the AI-infused platform built
by agency pros for agency pros
Palaterra has been a game changer for my sampling agency. We went from a million emails and spreadsheets to a unified system of record, saving time for management, employees, and customers.
Why Growing Agencies Partner with Palaterra
An end-to-end platform built for growth, efficiency, and real insights.
Palaterra was designed specifically for growing agencies who need to do more with less. Our all-in-one solution streamlines your operations, eliminates inefficiencies, and gives you the tools to scale faster, serve clients more effectively, and stand out with smarter reporting.
From seamless event scheduling and brand training to automated payroll and AI-powered insights—Palaterra is your operational engine for modern field marketing.
Built by Industry Veterans. Designed to Help You Grow.
Most platforms treat agencies like just another user. At Palaterra, you’re the priority. We built our platform alongside growing in-store tasting agencies to solve the real operational challenges you face every day.
From training to execution to reporting—we help you unify your systems, run more efficient campaigns, and deliver the kind of insights that keep suppliers coming back.
What Makes Palaterra Different
reporting +ai
Individual Reports for: brand, consumer sentiment, retail price, inventory, retailer, market, and overall report.
+ai report
summary, insights, and
recommended next steps
For emerging brands and new product launches, data is everything.
But with hundreds of demo activations and countless pages of raw data, extracting meaningful insights can feel overwhelming. Without a clear understanding of what’s working and what’s not, brands risk missing valuable opportunities to refine their strategies and maximize impact.
auto-onboarding
Streamlines application, selection, and onboarding for Brand Ambassadors with automated communication and collects:
- personal details
- direct deposit info
- key documents
- licenses
- 1099s
- certifications
Accelerates BA’s start times, reduces manual work, and helps drive your business growth.
brand training
Our technology centralizes brand training across all agencies and regions, ensuring consistent product knowledge and storytelling.
This equips Brand Ambassadors with the key selling points they need to engage consumers more effectively, driving higher sales conversions during in-store samplings or activations.
auto staffing
Our platform empowers agency owners to effortlessly bulk upload events and seamlessly staff them with a single click.
With advanced filters such as date, brand, retailer, and city, clients can efficiently organize, view, and manage their entire workload—all from one centralized dashboard.
event recaps
Our platform consolidates event data, consumer feedback, and photos from in-store samplings, giving clients complete visibility into each event.
Clients can track metrics such as sample distribution, sales conversion rates, consumer demographics, product feedback on taste, price, and packaging, all in one streamlined webpage for real-time insights.
event tracking
Our platform allows brand clients to track all their past, present, and future events across the country in one place, regardless of the number of agencies involved.
With filters like date, brand, retailer, and agency, they can easily view and manage their entire marketing investment without needing to consolidate multiple reports from different sources.
process automation
Tastings are highly effective for engaging your target audience at the point of purchase, but they can be challenging to execute on a large scale. With decades of experience, we’ve developed processes that enhance the success of every event.
Our technology streamlines these processes, offering Brand Ambassadors a user-friendly dashboard that provides essential event details, virtual product training, and automated tools to set them up for success.
Features
reporting +ai
Individual Reports for: brand, consumer sentiment, retail price, inventory, retailer, market, and overall report.
+ai report
summary, insights, and
recommended next steps
For emerging brands and new product launches, data is everything.
But with hundreds of demo activations and countless pages of raw data, extracting meaningful insights can feel overwhelming. Without a clear understanding of what’s working and what’s not, brands risk missing valuable opportunities to refine their strategies and maximize impact.
auto-onboarding
Streamlines application, selection, and onboarding for Brand Ambassadors with automated communication and collects:
- personal details
- direct deposit info
- key documents
- licenses
- 1099s
- certifications
Accelerates BA’s start times, reduces manual work, and helps drive your business growth.
brand training
Our technology centralizes brand training across all agencies and regions, ensuring consistent product knowledge and storytelling.
This equips Brand Ambassadors with the key selling points they need to engage consumers more effectively, driving higher sales conversions during in-store samplings or activations.
auto staffing
Our platform empowers agency owners to effortlessly bulk upload events and seamlessly staff them with a single click.
With advanced filters such as date, brand, retailer, and city, clients can efficiently organize, view, and manage their entire workload—all from one centralized dashboard.
event recaps
Our platform consolidates event data, consumer feedback, and photos from in-store samplings, giving clients complete visibility into each event.
Clients can track metrics such as sample distribution, sales conversion rates, consumer demographics, product feedback on taste, price, and packaging, all in one streamlined webpage for real-time insights.
event tracking
Our platform allows brand clients to track all their past, present, and future events across the country in one place, regardless of the number of agencies involved.
With filters like date, brand, retailer, and agency, they can easily view and manage their entire marketing investment without needing to consolidate multiple reports from different sources.
process automation
Tastings are highly effective for engaging your target audience at the point of purchase, but they can be challenging to execute on a large scale. With decades of experience, we’ve developed processes that enhance the success of every event.
Our technology streamlines these processes, offering Brand Ambassadors a user-friendly dashboard that provides essential event details, virtual product training, and automated tools to set them up for success.
Built by Tasting Pros, for Tasting Pros
Palaterra was built to power your agency — with tools designed by people who know in-store tastings inside and out. Our AI-powered platform streamlines operations without hidden fees. You get simple, transparent pricing that scales with you. When your agency runs smarter, your ambassadors are better prepared, your clients see better results, and everyone wins.
A Platform That Rewards Growth
When your agency brings suppliers into Palaterra, everyone wins — and you get rewarded. Our platform is designed to strengthen relationships, not limit them. We grow together.
A Better Platform for a Better Partnership
Whether you're managing 100 or 1,000 events a week, Palaterra is built to help your agency run smarter. From automated operations to AI-powered analytics, we give you the tools to impress your clients, reduce admin headaches, and focus on what matters most—growing your business.
The Automated Payroll tool, in particular, has saved us countless hours by streamlining payments and reducing administrative burdens, allowing us to focus on delivering high-quality promotional events.
Case Study | Mid-West based Agency
This fast-growing, multi-state agency partnered with Palaterra in 2019 to streamline operations, automate workflows, and manage an expanding ambassador network. What was once a logistical challenge is now a smooth, centralized system that supports efficient execution at scale.
If you have experienced a problem in the day-to-day operations of running an agency like this, odds are the Palaterra team has too, and they have designed a solution for it. Specifically, we use Palaterra to assign jobs to our BAs, put unassigned jobs up for application, house POS materials for BAs to view, and verify/aggregate recap data in one place which we can pull from and send to customers.
Case Study | California Agency
Ethan runs a boutique but fast-growing agency on the West Coast. Like many expanding sampling businesses, this agency struggled with juggling spreadsheets, scattered communications, and inconsistent reporting. Palaterra helped automate scheduling, ambassador management, and event recaps — allowing Ethan’s team to scale efficiently while maintaining a high level of service.
better platform
better partnership
Whether you're managing 100 or 1,000 events a week, palaterra is built to help your agency run smarter. From automated operations to AI-powered analytics, we give you the tools to impress your clients, reduce admin headaches, and focus on what matters most—growing your business.
