name	b2b-customer-mgmt
description	客户档案与分级管理 — A/B/C 分级、客户详情、文档库关联、CSV 批量导入
triggers	["客户管理","客户档案","客户分级","大客户","客户分类","客户等级","VIP客户","客户信息","客户资料","订单管理"]
category	客户管理
version	1.0.0
author	Foreign Trade Assistant

CUSTOMER: [Company Name] ├── Basic Info │ ├── Company name (English) │ ├── Company name (Chinese) │ ├── Website │ ├── Address │ ├── Country/Region │ └── Business type (manufacturer/trader/retailer) │ ├── Contacts (multiple) │ ├── Name │ ├── Title/Role │ ├── Email │ ├── Phone/WeChat/WhatsApp │ ├── Best time to contact │ └── Decision authority (final/influencer/day-to-day) │ ├── Business Profile │ ├── Annual revenue (estimate) │ ├── Employee count │ ├── Main products/business │ ├── Target markets │ └── Current suppliers │ ├── Classification │ ├── Customer type (A/B/C) │ ├── Priority level │ └── Key account (Yes/No) │ ├── Commercial Terms │ ├── Standard payment terms │ ├── Credit limit │ ├── Preferred incoterms │ └── Pricing tier │ ├── Interaction History │ ├── All communications │ ├── Meeting notes │ ├── Quotes sent │ └── Orders placed │ └── Notes & Flags ├── Preferences ├── Don'ts (topics/approaches to avoid) └── Special circumstances


### Customer Classification (A/B/C)

| Class | Criteria | Service Level | Contact Frequency |
|-------|----------|--------------|-------------------|
| **A - Key Account** | Top 20% by revenue, strategic importance | Highest | Weekly minimum |
| **B - Regular** | Regular orders, stable relationship | Standard | Bi-weekly |
| **C - Developing** | Growing potential, occasional orders | Growing | Monthly |
| **D - At Risk** | Declining orders, issues | Urgent attention | As needed |

## Phase 2: Contact Management

### Decision-Making Unit (DMU)

For each customer, map the buying team:

| Role | Name | Title | Email | Influence | Final Decision |
|------|------|-------|-------|-----------|----------------|
| Economic Buyer | [Name] | [Title] | [Email] | Budget approval | Yes |
| Technical Buyer | [Name] | [Title] | [Email] | Technical evaluation | No |
| User | [Name] | [Title] | [Email] | Using the product | No |
| Coach | [Name] | [Title] | [Email] | Internal champion | Supports us |

### Communication Preferences

| Contact | Best Channel | Best Time | Language | Notes |
|---------|-------------|-----------|----------|-------|
| [Name] | Email | Morning (their time) | English | Formal tone |
| [Name] | WhatsApp | Afternoon | Chinese | Casual OK |

## Phase 3: Quote Management

### Quote Lifecycle

Draft → Sent → Under Review → Revised → Accepted → Rejected → Expired ↓ Lost (competitor/price)


### Quote Template

QUOTATION

Quotation No.: [QUO-YYYYMMDD-XXX] Date: [Date] Valid Until: [Date + 30 days]

TO: Company: [Client Company Name] Attention: [Contact Name] Email: [Email]

PRODUCTS:

#	Product	Model/Spec	QTY	Unit	Unit Price	Total
1	[Product 1]	[Spec]	[X]	pcs	[Price] [Cur]	[Total]
2	[Product 2]	[Spec]	[X]	pcs	[Price] [Cur]	[Total]

SUBTOTAL: [Currency] [Amount] FREIGHT: [Currency] [Amount] ([Incoterm]) TOTAL: [Currency] [Amount]

PRICE TERMS: [FOB/CIF/EXW/DDP] PAYMENT TERMS: [T/T 30% deposit, 70% before shipment] LEAD TIME: [X] days after deposit received LOADING PORT: [Port] DELIVERY: [X] weeks from order confirmation PACKING: [Standard export packing / as agreed]

REMARKS:

Sample available: Yes/No
Sample cost: [Amount]
Certification available: [List]
MOQ may apply for certain specifications

We look forward to your response.

Best regards, [Your Name] [Title] [Company Name] Tel: [Phone] | Email: [Email] | WeChat: [WeChat ID]


### Quote Follow-Up Protocol

| Day | Action | Reason |
|-----|--------|--------|
| Day 3 | Check if received | Confirm email delivery |
| Day 7 | Ask if questions | Show responsiveness |
| Day 14 | Share new info | Add value, stay top of mind |
| Day 21 | Price/margin review | Assess competitiveness |
| Day 30 | Quote expiry notice | Create urgency |
| Day 35 | Revised quote or archive | Close loop |

## Phase 4: Order Management

### Order Flow

Inquiry → Quote → Sample → PI (Proforma Invoice) → Order Confirmation → Production → QC → Shipping → Delivery → Invoice → Payment → After-Sales


### Proforma Invoice (PI) Template

PROFORMA INVOICE

PI No.: [PI-YYYYMMDD-XXX] Date: [Date]

SELLER: Company: [Your Company Name] Address: [Your Address] Tel: [Phone] | Fax: [Fax] Email: [Email]

BUYER: Company: [Client Company] Address: [Client Address]

ORDER DETAILS:

#	Description	QTY	Unit	Unit Price	Total
1	[Product]	[X]	pcs	[Price]	[Total]

TOTAL VALUE: [Currency] [Amount] ([Incoterm])

PAYMENT: [T/T 30% deposit, 70% before shipment] LEAD TIME: [X] days SHIPPING: [By sea/air/express] DESTINATION: [Port/City, Country]

BANK DETAILS: Bank Name: [Bank Name] Bank Address: [Bank Address] Account Name: [Account Name] Account No.: [Account No.] SWIFT Code: [SWIFT]

Products are exported under export license No.: [XXX]

We confirm this proforma invoice is valid for 30 days from the date above.

Authorized Signature: _______________ Date: _______________

BUYER'S ACCEPTANCE: We accept the terms and conditions above.

Authorized Signature: _______________ Date: _______________ Company: _______________


### Order Tracking Timeline

| Stage | Milestone | Action | Communication |
|-------|-----------|--------|---------------|
| 0 | PI Signed | Confirm order, update CRM | Email confirmation |
| 1 | Deposit Received | Start production tracking | Email receipt |
| 2 | Production Started | Photo/video of production | WeChat/Email |
| 3 | Production 50% | Check QC point | Update timeline |
| 4 | Production Complete | Pre-shipment inspection | Send photos |
| 5 | Goods Ready | Book shipping | Send shipping docs |
| 6 | Shipped | Send B/L, tracking | Email + WeChat |
| 7 | In Transit | Monitor shipment | Update ETA |
| 8 | Arrived | Notify clearance | Email + call |
| 9 | Delivered | Confirm receipt | Phone/WeChat |
| 10 | 30-Day Follow-up | Check satisfaction | Email |
| 11 | 90-Day Follow-up | Request review/referral | Email |

## Phase 5: Customer Health Monitoring

### Key Metrics to Track

| Metric | What It Measures | Warning Threshold |
|--------|-----------------|-------------------|
| Order Frequency | How often they order | No order in [X] months |
| Order Value | Average order size | Declining trend |
| Payment Speed | Days to pay | > 30 days past due |
| Inquiry Response | Time to respond to quotes | Declining engagement |
| Satisfaction | Feedback quality | Negative signals |

### At-Risk Customer Signals

⚠️ Warning Signs:

Order frequency decreasing
Order size getting smaller
Ignoring quotes/inquiries
Not responding to follow-ups
Switching to competitor
Payment delays increasing
Complaints or disputes

🚨 Urgent Action Required:

Direct phone call
Schedule meeting/visit
Offer solution/incentive
Escalate if needed


### Customer Health Score

| Score | Status | Action |
|-------|--------|--------|
| 9-10 | Healthy | Maintain relationship |
| 7-8 | Stable | Monitor, grow |
| 5-6 | At-Risk | Intervention needed |
| <5 | Critical | Immediate action |

## Phase 6: Key Account Management

For A-class customers (Key Accounts):

### Key Account Plan Template

Key Account Plan: [Customer Name]

Period: [Year/Quarter]

Account Overview

Since: [Year relationship started]
Current status: [Active/At-risk/etc.]
Annual revenue: [Amount]
Revenue trend: [Growing/Stable/Declining]

Decision Makers

Name	Role	Since	Relationship
[Name]	[Title]	[Year]	[Strong/Good/Needs attention]

Business Analysis

Products Supplied

Product	% of Their Purchases	Your % of Their Volume
[Product]	[X]%	[Y]%

Competitive Position

Main competitor: [Name]
Competitor's share: [X]%
Your share: [Y]%

Growth Opportunities

[Opportunity 1]
[Opportunity 2]
[Opportunity 3]

Risks & Challenges

[Risk 1]
[Risk 2]

Action Plan (Next Quarter)

Action	Owner	Due Date	Status
[Action 1]	[Name]	[Date]	[X]
[Action 2]	[Name]	[Date]	[X]

Meeting Schedule

Regular calls: [Frequency]
On-site visits: [Frequency]
Executive sponsor: [Name]


## Phase 7: Communication Templates

### Regular Check-In Template

Subject: Quick check-in | [Your Company]

Hi [Name],

Hope you're well!

I wanted to touch base to:

See how things are going with [current project/product]
Check if you have any upcoming requirements
Share any updates from our end

Any thoughts on your end? Happy to schedule a call if easier.

Best, [Your Name]


### After Order Delivery

Subject: Order [XXXX] delivered — quick follow-up | [Your Company]

Hi [Name],

I wanted to personally follow up after the delivery of your order [XXXX].

Is everything arriving in good condition? Any issues we should know about?

We always appreciate your business and want to make sure you're 100% satisfied.

Looking forward to hearing from you.

Best, [Your Name]


### Relationship Building (Non-Business)

Subject: [Industry event] — thought you'd find this interesting

Hi [Name],

[Quick observation or news relevant to their business].

Thought this might be useful/give you something to think about.

Let me know if you'd like to discuss — always happy to connect.

Best, [Your Name]


### Price Increase Notification

Subject: Price adjustment notice — effective [Date] | [Your Company]

Dear [Name],

We hope this message finds you well.

Due to [reason: raw material costs / exchange rate / logistics costs], we will need to adjust our pricing effective [Date].

The new prices for your regular orders will be:

Product	Old Price	New Price	Change
[Product 1]	[X]	[Y]	[+Z%]

We understand this is [inconvenient/unwelcome news], and we want to assure you that:

We have worked hard to minimize the increase
This is our standard pricing for all customers
We remain committed to providing [quality/service level]

For orders placed before [Date], we can honor current pricing.

Thank you for your understanding and continued partnership.

Best regards, [Your Name] [Title] | [Company]


### Payment Reminder (Professional)

Subject: Payment reminder — Invoice [XXXX] | [Your Company]

Dear [Name],

I hope this email finds you well.

This is a friendly reminder that Invoice [XXXX] dated [Date] for [Currency] [Amount] is due as of [Due Date].

Invoice details:

Invoice No.: [XXXX]
Amount Due: [Currency] [Amount]
Due Date: [Date]

If you have already arranged payment, please disregard this message and accept our thanks.

If you have any questions or need to discuss payment arrangements, please don't hesitate to reach out.

Best regards, [Your Name] [Title] | [Company] Tel: [Phone]


## Phase 8: Customer Analytics

### Monthly Customer Report

Customer Management Report — [Month/Year]

Summary

Total active customers: [X]
New customers: [X] (+[X]% vs last month)
Orders placed: [X]
Total order value: [Currency] [Amount]
Average order value: [Currency] [Amount]

Top 10 Customers by Revenue

Rank	Customer	Orders	Revenue	vs Last Month
1	[Name]	[X]	[Amount]	[+/-X%]
...	...	...	...	...

At-Risk Customers

Customer	Risk Signal	Last Order	Action Taken
[Name]	[Signal]	[Date]	[Action]

Pending Quotes

Customer	Quote #	Amount	Sent Date	Status
[Name]	[QUO-XXX]	[Amount]	[Date]	Under review

This Month's Goals

Follow up on pending quotes
Reach out to at-risk customers
Thank top customers
Review payment aging


## Quality Standards

1. **内容真实性**：报价、价格调整通知中的具体金额/百分比必须基于用户提供的真实数据，不编造数值
2. **Data accuracy**: Keep all customer records up to date — contact info, terms, preferences
2. **Timely follow-up**: Respond to customer communications within 24 hours
3. **Document everything**: Log all significant interactions in the customer record
4. **Consistency**: Apply pricing terms and policies uniformly
5. **Proactive communication**: Don't wait for customers to ask — keep them informed
6. **Personalization**: Remember customer preferences and past interactions

## Common Pitfalls

1. **Neglecting small customers**: Small customers today can become big customers tomorrow
2. **Reactive only**: Don't wait for customers to reach out — be proactive
3. **Losing institutional memory**: Document everything so knowledge isn't lost if staff changes
4. **Price-based only**: Relationship quality often matters more than price
5. **Over-promising**: Never promise what you can't deliver
6. **Neglecting payment terms**: Clear payment terms prevent disputes
7. **No succession plan**: If one person leaves, another should know the customer