Monday 13 July

John's commercial day.

The five things in front of you today, the meetings shaping the week, the activity from the last 24 hours, the pipeline state behind it all.

Monday before this

Monday 8am: open the laptop, scan four inboxes, try to figure out which of Jamie and Laurence's threads need you, lose 90 minutes to email triage before you've made one commercial decision.

Monday with this

Monday 8am: open the portal. Six items handled overnight by the system. Three things waiting for your tap. Today's three actions in priority order. The Tarn House discovery summary already extracted into three action items with owners. Pipeline up £14k week-on-week. Done in ten minutes.

Open pipeline

£901.2k/yr

22 active accounts

Weighted

£268.9k/yr

Stage-probability weighted

Today · in priority order

Full briefing →
  1. Priority 1 · expanded

    Tarn House bond-store integration spec

    Today

    Rory expects it by 21 May. Two open questions for Jamie in the document.

    Drafted reply · ready to send

    To: Rory MacLeod · Subject: re: Tarn House bond-store integration spec

    Hi Rory,

    Quick note on this — rory expects it by 21 may. two open questions for jamie in the document. I've blocked 20 minutes this week for a call if useful, or happy to send the next iteration in writing if you prefer.

    Either way, let me know how you want to take this forward.

    Best,

    John

  2. Crowstone site walk-through prep

    John needs the warehouse run-sheet by Thursday morning. Draft the route + four touchpoints.

    Today
  3. Brimble Box proposal — final draft

    Tuesday deadline. Pricing block is the only piece left to finalise.

    Today
  4. Spinnaker Soaps — go-live decision call

    July go-live or push to August? Vicky wants a one-sentence answer.

    Today, 3pm
  5. Wickerwood — call instead of break-up email?

    Imogen has been silent 6 weeks. Recommend a 10-min call, not an email.

    Decision today
  6. Northern Rivers capability deck

    Annette’s board meets 9 June. Outline + first three slides ready to draft.

    Today
  7. Pip’s Pantry — Yodel SE-region call

    Service Health flagged it this morning. 15 min — likely a 0.4 Trustpilot lift.

    Today, schedule for Tuesday
  8. LinkedIn — "Returns rate is a leading indicator"

    Approved yesterday, scheduled for Sunday 9am. Final read before it queues.

    Today
  9. LinkedIn — "Gift Aid is a fulfilment problem"

    Ready to schedule. Strong fit with the charity reps you’ve been engaging.

    Today

Meetings

Next up with a pre-meeting brief, two upcoming, three recent with action items already extracted.

Next up · Tomorrow · 14:00 · 45 min

Crowstone Wines — proposal walk-through

With Henry Crowstone + Sarah Beech · John Bardsley + 1 other

Pre-meeting brief · land these three

  1. Land the all-inclusive carrier rate — the rate sheet is the unlock vs Logistic UK's per-shipment pricing.
  2. Confirm bond-store handover sequencing for the 6-week ramp; Henry is sensitive to a controlled transition (he lost stock at his last 3PL).
  3. Don't over-talk the Service Health portal — show one screen, the Trustpilot trend on Pip's Pantry, then move on.

Thursday · 11:00

Tarn House Distillery — bond-store integration spec review

With Rory MacLeod

Friday · 10:00

Pickle Pantry — decision call

With Beth Crowley

Recent · summary + extracted action items

  • Fri 15 May · 15:00 · John

    Tarn House — discovery call

    Two-hour discovery. Strong fit on bond-store handling. Rory's main risk-reducer is single-carrier consolidation for tracked shipments — exactly the kind of complexity we charge a premium for and they pay for once.

    Extracted action items

    • Send bond-store integration spec to Rory by 21 May.Jamie · open
    • Confirm tracked-whisky carrier shortlist with two named options.Jamie · open
    • Set up follow-up decision call for week of 26 May.John · done
  • Thu 14 May · 11:00 · Laurence

    Brimble Box — discovery call

    Crisp call. Anjali is decisive — she wants the wellness-subs onboarding sequence, the pricing-block clarity, and the QBR cadence locked. Scaling 1,450 → 2,500 subs by year-end; we need the seasonal flex to be in the contract not a side note.

    Extracted action items

    • Proposal draft to Anjali by Tue 19 May.Laurence · open
    • Include seasonal-flex clause in the standard terms.Laurence · done
    • QBR cadence template to attach to proposal.Laurence · done
  • Wed 13 May · 16:00 · Jamie

    Quayside Coffee — first conversation

    Outgrowing current 3PL. Their returns rate has crept up over six months — the floor at their current partner is the issue, not the carrier. Marcus is interested but quiet; he listens, he doesn't commit. Jamieple SLA pack sent the next day.

    Extracted action items

    • Chase reply on the SLA pack by Fri 22 May.Jamie · open
    • Connect Marcus with a Pip's Pantry-style brand-customer reference call.Jamie · blocked

Pipeline pointer

Two deals in proposal, three in discovery. £268k weighted across the team — Crowstone and Tarn House the heaviest. Drinks sector tightening.

Open pipeline →