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Project · Sports equipment maker

From no target list to a sales motion ready to launch, plus a plan to stop retyping orders.

Back to the work
Challenge
A new buyer segment, no outreach
Also fixed
Manual order-to-cash
Status
Built, ready to launch

The problem

The company wanted to sell to college teams before preseason. It had no list of coaches or equipment managers and no outreach plan.

Orders were fully manual too. They arrived by email, got retyped into the accounting system, and stock was checked and updated online by hand. Slow, and easy to get wrong.

What we built

  • Contact database

    A couple thousand lines of target contacts, ranked, sourced, and set up to track outreach.

  • Outreach playbook

    A 10-week timeline, a plan for each buyer type, and draft emails.

  • 5-email sequence

    Stops when a school replies. Starts with a small pilot, then goes out in waves.

  • Rep dashboard

    Follow-ups due, replies, samples to ship, and deliverability. Every number drills down.

  • Order-to-cash map

    Seven steps from order email to payment, today vs automated, with a 3-phase rollout.

  • Open decisions, written down

    Product, pricing, samples, and setup questions, so nothing stalls.

What changes

BeforeAd hoc outreach, no list
PlannedA tracked sequence, approved before it sends, logged to a daily dashboard
BeforeOrders retyped by hand
PlannedCaptured once, checked against stock, flagged for production, and invoiced
BeforeStock checked manually
PlannedShortfalls flagged automatically. People still own the decisions.

Where it stands

The contact database, email sequence, and rep dashboard are built and ready to launch.

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