How One Ecommerce Brand Fixed Their Broken Lead Flow in a Week

A B2B ecommerce brand was losing qualified wholesale buyers because their onboarding process was too slow and manual.Sales reps had to follow up to collect business details, chase down resale certificates, and manually approve buyers before they could access pricing or place orders—often days after the initial inquiry.

A wholesale ecommerce brand was losing sales because their follow-up process was slow and messy.
Reps had to manually chase documents and approve access, and buyers dropped off while waiting.

We stepped in with a fast fix:

• Built a lead flow that responded automatically after form fills
• Collected resale docs and business info in one step
• Qualified buyers and unlocked pricing instantly

Result:‍

• Buyers got access within minutes
• Sales team stopped chasing leads
• More qualified orders came through - faster

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