Purpose:
Help you think about a customer before you ever think about pricing.

What’s on this page

A simple Customer Snapshot form:

• Company name

• Industry

• B2C / B2B / Hybrid

• Avg package weight (rough)

• Shipping zones focus

• Known pain points (free text)

• Assumptions I’m making (important)

Then:
👉 buttons to send this context into your workflows:

• Analyze shipping pressures

• Generate meeting angles

• Identify USPS-fit lanes

• Prepare questions

Why this page matters:

• Stops you from selling blind

• Improves AI output quality instantly

• Builds sales intuition over time

This is where reps quietly level up.