Requests wait a day
Demo requests sit in a shared inbox before anyone owns them.
Prepared forNorthwind Logistics
Plan for Northwind
Live routing for every demo request by 1 December
Example. The steps we agreed on Tuesday, with an owner and a date for each, so both teams can see what is next.
Book the decision callor reply to Sam with a question
01What we heard
Two versions of the pipeline
Reps keep spreadsheets, so the forecast never matches the CRM.
Quiet deals go unseen
Nothing flags a deal with no reply in ten days.
02How we fix it
- 1
Share 50 recent requests
Northwind exports the last 50 demo requests so we can test routing on real data.
- 2
Scope and price
We send a fixed scope with a price and a delivery date.
- 3
Decision with the CRO
One call with the person who signs, with the scope in hand.
03Where things stand
40demo requests a week
1 daybefore a request has an owner
04Next steps
- Fri 23 OctExport 50 recent demo requestsNorthwind
- Tue 27 OctSend the fixed scope and priceSIX
- Wed 4 NovSecurity questionnaire returnedNorthwind
- Thu 5 NovDecision call with the CROBoth