Systems for Packaging Firms
The business model for packaging companies runs through high-volume production runs and custom structural design contracts. Profit often leaks during the protracted back and forth of proof approvals and when technical specifications are misunderstood between the sales team and the production floor.
B2B & Industrial
How the business actually works
Inquiry
A prospect submits structural requirements and volume needs via a custom web intake.
Quoting
Sales engineers calculate materials costs and tooling requirements to provide an estimate.
Prototyping
The design team creates CAD files and physical samples for client review.
Approval
The client provides a formal sign off on the structural proof and graphic overlays.
Production
The job enters the manufacturing queue for die cutting, printing, and gluing.
Quality Control
Finished units are inspected for color consistency and structural integrity.
Distribution
Goods are palletized and dispatched to the client or a third-party warehouse.
Retention
Systematic follow up ensures reorder cycles are captured before the client seeks other bids.
Where it leaks
Production often stalls because the designer is waiting for a client email that got buried. Without a centralized portal, the delay in getting a signed PDF can throw off the entire week of machine scheduling.
Verbal changes to box dimensions or substrate thickness often fail to reach the final work order. These discrepancies lead to expensive overruns and wasted materials that the shop must absorb.
Many owners lose recurring business because they do not track the client's inventory depletion rates. Failing to reach out three months after a large run allows competitors to undercut on the next bid.
Industrial buyers often request quotes from five different vendors simultaneously. If the initial inquiry is not acknowledged immediately, the buyer assumes the shop is too busy for new work.
Clients frequently call to ask where their order is in the manufacturing process. These manual status updates consume hours of account management time that could be spent on business development.
What LATTICE can build
Custom forms capture exact dimensions, flute types, and coating requirements so data is never lost.
System sends SMS and email alerts when a proof is ready, requiring a digital signature before production can begin.
Workflows calculate the estimated depletion date of an order and prompt the client to re-up their stock automatically.
A secure area where buyers can view their art files, order history, and current shipping status without calling the office.
AI receptionists handle initial inquiries to confirm receipt and gather missing technical details immediately.
Organize client-specific assets and tooling numbers within the CRM for fast retrieval during repeat runs.
Send automated reminders for deposits before raw materials are ordered and final balances before the truck leaves the dock.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
By centralizing the file versioning and requiring a digital sign-off on the final art file, the system ensures that the production team is only looking at the most current, approved version. This eliminates the risk of using an old revision of a graphic overlay.
Yes. The intake and project management modules are built to handle specific technical attributes such as GSM, flute grade, or specialty finishes like UV coating and foil stamping, ensuring these details are tied to the order.
The system is designed to manage high-touch relationships by tracking annual volumes and providing a dashboard for total spend, making it easier to manage quarterly business reviews and price adjustments.
No, it acts as the front-end for sales and production communication. It handles the client-facing side of the business and then passes the completed financial data to your bookkeeper or accounting tool.
The portal allows for a formal ticket to be opened where photos of the issue can be uploaded, documented, and assigned to a manager for resolution, keeping a clear paper trail for the audit.