Allocation list keeper

Keeps the waitlist for rare bottles and offers each one in waitlist order when it arrives, after your OK.

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

StartsWhen an allocated bottle arrives
1Read the new allocation from your distributorGmail
2Find who is next in line for each bottleGoogle Sheets
3Draft an offer with the price and a pickup dateGmail
4Ask you first before offering any bottleHe asks you first
5Email the offers in waitlist orderGmail
6Move to the next name when one passesGoogle Sheets
7Text you who said yes and what is left
What you getRare bottles offered fairly in waitlist order, after your OK, and a list of who is picking up what.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

Writes the posts for your next tasting and puts them on Instagram, Facebook and Google after your OK.

Checks your weekly counts against what the register sold and flags bottles that went missing.

Reads your distributors' monthly price lists and updates your shelf prices in Square after your OK.