Enquirer Consulting Group

Pearson Packaging Systems Automation Map

Prepared for Jesse Nelson | Pearson Packaging Systems | October 2026

As of October 14, 2026. Read from pearsonpkg.com. Each line marked On your site links to the page it was read from

The automation map, start to finish

Five ways in. Each one lands with a person.

You already own most of the pieces. The time goes in the hand-offs between them.

This page reads pearsonpkg.com and follows the work of selling secondary packaging automation equipment, from the first inquiry to the morning a rep picks up the phone. For each workflow it shows what your site shows today, what could run end to end, and what a person still does. Where your site cannot show a step, the line says what usually happens at a company like yours and is marked Typical.

8

Pages of pearsonpkg.com read

6

Pieces of your sales process on the site

7

Workflows mapped, today and end to end

4

Workflows your own pages show

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.

  1. A form or email arrives in a shared inbox
  2. Someone reads it and forwards it to a rep waits
  3. The rep calls back when the day allows waits
  4. A missed call back is chased by nobody drops

Two of four steps wait on a person. One drops.

End to end

  1. The inquiry is read the moment it lands
  2. It goes to the right rep by product and territory
  3. The buyer gets real times to talk, in the same thread
  4. 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.

  1. A quote request comes in
  2. The rep builds the quote and sends it waits
  3. The quote sits in a sent folder waits
  4. The follow-up depends on memory drops

Two of four steps wait on a person. One drops.

End to end

  1. Every quote sent gets a follow-up date
  2. On that date the rep gets a reminder with a drafted note
  3. A quote that goes quiet shows on the rep's morning email
  4. 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.

  1. The show is booked and the booth is planned
  2. Buyers in the region hear about it from the show, if at all waits
  3. Badge scans and business cards come home in a pile waits
  4. Follow-up happens when the rep catches up drops

Two of four steps wait on a person. One drops.

End to end

  1. Buyers in the show's region get a note offering times at the booth
  2. Meetings land on each rep's calendar before the doors open
  3. Every badge scan gets a follow-up that same week from the rep who met them
  4. 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.

  1. The rep visits a customer
  2. The notes go into a notebook or memory waits
  3. 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

  1. The rep speaks the visit notes into a phone after the visit
  2. The notes are written into the customer record as a completed task
  3. Any follow-up the rep mentions becomes a dated reminder
  4. 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.

  1. An account opens a new site or starts hiring
  2. The news is public, but nobody is watching for it drops
  3. The rep hears about it later, if at all waits

One of three steps waits on a person. One drops.

End to end

  1. Public news on each account is read every day
  2. A relevant item reaches the rep who owns the account the next morning
  3. The rep gets a short drafted note to open the conversation
  4. 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.

  1. A contact changes jobs or an address goes dead
  2. Emails bounce and the record stays as it was drops
  3. Reps keep their own lists on the side waits

One of three steps waits on a person. One drops.

End to end

  1. Every email address on the customer list is tested
  2. People who have moved are traced to their new company
  3. Duplicates are flagged for a person to merge
  4. 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.

  1. The rep opens the inbox and the CRM
  2. They piece together who to call from memory waits
  3. Accounts that have gone quiet slip off the list drops

One of three steps waits on a person. One drops.

End to end

  1. Every working morning each rep gets one email
  2. It carries the requests that came in overnight, who to call and why, and news on their accounts
  3. The sales manager gets their own edition across the team
  4. 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

In the news

The sales manager's edition carries the same items for the whole team.

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.

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.

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.

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.

Pages read

  1. Home page. https://pearsonpkg.com/. Read October 14, 2026.
  2. Contact page. https://pearsonpkg.com/contact/. Read October 14, 2026.
  3. Request a Quote page. https://pearsonpkg.com/request-a-quote/. Read October 14, 2026.
  4. Parts page. https://pearsonpkg.com/parts/. Read October 14, 2026.
  5. Service page. https://pearsonpkg.com/service/. Read October 14, 2026.
  6. Press releases page. https://pearsonpkg.com/resources/press-releases/. Read October 14, 2026.
  7. Case Packer page. https://pearsonpkg.com/equipment/pack/case-packer/. Read October 14, 2026.
  8. Case Erecting page. https://pearsonpkg.com/equipment/erect/case-erector/. Read October 14, 2026.

Notes

If you want to walk through it together, pick a time at cal.com/ecg. Prepared by Ben Beattie, ben@enquirerconsulting.com. This page is yours to keep.

Enquirer Consulting Group | enquirerconsulting.com