# Product sample request workflow template

> Ask for samples for a prospect, ship them and follow up on the result.

Category: Sales. 4 steps, 7 form fields. Includes: waits automatically.

## Steps

### 1. Request

Owner: Whoever starts the request.

Which samples, for whom and why. Your manager approves.

Approval: The requester’s manager.

Fields:

- Prospect (text, required)
- Opportunity value (amount)
- Products and quantities (long text, required)
- Shipping address (long text, required)

### 2. Shipping

Owner: A person or team you choose.

Ship the samples and share the tracking code.

Due in 3 days (business time).

Fields:

- Tracking code (text, required)

### 3. Customer testing

Owner: Nobody, it continues on its own.

Waits 15 days.

### 4. Feedback

Owner: The requester.

Ask the prospect how the samples performed.

Due in 5 days (business time).

Fields:

- Did the customer approve? (choice, required)
- Feedback (long text, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/product-sample-request