KANEKYU INTERNATIONAL BRAND SITETaiwan market support for Japanese and international brands
康乃久KANEKYU康乃久 · EST. 1989
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AI WORKFLOW · 04

B2B enquiry and proposal routing

Turn different enquiries into a summary, missing inputs, responsible owner, next step and proposal outline.
View implementation process ↓Open document templates ↓Download the fixed-format toolkit ↓

Best for

Wagyu, trade, equipment, food production and department-store enquiries entering through one contact point.

Expected outcome

Route each enquiry to the right company or person while retaining clear no-commitment boundaries.

IMPLEMENTATION SOP

Practical implementation process

Start with one real but de-identified data set, then use the test result to agree ongoing scope, cadence, access and fees.

  1. 01

    Define enquiry categories

    Confirm the official source and bounded scope.

    Primary owner
    Business owner
    Step deliverable
    Scope and source list
  2. 02

    Set required fields and routing

    Define required fields, status, access and approval conditions.

    Primary owner
    Business and approval owners
    Step deliverable
    Field, access and approval rules
  3. 03

    Test existing enquiries

    Run one test with de-identified real data and review differences and gaps.

    Primary owner
    AI preparation / human review
    Step deliverable
    First difference and gap report
  4. 04

    Prepare reply and proposal outline

    AI prepares the draft or report; authorised staff review facts and risks.

    Primary owner
    AI draft / staff approval
    Step deliverable
    Pre-approval deliverable
  5. 05

    Record case progress

    Record approval, version, owner and the next review date.

    Primary owner
    Authorised staff
    Step deliverable
    Version, approval and next-review record

READINESS CHECK

Information needed before starting

WORKING DOCUMENTS

Document toolkit you can open now

Open a document to view its recommended fields. These are starting templates; the working version is adapted to company process and access controls.

01B2B enquiry intakeCollect enough information for first routing.Open documentClose document

Recommended fields

  1. 01Company, brand and country
  2. 02Contact and role
  3. 03Enquiry category
  4. 04Product or scale
  5. 05Market or venue
  6. 06Timing
  7. 07Constraints
  8. 08Attachments and sources
02Enquiry routing summaryConfirm who owns the case and what is missing.Open documentClose document

Recommended fields

  1. 01Case summary
  2. 02Category and priority
  3. 03Primary owner
  4. 04Missing inputs
  5. 05Risks and prohibited commitments
  6. 06Next step and due date
  7. 07Status
03Proposal outline approval sheetAgree scope and assumptions before a formal quote.Open documentClose document

Recommended fields

  1. 01Objective
  2. 02Proposed scope
  3. 03Deliverables
  4. 04Client inputs
  5. 05Exclusions
  6. 06Timing assumptions
  7. 07Items pending quote
  8. 08Approver

DOWNLOADABLE TOOLKIT · v1.0.0

Fixed formats and compatible software

Start with the complete ZIP, or download Excel, Word or PDF separately. Traditional Chinese, Japanese and English are combined in each file, with version and approval fields included.

ZIPRecommendedComplete toolkit

Get Excel, Word, PDF and the usage guide together.

v1.0.0 · 2026-08-21 · 342 KB↓Excel .xlsxEditable working file

Includes instructions and three ready-to-complete worksheets.

v1.0.0 · 2026-08-21 · 17 KB↓Word .docxFillable approval document

For requirements, human review and approval records.

v1.0.0 · 2026-08-21 · 49 KB↓PDFReading and print edition

A fixed layout for review, printing and internal briefing.

v1.0.0 · 2026-08-21 · 292 KB↓
Excel is the editable operating file, Word is for completion and approval, and PDF is for reading and printing. No file contains macros or an automatic system connection. CSV is deferred until the real import schema is confirmed, avoiding a placeholder format that cannot be imported safely.

OFFICIAL SOFTWARE

Open with official software

This site does not host or repackage installers. Use the official sources below; Google Sheets can run directly in a browser.

HUMAN REVIEW · ACCESS

Human review and access boundaries

  • Authorised staff decide quotes, eligibility, lead times and trade feasibility
  • A summary is not a formal proposal, contract or commitment
  • Sensitive commercial material stays with authorised case staff

These are workflows available for assessment and phased introduction. They do not imply that the current website is connected to customer, order, inventory, finance, LINE or email systems. Data access, sending, automation, cadence, retention, fees and responsibility remain subject to testing and written scope.

START WITH ONE REAL WORKFLOW

Start an initial review with this module

Email the module requirements →View B2B and international services →View general contact options →
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