Plant / operations
Uptime, capture at the tool, floor space, whether the crew will maintain it.
The job
This is capital equipment plus a consumable annuity. The box is Gold Series. The business is diagnosis, a defensible system, and ownership of the hopper after startup. If you only remember one thing: application quality is the constraint, not lead volume.
Field sales / district manager · Weekly, not annual
Map plants that make dust, not companies that 'might need air.' Prioritize metal fab, laser/plasma, welding, pharma OSD, food powder, grain, and any site with an aging Donaldson or baghouse.
Spray-and-pray call lists. Activity without a thesis about dust, compliance, or filter spend.
Turn a territory list into a weekly call plan with a reason-for-visit on each account.
Inside sales + field · Same day
Inbound filter quotes, application-finder hits, FABTECH badges, distributor referrals, and 'our collector is blinding us' calls. Sort into three buckets: filters-only, packaged cell, engineered system.
Treating every inbound as a Gold Series III quote. A filter inquiry is often the better first order.
Score and route the inquiry. Draft the first reply that asks the five questions an AE actually needs.
Sales engineer · 1–2 calls + a walk
This is the job. You are diagnosing an air, safety, and uptime problem. You are not pitching modules. If discovery is sloppy, application engineering becomes theater and the quote is fiction.
Skipping explosibility. Quoting a dry cartridge on aluminum, magnesium, or sticky sugar.
Turn raw notes into a structured brief and a list of missing facts. Role-play the EHS objection set.
Sales engineer ± application engineer · Half day on site
Measure, photograph, and sample. Hoods, duct, utilities, discharge, neighbors, and where a vent would fire. Bring a dust sample path if Kst is unknown.
Survey by memory. Missing a 20-foot stack or a make-up-air problem that kills the project in week six.
Convert photos + notes into an AE-ready survey packet and a customer recap the same day.
Application engineer, sales owns the story · Days, not weeks, if discovery was clean
Select technology first, size second. Gold Series III / X-Flo for most dry industrial. Camtain for containment. Packaged GSXP / Mini for laser cells. Quad Pulse when it must sit on the process. Wet scrubber when dry is unsafe. Mist line for machining oil. Then modules, media, and the NFPA package.
Sending AE a 'need a collector, 10k CFM' email. They will size a box that loses to Torit on price.
Pre-size and flag red paths so AE time is spent on the 10% that is actually hard.
Sales + AE + inside · The week after survey
Quote the system, not the steel box: collector, explosion protection, filters, monitoring, freight, startup. Put a five-year TCO next to the competitor's cheaper housing and shorter filter life. Write to EHS and the plant manager in different languages.
A parts list with no narrative. Purchasing will bid it as a commodity baghouse.
Draft the executive narrative, the EHS compliance page, and the TCO exhibit from the survey.
Sales engineer, AE on the hard ones · 1–3 meetings
Walk the buying group through capture, media, protection, and energy. Let them touch a HemiPleat if you can. On combustible jobs, speak NFPA 660 fluently. On pharma, speak containment and changeout.
Feature tour. Gold Cone geometry does not close a $300k job. Risk and uptime do.
Build a one-page battlecard for this plant, this dust, this incumbent.
Sales, manager on exceptions · Variable — this is where cycle time dies
Trade lead time, startup support, and filter program — not just price. Get the PO structured so aftermarket is not an afterthought (GoldLink+, first-year media, changeout plan).
Discounting the protection package out of the job. You just sold an unsafe system.
Prep the concession map and the 'do nothing' cost before the meeting.
Project / service, sales stays visible · Through commissioning
The relationship is won or lost at startup. Be present. Confirm capture, ΔP baseline, and that someone owns filter inventory. Introduce the aftermarket owner by name.
Sales disappears at PO. Service inherits a stranger. The first filter order goes to a catalog house.
Startup recap, open items list, and a 90-day cadence the customer actually reads.
Aftermarket specialist + field · The real job, forever
Camfil APC's published retention is the point. Filters, OmniPleat conversions, extra modules, mist add-ons, GoldLink+. A $180k collector that throws $22k of media a year is the $250M engine.
Hunting only new boxes. That is how you miss the quieter half of the number.
A due-now list every Monday. Conversion scripts for Torit and Nederman hoppers.
A $300k combustible job is never one person. Write the proposal so each of these can find their page.
Uptime, capture at the tool, floor space, whether the crew will maintain it.
OSHA, NFPA 660, combustible dust, exposure, insurance. They can stop a cheap quote.
Changeout time, compressed air, ΔP, spare filters on the shelf.
CFM, static, duct, make-up air, integration with a new cell or process.
Price, lead time, approved vendor list. They will bid it if you let them.
Standardization, one spec, one filter program, risk across plants.
Do not try to replace a Jonesboro-trained sales engineer. Remove the drag around them: sloppy qualification, slow briefs, weak TCO, silent installed base.
The same pattern — structured inputs, domain rules, then language — ports to the rest of the company.