Know who to sell to · 6 min
Playbook: factories and manufacturing
BOM, work orders, costing, and selling finished goods.
Pain they already feel
- Raw materials disappear; finished goods are guessed.
- Cost per batch is unknown, so wholesale prices are hope.
- Sales and production do not share one stock number.
- Block, apparel, or light manufacturing runs on WhatsApp.
What to open in the demo
- Manufacturing — bill of materials and a work order.
- Inventory — raw vs finished after production.
- Wholesale / invoice — sell a batch to a distributor.
- POS if they also have a factory shop.
- CRM if they manage repeat buyers.
Plan and signup
Most factories need Professional or Business because of staff, stock depth, and CRM — Plans and pricing. Apparel and block-factory types exist in the wizard — pick the closest type, then finish the checklist. Multi-site or group structures → large-deal flag.
Talk track
“You will know what went into the batch and what you can still sell. Production and the invoice are not two different exercise books.”
Continue with
Plans and pricing
Current list prices, first-month discount, trial access, and which plan to recommend.
How to sell and demo
A 20-minute demo script, pipeline stages, and how to use your referral link.
Large deals and quotes
When to flag a deal, what statuses mean, and what an indicative quote is not.