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Demo
Playbooks
Playbook · v0.9

Pitch a retailer
Sell sheet, samples, follow-up.

Demo dataApproved procedure
v0.9 · reviewed 19 Sep

Pitch a retailer

Sell sheet, samples, follow-up.

TROwner Tomás ReyesReview every 60 days

Inputs

Have these before you start

  • Buyer name and store count
  • Two products to lead with
  • Wholesale price

Templates

Start from an approved structure

Steps

4 steps, in order. Each one opens the record it touches.

  1. 01Pick the two products that fit the storeProducts
  2. 02Build the sell sheet from approved linesClaims
  3. 03Send samples with the table cardAsset library
  4. 04Log the buyer and next stepOpportunities

Quality checks

Before you mark the job complete

0 of 3 checked

Reference resources

Explains, does not instruct

Reference
Voice examplesBrand HQ · currentClaims listBrand HQ · currentCalendar status glossaryOperations · current

Unreviewed notes

Useful, not yet approved

Unreviewed

  • Store buyer questions from the preview

    Working notes from Tomás · not an approved procedure

  • What customers say in reviews

    Needs an owner and a review date

Know what you're following

Approved procedures tell you what to do. References explain. Unreviewed notes can inform a choice, but they never set the rule.