Sample viewSummit Powersports, its owner, the packages and every detail here are fictional. All sample views
Summit Powersports Inbound packet · New advertiser inquiry

Sample view · Inbound workflow · Seller's copy

Inbound packet · For the assigned seller and sales manager

He wants people at the March RV show. Reply today; the price can wait.

Mike T. wrote to the general advertising inbox asking what "some kind of digital option" costs. The goal underneath it is attendance at one event. He seems wary of advertising he can't measure; he said radio last year was "hard to say if it did anything."

RoutedDoneto the seller on rotation, account record checked
Directions2from approved packages only
ReplyDraftedno price in it, can go today
Needs you1send the reply; the manager supplies the rate

01 / The inquiry

As it arrived.

The original stays attached, so anyone reviewing the packet can check the reading below against it.

02 / What they want

Attendance at one event.

The business goal, kept apart from the product words he used.

People showing up at the March RV show.

He says the show is "most of our year right there." The goal is tied to one event each March.

Client-stated

The inquiry.

"Digital" is his cousin's word.

He's asking about a channel he heard about secondhand. He didn't say he needs it.

Inference

Confirm on the call.

He may want proof it worked.

He said of last year's radio, "hard to say if it did anything." How the results will be shown belongs in the first conversation.

Inference

Confirm on the call.

03 / Still needed

What the inquiry leaves open.

These need answers before anyone can propose responsibly. The reply asks the first two.

Open itemWhy it mattersAsked in reply
BudgetNo figure or range was mentioned.Yes
Who decidesWe don't know if anyone besides Mike signs off.Yes
Show date and lead-upSets when the campaign has to start.On the call
What success looks likeTurns "people showing up" into a number he'd recognize.On the call
What the radio wasSo the plan doesn't repeat what he already distrusts.On the call

04 / Directions

Two directions, because two packages are approved.

Built only from the approved package list. No audience numbers, availability or results are claimed, because none were supplied.

DirectionWhat it isWhy it fitsPriceApproval
Show CountdownPrint plus daily site placements for the three weeks before the showHis year concentrates on one date, and this puts the spend in the weeks before it.Pending: manager to supplyRate and seller review
Countdown + ReachThe same, plus targeted email and social extensionFor reaching beyond current readers in the final weeks, if the budget allows.Pending: manager to supplyRate and seller review
Not offered

Only two packages are approved for sellers to discuss, so the packet offers two directions.

05 / Reply

It can go today.

The reply quotes no price and promises no results. It asks two questions and offers a call. It can go before the rate is set.

06 / CRM entry

Staged as a new lead.

Created when you confirm. Amount stays blank until there is one.

FieldValueBasis
SourceInbound emailStated
ContactMike T.Stated
CompanySummit Powersports, Route 9Stated
Stated goalAttendance at the March RV showStated
TimingLead-up to March; show date not yet knownNeeds confirmation
Amount—Not stated
Next stepReply sent; propose a 15-minute callAfter you send
Next action

Send the reply today. Owner: you. The sales manager supplies rates for both directions before any proposal goes out.