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# How Can I Manage Product Samples Sent to Prospects?
- URL: https://blog.jestor.com/manage-product-samples-sent-prospects/
- Published: 2026-10-13T21:20:20.000Z
- Updated: 2026-10-13T21:20:20.000Z
- Author: Bruno Bannach

You can **manage product samples sent to prospects** by recording every sample request with prospect, product and deadline, producing and shipping it as a small order, following up after delivery and recording whether the sample led to a sale.

In **Jestor**, samples are linked to prospects in the **CRM**, so sales sees the full story.

## Why are samples often wasted?

Samples cost materials, production time and shipping. They are requested informally and sent without follow-up.

Prospects forget about them, and nobody knows how many samples turn into orders.

Production treats samples as interruptions without planning.

## What problems does sample management solve?

- Samples sent without follow-up
- Unknown cost of samples
- Production interrupted by unplanned requests
- No conversion data
- Samples lost or delayed

## How do I manage samples in Jestor?

1. **Create a sample request** linked to the prospect in the CRM.
2. **Plan production** as a small order with deadline.
3. **Track shipping** and delivery.
4. **Create a follow-up task** for sales after delivery.
5. **Record the outcome**: Order placed, In evaluation, Lost.

| Phase     | Owner      |
| --------- | ---------- |
| Requested | Sales      |
| Produced  | Production |
| Shipped   | Shipping   |
| Follow-up | Sales      |
| Outcome   | Sales      |

## How do I decide which prospects receive samples?

Recording sample costs and conversion rates by prospect type shows where samples pay off.

Sales can then prioritize prospects with higher potential.

## Why use Jestor for product samples?

- **CRM link**: the CRM solution in the [Jestor templates](https://www.jestor.com/pt/templates/?ref=blog.jestor.com) connects samples to prospects.
- **Planned production**: samples scheduled like small orders.
- **Follow-up tasks**: no sample forgotten.
- **Conversion data**: samples measured by results.

## What else helps you manage product samples sent to prospects?

- Prospect feedback on samples also helps product development, showing what customers like or want to change.
- Sample specifications should be recorded as well. Knowing exactly what was sent helps production repeat it if the prospect places an order.
- It also avoids disputes when the first order does not match the sample.
- Recording the prospect's feedback on the sample record keeps all learning in one place.
- This keeps the sample program focused and measurable.

This is how you manage product samples sent to prospects and turn them into sales.

## Frequently Asked Questions

### Can samples be linked to CRM opportunities?

Yes. Sample requests can be linked to prospects and deals.

### Is there a CRM template?

Yes. It installs in about two minutes; see [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can I see sample conversion rates?

Yes. Dashboards compare samples sent and orders placed.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.