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SkyHerb

Sales Operating System

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SKYHERB

Sales Operating System

Overview

Pipeline

Operations

Catalog

Events

Contacts—

Companies—

Opportunities—

On hand kg—

Suppliers—

Data as of—

—

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Command Center

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Log activity

Date

Channel

Direction

Engagement

Outcome

Notes

Next action

Next action date

Request a sample

Opportunity (optional)

Product

Quantity

Status

Recipient

New internal request

Opportunity (optional)

Question / action needed

Assigned to

Due date

Blocking a customer response

New quote

Opportunity

Valid through

Incoterm

Line items

Opportunity forecast

Est. annual revenue (USD)

Est. annual volume (kg)

Expected first PO

Probability override (0–1)

Log opportunity

Product / interest

Stage

Probability % (optional)

Buyer's needs (from the conversation)

Next action

Next action date

Add contact

Full name

Title

Email

Mobile / phone

LinkedIn (optional)

Add supplier

Supplier name

Type

Status

Country

City / State

Primary contact

Contact title

Email

Phone

Website

Categories (comma-separated)

Relationship owner

How we know them / notes

Add stock item

Product

Spec / grade

Available (kg)

Price / kg (USD)

As of

Warehouse / location

Organic

Source / notes

Edit contact

Full name

Title

Department

Decision level

Buying role

Priority

Sourcing influence

R&D relevance

Edit company

Company name

Status

Region

Research tier

Fit (0–100)

Country

Street address

Suite / unit

City

State / province

Postal code

Website

Segment

Next step

Company Angle

New event

Event name

Event type

Location

Status

Start date

End date

Expo start

Expo end

Our booth number

15-minute calendar link

Campaign start

Campaign end

Host

Host email

Host mobile

Copy templates from

Notes

Event record

Tier

Priority

Attending

Invite status

Invite date

Responded on

Follow-up 1 sent

Follow-up 2 sent

Responded Meeting requested Calendar invite sent Stop outreach sequence

Project / ingredient to reference ({project})

Relevant capabilities ({capabilities}, 1 to 3)

Meeting objective

Pre-meeting notes

Requests (requested → sent)

Samples sent Pricing sent Specs sent COA sent Quote requested

Technical questions

Technical questions answered

Intro requested

Factory sourcing request

Post-show class

Opportunity value ($/yr)

Post-show meeting date

Post-show meeting scheduled Post-meeting follow-up done

Next step

Next step date

Notes

Book a meeting

Contact

Day

Time (open slots)

Status

Meeting location

Their booth number

Target ingredient / opportunity

Meeting objective

Previous conversation summary

Important notes

Samples previously sent

Pricing previously discussed

Documents shared

Questions Henry should ask (one per line)

Desired outcome

Follow-up required

Calendar invite sent

Saving a meeting stops the outreach sequence for this contact, builds the meeting brief, and creates the prep and confirmation tasks.

Draft email

Template

To

Subject

Body (edit freely before sending)

Add contacts to this event

Search existing CRM contacts

Add as

Source (optional)

Classify the meeting outcome

Classification (your call, not email engagement)

Hot · specific active sourcing opportunity Warm · needs another conversation Long term · relationship worth keeping

What they asked for

Samples Pricing Specs COA Quote

Technical questions

Factory sourcing request

Introductions requested

Opportunity value ($/yr, if known)

Follow-up date

Next step

Post-show meeting scheduled

Create an opportunity from this meeting