WHAT TO PREPARE
Connect the product mix to the service model.
Describe how accounts buy
Separate regular replenishment, bid-based contracts, one-time equipment purchases, and project work. Identify contract dates and renewal processes where written terms exist. Keep usage patterns distinct from enforceable purchase commitments.
Explain equipment and dispensing arrangements
List loaned, rented, sold, or supplier-owned equipment and the written arrangements attached to it. Describe installation, maintenance, and repair responsibilities. Include service logs and the parts inventory used to support customer equipment.
Organize delivery and product records
Map routes, order cutoffs, special access requirements, and the team members who know each account. Keep current manufacturer product information and safety documentation easy to locate. These records help explain operations without making unsupported performance claims.
Your first-pass checklist
- Account sales by replenishment, contracts, and equipment
- Contract and bid calendar
- Equipment ownership and service arrangements
- Delivery routes and account instructions
- Manufacturer documentation and stock aging
How should we describe long-standing accounts?
Show purchase history and the service your team provides. Include written terms if they exist, and identify who owns the day-to-day relationship. Longevity is useful context, but it does not guarantee that an account will continue after a sale.
Prepared by Old Growth, the acquisitions division of Deep Forest AI. These prompts help organize a discussion with your advisers. They are not a valuation, technical instruction, or an offer.
