2. An excel file to record all your transactions.
3. You will also need an email template. This will be provided to you by your supervisor.
For training purposes please use the one below as a reference:
Hello,
We hope you and your team are safe and well.
As we spread our wings and grow our ability to serve more regions and retailers, we have been on the search for new stockists and wholesale relationships. We believe that (Insert business name) would be a great partner for our line of fresh and smoked meats, small goods, charcuterie, wild ferments, antipastos, coffee, broths and other healthy pantry staples.
Please find in the following link a copy of our Lewis & Son Wholefoods Compendium. We have also attached a copy of our account application to get you started. If you would like further information and pricing, please contact Yvonne Quincey-de Guzman at 0416 514 500 or email her at yvonne@lewisandson.com.au. Together we can customise just the right products to range with your business.
We look forward to hearing from you!
Kind regards,
The Appetising Team at Lewis &Son
(Insert your name)
4. The application form which should be attached on the email, this will also be provided by your supervisor but for reference use the picture below:
When ready work on your list alphabetically.
1. The CRM information for the lead.
2. Leads who have replied and express interest. Please update/inform your supervisor for further instructions.
3. Stores who have closed down, you may skip this type of lead. Make sure to leave notes on the CRM (One way to check is using google)
4. Leads with no email, you may skip this lead but update the CRM information and leave notes as well