The line review sneaks up
Everyone knows the date. Nobody's tracking the twelve things that have to happen before it, so the week before is a scramble every single time.
Industries / Retail Brokers & Suppliers
Built around the reset calendar, not a generic sales funnel.
Your year is shaped by line reviews and resets. A CRM that doesn't know what those are will always be counting the wrong thing.
What we usually find
The three that come up every time.
The business runs on one spreadsheet
It works, it's genuinely good, and exactly one person fully understands it. That's fine right up until it isn't.
The work after the yes is untracked
The win gets celebrated and logged. Item setup, forms, and samples — the dozen steps that turn a yes into a shipment — live in email.
The System — Configured for Retail Brokers & Suppliers
Same three modules. Built around your work.
Mod. A
Website
For buyers and brands checking you out.
- Says clearly which retailers you sell into and which brands you carry
- Line sheets and one-pagers where people can actually find them
- One deliberate action per page — meeting, line sheet, or call
- Inquiries land against the right account
Mod. B
CRM
First conversation to product on the shelf.
- Accounts and brands modeled properly — one deal can span several retailers
- Your stages, from first conversation through item setup and first ship
- Line reviews and resets as dates the whole system counts down to
- Documents attached to the deal instead of buried in a thread
Mod. C
Operations
What the spreadsheet was doing.
- Your columns, rebuilt as fields everyone can see
- Reminders timed off the reset calendar
- Reporting by retailer, brand, and stage
- Built to sit beside Retail Link, Luminate, NIQ, and Excel
Next Step
Tell us how your shop actually runs.
A short conversation first — what you're using now and what keeps breaking. If it's a fit, we send you a short questionnaire built for retail brokers & suppliers and go from there.
Email Us Directlycaleb@tetheredcrew.com