The documents that make the money real.

Hi [name] — I’m researching how [specific buyer] handle [situation]. I’m not selling anything.

1. Tell me about the last time [problem] happened.
2. What did you do first? Then what?
3. What did it cost you — money, hours, customers, stress?
4. What have you already tried or paid for?
5. Who else is involved in fixing it?
6. What would need to be true for you to fix this this month?
7. Is there anything I should have asked but didn’t?

After: write the exact phrases they used. Do not pitch unless they ask.

HEADLINE: [Outcome] for [specific buyer] — without [pain].
SUBHEAD: In [realistic time], using [mechanism].

WHO IT IS FOR: [one sentence].
THE PROBLEM: [what it costs them now].
WHAT YOU GET: [deliverable 1], [deliverable 2], [support].
WHAT IS NOT INCLUDED: [boundary].
HOW IT WORKS: 1) [step] 2) [step] 3) [step].
PROOF: [sample, screenshot, case study or demo].
PRICE: [number] with [payment terms].
RISK: [refund policy you can honour].
NEXT STEP: [one button].
FAQ: [three real objections].

Subject: [specific observation]

Hi [name] — I noticed [specific thing] on [site/profile/listing].

I help [buyer type] fix [problem] so they get [outcome]. I made a short [teardown/checklist] showing three things you can fix yourself — no pitch.

Want me to send it?

If it is useful, I can show you how I would apply it to [their situation]. If not, no follow-up from me.

[Name]
[Link]

Supplier: [name]  Product: [name]

[ ] Sample ordered and delivery timed
[ ] Stock level and restock time in writing
[ ] Processing time before tracking
[ ] Shipping methods, countries and real delivery window
[ ] Who pays for damaged, lost and returned items
[ ] Refund/return address and process
[ ] Certifications for the product category
[ ] Backup supplier identified
[ ] Second test order during a busy period
[ ] Landed cost: product + shipping + fees + packaging + expected returns

Decision: [ ] test  [ ] negotiate  [ ] reject

REFUND POLICY — [Business name]

Digital products: [conditions, access/use restrictions, time window].
Services: [deposit, cancellation, rescheduling, work already delivered].
Physical products: [return window, condition, return address, who pays return shipping, damaged items].

How to request: email [address] with order number and reason.
Processing time: [time] after approval, via the original payment method.
Exceptions: [custom work, downloaded files, hygiene/regulated items — only where lawful].

This policy does not remove rights you have under local consumer law.

REFERRAL PROGRAM — [Business]

Who can refer: [eligibility].
What counts: a new customer who pays and does not refund within [window].
Reward: [amount/percentage] paid [when] via [method].
Tracking: [unique link/code] or [name on checkout].
Exclusions: self-referrals, existing customers, fraudulent orders, prohibited traffic.
Disclosure: referrers must disclose the reward where required by law.
Tax: rewards may be taxable; the referrer is responsible for their own tax.
Changes: program terms may change with notice; rewards already earned are honoured.

[ ] One buyer, one offer, one primary action
[ ] Headline states the outcome
[ ] Price, scope and refund policy visible
[ ] Real proof or a sample
[ ] Mobile layout tested
[ ] Checkout tested with a real payment and refund
[ ] Receipt and confirmation email tested
[ ] Analytics and one conversion event working
[ ] Support inbox monitored
[ ] Fulfilment SOP ready for the first order
[ ] Tax/reserve routine in place
[ ] Backup of site and product files
[ ] Stop rule for paid traffic

Week of: [date]

CASH
Cash in bank: [ ]  Expected in 30 days: [ ]  Upcoming bills: [ ]

SALES
Revenue: [ ]  Refunds: [ ]  Net revenue: [ ]
Contribution: [ ]  Gross margin: [ ]%

ACQUISITION
Spend: [ ]  New customers: [ ]  CAC: [ ]  Payback: [ ]

DELIVERY
Orders: [ ]  On time: [ ]  Failures/returns: [ ]  Support hours: [ ]

PIPELINE
Conversations: [ ]  Proposals: [ ]  Recurring revenue: [ ]

DECISIONS
Keep: [ ]  Stop: [ ]  Fix: [ ]  Ask for help: [ ]