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AI WORKFLOW · 04
B2B enquiry and proposal routing
Turn different enquiries into a summary, missing inputs, responsible owner, next step and proposal outline.
Expected outcome
Route each enquiry to the right company or person while retaining clear no-commitment boundaries.
IMPLEMENTATION SOP
Practical implementation process
Start with one real but de-identified data set, then use the test result to agree ongoing scope, cadence, access and fees.
- 01
Define enquiry categories
Confirm the official source and bounded scope.
- Primary owner
- Business owner
- Step deliverable
- Scope and source list
- 02
Set required fields and routing
Define required fields, status, access and approval conditions.
- Primary owner
- Business and approval owners
- Step deliverable
- Field, access and approval rules
- 03
Test existing enquiries
Run one test with de-identified real data and review differences and gaps.
- Primary owner
- AI preparation / human review
- Step deliverable
- First difference and gap report
- 04
Prepare reply and proposal outline
AI prepares the draft or report; authorised staff review facts and risks.
- Primary owner
- AI draft / staff approval
- Step deliverable
- Pre-approval deliverable
- 05
Record case progress
Record approval, version, owner and the next review date.
- Primary owner
- Authorised staff
- Step deliverable
- Version, approval and next-review record
READINESS CHECK
Information needed before starting
- Service scope and enquiry categories
- Required fields and internal owners
- Response principles and existing templates
- Conditions AI must not answer or promise
WORKING DOCUMENTS
Document toolkit you can open now
Open a document to view its recommended fields. These are starting templates; the working version is adapted to company process and access controls.
01B2B enquiry intakeCollect enough information for first routing.Open documentClose document
Recommended fields
- 01Company, brand and country
- 02Contact and role
- 03Enquiry category
- 04Product or scale
- 05Market or venue
- 06Timing
- 07Constraints
- 08Attachments and sources
02Enquiry routing summaryConfirm who owns the case and what is missing.Open documentClose document
Recommended fields
- 01Case summary
- 02Category and priority
- 03Primary owner
- 04Missing inputs
- 05Risks and prohibited commitments
- 06Next step and due date
- 07Status
03Proposal outline approval sheetAgree scope and assumptions before a formal quote.Open documentClose document
Recommended fields
- 01Objective
- 02Proposed scope
- 03Deliverables
- 04Client inputs
- 05Exclusions
- 06Timing assumptions
- 07Items pending quote
- 08Approver
DOWNLOADABLE TOOLKIT · v1.0.0
Fixed formats and compatible software
Start with the complete ZIP, or download Excel, Word or PDF separately. Traditional Chinese, Japanese and English are combined in each file, with version and approval fields included.
ZIPRecommendedComplete toolkit
Get Excel, Word, PDF and the usage guide together.
v1.0.0 · 2026-08-21 · 342 KB↓Excel .xlsxEditable working fileIncludes instructions and three ready-to-complete worksheets.
v1.0.0 · 2026-08-21 · 17 KB↓Word .docxFillable approval documentFor requirements, human review and approval records.
v1.0.0 · 2026-08-21 · 49 KB↓PDFReading and print editionA fixed layout for review, printing and internal briefing.
v1.0.0 · 2026-08-21 · 292 KB↓Excel is the editable operating file, Word is for completion and approval, and PDF is for reading and printing. No file contains macros or an automatic system connection. CSV is deferred until the real import schema is confirmed, avoiding a placeholder format that cannot be imported safely.
OFFICIAL SOFTWARE
Open with official software
This site does not host or repackage installers. Use the official sources below; Google Sheets can run directly in a browser.
HUMAN REVIEW · ACCESS
Human review and access boundaries
- Authorised staff decide quotes, eligibility, lead times and trade feasibility
- A summary is not a formal proposal, contract or commitment
- Sensitive commercial material stays with authorised case staff
These are workflows available for assessment and phased introduction. They do not imply that the current website is connected to customer, order, inventory, finance, LINE or email systems. Data access, sending, automation, cadence, retention, fees and responsibility remain subject to testing and written scope.
START WITH ONE REAL WORKFLOW