Operating manual · not a pitch deck
Sell the audit.
Not the software.
Nobody signs ₹15 lakh from a cold message. But a promoter will pay ₹51,000 to have an outsider map his own chaos — and that report is what sells everything else.
How this actually works
Five things that decide whether any of the rest matters. Everything below is downstream of these.
- You're not selling software. You're selling sight to a man who feels blind. The promoter doesn't lie awake wanting a dashboard. He lies awake because dispatch slipped again and the customer told him before his own team did. Sell the second thing.
- The buyer is one person, and he owns the company. No procurement committee. There's an MD, and usually a next-generation family member (25–40, runs "new projects"). That person is your champion, not your buyer. Your job is to get the champion to walk you to the promoter.
- Nobody buys ₹15 lakh from a cold message. The whole funnel exists to sell one small thing first: a paid diagnostic audit. Never lead with the packages.
- Proximity beats persuasion here. Email is a 2% channel. WhatsApp from a real number is 25%. Someone saying "inko main jaanta hoon" is 70%. Spend your effort accordingly.
- Never threaten the ERP, the IT guy, or the data. Three landmines, one memorised answer: "We don't replace your ERP, we sit on top of it. Your IT head runs it after handover. Your data stays on your server." Say it before they ask.
Free flow-diagram → ₹51,000 audit → ₹3 lakh pilot → ₹12–28 lakh package → annual retainer. Each rung is sold using the proof from the rung below it. Never skip one.
Who to target
250 named accounts, built by hand. Don't buy a list.
The profile
| Attribute | Target |
|---|---|
| Revenue | ₹150–800 Cr · sweet spot ₹200–500 Cr |
| People | 300–3,000 |
| Sites | 2+ locations, or unit + separate warehouse. Multi-site = pain = budget |
| Type | Composite mills, dyeing & processing, denim, home textiles, technical textiles, garment exporters |
| Systems | Tally / SAP B1 / legacy textile ERP plus heavy Excel and WhatsApp. This is a green flag |
| Triggers | New unit, export push, next-gen joining, TUF/PLI capex, buyer audit pressure, a recent bad month |
| Skip | Under ₹80 Cr, pure traders, job-workers without own orders, anyone in visible financial distress |
Attack in this order
- Exporters & home textiles — Walmart, IKEA, GOTS, Higg audits force traceability. Budget already exists.
- Dyeing & processing houses — worst data chaos, highest rejection cost, best ROI story.
- Denim & composite mills (Narol, Ahmedabad) — capital heavy, downtime is expensive, the IoT story lands.
- Home furnishing / made-ups — sampling pain, portal story lands.
- Surat MMF (Pandesara, Sachin, Palsana) — huge volume, price-sensitive. Go here after you have two case studies.
Where to find the names›
- Associations: GCCI, ATMA, SGCCI Surat, Gujarat Garment Manufacturers Association, TEXPROCIL, SRTEPC, AEPC
- Estate sweeps: Narol, Naroda, Vatva, Odhav, Sanand, Changodar, Kalol, Kadi, Pandesara, Sachin, Palsana, Jetpur, Morbi
- Export data: shipping-bill / IEC databases — HS codes 52, 54, 55, 58, 60, 63, filtered to Gujarat
- Exhibitor lists: India ITME, Gartex, Garment Technology Expo, Vibrant Gujarat, Texfair, Heimtextil India. These PDFs are public and they are gold
- MCA filings: confirm revenue band and get the directors' actual names
- LinkedIn Sales Navigator: Textiles + Gujarat + 201–5,000 employees. Titles: Director, Executive Director, GM Operations, Head PPC, Head IT
- Machinery and chemical suppliers — their case studies and social posts reveal their customer lists
The account row you fill for each company›
Tier A — 60 accounts: perfect fit and a warm path exists. Full-court press.
Tier B — 120: perfect fit, cold. Run the sequence.
Tier C — 70: edge of profile. Nurture only.
The offer ladder
The single biggest way this fails: trying to sell the ₹15 lakh package from message one.
Factory Data Flow Snapshot — free
Not "a meeting." A named deliverable. 90 minutes on site, you map their Order→Dispatch flow on a whiteboard, and email a clean one-page diagram of their own process within 48 hours.
Costs you half a day · highest-converting asset in this playbook7-Day Digital Operations Audit
25–35 page report plus a 60-minute readout to management. Charge for it, always. A free audit gets rescheduled three times and read by nobody. A paid one gets the MD in the room.
₹51,000 – ₹1,50,000 · fully adjustable against the projectPilot Sprint — one department
One line, one shift, one process. Fixed scope, fixed price, fixed date, success criteria written down before you start. Best pilots: digital job card + line dashboard, or QC/roll inspection, or the customer portal for their top 10 buyers.
₹2.5 – 4.5 lakh · 6–8 weeksThe packages
Only after the pilot works. Factory Digitization ₹5–15 L · Smart Factory with IoT and energy ₹15–40 L+ · Digital Commercial Ops with portals, CRM, sampling ₹8–25 L · AI Factory Intelligence ₹2–10 L setup plus monthly.
AMC / retainer
15–20% of implementation value per year. This is where the business actually becomes worth something.
Never quote R4 before R2 is delivered. If they push for pricing early: "The exact number depends on what the audit finds. Which is why we do the audit first."
What you say
Everyone on the team says the same thing. Memorise these.
Three proof pillars — every asset hits all three
- We know textiles, not just software. Say GSM, shade variation, dye lot, grey to finish, beam, PPC, lot-wise rejection. Vocabulary is credibility here.
- We don't disturb what's running. Layered on the ERP. No rip-and-replace. No production stoppage.
- We prove it small before you spend big. Audit, then pilot, then scale.
Language rules
- Write in English. Speak in Gujarati or Hindi.
- WhatsApp: short. Never a wall of text. Never "Dear Sir/Madam, We are a leading…"
- Banned words: solution, leverage, cutting-edge, one-stop, world-class, synergy, revolutionize. Each one signals "vendor."
- Use instead: visibility, delay, rejection, pending, downtime, traceability, shift-wise, lot-wise, real-time.
Pre-empt the three objections before they're spoken
| They're thinking | You say, unprompted |
|---|---|
| "You want to sell me a new ERP" | "We're not an ERP. We sit on top of whatever you're running." |
| "My data will go outside" | "Deployed on your server. NDA signed before the audit." |
| "My people won't use it" | "Operators get a scan and three taps. If it takes more than 20 seconds, we've designed it wrong." |
The landing page
It is not a lead generator. Its real job is credibility on the second touch — when the promoter Googles you after your WhatsApp, or the next-gen son opens the link during the meeting. Build for that.
Non-negotiable technical calls
- Its own domain — textiledigitization.in or yoursite.com/textile. Never a generic agency homepage.
- Mobile-first. 80% of views are a phone opened from WhatsApp. Test on a mid-range Android on 4G.
- Under 2 seconds to load. Compress everything.
- Sticky WhatsApp button + tap-to-call on every screen. WhatsApp beats forms 5:1 here. A real mobile number — not a landline, not support@.
- Set the Open Graph image and title properly so the WhatsApp link preview looks serious. This one detail moves response rates.
- Gujarati/Hindi toggle, or at minimum a Gujarati subhead. Signals local, not a Bangalore vendor.
- Analytics + Meta/LinkedIn pixel so you can retarget Tier A and B.
Section-by-section blueprint, with copy›
1 · Hero
H1: Your factory runs on Excel, WhatsApp and phone calls. Your management can't see any of it.
Sub: We digitize production, quality, inventory and dispatch for textile manufacturers in Gujarat — on top of the ERP you already use.
Primary CTA: Book a free 90-minute Factory Data Flow Snapshot → WhatsApp
Secondary: Download a sample audit report → email gate
Image: a real Indian shop floor — dyeing, processing, looms. Not a glass office. Not a headset.
2 · The mirror — "does this happen in your factory?"
Six checkboxes in their own language. Highest-value section on the page.
- "Why is this order delayed?" — and nobody can answer for two hours
- Production figures reach you next morning, as a WhatsApp photo of a register
- Roll #48392 is "somewhere in Warehouse B"
- Rejection % is known at month-end, not at shift-end
- Customers call sales, sales calls PPC, PPC calls the floor
- Your ERP has data, but nobody in management opens it
3 · The two diagrams
Current chaos beside the proposed Operations Hub. This is the most-screenshotted thing on the page — design it to read on a phone and to stand alone when forwarded.
4 · What we build
Four package cards, each expanding to its modules. Never 17 services as a wall. Show price bands openly — it filters out the ₹50,000-website crowd before they waste your time.
5 · "We don't replace your ERP"
A whole dedicated section. Name what you integrate with. Headline: Keep your ERP. We digitize the gaps around it.
6 · Proof
Before you have case studies: one anonymised pilot result, screenshots of real dashboards built with textile data (GSM, dye lot, roll numbers), and a 60–90 second screen recording. A video of the working product beats every testimonial you don't have yet.
7 · The 7-day audit
Day-by-day breakdown, sample report pages as images, the fee, and the line: fee fully adjustable against your project.
8 · Data & handover
On-premise or private cloud, NDA, role-based access, your IT team owns it after handover, clear data ownership terms.
9 · Who we are
Founder photo, real names, real mobile, Ahmedabad address. Anonymous reads as untrustworthy here. Small team is fine — faceless is not.
10 · FAQ · 11 · Final CTA
Cost, timeline, will operators use it, we already have ERP, who owns the data, what if it fails. Then repeat the WhatsApp CTA plus a four-field form only: name, company, mobile, "what's your biggest daily blind spot?"
Personalised URLs. For Tier A accounts build /for/companyname with their name in the H1 and your guess at their process flow. Send that instead of the generic link. Reply rates roughly double.
The wrong-on-purpose diagram. Before you contact a Tier A account, draw your best guess of their Order→Dispatch flow and send it: "This is roughly how I think production flows at [Company] — I'd guess 60% right. The free snapshot fixes the other 40%." Being partly wrong is the point. A correction is a conversation.
Collateral kit
Five things to build alongside the page. Tick them off.
- One-page PDF, A4, print-ready. For visits and WhatsApp. Diagram-heavy, minimal text.
- Sample Audit Report PDF, anonymised, 12–15 pages. Your single best sales asset. Gated on the site, freely given on WhatsApp, printed and couriered.
- Eight-slide deck for the in-person meeting.
- 90-second product video plus a 5-minute deep dive.
- ROI calculator. Rejection % × output × rate. Downtime hours × contribution per hour. Delayed orders × penalty. A spreadsheet is enough — using it with the prospect on a visit beats embedding it on the site.
Channel mix
Run all of them in parallel. This is the effort split for a 250-account push.
| Channel | Effort | Reply rate | Notes |
|---|---|---|---|
| Referral / warm intro | 25% | 60–75% | Highest ROI. Never skip. |
| 25% | 20–30% | Primary cold channel here | |
| Phone | 20% | 30% connect | Gatekeeper-heavy. Call 10–11 AM or 4–6 PM |
| Physical visit / cluster sweep | 15% | High per attempt | Best where density is high — Narol, Pandesara |
| 5% | 2–5% | Credibility layer, not a lead source | |
| 5% | 10–15% | Next-gen champions only | |
| Associations & expos | 5% | Very high | Slow build, compounds for years |
Never more than 40 new accounts per week per person. Depth beats spray in a market this small — you'll be meeting these same people for the next ten years.
The 35-day sequence
Nine touches per account, then nurture. Every message below is ready to send — hit Copy, swap the brackets.
Never send the PDF in the first message — it gets ignored and looks like bulk marketing. Ask permission. That "yes" is a micro-commitment that roughly doubles your next-step rate.
Subject lines to test against it: A question about your dispatch delays · For [Company]'s PPC team · Digitizing the gap between your ERP and your shop floor
Courier a printed, spiral-bound sample audit report in a good envelope with that note, to the MD's office. Cost: about ₹300. Response rate in Indian industrial B2B: far above any email you will ever send.
People answer numbers. They don't answer "just following up."
Nurture track — quarterly, forever
Every 90 days, one useful message to every non-converted account: a new case study, a traceability or compliance update (GOTS, Higg, EU digital product passport, buyer audit requirements), an industry data point, or a genuine congratulations on a milestone. Zero ask in three out of four touches.
A meaningful share of your closed deals will come from accounts that ignored you for 8–14 months. The nurture list is the asset.
The phone call
Always get the gatekeeper's name and use it on every call afterwards. In six weeks that person becomes your ally — and in Gujarat family businesses that is often the thing that decides it.
Then stop talking. The answer to that question is your entire discovery.
Discovery questions — ask 6 to 8, never all ten›
- Aaj production ka data management tak kaise pahunchta hai? Kis time?
- Rejection ya shade variation — machine-wise/shift-wise track hota hai ya lot-wise?
- Agar customer abhi phone karke order status pooche, kitni der mein exact answer mil jaata hai?
- Roll ya lot trace karna ho — warehouse mein kitna time lagta hai?
- Kitne orders last month committed date pe nahi gaye? Roughly?
- Machine downtime kaise record hota hai — register pe ya system mein?
- ERP kaunsa chal raha hai? Kaun-kaun log usmein actually data daalte hain?
- Ye Excel aur WhatsApp wala kaam — isme roughly kitne log lage hue hain?
- Export buyers traceability maangte hain? Kis level tak?
- Agar ye sab ek screen pe dikh jaaye, aapke liye sabse zyada value kis cheez mein hai?
"Aap keh rahe hain 6-7% rejection hai. ₹300 Cr pe, agar 1.5% bhi kam ho jaaye, that's ₹4.5 Cr a year. Ye system 15 lakh ka hai."
Make them do the arithmetic with you. Never present ROI as your claim.
Qualify before you spend a visit
| Check | What it means |
|---|---|
| Pain | Named a specific, recent, costly problem |
| Person | You're talking to the promoter, or to whoever walks to the promoter |
| Purse | ₹100 Cr+ and no visible distress |
| Priority | Something forces action this quarter — buyer audit, expansion, next-gen mandate, a bad month |
| Path | They agreed to a specific next step, with a date |
Three or more clear yeses → book the visit. Two or fewer → nurture. This discipline is what stops you burning six months on polite time-wasters.
Two options, both of them yes. Never "when are you free?"
The factory visit
This is where the business is won. Treat it as an operation, not a meeting.
Before — the night prior
- WhatsApp confirmation the evening before, and again that morning
- Research: products, capacity, export markets, recent news, MCA financials, certifications
- Carry: 1-pager ×3, spiral-bound sample audit ×2, laptop with offline demo, notebook, NDA drafts ×2 pre-signed by you, cards
- Formal shirt and trousers. Closed shoes — you're going on a shop floor
- Reach 10 minutes early and wait outside. Lateness here reads as disrespect, not traffic
Say "I'm not here to sell anything today" — and mean it. Pitching on visit one is the most common way this deal dies.
The floor walk — what you're looking for
Ask to see the floor. If they say no, the deal isn't real yet.
| What you see | What it tells you |
|---|---|
| Registers, notebooks, hand-written production sheets | Job card digitization — photograph it, with permission |
| Whiteboards with today's targets | The dashboard they already wish they had |
| Paper slips beside machines | Downtime and OEE opportunity |
| Rolls stacked with hand-written tags | Roll tracking / QR |
| QC table with a register | Quality module |
| Warehouse with no location codes | WMS module |
| A supervisor on the phone chasing a number | The exact moment to point at: "this call is the product" |
| Who speaks in front of the owner, and who doesn't | Your real internal politics map |
Photograph the paper. With permission. That photo of their own hand-written register, on slide 4 of your audit readout, is worth more than twenty slides of features.
Back in the office, draw their current flow in front of them, as you understood it — and deliberately get two things wrong. They will correct you, energetically. That correction turns a pitch into a joint working session, and it is the exact moment you stop being a vendor and start being an advisor.
Then circle four or five points: "Yahan pe data mar raha hai. Har jagah ek phone call ya ek Excel sheet hai."
Only three acceptable ways to leave
- Best — they ask for a proposal. Answer: "I'll send it. But the number will be a guess unless we do the 7-day audit. Fee ₹51,000, fully adjustable against the project. Shall I send the audit scope?"
- Good — a follow-up meeting with the MD, on a named date.
- Acceptable — they take the free flow diagram and agree you'll call after they've reviewed it.
Never leave without a date in writing.
Send it fast and make it beautiful, with their company name on it. Most vendors in this market never deliver what they promised. Doing so puts you in a category of one.
The 7-day audit
This is the product that sells the products.
| Day | What happens |
|---|---|
| 1 | Kickoff with management. NDA. Scope, units covered, success criteria. Collect org chart, ERP screenshots, existing registers and formats, last 3 months' production and rejection data |
| 2 | Shop floor — production, machine, shift. Interview PPC head, production head, 2 supervisors, 2 operators |
| 3 | QC, lab, roll inspection, packing. Interview QC head and 2 inspectors |
| 4 | Stores, warehouse, dispatch, logistics. Physically trace one order end to end |
| 5 | Sales, order management, sampling, exports and documentation. ERP walkthrough with IT |
| 6 | Analysis — quantify time lost, data gaps, duplicate entry, decision latency. Build current vs proposed architecture |
| 7 | Management readout, 60 minutes, MD present. Report handed over printed and digital |
Report structure — 25 to 35 pages›
- Executive summary — one page, five bullets, written for the MD alone
- Scope and method
- Current-state process map — the centrepiece. Full page, per department
- Data gap register — every point where data leaves the system, with the time cost of each occurrence
- Duplicate-entry analysis — how many times the same number gets typed, and by whom
- Decision latency — how long from event to management knowing
- Quantified impact — annualised ₹ estimate, conservative, assumptions shown openly
- Proposed target architecture
- Prioritised roadmap — Phase 1 / 2 / 3, effort plotted against value
- Recommended pilot — scope, 6–8 weeks, fixed price, success criteria
- Investment bands and expected payback
- Risks and dependencies — be honest here, it builds more trust than any claim
Conservative numbers only. Show every assumption. Never a figure you can't defend in front of a CFO. Print it and bind it — physical reports get shown to co-directors, PDFs get forgotten.
Proposal & pricing
Ten to twelve pages, no more
- What you told us — their words quoted back. This page does half the work
- What we'll build, module-wise, with screenshots
- Phasing and timeline
- Commercials — three options, always
- What we need from you — stating their responsibilities clearly protects you later
- Team and governance, with named people and a weekly review cadence
- Data ownership, security, handover, source code terms
- Support and AMC
- Success criteria and acceptance
- Terms, 30-day validity, signature block
Always three options
| A · Pilot | B · Phase 1 | C · Full | |
|---|---|---|---|
| Scope | One line / one process | Factory core | Factory + commercial + AI |
| Price | ₹3 L | ₹12 L | ₹28 L |
| Timeline | 8 weeks | 5 months | 10 months |
The middle option gets chosen most often. That's the intent. A single number can only be negotiated down; three numbers get chosen between.
Payment milestones
30% advance → 25% on module 1 sign-off → 25% on UAT → 20% on go-live. AMC billed quarterly in advance from month 13.
Negotiation rules
- Never discount without removing scope. "I can do ₹10 L instead of ₹12 L if the warehouse module moves to Phase 2." A price cut with no scope cut teaches them your prices were fake.
- Give payment-term flexibility before price flexibility.
- Free extras that cost you little: extra training sessions, extra dashboards, longer warranty support.
- Walk away below ₹2.5 L for a pilot. Cheap first clients stay expensive forever.
After the proposal goes out
| When | What you do |
|---|---|
| Day 1 | Email it, then WhatsApp: "sent on mail, please check" |
| Day 3 | "Any questions on the phasing? Happy to do 15 minutes with your IT or finance." |
| Day 7 | Call. Ask straight: "What's the honest internal reaction?" |
| Day 12 | Offer a scoping workshop with their team — not another pitch. Involvement creates ownership |
| Day 20 | "Usually when a proposal sits it's one of three things — price, risk, or timing. Which one is it? I can work with any of them." |
| Day 30 | Validity expiry as a natural deadline. Offer one clean extension |
| Day 45+ | Nurture. Reconnect at their budget cycle — March–April, post-Diwali, or new-unit commissioning |
Pilot → expansion
The pilot is a sales asset disguised as a project. Deliver it that way.
- Over-communicate — weekly 15-minute call plus a WhatsApp group with the champion
- Get one operator and one supervisor to love it. Floor-level advocacy beats every management argument
- Capture baseline metrics before you start. Without a baseline you can prove nothing
- At week 6, book the expansion readout with the MD — baseline vs now, in numbers
- Ask for three things in that same meeting, at peak goodwill: Phase 2 approval, a written testimonial, and two referrals to peers
Objections & red flags
| They say | You say |
|---|---|
| "Hamare paas ERP already hai" | "Perfect — that's who we work best with. ERP mein data aa jaata hai, but usme production floor ka real-time data aur management ka view missing hota hai. Hum uske upar layer banate hain. ERP touch bhi nahi karte." |
| "Bahut mehnga hai" | "Compared to what? Agar rejection 6% hai aur 1% bhi kam ho gayi, ₹X crore bachta hai. Isliye main pehle audit karta hoon — taaki number guess na ho." |
| "Mere workers use nahi karenge" | "Right — that's why the operator screen is a QR scan plus three taps. Pilot mein ek line pe try karte hain. Agar operators use nahi karte, wahin ruk jaate hain." |
| "Abhi time nahi hai, season chal raha hai" | "Samajh sakta hoon. Isliye implementation phased hai aur production kabhi rukti nahi. Audit ke 7 din mein bhi aapke logon ka total 4–5 ghanta lagta hai, bas." |
| "Data bahar chala jayega" | "Deployment aapke server pe. NDA audit se pehle. Access role-based. Handover ke baad system aapke IT ke paas." |
| "Pehle ek vendor ne kharab experience diya tha" | "Kya hua tha?" — listen fully, don't defend — "Isiliye hum pilot se shuru karte hain. Fixed scope, fixed price, 8 weeks, likhit success criteria. Agar wo miss hue, aap aage nahi badhte." |
| "Consultant ko bhej dijiye" | "Zaroor. Main IT ke saath technical session kar leta hoon. Par final commercial call aap hi lenge, to 20 minutes aapke saath bhi chahiye honge." |
| "Send the proposal on email" (early brush-off) | "Bhej deta hoon, par honestly wo generic hoga. 20 minutes ka call de dijiye to proposal aapke actual process pe based hoga. Kal 11 baje?" |
| "Aap ne textile mein kaam kiya hai?" | Never bluff. "We've built X for [related industry] and done [N] audits in textile units. That's exactly why we do a paid audit first — we learn your process before we quote, not after." Honesty survives here. Bluffing dies at the first mention of a beam or a dye lot. |
Walk away from these
- Wants a fixed price before any scoping
- Refuses shop-floor access
- Only the IT executive engages; the promoter is never available after three meetings
- Asks for a full ERP for ₹3 lakh
- Compares you to a freelancer's quote
- Known in the cluster for delaying vendor payments — ask around, everyone knows
- Wants source code, full IP, unlimited scope and free AMC
- "Pehle kar ke dikhao, phir payment karenge"
Decline politely and stay warm. Some of them become good clients in year two, after one bad experience with the cheap vendor.
Referrals & partners
Build these from week one. In year two they'll out-earn all your cold outreach.
- Textile machinery dealers and agents — already inside every factory, already trusted, selling adjacent rather than competing
- Dye and chemical suppliers — they visit every processing house monthly
- CAs and management consultants serving textile groups — they know exactly who has budget
- ERP resellers and implementers — you extend their product. Frame it as "we do what your ERP doesn't"
- Retired mill GMs and textile consultants — hire one part-time as an advisor. A retired production head with 30 years in Narol opens doors nothing else opens. Retainer plus success fee
- Associations — GCCI, ATMA, SGCCI. Take the membership, attend consistently, and offer to speak on traceability for exporters. Speaking beats booths.
Commercial: 5–10% of first-year contract value, paid on collection, agreed in writing.
Numbers & cadence
Six months, one or two people on outreach. Conservative rates.
Track these eight, nothing else
| # | Weekly metric |
|---|---|
| 1 | New accounts researched and added |
| 2 | First touches sent |
| 3 | Replies received |
| 4 | Conversations held |
| 5 | Visits booked and completed |
| 6 | Audits sold |
| 7 | Proposals out, and their value |
| 8 | Pipeline value by stage |
Rhythm
- Daily, 30 minutes — outreach block, same time every day, no exceptions
- Monday, 45 minutes — pipeline review. Every deal leaves with a next action and a date
- Monthly — review which messages worked, refine the target profile, kill what isn't working
- Quarterly — nurture touch to every non-converted account
Every account always has a next action and a date. An account with no next action is a lost account. Enforce this and you've captured 80% of what a CRM is for.
First 90 days
Days 1–14 · Build
- Landing page live
- 1-pager PDF, sample audit report, 8-slide deck, 90-second video
- Demo environment loaded with textile data — GSM, dye lots, roll numbers
- NDA and proposal templates ready
- CRM set up · first 100 accounts researched
Days 15–45 · First wave
- Tier A 60 accounts through touches 1–5
- 40 courier drops sent
- 3 association memberships or events
- 5 partner conversations started
- Target: 8 factory visits, 2 paid audits
Days 46–75 · Convert and learn
- Deliver first audits — over-deliver deliberately
- First pilot proposals out
- Rewrite the messaging using real objections you heard
- Tier B wave begins
- Target: 1–2 pilots signed
Days 76–90 · Prove and compound
- First pilot in delivery, baseline vs result captured
- First case study written and published
- First referral asks made
- Case study pushed to the whole nurture list
- Surat / Rajkot expansion planned
The ten rules
If you remember nothing else from this document.
- Sell the audit, not the software.
- Charge for the audit.
- The next-gen family member is your champion. The promoter is your buyer.
- Never say you'll replace the ERP.
- Say the numbers out loud with them. Never present ROI as your claim.
- Draw their process in front of them, and get some of it wrong on purpose.
- Deliver the free diagram within 48 hours, beautifully. Most vendors never deliver anything they promised.
- Physical presence and printed paper beat email here by an order of magnitude.
- Every account always has a next action with a date.
- Nobody ever lost a deal by following up nine times, politely, with something useful each time.