Delivery fleet
Copperbrook Gate Delivery · Delivery fleet · Louisville, KY
Matthias Dunleavy runs the fleet at Copperbrook Gate Delivery, a last-mile delivery company in Louisville, and he uses this to carry every business that calls about delivery from the first call through a route walk and a written quote to a signed agreement.
ManufacturingSales pipelineBoards5 tables · 8 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 3 stage rule sets · 1 row action · 1 agent
Use this templateProspect board
ProspectsNew call4
Hollis and Vine FloralsOdessa Branniganodessa.brannigan@bluegrassmailbox.net
Brandt Street MarketLucian Verhoevenlucian.verhoeven@riverfrontinbox.com
Wagtail Pet ProvisionsImogene Vasterlingimogene.vasterling@kentuckianamail.net
Inkwell Press LouisvilleThaddeus Lindqvistthaddeus.lindqvist@falls-city-mail.com
Route survey4
Eastbrook Compounding PharmacyPriyanka Halvorsenpriyanka.halvorsen@ohiobendmail.net
Tallow Creek Furniture GalleryEvander Lindholmevander.lindholm@bluegrassmailbox.net
Garrity Hardware and SupplyWinifred Oseiwinifred.osei@riverfrontinbox.com
Plumb Line Meal KitsCasimir Boatengcasimir.boateng@kentuckianamail.net
Quote sent6
Fennimore Table GroupAurelio Tennantaurelio.tennant@falls-city-mail.com
Haldane Family GrocersMirabel Oyelaranmirabel.oyelaran@ohiobendmail.net
Rosecombe Bakery CollectiveIgnatius Faulknerignatius.faulkner@bluegrassmailbox.net
Ashgrove Medical SupplyCordelia Whitlockcordelia.whitlock@riverfrontinbox.com
Cardinal Signs and PrintBartholomew Ekwuemebartholomew.ekwueme@kentuckianamail.net
1 moreNegotiating5
Lantern Alley KitchensAnselm Oduyaanselm.oduya@ohiobendmail.net
Marigold Home ShowroomPhilippa Vandermeerphilippa.vandermeer@bluegrassmailbox.net
Linwood Corner DrugsPercival Mwangipercival.mwangi@riverfrontinbox.com
Harvest Basket KitchenYolanda Strandyolanda.strand@kentuckianamail.net
Pike Road Tool ShedOctavian Merrowoctavian.merrow@falls-city-mail.com
Agreement signed6
Greenhouse Pantry Co-opHenrietta Bakshihenrietta.bakshi@ohiobendmail.net
Verdant Row NurseryLeopold Abaraleopold.abara@bluegrassmailbox.net
Marlowe Sourdough WorksGwendolyn Tsosiegwendolyn.tsosie@riverfrontinbox.com
Quillan Home Care SupplyRupert Adeyemirupert.adeyemi@kentuckianamail.net
Fieldstone Feed and PetTabitha Okorotabitha.okoro@falls-city-mail.com
1 moreLost3
Tinsley Ridge ProvisionsMagnolia Fairweathermagnolia.fairweather@bluegrassmailbox.net
Oriel Street BakeryBarnaby Thorsagerbarnaby.thorsager@riverfrontinbox.com
Kingfisher Furniture OutletDelphine Ashcroftdelphine.ashcroft@kentuckianamail.net
Tables
Prospects
28 sample rows · 18 columnsEvery business that has called about delivery, from the first call to a signed agreement or a loss.
| Company | Contact | Phone | Kind of business | Delivery zone | Stops a week | |
|---|---|---|---|---|---|---|
| Brandt Street Market | Lucian Verhoeven | lucian.verhoeven@riverfrontinbox.com | (502) 555-0103 | Grocer | Foundry District | 60 |
| Hollis and Vine Florals | Odessa Brannigan | odessa.brannigan@bluegrassmailbox.net | (502) 555-0100 | Florist | Eastgate | 35 |
| Inkwell Press Louisville | Thaddeus Lindqvist | thaddeus.lindqvist@falls-city-mail.com | (502) 555-0109 | Print shop | North Terrace | 18 |
| Wagtail Pet Provisions | Imogene Vasterling | imogene.vasterling@kentuckianamail.net | (502) 555-0106 | Pet supply | Lakeshore | 25 |
| Eastbrook Compounding Pharmacy | Priyanka Halvorsen | priyanka.halvorsen@ohiobendmail.net | (502) 555-0112 | Pharmacy | Eastgate | 45 |
| Garrity Hardware and Supply | Winifred Osei | winifred.osei@riverfrontinbox.com | (502) 555-0118 | Hardware store | Foundry District | 22 |
| Tallow Creek Furniture Gallery | Evander Lindholm | evander.lindholm@bluegrassmailbox.net | (502) 555-0115 | Furniture showroom | North Terrace | 12 |
| Plumb Line Meal Kits | Casimir Boateng | casimir.boateng@kentuckianamail.net | (502) 555-0121 | Meal-kit maker | Lakeshore | 80 |
| Cardinal Signs and Print | Bartholomew Ekwueme | bartholomew.ekwueme@kentuckianamail.net | (502) 555-0136 | Print shop | North Terrace | 15 |
| Haldane Family Grocers | Mirabel Oyelaran | mirabel.oyelaran@ohiobendmail.net | (502) 555-0127 | Grocer | Eastgate | 55 |
| Rosecombe Bakery Collective | Ignatius Faulkner | ignatius.faulkner@bluegrassmailbox.net | (502) 555-0130 | Bakery | Lakeshore | 40 |
| Petalworks of Crescent Hill | Seraphina Kowalczyk | seraphina.kowalczyk@falls-city-mail.com | (502) 555-0139 | Florist | Eastgate | 28 |
16 more rows
Quotes
21 sample rows · 9 columnsThe price offered to each prospect, from first draft to accepted or declined.
| Quote | Prospect | Stops a week | Rate per stop | Four-week total | Quote status | Sent on |
|---|---|---|---|---|---|---|
| Q-4046 Harvest Basket Kitchen | Harvest Basket Kitchen | 65 | $7.95 | $2,067 | Sent | Aug 30, 2026 |
| Q-4040 Marigold Home Showroom | Marigold Home Showroom | 20 | $10.50 | $840 | Sent | Sep 2, 2026 |
| Q-4043 Linwood Corner Drugs | Linwood Corner Drugs | 50 | $8.50 | $1,700 | Sent | Sep 5, 2026 |
| Q-4037 Lantern Alley Kitchens | Lantern Alley Kitchens | 90 | $7.50 | $2,700 | Sent | Sep 7, 2026 |
| Q-4049 Pike Road Tool Shed | Pike Road Tool Shed | 16 | $10.75 | $688 | Sent | Sep 10, 2026 |
| Q-4028 Ashgrove Medical Supply | Ashgrove Medical Supply | 30 | $11.50 | $1,380 | Sent | Sep 15, 2026 |
| Q-4019 Fennimore Table Group | Fennimore Table Group | 70 | $8.25 | $2,310 | Sent | Sep 18, 2026 |
| Q-4034 Petalworks of Crescent Hill | Petalworks of Crescent Hill | 28 | $9.75 | $1,092 | Sent | Sep 19, 2026 |
| Q-4025 Rosecombe Bakery Collective | Rosecombe Bakery Collective | 40 | $9.25 | $1,480 | Sent | Sep 20, 2026 |
| Q-4022 Haldane Family Grocers | Haldane Family Grocers | 55 | $8.90 | $1,958 | Sent | Sep 22, 2026 |
| Q-4031 Cardinal Signs and Print | Cardinal Signs and Print | 15 | $10.25 | $615 | Sent | Sep 23, 2026 |
Route walks
24 sample rows · 7 columnsThe day a route planner rides a prospect's real stops to count them and time the unloading.
| Route walk | Prospect | Walked by | Walk time | Walk status | Stops counted | Minutes per stop |
|---|---|---|---|---|---|---|
| Garrity Hardware and Supply route walk | Garrity Hardware and Supply | Jericho Valdivia | Oct 8, 1:00 PM | Scheduled | — | — |
| Eastbrook Compounding Pharmacy route walk | Eastbrook Compounding Pharmacy | Jericho Valdivia | Oct 7, 5:00 PM | Scheduled | — | — |
| Tallow Creek Furniture Gallery route walk | Tallow Creek Furniture Gallery | Matthias Dunleavy | Sep 26, 2:30 PM | Completed | 12 | 11 |
| Plumb Line Meal Kits route walk | Plumb Line Meal Kits | Dorothea Lindgaard | Sep 24, 6:30 PM | Completed | 78 | 8 |
| Cardinal Signs and Print route walk | Cardinal Signs and Print | Jericho Valdivia | Sep 21, 1:00 PM | Completed | 13 | 6 |
| Haldane Family Grocers route walk | Haldane Family Grocers | Matthias Dunleavy | Sep 20, 2:30 PM | Completed | 54 | 9 |
| Rosecombe Bakery Collective route walk | Rosecombe Bakery Collective | Jericho Valdivia | Sep 18, 5:00 PM | Completed | 40 | 5 |
| Petalworks of Crescent Hill route walk | Petalworks of Crescent Hill | Matthias Dunleavy | Sep 17, 2:30 PM | Completed | 31 | 8 |
| Fennimore Table Group route walk | Fennimore Table Group | Jericho Valdivia | Sep 16, 1:00 PM | Completed | 73 | 7 |
| Ashgrove Medical Supply route walk | Ashgrove Medical Supply | Dorothea Lindgaard | Sep 13, 6:30 PM | Completed | 32 | 11 |
| Pike Road Tool Shed route walk | Pike Road Tool Shed | Jericho Valdivia | Sep 8, 5:00 PM | Completed | 19 | 6 |
| Lantern Alley Kitchens route walk | Lantern Alley Kitchens | Jericho Valdivia | Sep 5, 5:00 PM | Completed | 89 | 7 |
12 more rows
Zones
5 sample rows · 5 columnsThe delivery zones the fleet covers, with their trucks, daily capacity and pickup cutoff.
| Zone | Hub | Trucks | Stops a day | Pickup cutoff |
|---|---|---|---|---|
| Eastgate | Eastgate cross-dock, bay 3 | 4 | 160 | 2:30 pm |
| Foundry District | Foundry Row depot, bay 1 | 5 | 210 | 3:00 pm |
| Lakeshore | Lakeshore loop yard | 3 | 120 | 2:00 pm |
| North Terrace | North Terrace lot B | 3 | 130 | 2:30 pm |
| Airport Corridor | Corridor freight dock 2 | 4 | 150 | 4:00 pm |
Views
Next steps
ProspectsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6Hollis and Vine FloralsWagtail Pet Provisions+3
7Brandt Street MarketEastbrook Compounding Pharmacy+2
8Inkwell Press LouisvilleGarrity Hardware and Supply+2
9Tallow Creek Furniture GalleryCardinal Signs and Print+1
10Rosecombe Bakery Collective
11Petalworks of Crescent Hill
12Pike Road Tool Shed
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Forms and booking
Request a delivery quote
FormRequest a delivery quoteThe page on the Copperbrook Gate website for a business asking what regular deliveries would cost.
What is the name of your business? *
Who should we talk to about deliveries?
What email reaches that person?
Which phone number should the coordinator dial?
What kind of business is it?FloristGrocerPharmacyFurniture showroomRestaurant groupHardware storeMeal-kit makerPrint shop
About how many deliveries do you make in a week?
Ask for a quoteDashboards
Sales pipeline
ProspectsStops a week in negotiation241
Prospects by stage
- New call4
- Route survey4
- Quote sent6
- Negotiating5
- Agreement signed6
- Lost3
Prospects by how they found us
- Website form8
- Referral10
- Cold call4
- Trade show5
- Existing customer1
Stops a week by owner1,069
Also included
- Prospect boardStage rules
- QuoteStage rules
- Route walkStage rules
- Quotes waiting on an answerDigest
- Delivery agreement cover letterDocumentThe note that goes with the agreement once a prospect says yes to a quote.
- Agreement signedNotificationTells dispatch the moment a prospect signs so the first route can be built.
- Lost on priceRow action
Related templates
- Cosmetics makerUmberfield Ridge Botanicals4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables
- Machine job shopIronbridge Harbor Machining4 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards
- Apparel makerDovecote Commons Apparel5 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agentDimensions
- Apparel makerTidewell Way Apparel4 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Brewery productionCindervale Row Brewworks4 tables · 6 views · 1 form · 1 dashboard · 1 digest · 1 notification · 1 agentImports
- Brewery productionSaltmeadow Gate Brewworks3 tables · 5 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentBookings