The pieces
What your site shows, and the hand-offs between them.
At most companies your size, every hand-off between them is a person, a memory, or nothing. Typical
The engine in the middle. It reads, routes, drafts and remembers.
Quote request
The Request a Quote form
Asks for the equipment and model of interest, features and options, the quote type and the construction type, with room for comments. Request a Quote page
On the page: To provide you with actionable information, please help us by answering the following few questions:
Contact
The contact form
Asks the visitor to pick a category, from equipment sales and aftermarket sales to service support, parts and general, and a country. Contact page
On the page: Select a Category in order to submit your inquiry
Contact
Talk with an expert
The case packer page sends buyers to the contact form to describe their case packing needs. Case Packer page
On the page: Tell us about your case packing needs
Parts and service
The parts team and parts quote request
Offers a parts quote request and a team a call or email away for emergency parts, spare parts kits, part identification and manuals. Parts page
On the page: If you need emergency parts, want to restock your spare parts kits, require assistance with identifying a part or simply want a new manual, our team is only a call or email away.
Parts and service
The service department
Lists the service department's support, from technical consulting and machine audits to preventative maintenance, with a link to contact it. Service page
On the page: Our Service Department is ready to support you with:
On the site
The online parts store
Lets customers who know their part numbers set up an account and order parts themselves. Parts page
On the page: Simply set up your account with us and you are all set to
The workflows
7 things that happen every week. Today, and end to end.
Each card shows what your site shows today where it can, what usually happens at a company like yours, and the same work run end to end.
Workflow
A new inquiry, to a booked call
On your site
The contact form asks the visitor to pick a category before the inquiry can be submitted. Contact page
On the page: Select a Category in order to submit your inquiry
Today Typical
At a company like yours, a form lands in a shared inbox, someone forwards it to a rep, and the rep calls back when the day allows.
- A form or email arrives in a shared inbox
- Someone reads it and forwards it to a rep waits
- The rep calls back when the day allows waits
- A missed call back is chased by nobody drops
Two of four steps wait on a person. One drops.
End to end
- The inquiry is read the moment it lands
- It goes to the right rep by product and territory
- The buyer gets real times to talk, in the same thread
- The call lands on the rep's calendar and is logged
What a person still does The rep takes the call and decides what to offer.
Workflow
Quote follow-up
On your site
The quote request asks which construction type the buyer needs, among other equipment details. What happens after a quote goes out is not on the site. Request a Quote page
On the page: What Construction Type do you need?
Today Typical
At a company like yours, a quote goes out by email and the follow-up depends on the rep remembering it among everything else.
- A quote request comes in
- The rep builds the quote and sends it waits
- The quote sits in a sent folder waits
- The follow-up depends on memory drops
Two of four steps wait on a person. One drops.
End to end
- Every quote sent gets a follow-up date
- On that date the rep gets a reminder with a drafted note
- A quote that goes quiet shows on the rep's morning email
- Replies and outcomes are logged against the account
What a person still does The rep decides what to say and how to win the order.
Workflow
Trade shows, before and after
On your site
The press releases page carries a release inviting attendees of a regional food and beverage show to visit the manufacturing facility. Press releases page
On the page: Pearson invites Northwest Food & Beverage show attendees to visit their manufacturing facility while in town this February
Today Typical
At a company like yours, the booth is planned well ahead, the meetings are left to whoever walks past, and the badge scans wait in a pile until after the show.
- The show is booked and the booth is planned
- Buyers in the region hear about it from the show, if at all waits
- Badge scans and business cards come home in a pile waits
- Follow-up happens when the rep catches up drops
Two of four steps wait on a person. One drops.
End to end
- Buyers in the show's region get a note offering times at the booth
- Meetings land on each rep's calendar before the doors open
- Every badge scan gets a follow-up that same week from the rep who met them
- Each conversation is logged against the account
What a person still does Your team works the booth and has the conversations.
Workflow
Visit notes from the field
On your site
The service page says that when a first service visit does not resolve an issue, the team returns with engineering support. Service page
On the page: If we cannot resolve a performance issue in the first service visit, expect us to return with engineering support to collaboratively find or design a successful fix.
Today Typical
At a company like yours, notes from a customer visit live in a rep's head or notebook and reach the system late, if they reach it at all.
- The rep visits a customer
- The notes go into a notebook or memory waits
- The system is updated at the end of the week, if at all drops
One of three steps waits on a person. One drops.
End to end
- The rep speaks the visit notes into a phone after the visit
- The notes are written into the customer record as a completed task
- Any follow-up the rep mentions becomes a dated reminder
- The manager sees the visit the same day
What a person still does The rep runs the visit, and the notes stay in their own words.
Workflow
News on an account
Today Typical
At a company like yours, news about a customer, a new plant, a new hire or an expansion, reaches the rep late or not at all.
- An account opens a new site or starts hiring
- The news is public, but nobody is watching for it drops
- The rep hears about it later, if at all waits
One of three steps waits on a person. One drops.
End to end
- Public news on each account is read every day
- A relevant item reaches the rep who owns the account the next morning
- The rep gets a short drafted note to open the conversation
- The outcome is logged against the account
What a person still does The rep decides whether the news is worth a call.
Workflow
Keeping the customer list current
Today Typical
At a company like yours, contacts change jobs and email addresses go dead, and the customer list catches up only when an email bounces.
- A contact changes jobs or an address goes dead
- Emails bounce and the record stays as it was drops
- Reps keep their own lists on the side waits
One of three steps waits on a person. One drops.
End to end
- Every email address on the customer list is tested
- People who have moved are traced to their new company
- Duplicates are flagged for a person to merge
- The list stays current without anyone typing
What a person still does A person approves each merge and each change to a key account.
Workflow
The rep's morning
Today Typical
At a company like yours, each rep builds their own day from the inbox, the CRM and memory, and the accounts that have gone quiet are the ones that slip.
- The rep opens the inbox and the CRM
- They piece together who to call from memory waits
- Accounts that have gone quiet slip off the list drops
One of three steps waits on a person. One drops.
End to end
- Every working morning each rep gets one email
- It carries the requests that came in overnight, who to call and why, and news on their accounts
- The sales manager gets their own edition across the team
- The rep starts the day on the calls that matter
What a person still does The rep makes the calls. The email decides nothing for them.
The rep's morning
One email at 6:30 a.m. Everything a rep needs for the day.
Every working morning, each rep gets one email with the requests that came in overnight, who to call that day and why, and news on their accounts.
The sales manager gets their own edition, with every rep's follow-ups due, the replies waiting across the team and the quotes that have gone quiet.
Sample edition. Made from your own public pages. Every item below is an example of what it carries, not read from your systems.
To Each rep at Pearson Packaging Systems
Subject Your morning
Came in overnight Example
- A new quote request from your website
- A parts or service request from an existing customer
- A new message from your contact page
Who to call today Example
- A quote for case Erectors sent and not yet answered
- A reply waiting from a buyer who asked about bliss Formers
- An account that has not ordered in a while
In the news
The product names in this sample come from your own pages.
- Case Erectors Case Erecting page
On the page: Case Erecting Portfolio
- Bliss Formers Case Erecting page
On the page: Case Erecting and Bliss/Tray Forming Solutions by Pearson Packaging
- Robotic Case Packers Case Packer page
On the page: Robotic Top Load Case Packers Optimized to Your Specific Needs
Proof
Where this runs already.
These run every working day for a client of ours. Each line comes from our engagement record for them.
The morning priority list
We run a morning priority list for every BOY Machines rep, drawn from the CRM and open quotes.
We built a priority list that lands in every BOY Machines rep's inbox each morning. It is drawn from the CRM, open quotes and accounts that have gone quiet, so each rep knows who to call that day.
See the note
Visit notes by phone
We run a phone line where BOY Machines reps speak their visit notes straight into the CRM.
We built a phone line and a phone app where BOY Machines reps speak their visit notes. Each note is written back into the CRM as a completed task, so the CRM stays current without typing.
See the note
The daily account score
We run a daily score for every BOY Machines account, drawn from real conversations and quotes.
We built a rating engine for BOY Machines that scores every account and contact each morning. The scores come from real conversations, visits and quotes, so a rep can tell a live account from a dead one.
See the note
Where to start
The simplest first steps, from what your site shows.
The rep's morning
It reads what you already hold and asks nothing new of the reps, so it is the easiest first step.
A new inquiry, to a booked call
It is the first thing a buyer feels, and the way in is already on your site.
Your numbers
Your numbers, not ours.
This page carries no figures of ours. These are the numbers we would count with you on a call, and only your team has them.
Requests a week, by way in
Your number
How long a new request waits for a first reply
Your number
Quotes sent a month
Your number
How long a quote takes to go out
Your number
Quotes that get a second follow-up
Your number
Reps in the field
Your number
What this page cannot see
A website does not show how many requests arrive, how quickly each one is answered, or which systems sit behind the forms, so this page does not guess at any of them. A line marked Typical is what usually happens at a company like yours, and an item marked Example shows the shape of the email. Neither is read from your systems.
Notes
- BOY Machines, a US machinery distributor, is a client of Enquirer Consulting Group. The line on the morning priority list comes from our engagement record for them, section 5.
- BOY Machines, a US machinery distributor, is a client of Enquirer Consulting Group. The line on visit notes by phone comes from our engagement record for them, section 6.
- BOY Machines, a US machinery distributor, is a client of Enquirer Consulting Group. The line on the daily account score comes from our engagement record for them, section 7.