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Lesson 6 · 1 min 17 sec

How to Land New Vending Machine Locations

Find and win new vending locations: build a prospect pipeline, score each site, track every conversation and move from first email to a signed placement in MyVendbook.

Free lesson from MyVendbook training. Plans covered: Mixed: some steps need Professional.

What you will learn

Step by step

  1. Your pipeline. Prospects move across the board: Prospect, Contacted, Replied, Negotiating, then Active.
  2. A prospect card. Each card shows the business, the contact person and the next thing to do.
  3. Write the intro. Tap Write intro email and MyVendbook drafts it. You edit, then send.
  4. Make it active. When a deal is done, tap Make active. They join your locations and contacts automatically.
  5. Add a prospect. Add prospects one by one, or import a list. Each one gets a score so you know who to call first.
  6. Follow-ups. Most replies come after a follow-up. This list shows who is due, so no one slips away.
  7. Call, write or snooze. Call, write a note, or snooze for three days. One tap each.

Jump to a part of the video

Video transcript

Module 6. Land New Locations. In this lesson: read your pipeline, add and score prospects, and never miss a follow-up.

Prospects move across the board: Prospect, Contacted, Replied, Negotiating, then Active.

Each card shows the business, the contact person and the next thing to do.

Tap Write intro email and MyVendbook drafts it. You edit, then send.

When a deal is done, tap Make active. They join your locations and contacts automatically.

Add prospects one by one, or import a list. Each one gets a score so you know who to call first.

Most replies come after a follow-up. This list shows who is due, so no one slips away.

Call, write a note, or snooze for three days. One tap each.

Now it is your turn. Pause here and try each one yourself. Then come back for the next one.

Next up: module 7, Emails, Calls and Contracts. See you there.

Ready to try it on your own route?

Start your 14-day free trial and follow along in the app. Vendy, your AI assistant, is included.

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