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Writes the proposal from the call notes and your last good one.

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Proposals

ProposalsWrites the proposal from the call notes and your last good one.

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Write the Okapi Studio proposal from today's call notes. Use the Lumen proposal as the template.
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Okapi Studio proposal
- Okapi Studio proposal
- ## Northbeam for Okapi Studio Pro, 12 seats · $6,400 a year · starts Nov 3 ## What you told us - Reports take Jo two days at month end - Clients want the numbers as a link, not a PDF ## What changes 1. Reports build themselves from Stripe and Sheets 2. Saved views you can share with each client 3. SSO with Google ## Terms Same as Lumen: yearly, 30-day out in the first quarter.
Proposals
The proposal is ready: Pro, 12 seats, $6,400 a year, starting Nov 3 as they asked on the call.

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Ohio carriers

212 carriers from FMCSA · 38 websites read · ranked by fit

Why Buckeye Haul

Hiring a dispatcher to “fill out load sheets by hand”buckeyehaul.com/careers, Oct 14
Grew from 84 to 120 trucks in 2 yearsFMCSA filings
Drivers say they “wait on the phone for loads”Indeed reviews

ContactDan Moreau, owner · dan@buckeyehaul.com

Dan, I saw you're hiring a dispatcher to fill out load sheets by hand. At 120 trucks, that board is a full-time job by itself…

A reply turns its row green. No answer by Monday: I write a short follow-up and ask you.

SalesFind customersFinds companies that need what you sell, ranks them by fit with the evidence, finds the owner, and writes each one a first email that shows you did your homework.Use this Dae Watch it work →

Acme Logistics, brief.md

Markdown · written by Meeting prep · 7:31

PreviewRaw

Acme Logistics · today at 2:00

Intro call, 30 minutes, Zoom. Dana Whitfield, VP Operations, booked it from the pricing page on Oct 12. Raj Patel, IT lead, is also invited.

In one line

They raised $38M to replace paper dispatch, and Dana has done this before. They will buy if SSO and the Excel import work on day one.

The company

640 trucks, US Midwest. Founded 2009 in Columbus, Ohio.
Series B, $38M, in September: one app for drivers instead of paper.
Second hub in Indianapolis since March, 120 trucks.

The people

Dana Whitfield: joined in July from Ryder, where she moved 2,000 drivers to mobile dispatch.
Raj Patel: runs Okta for 900 staff. He will ask about SSO and data export.

What they asked by email

“Do you support SSO with Okta?” (Oct 12)
“Can we import our routes from Excel?” (Oct 14)

What to bring

The SSO answer: yes, Okta and Google on Pro.
A sample Excel import with their column names.
A pilot at the Indianapolis hub: 120 trucks, 30 days.

Watch out

Ledgerly is in the deal. Their Pro went to $49 this week and caps exports at 10,000 rows.

SalesMeeting prepResearches the people and the company before each outside meeting, and writes a one-page brief.Use this Dae Watch it work →

docs.google.com/spreadsheets

Q4 pipeline

fxFollow-up

	A	B	C	D	E
1	Company	Stage	Value	Last touch	Follow-up
2	Brightwave	Proposal	$18,000	Oct 19	Sent 10:14
3	Okapi Studio	Demo done	$6,400	Oct 15
4	Fernhill Foods	Trial	$9,600	Oct 2	Draft · Thu 9:00
5	Lumen	Renewal	$24,000	Oct 16
6	Tidewater Co	Proposal	$12,500	Oct 8	Draft · Thu 9:00
7	Halcyon Labs	Trial	$4,800	Oct 14

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SalesSales follow-upsFinds deals that went quiet and drafts a follow-up in your voice. You send the ones you like.Use this Dae Watch it work →