From Industry Contact to Closed Deal: An Agent’s Roadmap

Capture part number, quantity, condition, documents, destination, and timing in one note. If the buyer cannot supply those, your next call is premature. You are still defining the job.

Add what the buyer has already rejected. Agents waste principal relationships by offering the same incomplete alternate twice.

Go to the party who controls the unit. Confirm it is still available, that the identifiers match, and that you may offer it. Ask which documents they will actually send.

If you are the supplier, be ready to show title or authority to sell. If you are introducing someone else, keep their role and yours distinct in every message.

Send the description and the documents through the managed workflow. Answer discrepancies in writing. Do not tell the buyer the part is “approved” because a principal sounded confident.

Commercial terms belong in the same record: price, currency, delivery responsibility, and what happens if the documents or the article do not match. A handshake plus a screenshot is a weak close.

Before anyone pays, the invoice party, the payee, and the supplier in the transaction record should agree. The buyer should verify payment instructions on a trusted channel.

After shipment, your remaining job is to keep the file consistent if a question arises. Disappearing once the introduction is made leaves the buyer and the supplier to reconstruct your promises.

Capture part number, quantity, condition, documents, destination, and timing in one note. Add what the buyer has already rejected, so you do not offer the same incomplete alternate twice. If those facts are missing, your next call is premature.

Then confirm a specific unit with the party who controls it: still available, identifiers match, you may offer it, and these are the documents they will send. 'I think they have one' is not this step.

Keep your role distinct in every message. If you are the supplier, be ready to show authority to sell. If you are introducing someone else, do not let the buyer think you are the invoicing party.

Send the description and the files through the managed workflow. Do not tell the buyer the part is approved because a principal sounded confident. Commercial terms belong in the same record: price, currency, delivery responsibility, and what happens if the article or the documents do not match.

Before anyone pays, the invoice party, the payee, and the supplier in the transaction record should agree. The buyer should verify payment instructions on a channel they already trust. You should not be collecting the product price for someone else without documented authority.

After shipment, stay available if a document question arrives. Disappearing once the introduction is made leaves the other two parties to reconstruct your promises.