客户维护流程表

序号

时间

邮件内容

邮件模板

1

订单确认后

1、表示感谢
2、收到预付款后会邮件告知

Thanks a lot for your order.
We will let you know upon receipt of your deposit.

2

收到预付款前

客户通知已经付款或提供了银行水单:
1、感谢,会与银行确认;
2、主动提供唛头模板。

Thanks a lot for your information.
We will check with our bank and let you know once we receive your deposit.
Besides, we are going to print the Carton marks as below, will this be ok for you?

3

收到预付款后

1、通知客户收到款;
2、告知会马上安排生产;
3、确认所需清关文件,收件地址。

Deposit has been received and the mass production will be started today. Thanks!
Please kindly let us know the following information:
1)- Please let us know the name and contact information of both the Consignee and Notify party, these information will be shown on the B/L.
2)- We will send shipping documents (Commercial Invoice, Packing List and B/L) to you, what else documents do you need us to provide?
3)- Please let us know your receipt address for the shipping documents.

4

距离发货两周左右

A:如果是货发前收尾款:
1、告知预计货好时间;
2、请客户安排尾款和订舱。



B:如果是见提单副本收尾款:
1、告知预计货好时间;
2、开始安排订舱。

A: Your goods of JF15-xx are expected to be finished on around 20th, October.
Here below please find the details of the balance payment.
Total —– USD 10,000.00
Paid —— USD 3,000.00   
Balance —USD 7,000.00
Please kindly arrange the balance payment no later than 15th,October and let us know your shipping agent information ASAP. We need booking now.

B: Your goods of JF15-xx are expected to be finished on around 20th, October.
We are arranging booking now and will let you know once we get the information of ETD.

5

订舱后

反馈订舱情况,告知预计装柜日期和ETD

Your goods will be loaded in our factory on xx and the ETD is xxx.

6

装柜后

1、发装柜照片、告知靠港时间;  
2、议付单据草本让客户检查确认;
3、如果是见提单副本收尾款,
  拿到提单副本后催款。

1、第一封 
The goods have been loaded into the container yesterday in our factory and enclosed please find the loading photos.
The ETD is xx and the ETA is XXX.
I will send you the shipping documents (and balance details) in my next mail.

2、第二封
Enclosed please find the draft copy of the shipping documents, please check and let me know if everything is ok.
Here below please find the details of the balance payment.
xxx
Please check and make the balance payment no later than xxx.

7

开船&收到尾款后

寄出清关文件,
告知单号和快件跟踪链接

The shipping documents for JF15-xx have been sent to you by DHL today.
You can track it with the waybill number 6930502703 at http://www.dhl.com/en.html.

8

网上跟踪到清关单据已签收

确认是否收到清关文件

Today I tracked the shipping documents’ status on DHL website and found that they are already arrived in your country now. Could you please kindly let us know when you receive them?

9

到港前一周

提醒到港日期,
发送delivery notification

The ship is scheduled to arrive at your port on xx.
Enclosed please find the Delivery Notification. In order to protect your products, please do discharge the goods according to the instructions listed in the Delivery Notification.

10

到港后一周

产品有无问题,feedback/comments

Please kindly let me know if you have any questions or suggestions about the goods.

 

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