📅 22nd January 2026 | 🕐 2:30 PM GMT | ⏱️ 60 minutes
Your Shopify stack wasn't built for B2B relationships. And it's costing you deals.
You've built a successful DTC brand. Now retailers want to stock your products.
But here's what's happening:
Wholesale enquiries sit in your Gmail for days—sometimes weeks—before anyone responds
You're tracking B2B deals in a spreadsheet that people update differently
When a buyer asks "what's your minimum order?" you're scrambling through old email threads
You have no idea which wholesale opportunities are worth £5K and which are worth £50K
First responders win 60% of wholesale deals. Your average response time? 3-5 days.
📕What you will learn
✅ Professional B2B Sales Pipeline
From "Initial Enquiry" → "Samples/Trial Sent" → "Pricing Discussion" → "First Order" → "Active Account" with automated transitions between stages
✅ Multi-Location Account Structure
How to track business clients with multiple locations (hotel chains, restaurant groups, retail chains, corporate offices) - parent company → individual sites → location-specific contacts
✅ Custom Fields for B2B Sales
The 12 essential fields: Business Type, Order Minimums, Payment Terms, Contract Start Date, Last Order Date, Next Reorder Expected, Account Status
✅ Automated Follow-Up Workflows
Set up reminders so enquiries never sit unanswered: Enquiry arrives → Auto-create deal → Assign to team → Sample/trial tracking → 7-day follow-up reminders
✅ Real-Time Dashboard
The single view that answers: "Which B2B deals need my attention TODAY?" (saves 5+ hours per week)
☑️ WHO THIS IS FOR
This webinar is for you if:
You're a UK-based DTC brand doing £1M-50M in revenue
You're on Shopify with Klaviyo, Gorgias, or similar DTC stack
You're getting wholesale enquiries (retailers, hotels, restaurants, corporate buyers)
You're currently tracking B2B relationships in Gmail, spreadsheets, or not at all
You already have HubSpot (any tier) or are considering it
Wholesale could represent 20-40% of your revenue—if you could actually manage it properly
This is NOT for you if:
You're a pure B2B company (you already know you need a CRM)
You have a dedicated RevOps team (you don't need this webinar)
You're looking for a HubSpot sales pitch (this is tactical implementation, not software demos)