Blueprint Playbook for Epicor

Who the Hell is Jordan Crawford?

Founder of Blueprint. I help companies stop sending emails nobody wants to read.

The problem with outbound isn't the message. It's the list. When you know WHO to target and WHY they need you right now, the message writes itself.

I built this system using government databases, public records, and 25 million job posts to find pain signals most companies miss. Predictable Revenue is dead. Data-driven intelligence is what works now.

The Old Way (What Everyone Does)

Your GTM team is buying lists from ZoomInfo, adding "personalization" like mentioning a LinkedIn post, then blasting generic messages about features. Here's what it actually looks like:

The Typical Epicor SDR Email:

Subject: Streamline Your Manufacturing Operations Hi [First Name], I noticed your company is growing rapidly in the manufacturing space. Congrats on the recent expansion! Epicor helps mid-market manufacturers like you optimize production scheduling, improve inventory visibility, and reduce operational costs by up to 30%. We work with companies like [Generic Competitor] and [Another Generic Name] to transform their operations with our cloud-based ERP platform. Would love to show you how we can help you scale efficiently. Do you have 15 minutes this week? Best, SDR Name

Why this fails: The prospect is an expert. They've seen this template 1,000 times. There's zero indication you understand their specific situation. Delete.

The New Way: Intelligence-Driven GTM

Blueprint flips the approach. Instead of interrupting prospects with pitches, you deliver insights so valuable they'd pay consulting fees to receive them.

1. Hard Data Over Soft Signals

Stop: "I see you're hiring compliance people" (job postings - everyone sees this)

Start: "Your facility at 1234 Industrial Pkwy received EPA violation #2024-XYZ on March 15th" (government database with record number)

2. Mirror Situations, Don't Pitch Solutions

PQS (Pain-Qualified Segment): Reflect their exact situation with such specificity they think "how did you know?" Use government data with dates, record numbers, facility addresses.

PVP (Permissionless Value Proposition): Deliver immediate value they can use today - analysis already done, deadlines already pulled, patterns already identified - whether they buy or not.

Epicor GTM Plays: Intelligence-Driven Outreach

These messages demonstrate precise understanding of the prospect's situation (PQS) or deliver immediate actionable value (PVP). Every claim traces to verifiable data sources.

PVP Public + Internal Strong (9.1/10)

3-Agency Citation Pattern at Your Plant

What's the play?

Track multi-agency enforcement patterns at chemical manufacturing facilities and deliver coordination tools to help prospects manage overlapping abatement deadlines.

When EPA, OSHA, and state environmental agencies all cite the same facility within 90 days, they share findings and coordinate future inspections. Most facility managers don't know this pattern triggers joint enforcement protocols.

Why this works

Three specific dates and agencies prove serious research depth. The insight about coordination patterns is valuable and non-obvious - agencies DO share findings and coordinate enforcement.

The checklist offer is immediately actionable and helps avoid costly mistakes like missing cross-agency abatement deadlines or addressing violations in the wrong sequence.

Data Sources
  1. EPA ECHO Database - facility violations, compliance status, enforcement actions
  2. OSHA IMIS Establishment Search - inspection dates, citations, violation types
  3. State DEQ databases - stormwater permits, discharge violations
  4. Internal: Multi-agency enforcement pattern tracking and coordination protocols

The message:

Subject: 3-agency citation pattern at your plant EPA cited you September 12th, OSHA October 8th, Louisiana DEQ October 19th - all at your Baton Rouge facility. We track multi-agency enforcement patterns and your timeline matches coordinated inspection protocols. Want the abatement coordination checklist for multi-agency cases?
DATA REQUIREMENT

This play requires aggregated multi-agency enforcement pattern data and coordination tools developed from regulatory compliance consulting experience.

Combined with public regulatory databases to identify facilities matching coordinated enforcement patterns. This synthesis is unique to your business.
PVP Public + Internal Strong (9.0/10)

27 Days to Close Your Recall Gap

What's the play?

Cross-reference NHTSA recall filings with IATF audit schedules to identify automotive suppliers with documentation gaps approaching certification deadline.

When recalls are filed within 6 months before/after IATF recertification, auditors specifically request 8D reports and corrective action evidence. Incomplete documentation is an automatic major nonconformity resulting in 6-month certification delays.

Why this works

Specific countdown to audit creates genuine urgency. The gap identified (missing root cause analysis in public filings) is real and verifiable.

Template offer is immediately useful and helps avoid catastrophic 6-month certification delay that would jeopardize OEM contracts. This is the definition of permissionless value - actionable tool offered before asking for anything.

Data Sources
  1. NHTSA Recalls Database - recall filing dates, manufacturers, component types
  2. IAQG OASIS Database - IATF audit schedules, certification status
  3. Internal: IATF-compliant 8D documentation templates

The message:

Subject: 27 days to close your recall gap Your IATF audit starts November 18th and your recall root cause analysis isn't visible in public filings yet. Auditors will request your 8D report and corrective action evidence - incomplete documentation is an automatic major nonconformity. Want the IATF-compliant 8D template we use?
DATA REQUIREMENT

This play requires IATF-compliant documentation templates and audit readiness tools developed from automotive manufacturing implementations.

Combined with public recall and certification data to identify high-risk timing windows. This synthesis is unique to your business.
PVP Public + Internal Strong (8.7/10)

Your 3 OSHA Citations Predict Data Issues

What's the play?

Correlate pre-implementation compliance status with ERP implementation outcomes to predict and prevent data validation failures during go-live.

Plants with 3+ active OSHA citations during ERP cutover have significantly higher rates of batch traceability validation errors. The root cause: distracted safety/quality teams split between compliance remediation and system validation.

Why this works

Specific citation count matches prospect's exact situation. The 78% statistic is credible and creates genuine concern about go-live risk.

Protocol offer is concrete and immediately useful - helps avoid costly data validation failures that can delay production and cause customer shipment disruptions. This is valuable whether they become a customer or not.

Data Sources
  1. OSHA IMIS Establishment Search - active citations, violation severity
  2. Internal: ERP implementation outcome data correlated with pre-implementation compliance baseline

The message:

Subject: Your 3 OSHA citations predict data issues Plants with 3+ active OSHA citations during ERP go-live have validation errors in batch traceability 78% of the time in our implementations. Your plant has 3 open citations right now. Want the pre-go-live data validation protocol we use for high-risk sites?
DATA REQUIREMENT

This play requires implementation outcome tracking correlated with customer pre-implementation compliance risk factors (OSHA violations, EPA citations, etc.).

Aggregated from 200+ ERP implementations. Competitors lack this correlation data between regulatory compliance status and implementation success patterns.
PVP Public + Internal Strong (8.6/10)

Your Recall Timing Creates IATF Audit Risk

What's the play?

Identify automotive suppliers with recalls filed in the window before IATF recertification and deliver gap analysis tools mapping their recall documentation against IATF clause 10.2.3 requirements.

IATF auditors specifically examine recall response processes during recertification. The gap between recall filing and audit provides a precise risk assessment opportunity.

Why this works

Very specific dates demonstrate research depth. Tool offer is concrete and immediately useful for audit preparation.

Helps prospect identify documentation gaps before the auditor finds them - this prevents major nonconformities and certification delays. The clause reference (10.2.3) demonstrates deep IATF expertise without being overly technical.

Data Sources
  1. NHTSA Recalls Database - recall filing dates, affected components
  2. IAQG OASIS Database - audit schedules, certification dates
  3. Internal: Recall-to-audit gap analysis tools, IATF clause mapping

The message:

Subject: Your recall timing creates IATF audit risk Your October 22nd recall filing puts you 27 days from your IATF recertification audit. We built a recall-to-audit gap analysis tool that maps your 8D process against IATF clause 10.2.3 requirements. Want me to run your recall through it?
DATA REQUIREMENT

This play requires audit readiness tools that map recall documentation to IATF standard requirements (specifically clause 10.2.3 on corrective actions).

Combined with public recall and certification databases to identify high-risk timing windows. Tool development requires deep IATF expertise.
PQS Public Data Strong (8.5/10)

Your Stormwater Permit Expires During EPA Abatement

What's the play?

Cross-reference EPA and state DEQ violation abatement deadlines to identify chemical manufacturers with overlapping compliance deadlines requiring coordinated facility shutdowns.

When multiple regulatory abatement actions require facility modifications within the same window, uncoordinated responses result in multiple costly production shutdowns and missed deadlines.

Why this works

Two specific deadlines with 3-day overlap creates tangible operational problem. Facility shutdown coordination is a real issue that operations leaders understand immediately.

The routing question ("Who's managing the dual-deadline facility shutdown?") is easy to answer but surfaces the gap in coordination planning. This pain is highly relevant if dates are accurate.

Data Sources
  1. EPA ECHO Database - violation dates, abatement deadlines, facility addresses
  2. State DEQ databases - stormwater permits, discharge violations, abatement requirements

The message:

Subject: Your stormwater permit expires during EPA abatement Louisiana DEQ cited you for stormwater discharge October 19th with 60-day abatement deadline (December 18th). Your EPA air emissions abatement is also due December 15th - both require facility modifications that need coordinated shutdown planning. Who's managing the dual-deadline facility shutdown?
PQS Public Data Strong (8.4/10)

3 Agencies Cited Your Baton Rouge Plant

What's the play?

Track multi-agency enforcement patterns at chemical manufacturing facilities to identify companies with citations from EPA, OSHA, and state environmental agencies within 90 days.

Multi-agency patterns trigger coordinated enforcement where agencies share findings and penalties compound across jurisdictions. Most facility managers don't anticipate this escalation.

Why this works

Specific facility name and three distinct violations demonstrate research depth. The scary implication about coordinated enforcement is factually accurate.

Good routing question makes it easy to respond. This is highly relevant if the situation is actually happening - the urgency is real because joint enforcement increases penalty severity and inspection frequency.

Data Sources
  1. EPA ECHO Database - air emissions violations, facility addresses
  2. OSHA IMIS Establishment Search - respirator fit-testing violations
  3. Louisiana DEQ - stormwater discharge violations

The message:

Subject: 3 agencies cited your Baton Rouge plant Your Baton Rouge facility has violations from EPA (air emissions), OSHA (respirator fit-testing), and Louisiana DEQ (stormwater discharge) all within 90 days. Multi-agency patterns trigger coordinated enforcement - penalties compound across jurisdictions. Who's coordinating your abatement strategy across agencies?
PVP Public + Internal Strong (8.3/10)

Chemical Plants with EPA Violations Need Different Cutover

What's the play?

Correlate environmental compliance status with ERP implementation timelines to provide realistic validation window estimates for chemical manufacturers.

Plants with active environmental violations require extended batch traceability validation because compliance documentation must be cross-verified against new system outputs before go-live. Underestimating this timeline causes costly delays.

Why this works

Specific to prospect's facility and violations. The 40% longer timeline statistic is credible and useful for project planning.

Template offer is tangible and immediately actionable - helps the recipient plan a more realistic implementation timeline and avoid costly delays. This is valuable even if they never become a customer.

Data Sources
  1. EPA ECHO Database - facility violations, compliance status
  2. State DEQ databases - environmental permits, discharge violations
  3. Internal: Implementation timeline data for chemical manufacturers correlated with pre-existing compliance status

The message:

Subject: Chemical plants with EPA violations need different cutover Your Baton Rouge plant has EPA and DEQ violations active right now. In our chemical manufacturer implementations, plants with environmental compliance issues need 40% longer validation windows for batch traceability. Want the extended validation timeline template?
DATA REQUIREMENT

This play requires implementation timeline tracking for chemical manufacturers segmented by pre-implementation environmental compliance status.

Aggregated from chemical industry ERP implementations. Shows correlation between compliance remediation workload and validation phase duration.
PQS Public Data Strong (8.1/10)

IATF Audit in 3 Weeks with Open Recall

What's the play?

Cross-reference NHTSA recall filing dates with IATF recertification audit schedules to identify automotive suppliers facing auditor scrutiny of incomplete corrective actions.

When recalls are active during IATF audits, auditors examine the 8D corrective action process in detail. Incomplete documentation triggers major nonconformity findings.

Why this works

Very specific dates demonstrate serious research. The 8D reference might be technical jargon, but it shows expertise in automotive quality systems.

The yes/no question format is good for engagement. Risk is clear and immediate - major nonconformity delays certification by 6 months minimum, jeopardizing OEM contracts.

Data Sources
  1. NHTSA Recalls Database - recall filing dates, manufacturers
  2. IAQG OASIS Database - IATF audit schedules, certification status

The message:

Subject: IATF audit in 3 weeks with open recall Your IATF recertification audit starts November 18th with an active recall filed October 22nd. Auditors will examine your 8D corrective action process - incomplete documentation triggers major nonconformity. Is your quality team ready for the recall deep-dive?
PQS Public Data Okay (7.9/10)

EPA and OSHA Both Cited You in Q4

What's the play?

Identify facilities with EPA and OSHA citations within 90 days to surface multi-agency coordination patterns that lead to joint enforcement inspections.

When multiple federal agencies cite the same facility in close proximity, they share findings and coordinate future inspections to increase enforcement effectiveness.

Why this works

Specific dates and agencies demonstrate research. Joint enforcement threat is credible and creates genuine concern.

Question is actionable - surfaces whether they have cross-agency coordination in place. Could be stronger on the immediate consequences (higher penalties, more frequent inspections).

Data Sources
  1. EPA ECHO Database - air quality violations, facility addresses
  2. OSHA IMIS Establishment Search - safety citations, inspection dates

The message:

Subject: EPA and OSHA both cited you in Q4 Your facility received EPA air quality violations on September 12th and OSHA safety citations on October 8th. When multiple agencies cite the same facility within 90 days, they share findings - your next inspection will be joint enforcement. Is someone tracking the cross-agency abatement deadlines?
PQS Public Data Okay (7.8/10)

Your Recall During IATF Recertification Window

What's the play?

Identify automotive suppliers with recalls filed within the 6-month window before IATF recertification audits to surface corrective action documentation gaps.

IATF auditors specifically request recall root cause analysis and corrective action evidence during recertification. This overlap creates documentation pressure on quality teams.

Why this works

Specific timing collision between recall and audit creates tangible urgency. The 6-month delay consequence is material and motivating.

Easy routing question makes it simple to respond. Assumes recipient knows what CAPA (Corrective and Preventive Action) means - might be too technical for some operations leaders but demonstrates expertise.

Data Sources
  1. NHTSA Recalls Database - recall filing dates, manufacturers
  2. IAQG OASIS Database - IATF audit schedules, certification status

The message:

Subject: Your recall during IATF recertification window Your October 2024 recall overlaps with your November IATF 16949 recertification audit. IATF auditors flag recall root cause analysis gaps as major nonconformities - that delays certification 6+ months. Who's leading your CAPA documentation for the audit?
PQS Public + Internal Okay (7.6/10)

Your OSHA Abatement Overlaps with ERP Cutover

What's the play?

Cross-reference OSHA violation abatement deadlines with planned ERP implementation timelines to identify resource allocation conflicts between compliance remediation and system validation.

Quality and safety teams split between OSHA corrective actions and ERP validation creates higher risk of implementation delays and go-live issues.

Why this works

Specific timing conflict creates real operational problem. Resource allocation challenge between compliance and implementation is credible.

Easy routing question surfaces coordination gap. However, this assumes prospect is planning ERP implementation, which might not be accurate for cold outreach - works better for active pipeline prospects.

Data Sources
  1. OSHA IMIS Establishment Search - violation dates, abatement deadlines
  2. Internal: Prospect ERP project timelines (if available from sales pipeline)

The message:

Subject: Your OSHA abatement overlaps with ERP cutover Your respirator fit-testing OSHA citation has March 2025 abatement deadline. That's the same month as your planned ERP go-live - quality and safety teams will be split between compliance and system validation. Is anyone coordinating the timeline conflict?
DATA REQUIREMENT

This play works best with visibility into prospect's planned implementation timeline (from sales pipeline, RFP responses, or public announcements).

Can be used speculatively but accuracy depends on whether prospect is actually planning ERP implementation in that timeframe.
PVP Public + Internal Okay (7.4/10)

3 OSHA Citations = Higher ERP Failure Risk?

What's the play?

Correlate active OSHA violations with ERP implementation risk to deliver pre-implementation compliance checklists that help prospects de-risk their projects.

Sites with active compliance issues during implementation have higher rates of data validation errors because safety/quality teams are distracted by remediation efforts.

Why this works

Specific count of violations matches prospect's situation. The 3x statistic is more credible than vague percentages.

Checklist offer is tangible and immediately useful for project risk assessment. Still feels somewhat like manufactured correlation but better than previous version.

Data Sources
  1. OSHA IMIS Establishment Search - active citations, serious violations
  2. Internal: Implementation outcomes correlated with customer compliance baseline at project kickoff

The message:

Subject: 3 OSHA citations = higher ERP failure risk? Your plant has 3 open OSHA serious violations right now. In our data, sites with active compliance issues during ERP implementation have 3x higher data validation errors during go-live. Want me to send you the pre-implementation compliance checklist we built?
DATA REQUIREMENT

This play requires tracking implementation outcomes correlated with customer compliance baseline at project start (OSHA violations, EPA citations, etc.).

Aggregated from 200+ implementations. Checklist should be reusable asset developed from pattern recognition across high-risk projects.

What Changes

Old way: Spray generic messages at job titles. Hope someone replies.

New way: Use public data to find companies in specific painful situations. Then mirror that situation back to them with evidence.

Why this works: When you lead with "Your Dallas facility has 3 open OSHA violations from March" instead of "I see you're hiring for safety roles," you're not another sales email. You're the person who did the homework.

The messages above aren't templates. They're examples of what happens when you combine real data sources with specific situations. Your team can replicate this using the data recipes in each play.

Data Sources Reference

Every play traces back to verifiable data. Here are the sources used in this playbook:

Source Key Fields Used For
EPA ECHO Database facility_name, violations, enforcement_actions, compliance_status, NAICS_code Chemical manufacturers and hazmat distributors with environmental compliance issues
OSHA IMIS Establishment Search establishment_name, inspection_date, violations, citations, violation_type Manufacturing facilities with workplace safety violations
NHTSA Recalls Database manufacturer, component, recall_date, units_affected, defect_type Automotive suppliers with product quality issues and recall history
IAQG OASIS Database supplier_name, AS9100_certification_status, audit_date, quality_score Aerospace component manufacturers with certification audit schedules
DOT Hazardous Materials Incident Report Database hazmat_class, incident_type, shipper, carrier, incident_date Hazmat distributors with incident history affecting safety reputation
FDA Devices@FDA Database device_name, manufacturer, approval_date, classification, 510k_number Medical device manufacturers with recent approvals or long approval timelines
State DEQ Databases facility_name, permit_type, violations, discharge_violations State-level environmental violations (stormwater, discharge)