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
ProspectsHollis and Vine Florals
Brandt Street Market
Wagtail Pet Provisions
Inkwell Press Louisville
Eastbrook Compounding Pharmacy
Tallow Creek Furniture Gallery
Garrity Hardware and Supply
Plumb Line Meal Kits
Fennimore Table Group
Haldane Family Grocers
Rosecombe Bakery Collective
Ashgrove Medical Supply
Cardinal Signs and Print
Lantern Alley Kitchens
Marigold Home Showroom
Linwood Corner Drugs
Harvest Basket Kitchen
Pike Road Tool Shed
Greenhouse Pantry Co-op
Verdant Row Nursery
Marlowe Sourdough Works
Quillan Home Care Supply
Fieldstone Feed and Pet
Tinsley Ridge Provisions
Oriel Street Bakery
Kingfisher Furniture Outlet
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 | Foundry District | 60 | |
| Hollis and Vine Florals | Odessa Brannigan | odessa.brannigan@bluegrassmailbox.net | (502) 555-0100 | Eastgate | 35 | |
| Inkwell Press Louisville | Thaddeus Lindqvist | thaddeus.lindqvist@falls-city-mail.com | (502) 555-0109 | North Terrace | 18 | |
| Wagtail Pet Provisions | Imogene Vasterling | imogene.vasterling@kentuckianamail.net | (502) 555-0106 | Lakeshore | 25 | |
| Eastbrook Compounding Pharmacy | Priyanka Halvorsen | priyanka.halvorsen@ohiobendmail.net | (502) 555-0112 | Eastgate | 45 | |
| Garrity Hardware and Supply | Winifred Osei | winifred.osei@riverfrontinbox.com | (502) 555-0118 | Foundry District | 22 | |
| Tallow Creek Furniture Gallery | Evander Lindholm | evander.lindholm@bluegrassmailbox.net | (502) 555-0115 | North Terrace | 12 | |
| Plumb Line Meal Kits | Casimir Boateng | casimir.boateng@kentuckianamail.net | (502) 555-0121 | Lakeshore | 80 | |
| Cardinal Signs and Print | Bartholomew Ekwueme | bartholomew.ekwueme@kentuckianamail.net | (502) 555-0136 | North Terrace | 15 | |
| Haldane Family Grocers | Mirabel Oyelaran | mirabel.oyelaran@ohiobendmail.net | (502) 555-0127 | Eastgate | 55 | |
| Rosecombe Bakery Collective | Ignatius Faulkner | ignatius.faulkner@bluegrassmailbox.net | (502) 555-0130 | Lakeshore | 40 | |
| Petalworks of Crescent Hill | Seraphina Kowalczyk | seraphina.kowalczyk@falls-city-mail.com | (502) 555-0139 | Eastgate | 28 |
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 | Sep 12, 2026 | |
| Q-4040 Marigold Home Showroom | Marigold Home Showroom | 20 | $10.50 | $840 | Sep 15, 2026 | |
| Q-4043 Linwood Corner Drugs | Linwood Corner Drugs | 50 | $8.50 | $1,700 | Sep 18, 2026 | |
| Q-4037 Lantern Alley Kitchens | Lantern Alley Kitchens | 90 | $7.50 | $2,700 | Sep 20, 2026 | |
| Q-4049 Pike Road Tool Shed | Pike Road Tool Shed | 16 | $10.75 | $688 | Sep 23, 2026 | |
| Q-4028 Ashgrove Medical Supply | Ashgrove Medical Supply | 30 | $11.50 | $1,380 | Sep 28, 2026 | |
| Q-4019 Fennimore Table Group | Fennimore Table Group | 70 | $8.25 | $2,310 | Oct 1, 2026 | |
| Q-4034 Petalworks of Crescent Hill | Petalworks of Crescent Hill | 28 | $9.75 | $1,092 | Oct 2, 2026 | |
| Q-4025 Rosecombe Bakery Collective | Rosecombe Bakery Collective | 40 | $9.25 | $1,480 | Oct 3, 2026 | |
| Q-4022 Haldane Family Grocers | Haldane Family Grocers | 55 | $8.90 | $1,958 | Oct 5, 2026 | |
| Q-4031 Cardinal Signs and Print | Cardinal Signs and Print | 15 | $10.25 | $615 | Oct 6, 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 21, 1:00 PM | — | — | |
| Eastbrook Compounding Pharmacy route walk | Eastbrook Compounding Pharmacy | Jericho Valdivia | Oct 20, 5:00 PM | — | — | |
| Tallow Creek Furniture Gallery route walk | Tallow Creek Furniture Gallery | Matthias Dunleavy | Oct 9, 2:30 PM | 12 | 11 | |
| Plumb Line Meal Kits route walk | Plumb Line Meal Kits | Dorothea Lindgaard | Oct 7, 6:30 PM | 78 | 8 | |
| Cardinal Signs and Print route walk | Cardinal Signs and Print | Jericho Valdivia | Oct 4, 1:00 PM | 13 | 6 | |
| Haldane Family Grocers route walk | Haldane Family Grocers | Matthias Dunleavy | Oct 3, 2:30 PM | 54 | 9 | |
| Rosecombe Bakery Collective route walk | Rosecombe Bakery Collective | Jericho Valdivia | Oct 1, 5:00 PM | 40 | 5 | |
| Petalworks of Crescent Hill route walk | Petalworks of Crescent Hill | Matthias Dunleavy | Sep 30, 2:30 PM | 31 | 8 | |
| Fennimore Table Group route walk | Fennimore Table Group | Jericho Valdivia | Sep 29, 1:00 PM | 73 | 7 | |
| Ashgrove Medical Supply route walk | Ashgrove Medical Supply | Dorothea Lindgaard | Sep 26, 6:30 PM | 32 | 11 | |
| Pike Road Tool Shed route walk | Pike Road Tool Shed | Jericho Valdivia | Sep 21, 5:00 PM | 19 | 6 | |
| Lantern Alley Kitchens route walk | Lantern Alley Kitchens | Jericho Valdivia | Sep 18, 5:00 PM | 89 | 7 |
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 |
Also included
- Prospect board
- Quote
- Route walk
- Quotes waiting on an answer
- Delivery agreement cover letterThe note that goes with the agreement once a prospect says yes to a quote.
- Agreement signedTells dispatch the moment a prospect signs so the first route can be built.
- Lost on price
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