Sales follow-up sequence
Writes the follow-up messages after a quote goes quiet, useful ones, not "just checking in".
Written for distributors, hauliers and manufacturers. Paste one in and it knows the job: order briefs, costed quotes, follow-ups, change orders, overdue accounts, margin per job. Buy once, keep the files.

For firms that quote and deliver orders, runs and batches. Bring the emails, quote or invoice you already have. Start where you need help; you do not have to follow every step.
Beyond the order flow: winning accounts, hiring drivers and machinists, cash flow, customer claims and the rest of running the firm. Free to browse, and part of the $399 complete library.
Writes the follow-up messages after a quote goes quiet, useful ones, not "just checking in".
Turns a confirmed RFQ or job brief into an internal costed estimate and a separate customer quote, with the margin, the unknowns and the exclusions all visible.
Tells you whether the customer's new request is inside the order you already accepted or genuinely extra, prices it from your real costs, and writes the approval request.
Writes the chase sequence for money you are owed, polite at first, firm later, and tells you when to stop asking and act.
Shows what each part, SKU or lane really earns after true costs, or what one finished job or batch actually earned once scrap and your own hours are counted.
Turns the emails, RFQ notes and drawing markups behind an order into one brief: what is agreed, what is only asked for, and what to confirm before quoting.
Turns what is actually happening in the business this month, new lines, a trade show, a truck on a new lane, into a posting plan someone can run.
Writes a full email campaign, subject lines, body copy and send order, for one thing you want buyers and purchasing managers to do.
Goes through your Google and directory listings line by line and tells you exactly what to change so buyers and drivers find the right depot.
Reads your page the way a buyer with an RFQ in hand does, and rewrites the parts that send them back to search, section by section.
Pulls your spend and inquiry numbers into a one-page monthly read on what is working, what is not, and where the next dollar should go.
Gives you the questions to ask an account, then turns their answers into a short case study you can put in front of the next buyer.
Plans a stock push or off-season offer that fills your quiet weeks without teaching accounts to wait for a discount.
Turns your notes from a customer meeting into a proposal that restates their supply problem, scopes what you will deliver and prices it clearly.
Builds the question list and background brief for a first call with a new account so you qualify it properly instead of quoting blind.
Gives you honest answers to the objections purchasing managers actually raise, in your own words, with the questions to ask before answering.
Sorts your open quotes and bids into what is real, what is stalled and what is dead, then tells you where to spend Monday.
Turns a lost bid into something useful: what really happened, what to change, and a message that keeps the account open.
Builds a thirteen-week view of money in and money out so you can see the tight weeks early and decide what to do about them.
Reads your monthly figures the way a good finance director would and tells you the three things that need your attention.
Goes through what leaves your account every month, the yard, the trucks, the software, the hire, and finds the spend you would cancel if you noticed it.
Builds next year budget from this year actuals, with the assumptions written down so you can argue with them.
Gets your paperwork and your story ready before you ask a bank or a finance house for money, and tells you what is missing.
Turns a job that only you know how to do, goods-in, picking, first-article checks, a driver handover, into a written procedure someone else can follow correctly.
Compares suppliers on what actually costs you money, landed cost, lead time, minimums, terms, not the headline unit price, and gives you the questions to ask.
Works out what to reorder, how much and when, using your stock and sales history, so you stop running out of A lines and sitting on dead stock.
Matches the hours, machines and trucks you have to the orders on the book, and shows where you are short or paying for idle capacity.
Works out why something went wrong, the late load, the wrong shipment, the scrapped batch, and what stops it happening again.
Maps the systems you run the business on, ERP, spreadsheets, email, finds the double entry and the gaps, and says what to change first.
Turns an order or contract you have just won into a plan with dates, owners, long-lead items and the things most likely to make it late.
Writes an honest, specific job posting for the role you actually need, driver, machinist, picker, order clerk, plus the scorecard for shortlisting.
Gives you role-specific interview questions, a practical task and a scoring sheet so you compare drivers, operators or clerks fairly.
Plans a new driver, operator, picker or administrator's first month so they work unsupervised sooner and you stop answering the same questions.
Prepares a fair, specific review, what to say, which evidence to use, and what to agree for next quarter, for a driver, operator or foreman.
Helps you prepare the conversation you have been putting off with a driver, operator or foreman, including the opening words and where to stop.
Writes the short, plain policy you actually need, overtime, shift schedules, PPE, phones in the yard, company vehicles, in language people read.
Gives you a consistent way to set pay for drivers, warehouse and shop-floor staff, bands, criteria, costings and the words for yes and no.
Drafts the reply to a difficult customer email, calm, clear, and consistent with what you actually committed to.
Turns a serious customer complaint into a plan: the facts, a fair remedy, what to say, and what to fix at the source.
Writes the answer to a question your accounts keep asking, so you send a link or a one-pager instead of retyping it.
Gives your office clear rules for credits, replacements and goodwill, so answers stop depending on who picks up.
Builds the reusable replies for the emails you answer every week, back-orders, PODs, lead times, still sounding like you.
Turns a key account's quarterly supplier scorecard into a reply that owns the misses, disputes the wrong numbers with evidence, and keeps you off the review list.
Spots the signs a key account is drifting and gives you a plan and a script to keep it without cutting price first.