Go through your supplier relationships with us

Help us understand how you interact with suppliers and contractors.

Where do you feel pain or joy in these interactions?

What tools do you use to manage your relationships?

Organizing Conversations

Need to keep on top of supplier and contractor communications…

Need to check email, texts, supplier portals, etc.
Where is my order? Did my return process?
What did we say about that open issue?

Do your digital and analog tools do enough to keep your communications organized and productive?

I feel organized and efficient with my partners.I tolerate my communication tools and process.I dislike my communication tools and process.I waste time getting organized and following up.

If you could improve one thing in your process, what would it be?

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Placing Orders

Time to place an order…

Where are all my recent quotes, proposals?
What was in my last order?
How's my open credit? Any updates on payments?

Are you easily able to keep track of orders and efficiently communicate with partners to keep work moving?

I'm on top of my orders and connected to my partners.I tolerate my current communication processes.I dislike my current communication processes.It takes too long to organize and follow up on orders.

What are you missing today to make placing and tracking orders easy for you?

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Tracking Open Issues

Things don’t always go perfectly…

What supplier and contractor issues do I need to follow up on?
What did we talk about last?
Need to remind myself to follow up again in 3 days.

Do you have a good view of your supplier and contractor issues and a system to help you follow up efficiently?

I stay on top of my issues and follow up.I tolerate my current process and tools.I dislike my current process and tools.I hate tracking issues down and following up.

If you could do one thing to improve your tracking of open issues, what would it be?

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Productive Meetings

“See” your partners, in-person and on calls, with a tight agenda…

What are your current needs?
What action items from last meeting?
Take notes so you can follow up.

Can you easily use your digital tools to gather what you need for a focused, valuable meeting by phone, video, or in person?

I easily have what I need for efficient supplier meetings.I tolerate my current process and tools.I dislike my current process and tools.I hate flipping through stuff while working with partners.

Do you and your sales reps share a consistent view of your relationship and your needs?

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Promos and Deals

Ensure you're getting maximum value from your suppliers…

Any relevant promotional opportunities?
Am I getting the best deal?
Any marketing flyers out there?

Are you getting good communication from partners about promotional opportunities?

I'm happy with the communication and deals I get.The communication I get is okay.I'd really like to hear more consistently.I need to search out deals and offers for myself.

For those reps that really look out for you, how do they share valuable offers? Do you try to proactively hunt deals?

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Investing in Improvement

Find time and money to make the process better...

What learning opportunities may be worthwhile?
Any changes in process or tools to improve efficiency in dealing with suppliers?
Any other places to find inspiration or ideas?

Have you tried digital productivity or communication tools to work more effectively with partners?

I'm always trying new things to improve efficiency.I'd like to do more, but haven't figured out how.I'm okay with my current processes.New tools just aren't worth the trouble.

How much time do you spend each month on training and personal improvement to increase your efficiency?

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Thank you!

Communication is evolving...

So should your tools.

With text, email, phone and spreadsheets, it's hard to keep track of everything.

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Go through your supplier relationships with us

Need to keep on top of supplier and contractor communications…

Time to place an order…

Things don’t always go perfectly…

“See” your partners, in-person and on calls, with a tight agenda…

Ensure you're getting maximum value from your suppliers…

Find time and money to make the process better...

Thank you!