chefroger/smart-trade-ai/b2b-onboarding

 
### Product Marketing Positioning
 
Generate positioning statements for each product:
 

 
## Phase 4: Competitor Analysis & Differentiation
 
### Competitor Analysis Report
 
For each competitor provided:
 

 
### Differentiation Strategy Document
 

 
## Phase 5: LinkedIn Complete Setup
 
Generate all LinkedIn materials:
 
### Personal Profile Optimization
 

 
### Company Page Setup
 

 
### LinkedIn Content Calendar (Month 1)
 
| Week | Content Type | Topic | Status |
|------|-------------|-------|--------|
| Week 1, Day 1 | Personal Profile post | Introduction/who you are | ☐ |
| Week 1, Day 3 | Company post | Company introduction | ☐ |
| Week 1, Day 5 | Article | Industry insight | ☐ |
| Week 2, Day 1 | Document post | Product guide | ☐ |
| Week 2, Day 3 | Video/Photo | Factory/product showcase | ☐ |
| Week 2, Day 5 | Text post | Quick tip | ☐ |
| Week 3, Day 1 | Article | Case study | ☐ |
| Week 3, Day 3 | Poll | Engagement question | ☐ |
| Week 3, Day 5 | Company post | Certification showcase | ☐ |
| Week 4, Day 1 | Personal post | Behind-the-scenes | ☐ |
| Week 4, Day 3 | Article | How-to guide | ☐ |
| Week 4, Day 5 | Summary | Month recap | ☐ |
 
## Phase 6: Social Media Content Calendar
 
### Monthly Content Calendar
 
Generate a complete monthly calendar for all platforms:
 

 
## Phase 7: B2B Platform Optimization Plan
 
### Product Listing Optimization
 
For each main product, generate:
 

 
## Phase 8: Development Templates
 
Generate all templates ready for immediate use:
 
### Cold Email Template — Initial Outreach
 

 
### LinkedIn Connection Template（连接邀请留言，官方上限 200 字符）
 

 
### Follow-Up Sequence
 
| Day | Channel | Content |
|-----|---------|---------|
| Day 1 | Email | Initial cold email |
| Day 3 | Email | Reminder + new value |
| Day 7 | LinkedIn | Connection note（InMail 需 Sales Navigator 套餐） |
| Day 14 | Email | Different angle |
| Day 30 | Email | Break-up email |
 
## Phase 9: Deliverables Summary
 
At the end of onboarding, deliver:
 
| Deliverable | Description | Format |
|------------|-------------|--------|
| Company Profile (English) | Optimized company introduction | .docx |
| Company Profile (Chinese) | Optimized company introduction | .docx |
| Product Catalog | Full product descriptions | .docx |
| Competitive Analysis | vs. each competitor | .docx |
| Differentiation Strategy | Key differentiators + talking points | .docx |
| LinkedIn Setup Guide | Profile templates + content calendar | .docx |
| Social Media Calendar | Monthly content plan | .xlsx |
| B2B Platform Plan | Product listing optimizations | .docx |
| Email Templates | Outreach sequences | .docx |
 
## Quality Standards
 
1. **内容真实性**：不编造公司成立年份、员工规模、服务客户数量。无用户提供数据时留白或用「超过 X 年」「多家客户」等定性表述
2. **No placeholders in final output**: All content must be complete and ready to use
3. **Language consistency**: One document, one language (all-English or all-Chinese)
4. **Industry-specific**: All content adapted to user's actual products and industry
5. **Visual-ready**: Content designed to work with the images/materials user has
6. **Actionable**: Every document should have clear next steps
7. **Professional quality**: Business-appropriate tone and formatting
 
## Common Pitfalls
 
1. **Generic content**: Without specific product info, generate industry-appropriate templates but flag what needs customization
2. **Missing visuals**: Generated text must be paired with user's actual photos/videos
3. **Overwhelming output**: Present deliverables in logical order, not all at once
4. **Unrealistic timelines**: Onboarding is a starting point, not instant results
5. **Missing follow-up**: The templates are tools — success depends on consistent execution