Sample report · Step 11 · Monthly service
Meetings booked
Interested buyers book straight into your calendar. Each meeting comes with a brief, the samples they asked for and follow-ups done on time.
Meetings
Booked into your calendar, with a brief for eachTasting with the category buyer
- They carry six local salsas; none is roasted.
- Their review is the second Tuesday.
- They asked about delivery days and the margin.
What to bring
- Six jars, chilled
- Sell sheet with codes and shelf price
- FSMA 204 one-pager
| When | What | Status |
|---|---|---|
| Same day | Thank-you note with the sell sheet | Sent |
| Day 2 | Samples shipped, tracking shared | Sent |
| Day 7 | Check-in before their review | Scheduled |
| After review | New item form filled for the buyer | Ready |
A monthly service, run in your dashboard
Every week we do the work and you approve what goes out. Every month you get a results page. Stop any month.
What you see in the dashboard
Meetings
Booked into your calendar, with a brief for eachAnd what is waiting for you
Waiting for you
Nothing goes out until you say soHi, we make a roasted tomato salsa in small batches from tomatoes grown in rows we can name. It sells at $6.92 for 16 oz with a 35% margin, and our FSMA 204 records are ready. Could I send samples before your review on the 12th?
Approve and sendEditSkip