SEG-04Wholesale and distribution
Digital systems for business customers, reorders and account growth.
For wholesalers and distributors: business account setup, structured inquiries and visibility into each account's activity between orders.
Context
Wholesale businesses depend on recurring accounts. The system should make it easy for business customers to register, find products and request prices, and help the sales team spot when an account is growing, slowing down or at risk.
Challenges we look for
Common situations in this type of business, according to our working framework. They are hypotheses to check in yours, not findings about it.
- Business inquiries and new account requests are handled by hand, often across emails and WhatsApp messages.
- Product information is scattered across catalogs, spreadsheets and emails.
- The sales team can't see account activity between one order and the next.
- Reorder reminders depend on each salesperson.
System blueprint
The layers this blueprint concentrates on and the role of each one. See the seven layers.
- Website
Business account requests and structured product inquiries.
- CRM
Accounts with order history, segments and an assigned salesperson.
- Automation
Onboarding steps for new accounts and reorder alerts.
- Analytics
Trends by account: frequency, recency and value.
Example workflow
Illustrative example
From business request to active account
A business requests a business account online.
The request data is validated and saved in the CRM.
The assigned salesperson gets a task to verify and approve the request.
Approved accounts automatically receive onboarding information.
Accounts that go past their usual order cycle with no activity are flagged for review.
A sketch of how the layers pass information to each other. The real workflow is designed around your process, your tools and your team.
Relevant systems
- SYS-01
Web Systems
Site architecture, user experience, conversion paths, SEO and GEO foundations, analytics and integrations, built so every visit can become a recorded, measurable opportunity.
See the service - SYS-02
CRM Systems
Lead management, sales pipeline design, qualification, scoring, follow-up, attribution and reporting, set up around how you actually sell.
See the service - SYS-03
Automation Systems
Workflow automation to assign leads, send notifications, follow up, update the CRM, send emails and sync data, with logs and human approval where it matters.
See the service - SYS-05
Growth Systems
SEO, GEO, content, analytics, conversion optimization, acquisition and experimentation, managed as one measurable system instead of disconnected tactics.
See the service
Catalog systems
Quote
Get a quote for a system tailored to your business.
Tell us how you sell today and what you want to solve first. We will prepare a quote based on the scope, by form or on WhatsApp.
Next step
Let's talk about the system your business needs.
Ask for your quote by form or on WhatsApp, or start with a free audit of your website.
Prefer to talk? Book a free consultation