CPGBuyerAI operates on a controlled, user-triggered enrichment model. Credits are deducted only when you actively click “Enrich” to unlock buyer intelligence. Each enriched company includes company intelligence, Buyer Fit insights, and up to 2 decision-maker contact unlocks. There are no automatic deductions.
Lead Delivery and Allocation Policy
Buyer recommendations are delivered on the 1st of every calendar month as part of the AI Suggested Data in your dashboard.
Delivery works as follows:
Monthly Goals Take Priority: Buyer suggestions are prioritized based on your defined monthly growth goals. These directly influence what buyers appear in your next delivery cycle.
Annual Goals Guide Long-Term Prioritization: Your annual growth goals serve as the default strategy and continue to shape buyer recommendations when monthly goals are not specified or have been fulfilled.
Proprietary Fit Score Algorithm: CPGBuyerAI processes your goals through a proprietary Fit Score algorithm that identifies and prioritizes companies aligned with your target geography, channel focus, buyer type, and strategic objectives.
AI Suggested companies are delivered using a structured allocation framework designed to maintain disciplined, high-quality pipeline expansion aligned with your defined goals.
The number and prioritization of suggested buyers may vary based on active monthly goals, annual strategy, market availability, and platform data refresh cycles.
Default Continuation: If no new monthly goals are added prior to the 1st of the month, deliveries continue based on your annual goals as the default framework.
This delivery logic ensures that buyer suggestions are always aligned with your evolving sales strategy and commercial priorities — with monthly goals driving immediate delivery and annual goals guiding broader pipeline shaping.
Company Opportunity Credit Table
Opportunity Size tiers (Small, Medium, Large, Special) are determined using CPGBuyerAI’s internal weighted scoring framework.
Each company is assigned an Opportunity Score from 0 to 100 based on structured commercial and operational factors. The total score determines the Opportunity Size tier, which directly defines the number of credits deducted when a user clicks Enrich.
Opportunity Score Framework (0 to 100)
The Opportunity Score is calculated using five structured factors:
Factor
Score Range
Description
Commercial Opportunity
0 to 25
Revenue potential, purchasing power, and buying volume
Centralized Procurement Structure
0 to 25
Level of centralized or corporate purchasing authority
Organizational Complexity
0 to 20
Multi unit structure, corporate layering, operational hierarchy
Contact Discovery Difficulty
0 to 20
Difficulty identifying accurate and verified decision makers
Geographic Footprint
0 to 10
Local, regional, national, or international operating scale
Opportunity Score (0 to 100) equals the sum of all five factor scores.
No multipliers or additional scaling are applied beyond the defined score ranges.
Opportunity Size Tier Mapping
Opportunity Score
Opportunity Size
Credits Used
0 to 34
Small
1
35 to 64
Medium
2
65 to 89
Large
5
90 to 100
Special
10
Company Credit Table Example
Small (1 Credit)
Company Type
Description
Opportunity Size
Credits Used
Bar
Independent on premise venue
Small
1
Restaurant
Single location food and beverage establishment
Small
1
Winery
Independent wine producer
Small
1
Distillery
Independent spirits producer
Small
1
Brewery
Independent beer producer
Small
1
Wine Bar
Independent wine focused venue
Small
1
Cocktail Lounge
Beverage focused lounge
Small
1
Nightclub
Beverage driven nightlife venue
Small
1
Café
Independent café serving beverages
Small
1
Juice Bar
Specialty beverage outlet
Small
1
Taproom
Brewery or distillery operated taproom
Small
1
Tasting Room
Winery or spirits tasting location
Small
1
Medium (2 Credits)
Company Type
Description
Opportunity Size
Credits Used
Regional Distributor
State or regional beverage distributor
Medium
2
Medium Importer
Regional alcohol importer with portfolio coverage
Medium
2
Independent Shop
Single location off premise alcohol or beverage retailer
Medium
2
Liquor Store
Independent alcohol retail store
Medium
2
Bottle Shop
Specialty alcohol retail store
Medium
2
Independent Grocery
Single location grocery retailer
Medium
2
Convenience Store
Independent beverage carrying retailer
Medium
2
Specialty Retailer
Independent wellness or beverage shop
Medium
2
Regional Wholesaler
Regional beverage wholesaler
Medium
2
Foodservice Distributor
Regional foodservice supplier
Medium
2
Hotel
Independent hotel property
Medium
2
Catering Company
Regional catering and event operator
Medium
2
Large (5 Credits)
Company Type
Description
Opportunity Size
Credits Used
National Distributor
Multi state or national beverage distributor
Large
5
Large Importer
National level beverage importer
Large
5
Regional Chain
Multi location regional retail or on premise chain
Large
5
Multi Unit Small and Medium On Premise Group
Restaurant or bar group with centralized buying
Large
5
Multi Unit Small and Medium Off Premise Group
Retail group with centralized procurement
Large
5
Regional Grocery Chain
Multi store regional supermarket chain
Large
5
Regional Liquor Chain
Multi store regional alcohol retailer
Large
5
Regional Convenience Chain
Multi store regional convenience retailer
Large
5
Hotel Group
Multi property hospitality operator
Large
5
Casino Group
Multi property gaming and hospitality operator
Large
5
Travel Retail Operator
Airport or border retail operator
Large
5
Duty Free Operator
Travel focused alcohol retail chain
Large
5
Restaurant Franchise Group
Multi unit franchised restaurant operator
Large
5
National Chain
Enterprise level retail or on premise chain
Large
5
National Grocery Chain
Enterprise supermarket operator
Large
5
National Liquor Chain
Enterprise alcohol retail chain
Large
5
Enterprise Importer
Large scale international importer
Large
5
Private Label Program
National retailer sourcing private label beverages
Large
5
Hospitality Conglomerate
Large scale hotel and resort enterprise
Large
5
Special (10 Credits)
Company Type
Description
Opportunity Size
Credits Used
Airline
Airline beverage procurement division
Special
10
Cruise
Cruise line hospitality procurement
Special
10
Bulk Buyer
High volume bulk wine, spirits or beverage sourcing
Special
10
Enterprise Distributor
Large national distribution network
Special
10
State Control Board
Government alcohol authority
Special
10
Global Travel Retail Group
International duty free conglomerate
Special
10
Government Procurement
Federal or military beverage procurement
Special
10
Credit Classification Logic
Opportunity Size classification reflects:
Commercial potential and purchasing influence
Procurement structure and approval complexity
Organizational structure and decision layers
Effort required to identify verified decision makers
Geographic scope of operations
Classification decisions are made using CPGBuyerAI’s internal scoring methodology and evaluation framework. Subjective differences in interpretation do not qualify for credit adjustment or reversal. The assigned Opportunity Size is stored in the company record and determines the applicable credit deduction at the time of enrichment.
Additional Enrichment Table
Action
Credits Used
3rd, 4th, 5th and any additional verified email
1 Credit Each
Verified phone number per contact
1 Credit
Each enriched company includes up to 2 decision-maker email unlocks as part of the base enrichment cost. Additional email unlocks beyond the first two and phone unlocks are user-triggered and deduct additional credits.
Credit Trigger and Usage Rules
Policy
Details
Credit Trigger
Credits are deducted only when you click Enrich
Enriched Data Movement
Once enriched, the company moves to your Enriched Data section
Credit Rollover
Credits are valid for 90 days from the original date of issuance, provided your subscription remains active and in good standing.
Credit Expiry
Unused credits automatically expire 90 days after the original issuance date. Expired credits cannot be extended, reinstated, refunded, or transferred.
Refund Policy
Credits are non-refundable, non-transferable, and may not be redeemed for cash or monetary value.
Credit Classification Logic
Factor
Explanation
Commercial Opportunity
Larger buyers represent higher revenue potential
Organizational Complexity
Multi unit and enterprise buyers require deeper intelligence layering
Contact Discovery Difficulty
Some company types are harder to source verified decision makers for
Centralized Procurement
Head office structures increase enrichment complexity
Certain company types are classified at higher credit tiers not only due to revenue potential but also due to the complexity of identifying accurate, verified contacts within corporate structures.
Monthly Credit Usage Example
Company Type
Description
Credits Used
Bar (30)
Independent on premise venue
30 Credits
Restaurant (20)
Single location food and beverage establishment
20 Credits
Regional Distributor (5)
State or regional beverage distributor
10 Credits
Restaurant Franchise Group (4)
Multi unit franchised restaurant operator
20 Credits
Café (20)
Independent café serving beverages
20 Credits
Monthly Total
100 Credits
Credit Refund, Adjustment & Contact Policy
Credits are deducted when the user clicks the “Enrich” button on a company. Each enrichment includes up to 2 decision-maker contact unlocks as part of the base enrichment cost.
A contact profile may include name, role, corporate email (where available), and LinkedIn profile.
Email validation reflects confidence at the time of enrichment and includes syntax, domain, and mailbox-level checks. In some cases, an email may display as “could not be verified.” This may occur due to factors outside our control, including spam filters, company firewalls, DKIM blocks, sender reputation issues, domain-level rejections, temporary server restrictions, or other validation limitations.
Credits apply to the identification and delivery of contact intelligence and associated company data. Credits are non-refundable once enrichment has been completed.
Credit adjustments may be considered only in cases of materially incorrect company-contact association or clearly invalid data, subject to review at CPGBuyerAI’s discretion. Sales outcome, verification status, email bounce, spam filtering, internal firewall restrictions, domain-level blocking, non-response, or subjective suitability do not qualify for credit reversal.
Corporate & Alternative Email Policy
Where available, CPGBuyerAI prioritizes corporate-domain email addresses associated with the decision-maker’s organization.
In certain cases, where a corporate-domain email cannot be confidently identified, an alternative email address associated with the individual may be provided. Such email addresses are surfaced based on available data signals and validation checks at the time of enrichment.
Alternative email addresses, when provided as part of a contact profile, are considered part of the unlocked decision-maker intelligence and count toward the included contact allocation.
AI Re-Surfacing and Data Evolution Policy
Company intelligence evolves over time. Organizational structures, procurement models, geographic footprint, contact roles, and commercial positioning may change.
Decision-makers may change positions, move to different companies, or new buyers and procurement contacts may be appointed. As a result, previously enriched contact data may no longer reflect the current buying structure.
As part of periodic data refresh cycles, CPGBuyerAI may detect material updates to a company’s profile, including changes in leadership, operational scale, buyer structure, commercial focus, or available decision-maker contacts.
If a company has not been enriched within the prior 12 months, or if meaningful updates are identified during data refresh processes, the company may reappear in AI Suggested recommendations.
Reappearance reflects updated intelligence, new or changed decision-makers, and current alignment with active user goals. Credits are only deducted if the user initiates a new enrichment action.
Data Usage & License Restrictions
Company and contact data provided through CPGBuyerAI reflects information available and validated at the time of enrichment. Accuracy is assessed at that point in time and is not guaranteed on an ongoing basis. Changes in employment, role, company structure, domain configuration, procurement model, or other business events occurring after enrichment do not qualify for credit reversal or refund.
Enriched company and contact data unlocked through CPGBuyerAI may be downloaded, exported, and integrated into the subscriber’s internal commercial systems, including CRM platforms, sales workflows, reporting tools, and business development processes.
Data is provided for legitimate business outreach, commercial engagement, and market development purposes. Users are solely responsible for ensuring that their use of exported data complies with applicable data protection, privacy, and electronic communication regulations in their jurisdiction.
Once exported, users assume responsibility for how and when such data is used. CPGBuyerAI does not monitor or control the use of exported data outside the platform.
Buyer and contact intelligence may not be resold, redistributed, sublicensed, publicly shared, reverse engineered, or used to build derivative databases, competing data products, or competitive services.
