Context
B2B relationships are built on responsiveness. Whether it's a new wholesale lead, an open draft order sitting unpaid, or an existing partner due for a reorder, a timely phone call with the right context closes deals faster than any email follow-up.
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How it works
Consio connects to your Shopify data to surface B2B opportunities automatically. When a new wholesale lead comes in, it triggers an immediate outbound call before interest cools. For open draft orders, it follows up after a set delay with a friendly check-in: "Hi, just following up on your open order, do you need anything adjusted before we confirm?". For existing accounts, it tracks ordering cycles and flags partners who are overdue for a reorder.
Every call is made with full context: the account's order history, open drafts, pricing tier, and any previous interactions. If the contact isn't available, the system drops a voicemail and follows up with an SMS payment or checkout link.
Benefits
B2B sales move at the speed of follow-up. By responding to wholesale leads instantly, you dramatically increase your chances of converting them into accounts. Studies show leads contacted within 5 minutes are far more likely to connect and convert than those reached later.
For existing accounts, proactive outreach keeps relationships warm and prevents partners from quietly drifting to competitors. Your team always has the context they need to have a productive conversation, with no digging through emails or CRM notes before the call. The result is faster deal cycles, fewer lost orders, and stronger long-term partnerships.
