b2b

Assemble the hold reason, aging, and promise-to-pay. Finance releases the order. The agent does not. The account-manager list still caps at 5 priorities — a hold is one of those 5, not a button.

Quote the customer's contract price, or say you cannot. A $5,000 auto-issue figure in the field guide is a placeholder, not your cap. A person still sends the quote. The public catalog is not the contract.

Monday, the AM desk. An agent caps accounts requiring attention at 5 rows with evidence on each. Sales still owns the call. Demo dollars are fixtures.

Monday, the onboarding checklist. An agent collects docs and drafts setup. Credit limit stays null until a person signs. No $50k starter guess.

Monday, the RFQ clipboard. An agent drafts from customer price and ATP. Over the $5,000 fixture cap stays HITL. CPQ still issues the quote.

Monday, the account calendar. A ~30-day cadence that goes quiet is an AM task — not a "we miss you" email. Day 38 is a queue row. Sales still decides who speaks.

Monday, the wholesale counter. An agent looks up their net, not the public product page. 3 signed-in roles keep the price book closed. No payment capture.

Legitimate B2B outbound on SES in 2026: sandbox exit, SPF/DKIM/DMARC, RFC 8058, Microsoft May 2025 bars, warm-up, and when Pro DIPs beat shared pools — with a first-party compliance checklist.