Here’s your day in context
“The only limit to our realization of tomorrow is our doubts of today.” – Franklin D. Roosevelt
You’re on the road today. You have two hard commitments already in your calendar: a 10:30 a.m. meeting at AMG – Charlottesville and a 3 p.m. visit to Beta Fab. Between those, your calendar shows about 4½ hours of flexible time that could be turned into revenue. Current traffic is normal; there’s no weather or construction that would force a route change.
What that means
- AMG at 10:30 – this is your anchor.
- Beta Fab at 3:00 – last hard stop before end of day.
- Window: 4½ hours between meetings; average travel time to Beta Fab is 1 hour from AMG’s area, leaving about 3½ hours of productive territory time.
- Priority tier: You haven’t visited Northrop Grumman or Delta Machine in over a year. Both are Tier‑1 OEMs with active programs in your product range.
The move today
- Immediately after AMG
• Drive 11 minutes north to Northrop Grumman – Charlottesville.
• Purpose: reactivate a dormant Tier‑1 account.
• Context: no recent touchpoints; align with the production manager to discuss current upgrade cycles.
• Notes: visitor parking is on the west side; badge in at the front desk and ask for the production manager or engineering lead. - Second stop
• Head west to Delta Machine, 8 minutes from Northrop.
• Purpose: open new business – they’ve been on the radar but never visited.
• Context: they recently bid on a competitor’s machine; this is a chance to introduce our line.
• Notes: show up with names of the owner and shop foreman; be ready to discuss quick‑turn support. - Buffer & drive
• Wrap up by 1:45 p.m., then drive to Beta Fab for the 3 p.m. commitment.
• You’ll arrive with a 15‑minute buffer even if traffic slows.
• If any visit runs long or gets cancelled, Gabe will recalculate and suggest a backup stop in the same area.
Suggested flow
9:00 a.m. – 10:15 a.m.: Prep for AMG (gather last‑visit notes, key contacts, and machine status).
10:30 a.m. – 11:30 a.m.: Meeting at AMG.
11:30 a.m. – 1:00 p.m.: Northrop Grumman & Delta Machine visits.
1:00 p.m. – 1:45 p.m.: Lunch & travel west.
3:00 p.m. – 4:00 p.m.: Visit at Beta Fab.
End of day: Log notes and schedule follow‑ups.
Tomorrow Preview
Anchor meetings: You have important meetings scheduled at 9:00 AM and 2:30 PM, which will anchor your day.
Free window: There is a midday gap of roughly 3 hours available for high‑value drop‑ins or follow‑up calls.
Suggested moves: Use the free window to visit nearby OEMs or machine shops and follow up on open quotes. Prepare materials and contact names the evening before so you can act fast.
Plan the Day
Define your intent and constraints. RoadMaxx will translate them into an optimized route.
Note: Mission Builder is a smarter Route Builder. It uses your intent to plan a route rather than just optimizing a list of stops.
Who Matters Today
High‑priority prospects and customers to call, email or add to your day.
| Account | City | Status | Action |
|---|---|---|---|
| Acme Mfg | Richmond | Warm Lead | |
| Blue Ridge CNC | Roanoke | Hot Lead |
Nearby Opportunities
Machine shops, advanced manufacturers, Tier‑1 OEMs and primes near your current location that warrant a visit. This list is tailored for machine‑tool sales in a neglected territory — prioritize these opportunities to build pipeline and stay visible where budgets and buying cycles exist.
- Northrop Grumman – Charlottesville: Tier‑1 OEM with active programs; 11 minute drive.
- Delta Machine: Medium machine shop 8 minutes away; has yet to receive a drop‑in.
- Blue Ridge CNC: Hot lead 14 minutes away with recent RFQ activity.
Use your available windows to drop in and build relationships. These suggestions update as you move through your day.
Used CNC Buyback
Identify potential buyback opportunities from existing customers. Review customers who may be ready to trade in their older machines for credit toward new purchases.
| Customer | Machine Model | Age (yrs) | Est. Credit |
|---|---|---|---|
| Acme Mfg | Haas VF‑2 | 7 | $45K |
| Blue Ridge CNC | Mazak QT‑200 | 10 | $30K |
| Delta Machine | Okuma LB3000 | 12 | $25K |
These values are estimates. Verify machine condition and customer needs before finalizing a buyback offer.
Daily Intel Pulse
Live signals and intelligence in your territory. Use this feed to capture actionable intel for SalesMaxx and respond quickly to urgent news, shop changes or competitor moves. Unexpected local events will trigger immediate alerts.
- Acme Mfg: downloaded a new brochure this week – follow‑up recommended.
- Beta Fab: posted a job opening for a CNC machinist – potential capacity expansion soon.
- State grant program: Charlottesville manufacturing grants announced – worth discussing with Tier‑1 accounts.
Check this pulse a few times a day to stay ahead of competitor moves and customer needs.
ShopIntel Overlay
Competitive and capacity intelligence on nearby shops and manufacturers. View capabilities, equipment lists and production status to sharpen your positioning.
- Charlottesville Fabrication: Recently acquired a 5‑axis machine – potential for partnership or cross‑selling.
- Omega Precision: Running at 80% capacity – might need subcontracting support.
- L3 Harris: Investing in automation – evaluate complementary services.
This overlay helps you tailor your pitch and spot opportunities ahead of your competition.
Call Planner
Your prioritized phone call list for today, pulled from Outlook meetings and SugarCRM follow‑ups. Use this list to stay on top of key conversations while minimizing risk when driving.
| Contact | Company | Reason | Priority |
|---|---|---|---|
| John Smith | Acme Mfg | Quote follow‑up – $120K deal | High |
| Emily Johnson | Beta Fab | Check service satisfaction and discuss new project | Medium |
| Sarah Lee | Delta Machine | Introduce product line and schedule on‑site visit | Medium |
Stay hands‑free: use voice dial or delegate calls to Gabe while driving.
Expense Capture
Record your travel expenses as they happen. Miles are auto‑logged from your route and GPS. Use the quick forms below to capture meals, lodging, tolls & parking, and miscellaneous travel costs. Each entry should include a date, approximate location and optional context. This section is for capturing field reality only; policies and reimbursements are handled elsewhere.
Miles
Miles are automatically logged from your route and GPS. No action is required here.