Know the account. Know what matters. Know what to do next.
A practical sales playbook for small-package shipping. Find the stage you're at, then use the guided prompt built for it, in the AI tool you're allowed to use. Nothing confidential needed.
The sale, one stage at a time
Stages describe your current job, not a status in a CRM. A deal can go back to earlier work at any time.Five stages, from finding the right account to earning the next real customer commitment. Pick the one you're in.
EVERY DAYAt any stage
Not a sixth stage. Once a deal is active, use it alongside whichever stage you're in.
What you'll actually use
Live in Beta
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Six guided prompts
One for each stage of the sale, and one for moving any active deal forward. Fill in the blanks, check the Safe to paste note, and copy it into the AI tool you're allowed to use.
Browse prompts
On the roadmap
Planned for later releases, built the same way and just as safe to use at work.
- Calculators
- Battle cards
- Guides
- Pals
- 90-day learning path
One account, start to finish
One rep, one online homewares retailer, and the six tools in order. Every deal moves differently; this is one way it can go.
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Find
You spot an online retailer that ships from one warehouse and check whether it's worth your time now, before you spend an hour on research.
Prompt Decide if an account is worth pursuing now -
Prepare
Before you reach out, you build a short picture of how they probably ship, from public information only, with what's known and what's guessed kept apart.
Prompt Build the account's shipping story -
Discover
You plan the first conversation, with a few questions worth asking, what to listen for and a next step in proportion.
Prompt Plan your first conversation -
Analyze
After the call, you decide which few numbers, if any, are worth asking them for, in the least detailed form that answers your question.
Prompt Decide what numbers to ask the shipper for -
Advance
You choose the smallest commitment worth asking for. Sometimes that's a working session; sometimes the honest answer is nothing yet.
Prompt Choose the commitment to ask for -
Every day
With the deal active, you separate what the customer has actually done from what you've done, and pick the one next move, including waiting.
Prompt Decide the next move on an active deal
Built to be safe at work
Nothing confidential needed
Everything works from public information and your own descriptions. Customer names, rates and account numbers stay out of the AI.
Works with the AI tool you're allowed to use
Copy-and-paste prompts work in any AI chat your company approves. No plugins, installs or accounts.
Carrier-neutral
Not affiliated with any carrier. Useful whichever carrier you sell for, with no official pricing or carrier policy.
No tracking
No sign-ups and no stored data. Nothing you type is sent anywhere by this site.