Precision Quote Nurture
- 1Inquiry form submitted for custom component
- 2Automated internal notification to engineering team
- 3Email sent to client with facility capability deck
- 4Follow-up reminder sent 48 hours after quote delivery
Systems for Manufacturers
Optimize Production Throughput and Lead Intake
Manufacturing operations earn their income through consistent production runs and high-volume purchase orders. Money most often slips away during the pre-production phase through slow RFQ response times, lost technical specifications, or poor follow-up on large-scale bids.
B2B & Industrial
- RFQ Automation
- Production Portals
- Multi-Channel Follow-Up
- AI Industrial Receptionist
- Payment Reminders
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A potential client or distributor submits a request for a quote or a technical capability inquiry.
- 02
Technical Review
Engineering and production teams assess the specifications and material requirements for the build.
- 03
Quoting
The sales team delivers a detailed proposal including lead times and volume pricing breaks.
- 04
Purchase Order
The buyer issues a formal PO and the project moves into the production scheduling queue.
- 05
Fabrication
Raw materials are converted into finished goods according to the approved shop drawings.
- 06
Quality Control
Final inspections ensure the output meets all tolerances and industry certifications.
- 07
Shipping
Logistics are coordinated for freight delivery or pickup from the facility.
- 08
Reorder
The account is monitored for recurring replenishment needs or new product development.
Where it leaks
Common problems for manufacturers.
01
RFQ Stagnation
Complex requests for quotes often sit in a sales queue without technical feedback. This delay allows competitors with faster response times to win the contract before you even present a bid.
02
Information Silos
Design specifications, change orders, and delivery timelines are often buried in individual email threads. This lack of transparency leads to production errors and missed shipping deadlines.
03
Low Lead Conversion
Valuable industrial inquiries fail to convert because the follow-up process is manual and inconsistent. Without a structured nurturing system, prospects forget your capabilities between procurement cycles.
04
Manual Payment Tracking
Chasing down progress payments or final balances on net-30 terms drains administrative resources. Relying on manual reminders leads to cash flow gaps and late vendor payments for raw materials.
05
Inefficient Reordering
Existing clients often source from elsewhere because the reordering process is friction-heavy. Failing to proactively engage past buyers when their stock is likely low results in lost recurring revenue.
What LATTICE can build
Systems built around how you work.
RFQ Automation
Instantly acknowledge new quote requests and route them to the correct department for technical review.
Production Portals
Provide clients with a secure area to upload CAD files, approve shop drawings, and view real-time production status.
Multi-Channel Follow-Up
Nurture long-term procurement relationships through automated professional updates via email and SMS.
AI Industrial Receptionist
Capture inquiries from distributors and vendors 24/7, ensuring no high-value project is missed after hours.
Payment Reminders
Automate the collection of deposits and final payments with triggered notifications for overdue invoices.
Spec Confirmation Bot
Use chat tools to quickly qualify the scale and material requirements of a lead before a sales engineer reviews it.
Review Generation
Systematically request feedback and professional endorsements from satisfied B2B partners to build industry authority.
Lead Reactivation
Automatically reach out to previous buyers who have not placed an order in a specified timeframe.
Example systems
What it looks like in practice.
Production Status Update
- 1Project status changed to In Production
- 2Automated email update sent to the buyer
- 3SMS notification sent when item enters final QC
- 4Final invoice and shipping tracking number sent automatically
Recurring Order Recovery
- 1System detects no order activity for 90 days
- 2Reactivation email sent with current lead times
- 3Task created for account manager to call if no response
- 4Client portal link provided for one-click reordering
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from manufacturers
Can this system handle complex technical specifications?
Yes. The intake workflows are designed to collect specific data points and file uploads like blueprints or CAD files. This ensures your engineering team has the necessary documentation to begin a review immediately.
How does this help with long B2B sales cycles?
The system maintains consistent contact with procurement officers through automated nurturing. It keeps your facility top-of-mind during the weeks or months it takes for a project to move from budget approval to a firm purchase order.
Can we manage different pricing for different distributors?
The platform allows for segmented communication and custom tagging. You can tailor your messaging and follow-up sequences based on the specific partner tier or industry sector you are addressing.
Will this replace our existing production software?
It is designed to sit in front of and alongside your production tools, handling the client-facing communication and lead management that traditional ERPs often lack. It bridges the gap between the initial inquiry and the actual fabrication process.
How do we handle change orders through the system?
You can create specific workflows for change requests that document the adjustment and require client sign-off. This creates a clear digital paper trail, reducing disputes over final specifications and billing.