CRAFTSALES

Crafties · Patterns

Patterns

Ready-made Crafties for the work federal sellers repeat every week. Pick one, try it on a past deal, turn it on when you are ready.

Nothing is sent without you.

01 · Pattern

KeeperRegistration watch

Catches a deal registration three weeks before it lapses.

When
A deal registration expires within 21 days.
Then
A task to extend it, a draft to the partner contact if one is on file, and a note for you.

Nothing is sent without you.

Keeper, Registration watch: a 22-second silent clip of the real product, with a dry run on a sample dealPlay0:22

02 · Pattern

NudgeQuiet deal nudge

Drafts a check-in when one of your deals goes quiet for 10 days.

When
One of your deals has been quiet for 10 days.
Then
It reads the last 90 days, drafts a short check-in to the main contact, and adds a task to follow up.

Nothing is sent without you.

Nudge, Quiet deal nudge: a 22-second silent clip of the real product, with a dry run on a sample dealPlay0:22

03 · Pattern

AlmanacRenewal radar

Briefs you on a renewal at 120, 90 and 60 days out, with a draft and a task to quote.

When
A renewal is 120, 90 and 60 days out.
Then
A brief from the account and the news, a draft to open the renewal, and a task to quote it.

Nothing is sent without you.

Almanac, Renewal radar: a 22-second silent clip of the real product, with a dry run on a sample dealPlay0:22

04 · Pattern

ClerkProposal checklist

When a deal reaches proposal, adds the five checks a federal quote needs.

When
One of your deals moves to proposal.
Then
Five tasks: the contract vehicle, TAA and BAA, the buyer's FedRAMP or CMMC needs, the registration, the distributor quote.

Nothing is sent without you.

Clerk, Proposal checklist: a 22-second silent clip of the real product, with a dry run on a sample dealPlay0:22

05 · Pattern

LedgerMonday pipeline sheet

Every Monday at 7:00, a spreadsheet of your open pipeline and three lines on what changed.

When
Every Monday at 7:00.
Then
A spreadsheet of your open pipeline in your folder, and a note with three lines on what changed.

Nothing is sent without you.

Ledger, Monday pipeline sheet: a 22-second silent clip of the real product, with a dry run on a sample dealPlay0:22

06 · Pattern

HeraldAccount news

Tuesdays and Thursdays at 7:30, news on your top five accounts by open pipeline, with sources.

When
Every Tuesday and Thursday at 7:30.
Then
A web search on your top five accounts, and a note with one or two lines and the source for each.

Nothing is sent without you.

Herald, Account news: a 22-second silent clip of the real product, with a dry run on a sample dealPlay0:22

Your own process

Teach a Craftie your own process

Do it once in Ask CRAFT and press Do this automatically. It becomes a recipe: when it runs, then each step.

Try it
On a past deal first. A try reads for real and writes nothing.
Then
It saves paused, until you turn it on.

Nothing is sent without you.

Teach a Craftie: a 24-second silent clip of the real product, from an Ask CRAFT answer to a recipe and a dry runPlay0:24

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