Monday 13 July

TeamPip's Pantry

Jamie'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

Spread across Pipedrive, your inbox, your LinkedIn DMs, a notes app, and the calls Marcus took screenshots of. Half the activity is in your head; the other half is in places nobody else can see.

Monday with this

Your accounts in one view. Your today's actions ranked. The Pickle Pantry agenda already drafted. Marcus at Quayside opened the SLA pack twice yesterday — flagged for you without asking. Every call you've made shows up in the deal cockpit, in order.

Open pipeline

£226.8k/yr

7 active accounts

Weighted

£58k/yr

Stage-probability weighted

Today · in priority order

Full briefing →

  1. Priority 1 · expanded

    Crowstone site walk-through prep

    Today

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

    Drafted reply · ready to send

    To: Henry Crowstone · Subject: re: Crowstone site walk-through prep

    Hi Henry,

    Quick note on this — john needs the warehouse run-sheet by thursday morning. draft the route + four touchpoints. 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. Wickerwood — call instead of break-up email?

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

    Decision today

  3. LinkedIn — "Returns rate is a leading indicator"

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

    Today

Meetings

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

Next up · Friday · 10:00 · 30 min

Pickle Pantry — decision call

With Beth Crowley · us + 0 other

Pre-meeting brief · land these three

  1. Reference the cohort retention conversation she liked on LinkedIn — anchor the partnership on that mental model.
  2. Talk only to the 12-month projection slide if pricing comes up; don't get drawn into per-line negotiations.
  3. If she asks for a 14-day trial: hold the line — we don't trial; we onboard. Two weeks is the rampup, not a trial.

Recent · summary + extracted action items

  • 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

Your weighted pipeline is sitting on Crowstone (£9.2k/mo) and Quayside (£4.1k/mo). Pickle Pantry decision-call Wednesday is the next probability shift.

Open pipeline →