Systematized operations

Alibaba / LinkedIn / Pinterest Operations

A standardized SOP + AI knowledge base for B2B platform operations. Foundation → systematized ops → continuous optimization, all trackable and measurable.

← Back to all services
Why this service

Outsource top-of-funnel ops, focus on the core

📐

Systematized & trackable

Every stage has a documented SOP and a weekly dashboard. Not a black box — a transparent process you can audit anytime.

🧠

AI knowledge base built in

Aggregates your site, chat logs, RFQs, and competitor data. The AI assistant suggests quotes and reply drafts; avg response time under 1 hour.

3-star store is the anchor goal

Alibaba 3-star certification anchors the KPI, dragging product / marketing / trade scores up together.

🗃️

Tagged lead pool, never lost

A four-axis tagging SOP (deal stage / region / type / priority) means staff churn never costs you the relationship.

Three operating layers

A pyramid from foundation to continuous optimization

Foundation → systematized ops → continuous optimization. End-to-end coverage where every stage is trackable and measurable.

01
Foundation

Build the right foundation

A strong storefront attracts strong buyers

Anchor on Alibaba 3-star certification. Stand up standardized SOPs, build a professional storefront, attract qualified buyers organically.

  • Store standardization: complete brand presence + base data
  • Product launch + positioning: test → focus → optimize
  • Ad strategy: prune junk keywords, lock high-intent terms, lift quality inquiries
  • Sample trades: accumulate real transactions, build global trade credibility
02
Systematized operations

Trackable end-to-end execution

Know progress, hand off cleanly, define success

AI + standardized SOPs run prospect handling and list management. Fast response, stable platform ratings, and seamless handoff of high-potential buyers to your senior team.

  • Response playbook: OKKI deal-flow guide + canned message library + score maintenance
  • Lead tiering: deal stage / region / buyer type / priority
  • Automated follow-ups: dormant-lead reactivation, RFQ tracking, smart marketing pushes
  • AI knowledge base: site + RFQs + competitor data + work patterns + NotebookLM / Gemini Gem
  • Internal handoff: clear transfer rules + complete project context
03
Continuous optimization

Output: high-potential leads

Stay competitive, keep winning

Data-driven keyword strategy + precision ad ops keep visibility and ROAS climbing. Weekly tag tracking diagnoses why deals stall.

  • Product + ad optimization: keyword refinement, weekly product tracker, ROAS improvement
  • Customer follow-through: weekly "tag tracker" + "case tracker"
  • Trust building: certifications, case templates, deal acceleration
  • End-of-month re-engagement: targeted second outreach to opens-but-no-replies
  • Process refinement: AI knowledge base tuning, AI quoting, AI reply suggestions

Service flow

01

Service briefing

Walk through scope, working model, and expected outcomes.

02

Discovery + research

Pre-interview research; in-interview deep-dive on workflow and tribal knowledge.

03

Handoff design

Lock joint handoff cadence and deliverables before kickoff.

04

AI knowledge base setup

Stand up a business-specific AI knowledge base so the ops team ramps fast.

05

Systematized ops

Execute foundation, prospect handling, and continuous optimization.

06

High-potential lead delivery

Curate the highest-potential leads via tagging + smart marketing and hand them off.

Real results (anonymized)

From 3-star to 5-star in 4 months

EU/US + Middle East B2B

Climbing / fall-protection hardware

3★→5★
product score
70→90
marketing index
−44%
monthly ad spend
494
potential SKUs (was 257)
Challenge

Started at 3-star: 257 "potential" SKUs, 12 hero SKUs, marketing index 70. Monthly online USD 8.2K / 5 orders. Ad spend TWD 25.5K with weak P4P ROI; RFQs frequently went unanswered.

What we did

Foundation: store standardization + banner & PDP before/after, junk-keyword pruning, high-intent keyword targeting. Systematized ops: OKKI deal-flow templates, canned messages, four-axis tagging, end-of-month re-engagement of opened-but-silent leads. Optimization: weekly product tracker + customer tracker (e.g. week of 4/5–4/11 logged 15 active customers with 1 flagged for follow-up).

Outcome

In 4 months: product score 3★ → 5★ (potential SKUs 257 → 494, heroes 12 → 16). Marketing index 70 → 90 (5★). Trade-ready and RFQ scores both at 10/10 target. Monthly ad spend down to TWD 14,349.

EU/US retail brands

Tech-brand cosmetic-bag premiums

10 欄位
handoff fields
3 條
order-type paths
0
lost handoffs
Challenge

Non-price-driven orders, multiple QA rounds, brand-marketing demands. Hand-offs were ad-hoc and context regularly lost.

What we did

Built a cosmetic-bag handoff SOP (10 fixed fields: background, decision authority, budget profile, timeline, product type, status, payment, notes, next step). Senior team auto-triggered at "deal possible within 3 months" threshold.

Outcome

Zero handoff drift across projects. Sample / small / production-order paths run independently. September launch met on schedule.

Want to know how close your store is to 3-star?

Book a free 30-minute call — we audit your product / marketing / trade scores live.

Book a Call