Usage notes and status legend at top. Runnable lead log table below. Quarter-summary strip at bottom. Fill in same-day so follow-up dates don't drift; reconcile status against the offer sheet before any quote.
Pipeline usage notes · status legend · follow-up cadence
- Print one copy per outreach quarter. The quarter-summary strip at the bottom is built for two quarters on the same page.
- Fill in same-day so follow-up dates don't drift. Status is the column the owner scans first; next-step action is the column that drives the next call.
- Route closed/lost rows to the offer-sheet discount discussion when the buyer re-engages — the discount ladder is the negotiation record.
- Source channel column distinguishes walked-in outreach (RRS, broker letter, farm-to-table, CCCPS), FAQ reply, offer-sheet reply, and order-form intake.
- Product interest column captures variety plus volume estimate; cross-reference to the /pricing-and-economics.html pricing grid before sending a quote.
| Status | Definition |
|---|---|
| New | In the inbox, not yet acknowledged — first-touch due within 48 h. |
| Contacted | First call or email dispatched; awaiting buyer reply. |
| Quote sent | Pricing grid delivered with MOQ; awaiting buyer kitchen test or PO. |
| Sample sent | 1 lb clamshell dispatched for kitchen test; awaiting feedback. |
| PO received | Signed order form on file; lead converts to active customer. |
| Closed/lost | Not pursuing this lead — record the reason so the next quarter's quarter-summary strip reads cleanly. |
Follow-up cadence: 48 h after first contact → 5 d → 14 d → 30 d. Every status transition resets the follow-up date.
Buyer lead log · 2026 outreach window
| Date | Buyer / org | Contact | Source channel | Product interest (variety + vol) | Status | Next-step action | Follow-up date | Notes |
|---|---|---|---|---|---|---|---|---|
Print one copy per outreach quarter. Fill in the same day so follow-up dates don't drift. Every status transition resets the follow-up date to the next cadence step.
Quarter-summary strip (20 leads)
| Total leads received | % contacted <48 h | Quotes sent | Samples dispatched | POs received | Closed/lost | Notes |
|---|---|---|---|---|---|---|
Source-channel key: offer-sheet reply = quote-request reply. FAQ = buyer-question reply. Order form = intake form submitted. Walked-in outreach = RRS, broker letter, farm-to-table, CCCPS correspondence. Reconcile status against the quarterly-outreach letter batch before each follow-up call.