The objective of this project is to facilitate greater visibility into the independent retail market. You will find the sales templates here as well as a button to add a document. This is where you will provide your communication and sales reporting quarterly.
This portal will be used to easily keep track of progress as we move forward with the introduction of the product and company to the network.
Emailed to account manager:
Hi Michelle,
I hope you are doing well. I’m finally feeling like myself again, was out sick for the past 11 days. I felt like I got hit by a bus. I had managed to avoid catching anything the past year, but I guess it finally caught up to me.
I put together a follow up email giving the contact you gave me specific information on our introductory offer, along with pricing information and the gross margins they can make.
I’m hoping this is a good time of year as many of these places are gearing up for spring.
I’ve attached a copy of the email I sent out this morning. I’ll keep you updated on any responses.
Sincerely,
Greg
Hello Greg,
Thank you for reaching out and I’m glad to hear you’re feeling better. Thank you for including the outreach update and I look forward to seeing how your conversations progress. Please remember to keep all of these details within our provided templates for easy review. You can also upload the reporting directly to the dashboard as we discussed. Here is a link to your dashboard for your convenience: https://mrcheckout.com/panorama/sensgard/
I’d like to apologize as it looks like our previous dashboard was erased by our system update and we’ve had to create and entire new page. I’m going to add the results of our previous outreach back to the page so that we can revisit if needed. Again I apologize for any inconvenience this has caused and be advised the leads that will be posted today are are repeat for tracking purposes only.
Thank you and let me know if you have any questions.
Results from 1/18/22 E-blast repost-
kchapman@chappiescarpetandflooring.com
warsawhardware@yahoo.com
valleyhardware@rrv.net
markahg1@yahoo.com
atoz@xlt.net
greilco@yahoo.com
wilcoxsb@frontiernet.net
jessica@colonialhardware.com
brad@systemsproconsulting.com
kdmhardwarenyc@yahoo.com
hardwarekev@aol.com
gboyle@thebuildersstore.net
chuckd@scfastening.com
mvommer@farmerscoopsociety.com
tech@getnetdriven.com
jameson@sacincorporated.com
lfrates@reliusmed.com
yossi@focalpointhardware.com
darrenm@merriam.org
Just checking in to see how your outreach is going with the list of interested leads we sent. Can you please send me the details notes from your outreach? We require quarterly reporting at a minimum to keep our agreement active.
These conversations are crucial for our operation and allow us to get a better understanding of how the conversations are going.
The details required are dates of outreach, method of outreach (call,text,email) and details of the final outcome.
If you did send or plan to send samples, please be sure to include the dates the samples are sent and are delivered. Please also include the follow up details on how the retailers felt about the samples.
Having this information will help us determine who the best retailers are for your product and company.
Please let me know if you have any questions and I look forward to hearing from you.
We hope you’re doing well. Would you mind sending me the reports on the leads we sent over. As we discussed on our product education call, we require communication reporting every quarter at minimum. This helps us get a better understanding of how the conversations are going and if they are or are not a good fit for your product. Once we receive this information, we can then follow up on our end as to why it wasn’t a good fit and then regroup and find the retailers that may be a better market fit. This is also one of your roles and responsibilities listed your contract with us.
We try to make this as easy as possible with templates you can find here: https://mrcheckout.net/sales-report-templates/
Please make sure to include if the retailer decided it was not the right fit so that we will be able to regroup and try to find the right retailers to make a better market fit.
After meeting with my team this morning we have come up with the following conclusion that without reporting and communication as stipulated in the agreement, the contract is considered terminated by your company. This is not the outcome that we wanted at the onset of this agreement and we do our best to convey this in our agreement, through this dashboard and conversations early on. We wish you the best of luck in your future endeavors.
