Wholesale / Trading
Reorders depend on memory.
Where wholesale / trading actually hurts.
Wholesale and trading businesses depend on repeat orders from existing customers - but reorders depend on the customer remembering to call, or the salesperson remembering to ask. There's no system for proactive reorder reminders.
The characteristic leaks in this segment.
Each leak maps to a stage of the Growth OS. We close them in sequence - not all at once.
No customer database with order history
Reorders depend on customer memory
No proactive reorder reminders
No inventory visibility for customers
No system for price list and stock updates
The stack we run for Wholesale / Trading.
Not every engagement uses every service. The diagnosis decides which to sequence first.
The tools in the stack.
We don't lead with tools - we lead with the leak. But these are the categories that typically appear in a wholesale / trading engagement.
- CRM
- ERP
- Reorder automation
- Customer portal
How the engagement runs.
Sequenced, not simultaneous. Each step makes the next one work - and the order matters more than the speed.
- Step 01
Organise
Build a customer database with order history and frequency.
- Step 02
Remind
Automate proactive reorder reminders based on past patterns.
- Step 03
Systematise
ERP for inventory, pricing, and order tracking.
- Step 04
Retain
Customer portal for easy reordering and stock visibility.
Questions about Wholesale / Trading.
Plain answers - no jargon, no sell. If your question isn't here, ask us directly.
Fix your industry's growth leak
The diagnosis is free. We'll tell you whether wholesale / trading fits the pattern - and which rung to start on - before you spend anything.