Industries · Automobile & logistics
Clients onboarded, contracts renewed.
Follow each client from site assessment and solution design through contract and master-data setup. Renewal dates are tracked, so a contract never lapses unnoticed.
Your pipeline
The stages your deals really move through.
- 01Client Onboarding
- 02Site Assessment & Solution Design
- 03Contract Negotiation
- 04Contract Signed & Master-Data Setup
And when one doesn't work out:Contract Lost/Not Renewed
Customer fields
What your team records about every customer.
- Storage Type RequiredPick one
- SKU/Product CategoryText
- Monthly Storage/Fulfilment FeeNumber
- Value-Added Service RequiredPick one
- Contract Renewal DateDate
WhatsApp templates
Messages already written, ready to send.
- Goods receipt confirmation
Hi client name, we've received quantity units of sku description into inventory at warehouse location.
- Fulfilment status update
Hi client name, order #order number has been picked, packed, and dispatched.
- Contract renewal reminder
Hi client name, your warehousing contract is due for review/renewal on renewal date. Let's schedule a performance review call.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Inventory Accuracy/Discrepancy
- Order Fulfilment/Dispatch Issue
- Storage Capacity/Space Request
- Contract & Billing Query
Where to start
The parts that matter most for 3pl & warehousing.
See where your business is leaking.
The free audit asks about your trade and shows what to set up first. Three minutes, no sales call.