Friday 22 May

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Module 1 · Commercial engine

Sam’s commercial workspace.

Today’s named actions, the next three meetings with briefs prepared, last week’s notes + extracted actions, and what the system caught while you weren’t looking. For the full board — every deal, scored — see Pipeline.

What changes on Monday morning

Without the engagement

67 unread emails, three meetings unbriefed, two follow-ups missed last week.

·Charlie opens the laptop at 07:40 and starts at the inbox. Triage burns the first hour.
·Three meetings on the diary — no agendas circulated, no prep brief shared.
·Two follow-ups from last week’s pipeline never went out. Both warm; one cools.
·Pipedrive is the source of record but nobody updated it after the Trove Botanicals call.
·TSP wins Nordic Health on price 12 days ago — no rescue touch since.

With the engagement06:00 delivery · daily

Five named actions. Three briefs ready. Pulse caught last night’s TSP signal.

·Morning Briefing landed at 06:00. Charlie scans, dispatches, closes the loop in 45 minutes.
·Mon 10:00 negotiation walk-in brief sits at the top of the workspace — agenda, what we know, hooks.
·Boutique Cosmetics follow-up draft already written in Charlie’s voice. One tap to send.
·Pipedrive stays the source — synced both ways. Nobody types into two systems.
·Nordic Health rescue touch queued today — TSP capacity strain surfaced overnight.

Today

5 actions

~45 min of Charlie’s time

Meetings · this week

2 agenda-ready · 1 in prep

Pulse · last 24h

2 need attention · the rest is in your favour

Last week

3 follow-ups

Sent within 90 min of each meeting · all actions extracted

Today

5 actions to dispatch — about 45 minutes of Charlie’s time.

Each draft is ready. Approve, amend or skip. Ordered by impact, not urgency. Expand the first one to see what a draft looks like before it lands in your inbox.

01
Follow-upCosmetics · £480k / yrDraft ready~4 min
Boutique Cosmetics Co — Sarah hasn’t replied to proposal
Proposal sent Tuesday 13 May, four working days ago. Sarah typically replies within two. Decision expected Friday — soft pressure now keeps the deal warm without rushing her.
Suggested · Send the prepared check-in email referencing the Trove Botanicals case study. Tight subject line, no urgency in the body. Reply window: 24 hours before the harder follow-up sequence steps in.
Email draft · preview the message
Email · from charlie@walkerlogistics.com
Quick one — the Trove Botanicals numbers we mentioned
Sarah, Quick one. I’ve pulled the actual six-month figures from Trove Botanicals I mentioned on our call last week — happy to share if it’s useful while you’re looking at our proposal. Headline: +12% on their own forecast since onboarding, 99.94% pick accuracy, and they’ve had two carrier-mix shifts surfaced through the brand portal that they’d have missed in a Mintsoft-only setup. The EU clause is the bit I’d guess is most relevant for you — happy to walk through that specifically. No rush. If Friday’s still the window, I’ll hold the diary for a half-hour slot Thursday or Friday morning if you want to talk through anything. Charlie
02
Meeting prepSupplements · £620k / yrDraft ready~12 min
Pure Origin Nutrition — final terms call Mon 10:00
Aidan signalled flexibility on EU clauses last Friday. Subscription volumes have tracked +9% in the last two weeks — credible to ask for a longer commit in exchange for the pricing tier they want.
Suggested · Walk into Monday with the three-tier commit / discount table prepared. Open with the volume trend, anchor on the 24-month structure, then offer the 12-month fallback only if pressed.
Pre-meeting brief · preview
Pre-meeting brief · 45 min · video
Pure Origin · final terms · Mon 10:00
1. Volume trend recap (8 weeks vs forecast) — open here, anchors everything else. 2. Three-tier commit structure: 12 / 24 / 36 months · matching discount bands prepared. 3. European network · European network · NL hub phased onboarding from Q4 — Hannah hasn’t seen this yet. 4. Pricing — base + variable on returns volume. Land the predictability story for Hannah. 5. Walk-out sequence and signing window — soft close, no hard ask. Reminder: Hannah is the budget holder. Predictability over headline price. Drift Coffee is the live reference — onboarded March, +12% vs forecast.
03
Discovery prepCosmetics · £220k / yrDraft ready~8 min
Skinhouse London — discovery call Thursday 14:00
Founder-led, early-stage. They’ve evaluated TSP but bounced on the standard quote pack. Jen wants someone who’ll grow with her — lean into the brand portal demo (the Marker Beverages view).
Suggested · Skinhouse-flavoured agenda + Founder discovery question set ready. Walk her through the Stickiness Layer using Marker Beverages as the live reference.
Pre-meeting brief · preview
Pre-meeting brief · 30 min · video
Skinhouse · discovery 1 · Thu 14:00
1. Skinhouse origin + next 12 months — her view first. 2. Where TSP fell short — root cause, not symptom (this is the qualifying question). 3. Growth Fulfilment capability walkthrough — brand portal is the differentiator, demo Marker Beverages live. 4. Pricing shape (not numbers — the structure). 5. Next step — proposal scoped + dated. Jen rates long-term operator relationships over price (per her podcast appearance last month). Soft-anchor on Trove Botanicals — similar founder-led shape.
04
Rescue touchSupplements · £410k / yrDraft ready~3 min
Nordic Health Co — quiet re-touch, 12 days post-loss
Lost to TSP on price 12 days ago. TSP has known capacity strain around supplements (two LinkedIn signals from their ops side in the last fortnight). Soft, no-pressure re-touch keeps the door open for a Q4 revisit.
Suggested · LinkedIn message draft ready, framed around the European network · European network · NL hub launch rather than the lost deal. Send standalone — not as part of the sequence.
LinkedIn draft · preview the message
LinkedIn DM · from Charlie Walker
Olav — small heads-up on the European network · NL hub
Olav, hope you’re well. Genuine no-strings note — wanted to flag that our European network · NL hub goes live in October. Picks up the EU-shipping angle we talked through in April. Not pitching for the work again — just thought worth knowing in case the picture changes for you over the next couple of quarters. Door’s open if it ever does. Charlie
05
Proposal reviewEco-FMCG · £290k / yrDraft ready~18 min
Petal Eco Goods — RFP response due Friday
Yusuf gave you the structure on the discovery call. Sector-adjacent to Marker Beverages so the Stickiness Layer is the differentiator. CFO is the sign-off, not Yusuf.
Suggested · Draft RFP response is ready — single page for Yusuf, financial appendix for the CFO. Review and approve by end of Wednesday so it goes Friday morning.
Review checklist · preview
RFP response · 1-page summary + financial appendix
Petal Eco Goods · RFP · review checklist
· Summary page · 250 words — landing on Stickiness Layer as the differentiator (Marker Beverages-adjacent vertical). · Pricing appendix · CFO-flavoured — cost per order, returns cost detail, sustainability ROI lines. · Service-level commitment table — anchor on 98.6% with the Growth Fulfilment headline. · Brand portal screenshot pack — three slides showing what Petal would see in Month 2. · Reference customers listed: Marker Beverages (named, with consent), Drift Coffee, Refill Republic. · Sign-off path: Yusuf + CFO (Marina Bell) — proposal needs to land for both readers.

Pulse · last 24 hours

What the system caught while you weren’t looking.

Inbound replies, LinkedIn engagement, calendar accepts, news mentions, website visits — all tied back to the deal in scope. The signal you’d otherwise miss in your inbox.

Today · earlier this morning

Yesterday

Meetings

The next three are prepped. Last week’s notes and actions are tracked.

Note-taker joins automatically. Action items get extracted and routed to owners — no manual write-up.

Next up · negotiation

Pure Origin Nutrition — £620k / yr

Tue 19 May · 10:00 · 45 min · video

Brief · agenda readyNote-taker · invited

Charlie Walker

Director, Sales & Marketing

Aidan Forrest

Head of Supply Chain

Hannah Beale

CFO

Agenda

·Volume trend recap (last 8 weeks vs forecast)
·Three-tier commitment structure — 12 / 24 / 36 months
·European network · European network · NL hub: phased onboarding from Q4
·Pricing — base + variable on returns volume
·Walk-out sequence and signing window

What we know

·Aidan flagged flexibility on EU clauses last Friday — Hannah wasn’t on that call.
·Subscription volumes up 9% over the last two weeks (LinkedIn + their public investor update).
·TSP pitched them 11 weeks ago at ~9% lower headline rate — Aidan declined on service grade.
·Hannah is the budget holder. She rates predictability over headline price (per her own board notes in their last shareholder letter).

Key questions to ask

·What does “predictable” look like for Hannah’s board reporting — by month, by quarter?
·Where does the EU launch sit on their Q3 / Q4 product roadmap?
·Is there budget headroom for the cold-chain trial we discussed?

Conversation hooks

·Drift Coffee is now live with us — onboarded March, +12% vs their own forecast. Their CFO had the same predictability question.
·Northampton runway-side warehousing — same volume of EU shipments we run today is moving 18% faster through NL than direct UK->NL.

discoveryThu 21 May · 14:00Agenda ready

Skinhouse London

Charlie · Jen

negotiationFri 22 May · 11:00In prep

Tidewater Eco

Charlie · Maxine · David

Last seven days · notes + actions

negotiation · 14 May · 8d ago

Trove Botanicals

Follow-up sent

·Final terms walkthrough on the EU clause — Trove Botanicals ship to 17 countries, European network · NL hub timing is the binding question.
·Adrian walked Rohan through the live NL warehouse footage (T2-style refurb, mirrors Northampton). Landed well.
·Pricing held. Signing decision moved from “late May” to “Mon 19 or Tue 20.”

2 open actions · 1 done

Send the NL warehouse 90-second walkthrough video to Rohan + his MD.Charlie · 15 May
Have legal pre-flight the EU clause variant Rohan asked for.William · 16 May
Schedule the kickoff slot for week of 2 June pending signature.Charlie · 20 May

discovery · 15 May · 7d ago

Cobalt Cosmetics

Follow-up sent

·Cobalt run a hybrid model — UK DTC + Iberia stockists. EU shipping pricing is the unlock.
·Daniela rates Growth Fulfilment on heritage + the Marker Beverages brand portal — sees it as a CFO sell.
·Next stakeholder is their CFO Marisol Albeniz. Procurement-led, slow but rigorous.

2 open actions · 0 done

Build the EU shipping pricing table for the 4-country rollout Daniela described.Charlie · 20 May
Source a Spanish-language version of the brand portal screenshot pack for the CFO walkthrough.Marcus · 22 May

discovery · 13 May · 9d ago

Genesis Vitamins

Follow-up sent

·Genesis evaluating us alongside an existing northern provider. Six-week timeline.
·Two further stakeholders need to be in the room — Operations Manager + Head of Customer Experience.
·Sustainability is rising up the brief — packaging spec is being tightened.

1 open action · 1 done

Schedule the multi-stakeholder call across the next 10 days.Marcus · 19 May
Send the packaging-spec capability deck (Growth Fulfilment can run their preferred fibre-based mailer).Marcus · 16 May

Pipeline at a glance

21 open deals · the board, ICP scoring and a year of won/lost lives on the Pipeline page.

£5.7m raw · 57% win rate · 47-day average cycle

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