Sales Planner Instructions

AI-assisted sales prospecting

Step 1: Start with a location you are interested to do prospecting (customers near your network)

In the AI input bar (top of map), enter an address or a lat/long.  This becomes the center point of your customer prospecting focus. Under the AI prompt bar, you may optionally change the radius of your search. By default it is 1 kilometer. Note: a larger search radius will be slower because there is more data returned.

For example, try: 34.05289, -118.24466

Step 2: Upload your network data (in KML format)

To prospect for customers near your networks, we need to know network points that you have built, or are considering building. We don’t need your entire network. Just the area that you are searching for customers. In KML format with lines and points defined.


For example, try: our sample KML file (if you are doing a quick test).

Sample KML File

Use our sample KML for a quick test. Click this button to download and save the KML file. Then drag-and-drop it onto the map.

Your KML File

If you have your own KML file, just drag-and-drop it into the map. Don’t know how to create a KML? Click this button for instructions.

Step 3: Upload building data (in XLS format), or use our basic data.

Before we get the last step and ask questions of the AI, we need to know load customer/building data in that region that you are searching.  First, click on the Options drop-down immediately under Radius in top left.  You’ll notice that you have two options:

1)  Add Buildings (basic) – To use our basic data that Vizaport makes available about customer buildings, select this option by selecting in in the Options drop-down.  It will load customer buildings within your defined radius. This data is limited in what we know about these buildings.

2) Add Buildings (custom) – If you have customer data that is more detailed in your defined radius, drag-and-drop a spreadsheet onto the map. A spreadsheet must contain a latitude and longitude column. After that, you can have columns with any kind of information you want to train the AI to be able to query. You can use our sample template to see how it works.

Sample XLS File

Use our sample XLS for a quick test. Click this button to download and save the XLS file. Then drag-and-drop it onto the map.

XLS File

If you have your own XLS file, just drag-and-drop it into the map. CSV files work too. Ensure that it has latitude and longitude columns.

Step 4: Ask the AI to find and filter customers according to your specifications – then download the results.

Finally, you can now ask the AI any question. Type the question or command into the AI input bar at the top. It’s pretty smart. If you have used our sample, data, here’s some examples that you can try:

  • “Show only commercial property types” – works with Add Buildings (basic) data
  • “Can you show buildings that are within 300 feet of my network” – works with Add Buildings (basic) data 
  • “Filter buildings within 700 feet of splice points, are not currently OnNet and have more than $50M in revenue” – works with Add Buildings (custom) data if provided these fields (e.g. our sample XLS)
  • “Will it be difficult to get a permit for my fiber network in the historic Broadway area of Los Angeles”
  • “I’d like to download this data please”
Instructions Video

Don’t have a KML file?

How to create one.

.kml

Simple steps to create a KML

1. Open Google My Maps:

2. Create a New Map:

  • Click on “+ Create a New Map”.

3. Add Markers (Points):

  • Click the “Draw a line” tool (it looks like a squiggly line). Don’t worry, this tool can also be used for points!
  • Click on the map where you want to place a point. A marker will be added.
  • In the box that appears, give your point a name and description (optional).
  • To add more points, just keep clicking on the map.

4. Draw Lines:

  • Click the “Draw a line” tool (the squiggly line).
  • Click on the map to start your line.
  • Click again to add more points along the line.
  • Double-click to finish drawing the line.
  • Give your line a name and description (optional).

5. Edit and Style:

  • Click on a point or line to edit it. You can change its name, description, color, icon (for points), and more.

6. Export to KML:

  • Click the three vertical dots (menu icon) next to the map’s name in the left sidebar.
  • Select “Export to KML / KMZ”.
  • Choose whether you want to export the entire map or just a specific layer (if you’ve created layers). Usually, “Entire Map” is fine.
  • Click “Download”. This will save a KML file to your computer.

7. Using the KML File:

  • You can now drag-and-drop the KML you have created onto the map above.