E-commerce Businesses · Client Onboarding
Wholesale/B2B Intake
Wholesale and retail partnership inquiries usually arrive through email, contact forms, and DMs with missing information. This automation standardizes intake so serious buyers get qualified quickly and your team stops chasing basics like store count, resale certificate status, and order volume.
How It Works
Capture every wholesale inquiry
New submissions from the site, inbox, or trade-show lead lists are routed into one intake workflow.
Collect qualification data
The system sends a form asking for business type, store count, target order volume, resale certificate, and product interest.
Score and route the lead
Qualified buyers are sent to the wholesale rep with context, while lower-fit inquiries get automated pricing or FAQ information.
Start the next-step sequence
Approved leads automatically receive line sheets, catalog links, account setup instructions, or a booking link for a call.
Tools & Platforms
Key Benefits
Stops the team from manually triaging incomplete wholesale requests Gets serious retail buyers into the pipeline faster Improves consistency in how wholesale opportunities are qualified Creates a cleaner handoff from inquiry to account setup
In Practice
A specialty food brand receives a form submission from a regional grocery chain. The automation collects store count and delivery region, routes the lead to the wholesale manager, and sends the buyer a catalog and pricing packet within minutes instead of waiting two days for manual follow-up.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
Book a Free 15-Min CallNo pressure. We’ll tell you if this one is worth building first.