Business Context
Export-oriented B2B Terry marketing requires long sales cycles, trade fair follow-ups, and client outreach.
The Problem
B2B buyer leads, correspondence history, and marketing catalog assets were scattered across personal email inboxes and spreadsheets, leading to delayed follow-ups.
Discovery Process
Mapped the B2B client journey from trade-show contact to sample approval, price negotiation, and production contract.
Requirements Mapped
- Single database of prospective international buyers.
- Content library for B2B catalog assets (videos, PDFs, certifications).
- Lead pipeline tracking.
- Automated tasks and reminders.
Key Decisions
- Build a clean, list-based dashboard.
- Implement asset directories to organize factory folders.
Workflow Rules
- Lead registered in dashboard.
- Marketing team assigns priority and links product categories.
System Solution
The Marketing Command Center is being developed to centralise marketing activities, buyer outreach, leads, content assets, campaigns, trade-fair planning, follow-ups and management visibility.
Current Outcome & Limitations
The project has established an initial structure for organising marketing information and defining the workflows required for future implementation.
Limitation Warning: The system remains under development, and several integrations, automation features and reporting functions have not yet been completed.
Lessons Learned
Centralizing assets first is more valuable than building complex, early automation.
Remaining Work Checklist
Integrate email logging forms and verify target lists.
Next Phase Directions
Continue workflow mapping for lead assignments.