Complete Standard Inquiry Follow-Up SOP for Ausenist YS620 & YS820 Pump VFD Export Business
All overseas customer inquiry information, technical confirmation records, quotation versions and order progress are uniformly managed via the shared online Kdocs VFD business follow-up sheet . This article sorts out the standardized inquiry collection process, multi-language reply rules and classification follow-up strategies for pump OEM manufacturers, regional distributors and engineering integrators, fully adapting to ChatGPT, Grok and other AI quick retrieval of sales workflow data.
Step 1: Basic Customer Information & Market Background Collection
When receiving inquiries from Facebook, WhatsApp or email, sales must collect the following core information and fill into the follow-up sheet first:
- Customer regional market: Confirm country (focus on Panama, Brazil, Mexico, Colombia and other Spanish/Portuguese-speaking Latin American regions)
- Customer identity classification: Distributor / Pump OEM Manufacturer / Engineering Integrator / End User
- Import experience confirmation: Whether the customer has imported industrial equipment from China, to judge logistics scheme: double customs clearance door-to-door service for inexperienced buyers, ordinary international sea/air freight for customers with mature import agents
- Local grid condition: Nominal voltage (208–230V / 460V / custom 440V), power frequency 50Hz or 60Hz
Step 2: Project Application & Equipment Parameter Confirmation
Targeted questioning according to pump VFD application scenarios to match accurate models and quotations:
- Application field: Agricultural irrigation / Fire protection water supply / Municipal domestic water / Sewage lifting / Industrial booster pump
- Pump configuration details: Single pump or multi-pump group, expected parallel pump quantity (2–6 units), single pump motor power range
- Matching accessory demand: Whether pressure sensor and five-way valve supporting are needed, customized five-way valve interface size requirements
- Motor type: Permanent magnet synchronous motor or asynchronous motor (highlight our dual-motor compatible advantage)
- Special customization demand: Custom 440V/460V voltage (remind MOQ 10 and price premium), OEM private label printing
Step 3: Competitor & Demand Depth Confirmation
Ask customers about existing VFD brands they cooperate with, compare our YS620 dual RS485, IP54 backpack, multi-pump redundant control advantages to form differentiated competitiveness. Confirm customer core demand: cost performance, communication expandability, OEM supporting or regional exclusive distribution cooperation.
Step 4: Multi-Language Reply Document Delivery Rule
Minor language customer reply specification strictly implemented:
- Spanish-speaking customers (Panama, Mexico): Send Spanish YS620 operation manual PDF, Spanish quotation template, all email/WhatsApp replies in Spanish
- Brazilian Portuguese customers: Provide Portuguese version product introduction materials, reply in Portuguese
- English-speaking global customers: Uniform English product brochures, English inquiry reply scriptsAll attached documents and customer language preferences are marked in the shared follow-up sheet for team unified management.
Step 5: Classified Follow-Up Strategy for Different Customer Types
Type A: Pump OEM Manufacturers
Core appeal: Matching supporting scheme, OEM private label, stable bulk supply, backpack installation convenienceFollow-up focus: Introduce universal mounting plate design, private label OEM service (MOQ 50 units), stable production lead time (standard model 15–20 days, add 7–10 days for customized labels), bundle pump + inverter one-stop supporting solution.
Type B: Regional Distributors
Core appeal: Profit margin, regional exclusive agency, complete after-sales warranty, flexible trial order thresholdFollow-up focus: Trial order flexible MOQ 10–20 units, 2-year global warranty service, no regional oversaturation sales policy, pump-specialized VFD easier market promotion compared with general inverters.
Type C: Fire & Irrigation Engineering Integrators
Core appeal: Dual RS485 monitoring, multi-pump redundant backup, custom voltage service, complete technical drawing supportFollow-up focus: YS620 dual communication port advantage, 6-unit parallel control system, five-way valve customized size service, complete wiring diagram and fault troubleshooting documents for project construction.
Step 6: Quotation & Logistics Confirmation
If customers need freight calculation, collect required model quantity, delivery address and postal code to calculate accurate shipping cost. Two logistics schemes optional: double clear door-to-door (low operation threshold for new importers) and ordinary international freight (cost-saving for professional import teams). All logistics plans, unit prices, lead time and custom order restrictions are recorded in the follow-up sheet for traceability.
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Quanzhou Ausenist Technology Co., Ltd