Phase 01 · Foundation
Market and customer insights
Goal: define market positioning and key decision-makers
01Organize Products and ServicesClarify core products, service capabilities, competitive advantages, and application scenarios
02Build decision-maker personasDefine target accounts, key roles, purchase motivations, and decision barriers
03Competitor and keyword researchAnalyze benchmark website architecture, presentation logic, keywords, and market positioning.
Deliverables:Product and scenario list, priority markets, decision-maker personas, benchmark website research, keyword map, and positioning hypotheses. Acceptance requires explaining the rationale for selections and exclusions.
DTC adaptation:Product mix and hero SKUs, priority country markets, consumer segments and use cases, marketplace/independent site roles, and platform and brand competitive benchmarking.
Phase 02 · Conversion Base
Website & Conversion Infrastructure
Goal: build a searchable digital presence that converts
04Plan SEO website architectureEstablish a clear information hierarchy, page paths, and keyword layout
05Build a Standalone SiteComplete core product pages, service pages, and brand trust content
06Build 20 high-converting landing pagesSegment by customer persona and search intent, structure content using sales psychology, and configure forms and data tracking.
Deliverables:Sitemap, page templates, core pages, landing pages, forms, and event tracking specifications. Acceptance is based on real testing of mobile experience, submission flow, source attribution, and responsible-party notifications.
DTC adaptation:Product categories and navigation, PDP templates, product feed, cart/checkout flow, and GA4, ad pixel, and purchase event specifications. Product ID, price, inventory, and variants must match between feed and PDP.
Phase 03 · Brand Presence
Brand Accounts & Content System
Goal: build lasting professional trust through the company and key roles.
07Set up corporate social media pagesComplete Facebook and LinkedIn company page setup
08Build an Employee LinkedIn MatrixCovers CEO, CTO, Sales Director, Senior Engineer, and Procurement Manager roles
09Establish a content update mechanismEach account publishes three pieces of image-text or video content per week
Deliverables:Company and employee account baselines, role content boundaries, master content bank, monthly calendar, review process, and reusable templates. Three posts per week is a mechanism design, not a fixed performance commitment.
DTC adaptation:Brand social pages, creator and UGC collaboration lists, product/scene motifs, monthly content calendar, asset licensing, and commercial partnership disclosure rules.
Phase 04 · Trust Building
Content Channels and Trust Building
Goal: Expand brand reach and backlink assets through professional content and video
10Operate professional content platformsContinuously operate Reddit, Quora, and Medium and build external backlinks
11Integrate Instagram and WhatsAppUse short videos to attract customers and bring them into instant messaging and service
12Create official YouTube accountPublish video content regularly and continuously drive traffic to the independent site
Deliverables:Platform content guidelines, community engagement checklist, video segments, description-area link rules, WhatsApp handoff scripts, and conversation feedback methods. Acceptance is based on content quality and end-to-end flow.
DTC adaptation:Short-video and review segments, community engagement and influencer collaboration programs, comment collection/reply guidelines, and a reusable library of reviews and trust assets.
Stage 05 · Active Demand
Paid traffic and outbound acquisition
Goal: combine organic traffic, paid ads, and proactive outreach to acquire targeted customers
13Launch the three major ad platformsGoogle+YouTube / LinkedIn / Meta paid traffic (Meta dual destination: WhatsApp private channel or standalone site), plus SEO and keyword rankings
14Enable Sales NavigatorRegularly update content, filter decision-makers, and send InMail
15Build a global prospect crawlerAutomatically capture target companies and contacts into a customer database
Deliverables:Search campaign structure, SEO content queue, account and contact filtering rules, InMail templates, compliance data standards, and retargeting tiers.Compliance interpretation:Use only public company information, authorized databases, exhibition directories, or official company websites. Do not bypass login or technical restrictions, collect sensitive personal information, or send bulk messages without permission.
DTC adaptation:Google Shopping/PMax product groups, Meta catalog, browsing/cart-add retargeting audiences, on-platform ad structures, and cross-platform budget rules. DTC does not use contact scraping or AI outbound calls.
Phase 06 · Revenue Loop
Automated Nurturing & Sales Conversion
Goal: Convert leads into stable customers through automated nurturing and sales collaboration
16Build AI email sequences6 automated follow-up rounds, then moves to newsletter for long-term retention; effective reply rate 0.4% (customers expressing business interest)
17Conduct AI outbound callsAI call center auto-dials, judges intent, and confirms qualification; high-intent leads are handed to human follow-up
18Aggregate leads for continuous optimizationUnify leads from forms, WhatsApp private domain, email, InMail, and AI outbound calls; review conversions
Deliverables:Six-email sequence, trigger and stop rules, outbound call logs, MQL/SQL criteria, sales handoff SLA, funnel dashboard, and review mechanism. Acceptance is verified with end-to-end simulated leads.
DTC adaptation:Browse/abandoned-cart emails, order and after-sales notifications, review invitations, membership/repurchase automation, plus order, refund, and customer value feedback fields.
The 90–180 day cadence is a planning reference, not a performance promise. Implement by dependencies, not by waiting mechanically: ads don't need the whole site finished, but they do need matching landing pages and conversion tracking.
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