Deal Workbench, Dealer lens

Borealis Washdown Retrofit

Account, buyer: Maria Gonzalez. You control what the buyer sees, margin stays visible to you only.

Choreograph the reveal

Conversation

Hi Maria, your washdown retrofit proposal is ready. Two stainless lines with FDA belting, full coverage included.
dealer, Jun 10, 11:31 AM buyer visible
Looks great. Can we get the frames in matte black to match the new plant branding?
buyer, Jun 10, 11:36 AM buyer visible
Change request logged: matte black frames. Margin impact -1.2 percent. Custom RAL adds 450 per unit.
bot, Jun 10, 11:37 AM internal
Escalating to Vektra for the custom RAL in washdown spec.
dealer, Jun 10, 11:41 AM internal
Approved. Custom RAL 9005 on stainless washdown frames, lead time +2 weeks. Buyer has not been notified yet.
manufacturer, Jun 10, 11:51 AM internal
Good news Maria, matte black is approved. It adds two weeks to delivery. Updated quote attached.
dealer, Jun 10, 12:01 PM buyer visible
Perfect, send it for signature.
buyer, Jun 10, 12:11 PM buyer visible
Notify the the buyer
manufacturer, Jun 10, 2:27 PM internal

Commercial

Blended margin: 65.5%
LineQtyNetMargin
VX-2000 Modular Belt Conveyor2$87,780.0067.6%
Belt Cleaner Assembly2$960.00n/a
Installation Service4$7,400.0040.5%
VektraCare Total2$10,800.00n/a
Total$106,940.00
Price waterfall (VX-2000 Modular Belt Conveyor)
List price$24,500.00
Net unit$43,890.00

Change requests

"Change request"
buyer, Jun 10, 11:36 AM
Margin 65.5% to 65%
Shared files

Drawings, specs, POs and signed docs, visible to every party.

pdfLine4-washdown-layout.pdfby Buyer
Mutual action plan 2 open

Shared close plan: tasks, owners and dates both sides can edit.