Sales

Sales follow-ups

Finds deals that went quiet and drafts a follow-up in your voice. You send the ones you like.

Google Sheets
Gmail

Sales follow-ups

Sales follow-upsFinds deals that went quiet and drafts a follow-up in your voice. You send the ones you like.

Message Sales follow-ups

Start it with

What it did

Read sheet · Google Sheets
Searched email · Gmail
Read sent email · Gmail
Updated sheet · Google Sheets
Drafted email · Gmail
Updated sheet · Google Sheets

What waited for you

Send email: Follow-up to Jonah at Brightwave about the proposal.

Thursday at 9:00

Use this DaeA sample chat. Names and numbers are made up.

Read the whole chat

You
Find deals in the Q4 pipeline sheet that went quiet for over a week and follow up on each.
Read sheet · Google Sheets · Q4 pipeline, 38 deals
Q4 pipeline
- Q4 pipeline: Company | Stage | Value | Last touch
- Brightwave | Proposal | $18,000 | Oct 6
- Okapi Studio | Demo done | $6,400 | Oct 15
- Fernhill Foods | Trial | $9,600 | Oct 2
- Lumen | Renewal | $24,000 | Oct 16
- Tidewater Co | Proposal | $12,500 | Oct 8
- Halcyon Labs | Trial | $4,800 | Oct 14
Searched email · Gmail · last reply per deal
Read sent email · Gmail · 20 of yours, for tone
Updated sheet · Google Sheets · 3 rows
Q4 pipeline
- Q4 pipeline: Company | Stage | Value | Last touch | Follow-up
- Brightwave | Proposal | $18,000 | Oct 6 | Draft ready
- Okapi Studio | Demo done | $6,400 | Oct 15
- Fernhill Foods | Trial | $9,600 | Oct 2 | Draft ready
- Lumen | Renewal | $24,000 | Oct 16
- Tidewater Co | Proposal | $12,500 | Oct 8 | Draft ready
- Halcyon Labs | Trial | $4,800 | Oct 14
Sales follow-ups
Three deals went quiet for over a week. I drafted a short follow-up for each, in your tone:
1. Brightwave, $18,000, proposal sent Oct 6. Asks if the start date still works.
2. Fernhill Foods, $9,600, trial ended Oct 2. Offers to extend it by a week.
3. Tidewater Co, $12,500, proposal sent Oct 8. Answers their open SSO question.
Each one waits for your OK.
You
Send the Brightwave one. Hold the others until Thursday.
Drafted email · Gmail
Waited for your OK: Send email. Follow-up to Jonah at Brightwave about the proposal.
You
Approved.
Updated sheet · Google Sheets · 3 rows
Q4 pipeline
- Q4 pipeline: Company | Stage | Value | Last touch | Follow-up
- Brightwave | Proposal | $18,000 | Oct 19 | Sent 10:14
- Okapi Studio | Demo done | $6,400 | Oct 15
- Fernhill Foods | Trial | $9,600 | Oct 2 | Draft · Thu 9:00
- Lumen | Renewal | $24,000 | Oct 16
- Tidewater Co | Proposal | $12,500 | Oct 8 | Draft · Thu 9:00
- Halcyon Labs | Trial | $4,800 | Oct 14
Sales follow-ups
Sent to Jonah, and the sheet shows it. I will bring the Fernhill and Tidewater drafts back on Thursday at 9:00. If Jonah replies, I will tell you here.
Scheduled: Thursday at 9:00. Next run Thursday at 9:00.

More Daes

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

Leads

fxFit

	A	B	C	D
1	Company	Staff	Signed up	Fit
2	Tidewater Co	240	Oct 17	5 · Excel today
3	Marlow Freight	410	Oct 17	5 · 3 hubs
4	Pinecrest Health	1,200	Oct 16	5 · audit needs
5	Kite & Key	6	Oct 16	1 · too small
6	Bramble Labs	35	Oct 15	3 · no ops team

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SalesResearch new leadsLooks up each new sign-up and tells you which ones to call.Use this Dae Watch it work →