📅 3rd February 2026 | 🕐 11:00 AM GMT | ⏱️ 60 minutes (Total)
Your DTC Tech 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
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
✅ How to never lose a wholesale deal to a competitor because you responded too slowly
Build a 5-stage pipeline that auto-assigns enquiries and tracks response time.
✅ How to see your entire relationship with your leads —not just individual contacts.
Structure accounts so that 10 locations under one company don't become 10 separate deals.
✅ How to create 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
✅ How to create 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 (Example)
✅ How to Create Real-Time Dashboards
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 DTC brand doing £1M-50M in revenue
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)