This is an illustrative workflow, not a client account. It uses the same screens and the same customs records you have access to, so you can reproduce every step.
Scenario: an origin-side tea exporter wants first meetings with Kenyan blenders and packers within a month.
The setup
Product: black tea. Code: HS 0902. Market: Kenya. Role: buyer. Window: trailing 12 months. Nothing else is filtered on the first pass — narrowing too early hides the mid-sized buyers that are easiest to win.
The qualification rules
Every company from the first pass is scored against four rules before anyone writes an email.
- Cleared at least four shipments in the window
- Sources from two or more origin markets
- Most recent clearance within 90 days
- Declared value per shipment inside the exporter's minimum lot economics
From company to conversation
Surviving companies are saved as leads, which triggers contact discovery. Each lead gets a short AI summary of the contact's current role and responsibilities, so the opening message references what that person actually owns.
Outreach then quotes one specific fact from the shipment history — origin mix or clearance cadence — rather than a generic introduction.
Keeping it warm
The HS code and the saved companies go on watch. Signals then flag volume swings, dormant buyers returning and new entrants in the lane, which is what turns a shortlist into a repeating cycle of reasons to call.
Frequently asked
- Is this based on a real customer?
- No. It is a reproducible workflow using live customs records. No client names, results or testimonials are represented here.