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Supply Chain Management Software Outbound Playbook
Supply chainEnterprise software

How I book sales demos for supply chain software (MM / Enterprise Accounts)

Define the ideal customer profile

You want the ones whose supply chain has already outgrown a spreadsheet. In this case, complexity is the thing we’re filtering for.

You could have a $2 billion company with one plant and one warehouse. They will have smaller problems than a $400 million company with nine sites in four countries. You want the second one because there your product will have the highest ROI.

These numbers are my example. Everyone who can get an ROI from you fits in here. Make sure the math works.

What needs to be trueWhat to look for
Goods move through more than one nodePlants, distribution centers, stores, carriers and ports. More handoffs mean more places for the plan to break.
Enough scaleFor this example: $500 million plus, five-plus distribution centers or 100-plus stores.
Someone already has a titleA VP of Supply Chain on the org chart means the problem was big enough to hire someone to fix it.
Build lists forCriteria
Manufacturers$500 million plus with three or more plants
Retailers100-plus stores or five distribution centers
Consumer goods and foodCold chain or a short shelf life
Automotive suppliersMulti-country Tier 1 supply
3PLs and logistics providersRunning client warehouses
Wholesalers and distributors1,000-plus SKUs
Filter outWhy
Single-site companies under $100 millionIn this example
Software, services and drop-shipping-only companiesAnything without physical goods
Current customers and open dealsFilter these out of outbound messaging
Recent competitor contractsAnyone who signed a competitor in the last 18 months
Titles that would lose workGo higher up in the company

Map the pain

Run four campaigns for each pain point. Write out the pain points you know from your demos, in your customer’s language.

CampaignPain points
TransportationCost per load creeping up. Empty miles and half-full trailers. Carriers accepting loads, then falling off. Each site booking its own freight.
WarehousingOvertime every peak week. Agency labor bought at short notice. Throughput capped by layout. Two sites doing the same volume at different costs.
PlanningSafety stock everywhere because the forecast is trusted nowhere. Excess on slow items and stockouts on fast ones. Planners rebuilding spreadsheets.
VisibilityHearing about disruption from the customer first. Three systems giving three answers to “Where’s my order?” Suppliers going late without warning.

Build the total addressable market

Build the total addressable market around the pain. Analyze your current customers and find the criteria they have in common.

In this case, we have roughly 23,000 companies. Deduplicate them and enrich the data. The list has to last, so recycle it with different angles and different scripts.

Companies
23,000
Contacts per account
4
Contacts
92,000
Sending planExample
Sending days21
Emails per inbox per day20
Emails per inbox per 30 days420
Inboxes219
Domains73

Use relevant triggers

Use something that happened recently that made the pain worse. Everything after that first line is the same for the whole segment.

If you don’t have a fact for an account, send the plain version without the personalization. Relevance does 99% of the heavy lifting.

TriggerWhere to find it
A new distribution centerThe site coming online
Hiring a Director of TransportationLinkedIn jobs or Indeed
Import volume jumpedU.S. customs and bill of lading data
Inventory came up on the earnings callEarnings reports or quarterly reports
An ERP migrationJob posts, integrator announcements or conference talks

Hey, first name.

Saw the city distribution center came online in August. Most networks add a node and keep booking freight site by site.

Is transportation planning centralized across the network yet?

Hey, first name.

Your container volume out of Vietnam looks up about a third this year. Planning usually breaks somewhere around that kind of jump.

Is your team keeping up, or is it still a spreadsheet rebuild every week?

Reach multiple decision makers

Nobody buys a supply chain platform on their own. Send each person an angle that’s relevant to what they own and what bothers them.

Email directors first, VPs second, and C-level last with an actual number. If two or more people in one account reply, take the more senior one and tell the others who you’re talking to. Invite multiple stakeholders to the first call.

Decision makerRelevant campaign
Chief Supply Chain OfficerPlanning: inventory is up and service is down
VP of Supply ChainVisibility: three teams optimizing things that fight each other
VP or Director of TransportationTransportation: freight spend, carriers, routing and tendering
VP of DistributionWarehousing: overtime and agency labor every peak
Head of ProcurementVisibility: suppliers going late with no warning

A shared savings pilot

An offer is there to get people interested enough to book a call. On the call, run a diagnostic and find the solution that’s best for them.

Pick one site. Our team runs it for 90 days. You pay a quarter of what it saves, measured against that site’s last 12 months. If it saves nothing, there’s no invoice.

The offerWhat they get
OutcomeA lower cost on a real site, with a number their own finance team can see in the ledger
EffortOne site, one data feed, one owner on their side
RiskNo license fee or implementation fee until the savings are on the books
PaymentA quarter of verified savings from the first 12 months, billed quarterly
  1. Week 1Baseline
  2. 3 weeksLive
  3. 90 daysMeasure the savings

Frame the offer around the pain

It’s the same offer, framed around the campaign. Some people want the number but won’t hand a site to a stranger yet. They can get an asset instead.

CampaignPilot
TransportationOne DC’s outbound freight. Run routing, mode mix and carrier tendering. Measure cost per load.
WarehousingOne site’s labor hours. Forecast volume and build the roster from it. Measure hours per unit shipped.
PlanningOne category’s inventory. Run forecasting and replenishment. Measure inventory held at the same service level.
VisibilityOne lane’s expedite spend. Watch suppliers and carriers. Measure air freight and premium charges.
CampaignAsset
TransportationFreight cost teardown: 11 line items to check against your invoices
WarehousingPeak staffing model: volume in, hours out by site
PlanningForecast error benchmark by SKU class
VisibilityDisruption checklist: 14 places a network goes late
ERP migrationA one-page decision map on what stays in the ERP

Transportation scripts

The reply is the conversion. Book the demo in the conversation that follows.

One-line cold emails have the best performance from the millions of emails we send. Test which shape works for your market.

Hey, first name.

Are your carriers still accepting loads and then falling off the week of?

Hey, first name.

If we cut one DC’s freight bill and only took a share of the savings, would that be worth a look?

No fee if we save you nothing. DHL cut about 7% on the same models.

Warehousing scripts

Social proof makes this more believable. If you have none, leave it out, or explain the specific mechanism to prove competence.

Hey, first name.

Do your DCs still plan next week’s labor off last year’s volume?

Hey, first name.

Are you still buying agency labor for peak weeks you only see coming a few days out?

We forecast the volume first and build the roster off it. Can I send you the staffing model? It’s a spreadsheet, not a deck.

Hey, first name.

We want to rerun one of your sites for 90 days and take a quarter of the labor cost you pull out. If we pull out nothing, there’s no invoice.

Want the one-pager on how the pilot works?

Planning and visibility scripts

Change the angle of the same offer for each person you message in the company. The market is small, so reach multiple decision makers.

Hey, first name.

Are you carrying safety stock everywhere because the forecast isn’t trusted anywhere?

Hey, first name.

Do you have excess sitting on the slow items and stockouts on the fast ones in the same week?

That’s one problem. It’s the forecast error showing up at both ends of the book. Can I send you the benchmark so you can see where you sit?

Hey, first name.

Do you usually find out a supplier is late from the dock, not from a system?

Hey, first name.

If three people in your business answer “Where’s the order?” three different ways, that’s three systems that never agreed on the same record.

We wrote up the 14 places a network goes late before anyone gets an alert, and which system should have caught each one. Can I send it over?