, ERP Integrations for "Eclipse, P21, Infor, SAP, Acumatica" who joins "pre-sale discovery calls" and documents "repeatable best practices for internal and customer use"; technical support agents in Brazil. A Senior Product Manager and a Senior Product Designer will "launch and scale new products" for "users who aren't tech-savvy". Every post: "a profitable, rapidly growing company with a team of roughly 140 people"; "thousands of people rely on Canals".Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
  • 19

    Canals sells to manufacturers and distributors: it reads PO acknowledgments and shipping notices for distributors, and order entry and AR for manufacturers. The same documents pass between the two sides.

    High impactHigh effort First result in 4 quarters CEO and Co Founder

    First action

    List manufacturers that send the most acknowledgments to Canals distributors.

    How to measure it

    Manufacturer deals

    Now
    –
    Target
    5
    By
    4 quarters

    Steps

    1. 1

      Map flows

      Top manufacturers by document volume.

      Data team 1 month

    2. 2

      Design the offer

      Shared-flow value.

      Strategic Sales Manager 1 month

    3. 3

      Pitch

      With distributor sponsors.

      Strategic Account Executive 1 quarter

    4. 4

      Pilot

      One pair.

      Customer Success Manager 1 quarter

    5. 5

      Publish

      Joint case study.

      Marketing lead 1 month

    6. 6

      Scale

      Next ten manufacturers.

      Strategic Sales Manager 2 quarters

    First result
    4 quarters
    Cost
    Sales time
    Owner
    CEO and Co Founder

    Smallest test

    Pitch one manufacturer with a willing distributor sponsor.

    Why it works

    Pick manufacturers whose distributors already use Canals, and offer them order entry that reads those distributors' POs straight away. Market it as "the PO goes in once": faster acknowledgments for the distributor, no keying for the manufacturer.

    Selling to both ends of a document flow lets each customer recruit the other.

    Risks and how to handle them

    • Privacy between customers

      Use only data each party agrees to share.

    Evidence

    • Your websiteIndustries: the homepage says the AI is trained for "Electrical Plumbing HVAC Mechanical Industrial/MRO Lumber/Framing Building Materials", and the vertical pages tab across "Electrical Plumbing HVAC Lumber Industrial Construction Safety Machinery MRO PVF", but only electrical and PHCP/PVF have their own vertical page; lumber and building materials have landing pages (/csa, /sales-order-entry-for-lbm).Source
    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source
    • HiringStrategic Account Executive (posted September 29, 2026) and Strategic Sales Manager (posted September 28, 2026): win "the largest accounts in the markets Canals serves", with "complex buying processes, long sales cycles, and the potential for seven-figure deals"; "Build business cases". Account Executives (Denver, Lehi, Seattle) run "6-figure deals through a multi-month sales cycle" of "3-9 months" with "POC sales", for "a product that to many prospects will seem too good to be true", and travel "to industry conferences and trade shows ~25%".Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 20

    Trade shows are Canals' main channel, and its pitch is that no order is too messy. A visible challenge draws a crowd in a crowded hall.

    Medium impactLow effort First result in 1 month Field Marketing Manager

    First action

    Build the board for the next show.

    How to measure it

    Challenge entries per show

    Now
    –
    Target
    40
    By
    next 2 shows

    Steps

    1. 1

      Build the board

      A simple screen display.

      Senior Product Designer 1 week

    2. 2

      Set rules

      Redaction and prize.

      Field Marketing Manager 1 day

    3. 3

      Promote

      Pre-show posts.

      Marketing lead 2 weeks

    4. 4

      Run it

      At the booth.

      Account Executive at each show

    5. 5

      Post clips

      LinkedIn after.

      Marketing lead 1 week

    6. 6

      Follow up

      Every entrant.

      Business Development Representative 48 hours

    First result
    1 month
    Cost
    Prize and screen
    Owner
    Field Marketing Manager

    Smallest test

    Run it at one show.

    Why it works

    Run a "Stump Canals" challenge at each show: visitors bring their worst order; each run goes on a screen board with time taken and accuracy (data redacted). The hardest order of the show wins a prize. Post the best runs on LinkedIn after the show.

    A challenge gives passers-by a reason to stop, and every entry is a qualified conversation about their own order.

    Risks and how to handle them

    • An order stumps it

      Show the human review step; that is the product working.

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
    • HiringBusiness Development Representative (Lehi, posted October 8, 2026): "We're hiring our first BDRs." "Our buyers run distribution businesses. They don't spend their days reading about AI. They answer the phone, go to trade shows, and respect people who have done their homework." BDRs research each account "well enough to say something specific about how they take orders or process invoices", and "Work industry events: outreach before the show, starting conversations on the floor, and following up after." It is "a market where reputation travels: these businesses share people, systems, and relationships".Source
  • 21

    Canals reads handwritten notes, voicemail and talk-to-text from contractor crews, and many crews in construction trades write and speak in Spanish. Canals is already hiring across Latin America, including support in Brazil.

    Medium impactMedium effort First result in 1 quarter Senior Product Manager

    First action

    Collect 50 real Spanish or mixed-language orders from customers.

    How to measure it

    Field accuracy on Spanish orders

    Now
    –
    Target
    Within 2 points of English
    By
    2 quarters

    Steps

    1. 1

      Collect samples

      From willing customers.

      Customer Success Manager 2 weeks

    2. 2

      Test

      Accuracy vs English.

      Senior Product Manager 2 weeks

    3. 3

      Fix gaps

      Model and catalog matching.

      Senior Product Manager 1 quarter

    4. 4

      Update pages

      Live Evaluation and ASAP.

      Marketing lead 1 week

    5. 5

      Demo order

      For AEs.

      Account Executive 1 week

    6. 6

      Measure

      Deals citing the feature.

      Strategic Sales Manager quarterly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Senior Product Manager

    Smallest test

    Run 20 Spanish voicemails through the system.

    Why it works

    Test accuracy on a sample of Spanish and mixed-language orders and voicemails. If it holds up, add it to the Live Evaluation and ASAP pages and to the vertical pages, and give AEs a demo order in Spanish.

    A distributor whose counter handles Spanish orders sees a clear advantage over tools that handle English only.

    Risks and how to handle them

    • Claim before it works

      Publish only after testing.

    Evidence

    • Your websiteLive Evaluation page: "Bring a Real Order We'll Process"; "Bring your toughest order in any format. No templates, no prep required on our end"; inputs include "Handwritten notes", "Takeoffs", spreadsheets, PDFs, "Voice audio" and "ASAP forms"; "What You See in 10 Minutes"; "Go Live in Days, Not Months", with out-of-the-box integrations for "Eclipse, Prophet21, Infor SX.e, SAP, Microsoft Dynamics, NetSuite, and more".Source
    • Your websiteASAP for suppliers: "Be the material management system your contractors work in, and the supplier they work with"; contractor crews "build material lists in their preferred format" and submit them "from a dedicated mobile app" ("type it in", "write it down", "talk to text"). Canals also announced AP automation for contractors on Trimble Vista through the Trimble Marketplace.Source
    • HiringPost-sale hiring: a Customer Success Manager to drive "adoption, retention, and renewals", "identify adoption gaps, expansion opportunities, and renewal risks" and run business reviews "to demonstrate ROI"; an Implementation Engineer, ERP Integrations for "Eclipse, P21, Infor, SAP, Acumatica" who joins "pre-sale discovery calls" and documents "repeatable best practices for internal and customer use"; technical support agents in Brazil. A Senior Product Manager and a Senior Product Designer will "launch and scale new products" for "users who aren't tech-savvy". Every post: "a profitable, rapidly growing company with a team of roughly 140 people"; "thousands of people rely on Canals".Source
  • 22

    The Field Marketing Manager will "Support presenters with slide content". Canals has strong customer quotes from COOs, presidents and inside-sales managers. A distributor on stage is more credible than a vendor.

    Medium impactLow effort First result in 1 quarter Marketing lead

    First action

    Invite two customers to co-present at the next conference.

    How to measure it

    Co-presented talks

    Now
    –
    Target
    4
    By
    2 quarters

    Steps

    1. 1

      Pick stories

      Strong numbers.

      Customer Success Manager 1 week

    2. 2

      Invite

      Two customers.

      Customer Success Manager 1 week

    3. 3

      Submit

      Talk proposals.

      Field Marketing Manager 1 month

    4. 4

      Prepare

      Slides and rehearsal.

      Field Marketing Manager 2 weeks

    5. 5

      Record

      Clips.

      Marketing lead at the event

    6. 6

      Publish

      On site and LinkedIn.

      Marketing lead 1 week

    First result
    1 quarter
    Cost
    Travel for speakers
    Owner
    Marketing lead

    Smallest test

    Get one customer to co-present.

    Why it works

    For each conference talk, invite a customer to co-present one before-and-after story with numbers. Record it, cut clips, and add them to the vertical and case-study pages.

    Peer stories persuade cautious buyers, and conference organisers prefer operator speakers, which wins more slots.

    Risks and how to handle them

    • Customers decline

      Offer a recorded interview instead.

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • Your websiteProof numbers on the site: the homepage shows "2M+ sales orders processed", "$2.1 B+ payables submitted", "8,000+ users saving time", "2.8x hit rate", "90% time savings" and "the Operating AI of 100+ distributors"; /why-canals and /distributors also say "100+"; the Executive Briefing page says "130+ Distributors Run on Canals".Source
    • Your websiteSitemap (89 URLs, checked October 22, 2026): 21 product pages, 12 case-study URLs (Eastern Industrial Supplies and Inglett & Stubbs each have separate order-entry and AP stories), 25 blog posts, two vertical pages (/verticals/electrical and /verticals/phcp) and two role pages; a blank template page /products/product-name-copy whose title is just " | Canals"; and five personal /live-evaluation/<first-last> pages named after individuals.Source
  • 23

    The Field Marketing Manager will run paid ads around events, and the site is already fast for real visitors (passing Core Web Vitals). The weak point is where ads land: there is no show-specific page today.

    Medium impactLow effort First result in 1 month Marketing lead

    First action

    Set up one LinkedIn campaign for the next show.

    How to measure it

    Cost per booth meeting

    Now
    –
    Target
    Under $150
    By
    next 3 shows

    Steps

    1. 1

      Build audience

      Show attendees and job titles.

      Marketing lead 1 day

    2. 2

      Write ads

      Bring your toughest order.

      Marketing lead 1 day

    3. 3

      Land on show page

      Booking form first.

      Field Marketing Manager 1 day

    4. 4

      Run

      Two weeks before the show.

      Marketing lead 2 weeks

    5. 5

      Retarget

      Live Evaluation after.

      Marketing lead 2 weeks

    6. 6

      Measure

      Cost per meeting.

      Marketing operations after each show

    First result
    1 month
    Cost
    Ad budget per show
    Owner
    Marketing lead

    Smallest test

    Run one campaign for one show.

    Why it works

    Run LinkedIn and search ads targeting attendees and exhibitors of each show to the show page from idea 1, with the booking form above the fold. Stop when the show ends; retarget visitors with the Live Evaluation afterwards.

    Ads that match the visitor's context convert better, and the fast site means landing pages will not lose visitors to speed.

    Risks and how to handle them

    • Small audiences

      Use job titles plus company lists.

    Builds on

    Evidence

    • HiringField Marketing Manager (New York, posted October 16, 2026): "Industry trade shows have been a key driver of our growth since the beginning, and we're doubling down." The role runs trade-show logistics, "pre- and post-event outreach (email, LinkedIn, paid ads, app content, attendee lists)", conference talks, webinars, "ABM gifting campaigns", association relationships, and will "Track and report on event outcomes to improve our ROI over time".Source
    • Google PageSpeedReal Chrome visitors to canals.ai pass Core Web Vitals: Largest Contentful Paint 1.6 s, Interaction to Next Paint 72 ms, layout shift 0.04 at the 75th percentile, and LCP 40% faster than a year earlier. The site runs on Webflow with HubSpot forms.Source
    • Your websitecanals.ai has no public events page: /events returns the site's 404 page (checked twice on October 22, 2026), the main navigation lists Press, Webinars and Podcasts but no events or trade-show calendar, and the only event page in the sitemap, an Eclipse user conference page under /dev/events/, opens a "Protected page" password prompt.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

and 2 more

Plan an event (opens programmable.talk in a new tab)
More example playbooks and reviews

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • B-Stock growth strategyThe largest B2B re-commerce marketplace for returned, trade-in and overstock inventory, running private and public auction marketplaces…21 growth ideas
  • Doctolib growth strategyOnline booking and patient communication for healthcare, plus software for practices: appointment management, video consultation, AI phone…21 growth ideas
  • Airweave growth strategyA context retrieval layer for AI agents: it connects to apps and databases (49 documented connectors), keeps them synced, and gives agents…23 growth ideas
  • Prezzee growth strategyDigital gift cards: brand eGift cards and the Prezzee Smart eGift Card, which the recipient swaps for one or more of hundreds of brands…22 growth ideas
  • Docura Health growth strategyWorkers' compensation software from intake to settlement: source-linked medical chronologies, report preparation with AMA Guides…24 growth ideas
  • Vendelux growth strategyAn AI-powered event marketing intelligence platform: event discovery across 250,000+ B2B events, attendee and best-fit customer profile…21 growth ideas
  • Contentstack growth strategyAn Agentic Experience Platform: Content Cloud (headless CMS, Assets, Launch hosting), Data Cloud (Lytics CDP and personalization) and…21 growth ideas
  • CodexDominion growth strategyA governed AI control plane from The Merritt Method LLC: every AI task passes risk classification, approval gates and role checks before…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Canals did not commission, review or endorse it, and Programmable is not affiliated with Canals. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Canals runs its business.

Something wrong, or do you represent Canals? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Public show pages, current proof numbers, sitemap cleanup, post-show follow-up, HVAC and MRO pages and the BDR homework kit.

  2. Days 31 to 6013 ideas

    ERP pages, event scoring, gifting, teardown webinars, the business-case calculator, associations and buying groups, expansion, go-live plans and referrals; show ads and customer speakers.

  3. Days 61 to 904 ideas

    Commit to the big bets: the annual data report, the ASAP contractor network and two-sided PO flows; test Spanish orders.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value accuracy on messy inputs without templates. The most cited problem: keying orders line by line from emails, PDFs and handwritten notes.

  • Higher quote hit rates and faster quoting
  • Manual invoice matching
  • In their words: “hit rate”

Market

Competitive landscape

3 competitors compared: Conexiom, Esker and In-house ERP add-ons and manual teams.

  • Gap to exploit: Live proof on the buyer's own documents
  • Conexiom: Broader industry focus
  • Esker: Not built for distribution counters and takeoffs

Hiring signals

Canals is building a field-led sales machine.

  • Field Marketing Manager: Doubling down on trade shows, ABM gifting and webinars. Ideas 1, 4, 8, 9, 10.
  • Business Development Representative (founding team): First BDRs; outbound and show follow-up. Ideas 4, 6.
  • Strategic Account Executive: Seven-figure deals and business cases. Ideas 11, 13.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
ExamplesLeaderboardsProductsTermsPrivacyCookiesDPALegalContact

© 2026 AI-Powered Growth Intelligence