Playbook: traders and manufacturers
Goal: reply to every trade enquiry first, send the right catalogue and quotation, and follow up until the order.
#The problem
Indiamart, Justdial and TradeIndia leads go to several suppliers at once, so the first good reply usually wins. Owners are on the shop floor or travelling, and quotations go out late, or never get a follow-up.
#Set-up
| Step | What to set up |
|---|---|
| Business Brain | Product range, specifications, minimum order quantity, price ranges or slabs, delivery areas and times, payment terms, GST |
| Goal | "Get the required quantity and delivery location, then send a quotation." |
| Questions | Product, specification, quantity, delivery city, required date, GST number |
| Files | Catalogue, rate list, spec sheets, certifications |
| Lead Sheets | Connect your Indiamart lead sheet, using QUERY_ID as the unique ID. See Lead Sheets. |
#Flows
- New Lead → template within a minute → AI asks quantity and location → assign to sales
- Tag Added
quote-sent→ follow-up after 1 day, then after 3 days → call task for sales - Segment Entry "Bought in the last 90 days" → reorder reminder
#Templates
- Utility: quotation sent, order confirmed, dispatched with the LR or tracking number, payment reminder
- Marketing: new product, festive scheme, price-revision notice
#Measure
First reply time, quotations sent, quotations followed up, and orders per 100 enquiries.