How to market your agency

Most agencies grow by referrals and WeChat. Sourcing Management helps you look like a serious desk: your brand on every screen, a portal buyers can open themselves, and one clear path from request to order.

Loop	What you do	What the buyer sees
Brand	Logo, colours, company name	Your site, not PHOENIX
Prove	Walk one sample request	Status, quotes, messages
Invite	Add the buyer as a portal user	Login email + dashboard
Close	Send a quotation, take the order	Approve on the portal

1. Put your brand on every client screen

Open White Label Settings (or Day One > Your brand). Set the brand name, logo and two colours. The login page, the portal and emails then show your mark.

See White-Label and Getting Started.

2. Sell the portal, not the software

Buyers care about three things: “Can I send a request with a photo?”, “Can I approve a quote on my phone?”, “Will I see where my order is?”. Open the portal as Client in the demo and show those three screens.

Pitch line	Screen to open
”Send the RFQ from your phone”	Portal > New request
”Approve here, we start production”	Portal > quotation with Approve
”Track every stage”	Request tracker (eight stages)

See Client Portal Guide.

3. A 15-minute demo that closes meetings

1. Sign in to your site (or Start Demo).
2. Open Requests and pick one sample deal.
3. Show factory quotes side by side, then the costing sheet (your margin stays internal).
4. Switch to the client login and approve the quotation on the portal.
5. End with: “I invite your buyers today; the next RFQ comes through your brand.”

4. Invite the first real buyers

1. Open the client under Clients.
2. Add each buyer in Portal Users.
3. They get an email to set a password (3 days). Send a short WeChat note with your site address.

Do	Do not
One login per person	Share one password across a company
Send a second invite if the link expires	Promise factory names or factory prices
Reply on the request thread	Move the deal to a private chat with no record

5. Content and channels that work for China desks

Channel	What to post	Link to product
WeChat Moments / groups	One photo of a packed carton + “quoted in 48h on our portal”	Your login URL
LinkedIn / email	Short case: request → quote → approve	Portal screenshot (no factory prices)
First meeting	Live portal on a phone	Book a call page
After delivery	Ask for one introduction	New portal invite

6. Keep promises the product can keep

• Available today: requests, RFQ PDF, quote comparison, costing, client quotation, orders, portal, messages, your brand.
• Not yet (2027): QC photo packs and shipment tracking on the portal. Do not sell those as live.

See Sourcing Workflow.

Checklist before you pitch

Ready?	Check
	Brand name and logo saved
	At least one business model on in Sourcing Settings
	One sample request you can open in under 10 seconds
	Client demo login tested on a phone
	Your site address saved in WeChat favorites

Try it. Start Demo gives you Lantau Trading Co for 24 hours. Practise the 15-minute loop before the next client call.