This walks the guide step by step on the application you shared on our October 22 call, built on your answers of October 28. Values in brackets fill from your own library once it is loaded. Nothing here uses customer data.
For Larry Jackson and the GP Reeves team · November 2, 2026 · First look for discussion
Months for a new rep to ramp. Two new hires now, with open roles for more.
Quotes a month, from your answer. "Aug- 305, Sept-326, & Oct-282."
A week on quoting. "Quoting 30hr, Sales Team-10 Hrs."
Of new reps' quotes checked. "New Sales 90%", about 60 over three months.
"It's hard for them to figure out what the correct device is. If we have such a large offering, there's so many. That's why I check every quote they do is because they will put things that don't go together in there."
You, October 22
And after the quote, the same details get keyed again. You clean the quote up in Excel, then your part-time assistant enters it into the CRM from your email. "CRM-My Assistant handles 0hrs, ( her time 18hrs)."
You, October 22 and October 28
All figures are your own, from our call on October 22 and your answers to our nine questions on October 28.
"The ability to review an application by sales with good data."
Your answer to question 8, October 28
A guide that only gives answers speeds up quoting. A guide that says why it picked each part teaches. As you put it, "if you have something that tells you what to do, you will start to learn why it's picking those items over time."
Material, bead, volume and time are the ones you gave us on October 22. The rep fills the same fields you do today.
The guide stops and asks for the properties. In your words, "material new, please enter relevant material properties." Once entered, the material sits in the library for the next rep.
You said "it doesn't have to be like an interaction. It can be just all of it populated right there." Both views come from the same rules, so the choice is yours.
Why. You asked for a 5 gallon container, and [the pump rule for RTV from your library].
Why. 0.04 cc in 10 seconds sits inside this meter's range of [range from your price builder].
Why. You answered yes. Heated and pressure options follow your answers in step 2.
Why. [the rule your team uses for a 2 mm bead]. A custom nozzle is flagged for you.
From your notes and your seasoned team, written once. The "not for 55 gallon" and "for UV cure only" notes you showed us are exactly what a new rep never sees today.
Each option code maps to a line in your price builder. As those are completed in the CRM, the guide reads them as they stand.
The rep learns from the reasons each time. Over time that is how the 9 to 12 months starts to come down, without someone working beside them "every time, every day."
You see the results without sitting in on each one.
| Source | Where it lives today, in your words |
|---|---|
| Application sheets | Word |
| Price builders | "Not Completed but in the CRM" |
| Material list and SDS sheets | The CRM |
| Past quotes | The CRM, "but not email chains" |
| Email chains | "In the respective Sales, engineering, or controls emails" |
| ERP records | CounterPart, with an export |
Send each source as it is today. Putting it in order is part of the build.
The ITAR work and the locked products stay offline and unlinked. The library holds only what you choose to put in it, and the AI's access stops at the library and the systems you approve.
You wrote that the guide and the material info could be shared with the team, and that this still needs your confirmation.
Sources and locations from your answers to questions 3, 5 and 6, October 28.
| Piece | What it does | When |
|---|---|---|
| Knowledge library | Your sources in order, ITAR work kept out | Version one |
| Selection guide | Standard product, pump to tip, a reason on every pick | Version one |
| Practice runs | Past emails as training, checked against what was sold | Next |
| Quote flow | The part number carried into the ERP and the CRM without re-keying | After |
| Dormant accounts | Parked while training comes first | Later |
| Specialized controls, one-offs | Stay with you and your engineers | Out |
The connections and the library are set up first, then the first ten or so workflows are built with your team in working sessions. Your service tech, who already started down this road, belongs in them.
By the end, two people at GP Reeves know how to build the next workflow without us. July 31 is the outside date, with a first working version in front of your new hires well before then.
Similar work for a machinery distributor. We have built a morning priority list for every BOY Machines rep, drawn from the CRM and open quotes.
| # | To settle | Our suggestion |
|---|---|---|
| 1 | Does version one cover the standard product only? | Yes. Controls and one-offs stay with you. |
| 2 | Which 5 to 10 jobs you quoted yourself go in first? | First email, application sheet and final quote for each. |
| 3 | Build on your service tech's prototype, or start fresh? | Your call after he shows it. |
| 4 | Who signs off a CRM connection? | Matt Tucker sees it before anything connects. |
| 5 | Who joins the scope call and the working sessions? | The owner on the scope call, your engineering manager if useful. |
A short call this week to walk the scope and the number, with the owner on it, booked before we finish today.