Buyers Blueprint · Your documents
Document capture: what your quality manual, equipment list and old quotes already say
Your documents hold most of what your website never says. Here's what we ask for in the paid Buyers Blueprint, what we don't want, and how each line becomes a fact you confirm.
Won on Secondary Ops
Watch the story: Won on Secondary OpsWhere documents fit in the Blueprint
The Buyers Blueprint learns your company from four places: your website, your documents, an on-site visit, and one Question Round with your team. Documents come second. We read your website first, so we already know what you say in public. Your documents show what you do. Finding the files is the only work on your side.
Most industrial companies already have the proof on paper, in places no buyer, search engine or AI assistant can read.
What to send
Send what you have. Old, partial and untidy files are fine. At kickoff we agree how files reach us.
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Quality manual and cert scopes
The scope line on an AS9100, ISO 13485, NADCAP or ISO/IEC 17025 certificate often says more than your capabilities page.
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Equipment list
Make, model, envelope and count. Envelopes, tonnage and travel are what engineers and AI answers look for.
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Old quotes and won jobs
Redacted is fine. They show the work you actually win, and the materials and operations on it.
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Routings and travelers
They show secondary ops, outside processors and inspection steps nobody lists.
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Brochures, line cards, old capability statements
Even a 2019 PDF tells us what you used to say, and what changed since.
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Industries you're happy to name
Industries only is fine. We never publish a customer name without written permission.
How a document line becomes a fact you confirm
One example from an invented medical contract manufacturer. Every fact on your record climbs the same ladder.
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Step 1, OP 10
We read it
Line 14 of a cert scope: 'passivation of stainless steel per ASTM A967'.
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Step 2, OP 20
We cite it
It goes on the record as a fact, with the document, page and date it came from.
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Step 3, OP 30
We mark what's unclear
In-house or through a partner? Which grades? Implants or instruments? Each unknown becomes a question, never a no.
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Step 4, OP 40
You confirm it
The question goes into the Question Round, or a one-tap confirm in your client portal.
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Step 5, OP 50
It waits for your yes
Confirmed isn't public. Nothing reaches a page until you approve the page it sits on.
What documents turn up across industrial companies (invented examples)
Different trades, the same pattern: the paper says more than the website.
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A job shop's quote folder
Inconel 718 ran through three years of won quotes. The website said 'exotic alloys'.
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An equipment maker's manual
The spec table listed a washdown rating and a changeover time the website never mentioned.
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A connector maker's travelers
Overmolding and 100% continuity test sat on every traveler, and on no page.
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A coatings company's cert scope
The certificate listed several specifications. The website named one.
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A distributor's line card
Kitting and cut-to-length service were on the line card. The website showed brand logos only.
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A test lab's accreditation scope
The scope listed the test methods buyers search by. The website said 'full-service testing'.
What a document can't tell us
Documents show what you've done and what you're certified to do. They don't show the work you want more of, the jobs you no-quote, or the skills that never reached paper. The on-site visit and the Question Round cover those, and anything a document leaves unclear becomes a question for your team.
Questions about sending documents
What documents should we send for the Buyers Blueprint?
Your quality manual and certificate scopes, your equipment list, a set of old quotes or won jobs, routings or travelers, and any brochures, line cards or old capability statements. A list of industries you're happy to name helps too.
Can we redact old quotes?
Yes. Take out customer names, prices and part numbers. We need the materials, operations and quantities, which show the work you actually win.
What if a file is export-controlled?
Don't send it. Tell us it exists and what kind of work it covers. That's enough for the record.
Start with a Blueprint
- Buyers Blueprint
- paid
- your first month, led by Matt Barden
- from Month 2 the agency works the plan