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Export Knowledge Base / Cheat Sheets & Calculators / Sales Cheat Sheet

10-Step Rapid RFQ Qualification & Lead Triage Cheat Sheet

⚡ Quick-Reference Engineering & Sourcing Grounding

This technical reference card condenses factory-floor formulas, ASTM F963-23/EN71 safety parameters, steel tooling specifications, and container stuffing calculations into actionable reference data for rapid procurement decision-making.

01

The 10-Step Inbound Lead Verification Workflow

Step 1: Domain Veracity Check (verify corporate website against WHOIS age > 1 year); Step 2: Email Authentication (reject generic @gmail/@yahoo addresses unless supported by verifiable company registration); Step 3: Corporate LinkedIn Footprint (verify sourcing manager title and employee count > 10); Step 4: Customs Bill of Lading History (cross-check Panjiva/ImportGenius for active toy import shipments); Step 5: Budget & MOQ Compatibility (confirm buyer requirements match our 500-1,000 unit MOQ thresholds); Step 6: Decision-Making Authority (confirm contact is authorized to issue Purchase Orders); Step 7: Project Timeline Feasibility (ensure target delivery allows 18-25 days mass production + 25-35 days ocean transit); Step 8: Regulatory Certification Alignment (confirm destination requirements - ASTM F963 for US, EN71 for EU); Step 9: Sample Commitment (verify buyer willingness to pay courier freight); Step 10: Credit Veracity (run Sinosure credit score check for OA requests).

02

The 5 Golden Inbound Qualifying Questions

1) Destination & Regulatory Standards: Which country is the final retail market, and what specific certifications (ASTM, EN71, CPC, GCC) are mandatory? 2) Volume & Procurement Frequency: What is your estimated first trial order volume and projected annual replenishment cadence? 3) Customization Depth: Are you seeking a standard existing SKU with custom logo/packaging, or a bespoke private-mold development from 3D CAD? 4) In-Store Delivery Deadline: What is your mandatory delivery milestone or critical promotional season launch date? 5) Retail Packaging Architecture: Do you require custom full-color window display boxes, blister cards, PDQ counter displays, or bulk master packs?

03

Lead Scoring Tiers (R1 to RX) & SLA Action Routing

R1 (Score 80-100 / Immediate Hot Opportunity): Verified multinational retailer, brand licensor, or high-volume distributor -> Action: Assign to Senior Account Strategist, 4-hour SLA response, customized 3D CAD visualization and tiered FOB quotation. R2 (Score 60-79 / Qualified Wholesale Buyer): Regional importer or established Amazon FBA seller -> Action: Standard sales queue, 12-hour SLA response, standard catalog pricing sheet and sample box offer. R3 (Score 40-59 / Nurturing Stage): Startup, boutique retailer, or micro-importer -> Action: 24-hour SLA, automated digital catalog PDF dispatch and ready-stock catalog links. RX (Score <40 / Disqualified): Unverifiable identity, spam scraper, or fraudulent tender -> Action: Automated rejection or archive without engineering resource expenditure.

04

Red Flag & Scam Detection Checklist

Flag 1: Unsolicited multi-million dollar inquiries claiming to represent foreign government ministries without verifiable public tender credentials; Flag 2: Urgent demands for expensive free electronic toy samples shipped via air freight at factory expense; Flag 3: Requests for vendor registration fees, local notary fees, or cash payment kickbacks; Flag 4: Demands for 60-90 day Open Account terms on the very first transaction; Flag 5: Requests to split payment across unverified third-party bank accounts.

Next: Compliance Matrix →

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