FD
Sales Hub

Tools & Resources

Controlled resource library for the Sales team — playbooks, templates, guides, and approved documents.

ACCOUNT STRATEGY UPDATES

USE FOR ALL ACCOUNT STRATEGY QUARTERLY UPDATES (NEW AND EXISTING)

Sales PlaybookTemplates SALES

NEW CUSTOMER OPPORTUNITY PLAN

SIMILAR TO THE EXISTING CUSTOMER STRATEGY TEMPLATE, BUT FOR NEWER CUSTOMERS

Sales PlaybookTemplates SALES

EXISTING CUSTOMER STRATEGY TEMPLATE - *UPDATED*

NEWER VERSION OF THE 5 POINT ACCOUNT PLAN

Sales PlaybookTemplates SALES

KIT STD COST CALCULATOR

Pricing GuidancePricing GREG

** NEW** Customer Credit Application

Secured link for new customers to apply for terms

Onboarding ReferenceCustomer Facing

Customer Profitability

Sales PlaybookSales Playbook

Lead Time Calculator

referencereference Greg Lainson

ISO QMS Documents

**INTERNAL** ISO QMS Document link

referencereference Caia Baker

New Customer Onboarding Checklist

Checklist for onboarding new customer accounts including credit setup, contact entry, and first order support.

Onboarding ReferenceOnboarding David Park

Fastener Product Reference Guide

Comprehensive guide to fastener types, materials, grades, and common applications.

Product ReferenceProduct Tom Williams

Sales Playbook v1.5

Current sales playbook covering discovery, quoting, follow-up, and closing processes.

Sales PlaybookSales Playbook Mike Reynolds

2025 Pricing Matrix - Standard Fasteners

Updated pricing matrix for all standard fastener product lines effective Q2 2025.

Pricing GuidancePricing Mike Reynolds

New Customer Welcome Email Template

Standard email template for welcoming new customers after first order.

Email TemplateTemplates Lisa Chen

Quote Follow-Up Email Sequence

3-touch email sequence for following up on outstanding quotes at 3, 7, and 14 days.

Quote Follow-UpTemplates Mike Reynolds