# Smart Trade AI — Foreign Trade Knowledge Base

> Compiled from foreign trade training materials (2026-01 ~ 2026-02), serving as the domain knowledge foundation for the Foreign Trade Assistant.

---

## 1. Core Business Model of Foreign Trade Companies

The essence of a foreign trade company's business is a closed loop of two phases:

```
Lead Generation (Finding Customers) ──────────────────────→ Conversion (Securing Orders)
    │                                                            │
    ├── B2B Platforms (Alibaba / Made-in-China / Standalone Site)         ├── Senior Salesperson Mindset
    ├── Social Media (FB / Ins / TikTok / YouTube)             ├── In-depth Customer Analysis
    ├── Marketing Platform (LinkedIn)                          ├── Customized Outreach Emails
    └── Data Mining (Customs Data / Canton Fair)               └── Follow-up Sequences & Scripts
```

**Core Formula**:
- Lead Generation = Exposure x Precision x Content Value
- Conversion = Depth of Customer Understanding x Communication Strategy x Execution

---

## 2. Lead Generation — Five Channels and Methodologies

### 2.1 B2B Platforms (Alibaba International Station / Made-in-China.com / Standalone Site)

**Diagnosis Dimensions**:
- Product Title: Keyword coverage, search match degree
- Product Description: Level of structure, completeness of technical parameters, FAB (Features-Advantages-Benefits)
- Images / Videos: Quantity, quality, contextual presentation
- Store Rating: Response rate, conversion rate, buyer reviews

**Optimization Directions**:
- Compare with the top 10 competitor stores, identify gaps item by item
- Keyword strategy: Core keywords + long-tail keywords + scenario keywords
- Description templating: Product parameter table → Application scenarios → Company strengths → FAQ

### 2.2 Social Media Content Strategy (FB / Ins / TikTok / YouTube)

**Method for Learning from Competitors**:
1. Collect links from 3-5 competitor social media accounts and send to Agent
2. Agent analyzes: content type distribution, posting frequency, characteristics of high-engagement posts, hashtag strategy
3. Agent generates a differentiated plan based on the company's own products

**Content Matrix (LinkedIn 5-Dimension Marketing Method)**:

| Content Type | Purpose | Frequency Suggestion |
|-------------|---------|---------------------|
| Post - Video | Product showcase, factory footage, customer case studies | 2-3 times/week |
| Post - Photo | Certification display, shipment photos, team activities | 2-3 times/week |
| Post - Article | Industry insights, technical sharing, in-depth case analysis | 1 time/week |
| Poll | Industry trends, customer preference research | 1 time/week |
| Document | Product catalog, technical white paper, Buyer's Guide | 1 time/month |

### 2.3 LinkedIn — The Core B2B Battleground

#### Personal Account Optimization (5 Sections)

| Section | Length Requirement | Key Points |
|---------|-------------------|------------|
| **Headline** | ≤150 characters | Product keywords + Role + Core strengths. Three structures: A) Product keywords + attributes + advantages B) Help [target customer] + business growth C) Position + company + service offerings |
| **About** | ≤800 characters | Who we are → What we make → Who we serve → Basic strengths |
| **Skills** | 10-15 items | Product terms, job skills, common tool terms, separated by commas |
| **Experience** | ≤600 characters | Position + work summary + key results |
| **Media** | Title ≤50 characters | Briefly describe what is being displayed and its relevance to the business |

**Headline Examples**:
- `[Your Product] Expert | [X] Years Experience | [Key Certification]`
- `I help [target customer type] grow their business with [your value proposition]`
- `Director of Business Development | Helping [industry] Companies with [sourcing solution]`

#### Company Page Setup

- Company Introduction: Industry positioning + core strengths + service scope
- Product Showcase: Organized by product line, each with its own display page
- Employee Invitation Strategy: Encourage employees to link to the company page to expand reach

#### LinkedIn Customer Acquisition Methods

**Tips for Searching Customers**:
- Search habit retention: Lead → Product + marketing + no ad + no Admin
- Use LinkedIn's comprehensive list of common procurement job titles for precise searches
- Find the top 3 links on Amazon to enrich your own content

**Adding Connections and Outreach**:
- Do not exceed limits (50 messages per month restriction)
- Learn from videos to improve your SSI score
- Add note tips: Change LinkedIn to WhatsApp for contact
- Categorize and proactively promote

**Smart Link Customer Acquisition**:
- Create product/industry-related documents for customers to download
- Guide customers to download based on their profile (Document name + guiding description)
- Use product keywords from competitors in the target market

### 2.4 Customs Data / Canton Fair Data Mining

**Customs Data Processing Workflow**:
1. Import data (CSV / Excel)
2. Filter records by HS code / product keywords within the industry
3. Extract buyer information: company name, purchase frequency, quantity, seasonal patterns
4. Sort by purchase volume / frequency to determine priority
5. Match with the company's product lines and provide development recommendations

**Canton Fair Data**:
- Filter exhibitors in the same industry by hall / exhibition area
- Cross-reference company product lines with exhibitor needs
- Output a target customer list + development priority

---

## 3. Conversion — AI Senior Salesperson

### 3.1 Core Mindset of Top Sales

**Core Competency Requirements**:
- Understand B2B sales psychology and the decision-making chain
- Master the full foreign trade process: Inquiry → Quotation → Negotiation → Deal Closing → Order Fulfillment
- Ability to adjust communication strategies based on different customer types

**Three Customer Types and Strategies**:

| Customer Type | Focus | Strategy |
|--------------|--------|----------|
| Price-Sensitive | Unit price, payment terms, MOQ | Emphasize cost-effectiveness, long-term cooperation cost advantages, tiered pricing |
| Quality-Oriented | Certifications, QC processes, sample testing | Show certificates, factory audit reports, third-party testing |
| Relationship-Focused | Trust, communication frequency, after-sales support | Maintain regular contact, share industry insights, provide value-added advice |

**Common Customer Objections and Handling**:
- "Price is too high" → Break down cost structure, compare quality differences, calculate long-term TCO
- "Already have a supplier" → Don't compete directly, offer differentiated value, suggest a backup supplier
- "Not needed right now" → Stay in touch, share industry information, wait for the right opportunity
- "MOQ is too large" → Flexible MOQ options, combined order suggestions, sample trial orders

**AEO (Ask Engine Optimization)**:
Understand it as a more advanced form of FAQ — anticipating the core questions buyers truly care about and preparing answers in advance. For example:
- "I'm a buyer from Australia, I want ODM, what is the minimum quantity?"
- Pre-judge and answer key decision questions for typical purchasing scenarios in different target markets

### 3.2 Account IQ — In-Depth Customer Analysis Framework

Based on LinkedIn Sales Navigator's Account IQ feature, a three-step analysis method:

#### Phase 1: Deep Intelligence Mining
Four-dimensional analysis of the target customer:

| Dimension | Analysis Points |
|-----------|----------------|
| **Strategic Priorities** | What do they most want to achieve in the next 1-3 years? (Digital transformation, expanding into new markets, carbon neutrality, cost reduction) |
| **Key Challenges** | Specific difficulties hindering their goals? (Unstable supply chain, rising raw material costs, compliance pressure, technical bottlenecks) |
| **Financial Signals** | Expansion period (hiring, building factories) or contraction period (layoffs, budget cuts)? |
| **Vendor Gaps** | What are the shortcomings of their current suppliers? |

#### Phase 2: GAP Selling Value Matching
```
[Customer's strategic goal/pain point] + [Our specific strengths] = [Breakthrough solution]
```
Note: Do not list product parameters; only list the specific value that addresses the customer's Phase 1 pain points.

#### Phase 3: Development Content Delivery
Output two pieces of ready-to-use content:

**Cold Email (Consultative Outreach)**:
- Subject: `Idea for [Client Company]'s [Strategic Priority]`
- Opening: `"I was analyzing [Client Name] via Account IQ and noticed that your team is heavily focused on [Strategic Priority]..."` (Establish professionalism)
- Body: `"Given your challenge with [Challenge], we have helped similar companies leverage [Strength] to achieve [Result]."` (Value bridge)
- CTA: `"Open to a brief chat to benchmark your current approach?"` (Low-pressure call to action)

**LinkedIn Connection Note (≤300 characters)**:
- `"Hi [Name], saw [Company] is pushing for [Strategy]. We help peers in [Industry] tackle [Challenge] by [My Value]. Worth connecting?"`

### 3.3 Customer Profile — Kaleidoscope Capability Reverse Engineering

**Core Concept**: Not "which markets are hottest," but "where are you most likely to win."

**Four-Dimensional Capability Profile**:

| Dimension | Analysis Points | Determines Your Battleground |
|-----------|----------------|------------------------------|
| **Product Power** | Quality, stability, user-friendliness, market validation | High-end/Mid-range/Low-end markets |
| **Delivery Power** | Origin, overseas warehouse布局, delivery speed | Which regions can be served quickly |
| **Brand Reality** | OEM supplier or自有品牌 | Customer trust foundation |
| **Service Power** | After-sales, technical support, distributor cooperation | How large a customer you can secure |

**Capability → Market Matching Examples**:
- Having overseas warehouses (USA/Southeast Asia/Europe) → Naturally suited for those markets
- High quality + stability + user-friendly → Suitable for quality-conscious markets, not low-end disposable markets

---

## 4. Full Foreign Trade Process Operation Guide

### 4.1 Inquiry Handling

1. Quickly assess inquiry quality: customer company size, clarity of purchase intent, demand fit
2. Response time: Reply within 24 hours
3. Response content structure:
   - Thank for the inquiry + confirm requirements
   - Product matching + technical parameters
   - Quotation (FOB / CIF) + delivery time + MOQ
   - Brief company qualifications
   - Suggested next steps

### 4.2 Quotation Strategy

- Leave 10-15% negotiation room in the first quote
- Tiered pricing: different prices for different quantities
- FOB vs CIF based on customer preference
- Payment terms: T/T 30% deposit + 70% before shipment (for first-time cooperation)

### 4.3 Negotiation Techniques

- Listen before speaking: let the customer express all their needs first
- Value before price: confirm product fit first, then discuss price
- Conditional exchange: customer asks for price reduction → request higher quantity or shorter payment terms
- Know your底线: understand your minimum acceptable terms, don't take loss-making orders

### 4.4 Order Fulfillment Process

1. Sign PI (Proforma Invoice)
2. Arrange production after receiving deposit
3. Provide regular progress updates during production
4. Provide packing list and quality inspection report before shipment
5. Provide tracking number after shipment
6. Follow up on usage after arrival

---

## 5. New Company Onboarding Document Checklist

| No. | Document | Purpose |
|-----|----------|---------|
| 1 | Company Introduction (Strengths) | Agent helps optimize for LinkedIn About / Company Page / Outreach Emails |
| 2 | Product Catalog + Parameter Sheets | Agent understands product lines, generates accurate product descriptions and quotes |
| 3 | Competitor Company Links | Agent studies competitor strategies, creates differentiated positioning |
| 4 | LinkedIn Account | Existing account → Agent helps optimize; No account → Agent helps set up from scratch |
| 5 | Personal Role Info (Optional) | Position, years of experience, for personal profile optimization |

After receiving the above materials, the Agent outputs in one go:
- Optimized company introduction (Chinese + English)
- Product marketing positioning + differentiated competitive strategy
- Complete LinkedIn plan (Headline + About + Skills + Experience + Media)
- Outreach email templates x 3 (for different customer types)
- Social media content calendar (first month)

---

## 6. Common Tools and Resources for Foreign Trade Salespeople

| Category | Tool | Purpose |
|----------|------|---------|
| LinkedIn Search | LinkedIn Sales Navigator | Precise search for target customers |
| Email Finding | Lusha (included with premium membership) | Find customer email addresses |
| Customs Data | National customs import/export databases | Filter target customers |
| Social Media Management | Native platform tools | Content publishing and data analysis |
| Communication Tools | WhatsApp / WeChat | Real-time customer communication |
| Document Collaboration | Google Docs / Notion | Quote template and contract management |
| AI Assistant | Foreign Trade Assistant | Customer analysis, outreach emails, marketing plans |

---

## 7. Customer Acquisition — Methods and Email Techniques

### 7.1 43 Methods for Finding Overseas Customers (Summary)

Core Channel Categories:
- **Search Engines**: Google Advanced Search, Google Maps, Google Image Search + keyword combinations
- **B2B Platforms**: Alibaba, Made-in-China, Global Sources, TradeKey, etc.
- **Customs Data**: North/South American customer purchase records, analyze purchase cycles, volumes, suppliers
- **Social Media Platforms**: LinkedIn, Facebook, Instagram, Twitter — search for decision-makers
- **Trade Show Directories**: Canton Fair, industry trade show exhibitor lists
- **Whois Domain Lookup**: Check domain registration date (infer company history), address changes (judge development status)

### 7.2 Basic Customer Research Method (Basic Search)

Four mandatory research steps before sending outreach emails:
1. **Company Website Research**: Main pages + download E-catalog, identify valuable information points
2. **Search Engine Techniques**: Google + Google Maps to assess customer strength, online activity, B2B inquiry history, upstream/downstream customers
3. **Customs Data**: Study customer purchasing habits, cycle frequency, volume, and existing suppliers
4. **Whois + Social Media**: Domain registration date, backlink count, social platform activity level

### 7.3 Outreach Email Formula

```
High Reply Rate = Basic Search, Target Right (preliminary research, targeted approach)
                  + Avoid SPAM trigger words
                  + Few images, few links
                  + Good subject line
                  + Concise and clear writing
                  + Attractive Key Point for the customer
                  + Luck or timing (not insignificant)
```

**Key Principles**:
- Outreach is not about quantity, but quality and persistence
- Do customer analysis first, then send emails. Spending only one minute on a template = low reply rate
- If only info/sales email is on the website → call to find the procurement manager's email
- Do not use words like FREE, OPPORTUNITY, CHEAP, PRICE, DISCOUNT in the first email
- Avoid excessive active voice; maintain a formal business tone

### 7.4 Inquiry Reply Templates and Strategies

**Reply Principles for B-category Buyers (Alibaba and similar platforms)**:
```
Praise (icebreaker) → Address needs → Showcase success stories → Drive conversion (limited-time discount/shipping discount)
```

**Three Icebreaker Methods**:

| Method | Applicable Scenario | Example |
|--------|-------------------|---------|
| Compliment product choice | Customer chose a new/hot style | "You have good insight, this is our hot style" |
| Show market share | Know the customer's country | "Our products have significant market share in your country" |
| Small customer support promise | Startup-type small customers | "We 100% support you to grow the market together, win-win" |

**Second Follow-up Email Template** (when customer hasn't replied):
1. Free sample support (1-2pcs new design free every month)
2. 100% quality guarantee (quality issues → free replacement in next order)
3. Small MOQ support (mix styles and colors)
4. Shipping discount (DHL special price if ordering today)

### 7.5 Five-Dimension Inquiry Analysis

| Dimension | Analysis Points |
|-----------|----------------|
| Customer Professionalism | Use of industry terminology, asking about key parameters |
| Requirement Clarity | Clear quantity, specifications, delivery time |
| Real Need | What problem the customer is actually trying to solve (not just asking for a quote) |
| Purchase Authenticity | Determine if it's price comparison or genuine intent |
| Reply Habits | When and how the customer typically responds |

---

## 8. Business Negotiation and Pricing Strategy

### 8.1 Core Formula for Customer Negotiation

```
Deal Closure = Comfortable Communication x Risk Control x Profit Management
```

### 8.2 Customer Reception and Icebreaker Techniques

**Pre-Visit Preparation Checklist**:
1. Print key points from email correspondence + quotation sheets
2. Prepare samples the customer is interested in + samples to take away
3. Prepare product certificates and qualification documents
4. Learn about the customer's country customs, dietary taboos
5. Designate reception team: lead negotiator, deputy negotiator, logistics, photographer
6. Prepare beverages (coffee/tea/cola/mineral water), small gifts
7. Business cards, notebook, pen, calculator in the meeting room
8. Wear formal attire

**Icebreaker Techniques**:
- When picking up from car: ask about their itinerary, hotel convenience, offer help with hotel booking/airport transfer
- Don't touch unfamiliar topics (especially religion, politics)
- For Muslim customers: prepare a small space for prayer in advance, observe dietary restrictions
- When visiting the customer's office, look for family photos on desks — can be a topic to discuss family

**Key Points During Negotiation**:
- Maintain proper posture, occasionally lighten the mood but be mindful of timing
- If you don't know something, immediately consult colleagues or the factory — don't bluff
- Try to prepare a PI immediately after negotiation and get the customer to sign
- Take a group photo with the customer and team after negotiation

### 8.3 Price Negotiation Strategy

**Differentiated Quotation Sheet**: Use a professional comparison table to show prices for different configurations/payment terms, rather than giving a fixed price.

**Payment Method and Price Linkage**:

| Payment Method | Price Reference |
|---------------|-----------------|
| 30% deposit + 70% balance | Price A |
| 50% deposit + 50% balance | Price B (discounted) |
| 70% deposit + 30% balance | Price C (more discounted) |

**Five Types of Discount Room** (don't reveal all at once):
1. Volume discount — better price for larger quantities
2. Shipping discount — shipping subsidy for first order
3. New customer discount — first order discount
4. Time-limited discount — order within a time limit
5. Commission discount — leave margin for intermediaries

**Four Dimensions to Suppress Customer Bargaining**:
- Product quality differentiation (certifications, materials, workmanship)
- After-sales service differentiation (longer warranty than competitors)
- Supply chain stability (on-time delivery rate)
- Professionalism demonstration (data, cases, industry reports)

### 8.4 Trade Company vs Small B-end Customer Negotiation Points

**Characteristics of Small B-end Customers**: Focus on profit margins, risk-averse, less professional about the product.

**Coping Strategies**:
1. Help customers calculate profit: Quotation → Shipping → Tariffs → C-end price in target market → Customer profit
2. Compare sea freight (slow but cheap) vs air freight (fast) pros and cons
3. Offer tiered discounts: seasonal discount + volume discount + payment discount
4. Differentiate after-sales service: longer warranty, free spare parts
5. C-end page presentation: help customers optimize product detail pages, differentiated visuals, packaging suggestions
6. Show success cases and best-selling data from other markets

---

## 9. Full Foreign Trade Process Operations Manual

### 9.1 Sample Shipping Process

**Situations Where Samples Should Be Sent**:
- After several rounds of negotiation, the customer needs a deeper understanding of the product
- Large, well-known customers in the industry → proactively send samples

**Confirm Before Sending**:
- Company name, address, phone, zip code, contact person
- Sample specifications, model, quantity
- Payment method (we pay / customer pays / collect)

**Sample Shipping Process (Freight Collect — Customer Provides Courier Account)**:
1. Contact courier customer service to confirm account validity
2. Prepare samples, fill in courier waybill
3. Prepare the agent customs declaration letter of authorization, proforma invoice (three copies)
4. FedEx collect requires a collect letter of undertaking + copy of business license with company seal

**Post-Shipment Follow-up**:
- Ask if the samples have arrived
- Aim to get specific feedback from the customer
- Establish stable two-way communication, not just focused on short-term orders

### 9.2 Customer Factory Audit Reception Process

**Reporting**: Report to department head one week in advance, including company name, country, visit time, purpose, visitor names and titles.

**Post-Reception**: Immediately organize negotiation content, send group photos to the customer's email, submit a brief report (visit results, summary, lessons learned).

### 9.3 Overseas Visits and Market Research

**Visit Report Framework**:
1. Overview: time, personnel, route, visit summary
2. Market analysis: competitors, product pricing, packaging, marketing channels, purchasing habits, market feedback
3. Problems encountered during the visit and solutions
4. Exhibitions and promotion: local exhibitions, search engines, yellow pages, B2B, other promotional methods
5. Expense summary + overall evaluation (highlights/lowlights)
6. Follow-up improvement suggestions

### 9.4 Foreign Trade Business Management Forms System

**Daily Operations**:
- Personal business management sheet, weekly work report, daily summary, monthly report
- Sales data analysis dashboard

**Customer Follow-up**:
- Customer follow-up management system, key customer follow-up analysis sheet
- Customer file report, customer background check sheet, customer analysis sheet
- Competitor analysis sheet

**Order Management**:
- Foreign trade order tracking sheet, order collection and profit statistics sheet
- Annual key work plan progress sheet

---

## 10. Export Documentation System

Core documents involved in foreign trade export (in process order):

| Stage | Document | English Name |
|-------|----------|--------------|
| Quotation | Quotation | Quotation |
| Order Confirmation | Proforma Invoice | Proforma Invoice (PI) |
| Contract Signing | Sales Contract | Sales Contract |
| Shipment | Commercial Invoice | Commercial Invoice (CI) |
| Shipment | Packing List | Packing List (PL) |
| Customs Clearance | Export Goods Customs Declaration | Customs Declaration |
| Inspection | Outbound Goods Inspection Declaration | Inspection Declaration |
| Certificate of Origin | General CO / GSP CO | CO / Form A |
| Transport | Bill of Lading / Shipping Order | Bill of Lading / Shipping Order |
| Insurance | Insurance Certificate | Insurance Certificate |
| Document Presentation | Draft / Beneficiary Certificate / Shipping Advice | Draft / Beneficiary Certificate / Shipping Advice |
| Special | Telex Release LOU / Back-date LOU | Telex Release LOU / Back-date LOU |
| Other | Letter of Introduction / Container Calc / Freight Invoice | Letter of Introduction / Container Calc |

---

## 11. Foreign Trade Commonly Used Tools Summary

### Email Tools
- verify-email.org — Email address verification
- hubspot.com/email-signature — Email signature generator
- mailcharts.com — Competitor email marketing analysis
- goodemailcopy.com — Well-known company email template library
- bccto.me — Temporary email (10 minutes to 24 hours)

### Translation Tools
- nicetranslator.com — Multi-language translation
- dict.cnki.net — Professional terminology translation (academic grade)
- text-to-speech.imtranslator.net — Text to speech

### Instant Messaging
- Skype + PowerGramo (call recording)
- WhatsApp / WeChat / LINE / Viber / KakaoTalk
- Nonoh / Rebtel (low-cost international calls)

### Social Media Management
- Hootsuite — Multi-platform social media management + scheduled publishing
- Buffer — Schedule social media content publishing
- Tweetdeck — Twitter management
- Ad Parlour — Social media ad template preview

### Image Processing
- Photoshop / Lunapic / Faststone Photo Resizer / Picasa3 / Awesome Screenshot

### Country Information
- Country information lookup table — Population, GDP, official language, time zone
- Global business hours table — Best contact times

---

## 12. Foreign Trade Salesperson Daily Work Checklist and Automated Scheduled Tasks

### 12.1 Design Philosophy

A foreign trade salesperson's daily work follows clear time patterns — customers in different time zones are active at different times, and different types of marketing tasks have optimal completion windows. By codifying these patterns into automated scheduled tasks, the Hermes Agent can trigger at specified times and automatically help the salesperson prepare and complete work, greatly improving efficiency.

**Core Mechanism**: Hermes has a built-in cron system that supports `create_job(prompt, schedule)` for creating scheduled tasks. The Agent automatically executes the prompt at the designated time, and generated content is pushed to the corresponding platform (terminal notification / Telegram / local file) via the `deliver` parameter.

### 12.2 Daily Work Checklist and Schedule

```
08:00 — Good Morning Briefing, check overnight global activity
08:30 — Today's follow-up customer list + priority ranking
09:30 — LinkedIn content publishing (Post / Article)
10:00 — Outreach email window 1 (European customers)
11:00 — B2B platform data check (Alibaba / Made-in-China)
13:00 — North American customer follow-up (time zone window)
14:00 — Social media content publishing (FB / Ins / TikTok)
15:00 — Customer background research / Market research
16:00 — Outreach email window 2 (North American customers)
17:00 — Southeast Asia / Australia-New Zealand customer follow-up (time zone window)
17:30 — Daily work summary + data recording
18:00 — Next day plan generation
```

### 12.3 Automated Scheduled Task Detailed Design

#### Job 1: Morning Briefing (Daily Briefing)

```yaml
Name: trade-morning-briefing
Time: 08:00 (weekdays)
Prompt: |
  Based on yesterday's conversation records and customer follow-up sheet, generate today's morning briefing:
  1. Which customers had important interactions yesterday? What were the results?
  2. List of customers to follow up today (sorted by priority)
  3. Urgent matters to handle today (quotation expiry, sample dispatch, PI confirmation, etc.)
  4. Today's customer time zone windows (which time slots are best for contacting customers in which regions)
deliver: local  # output to local terminal
```

#### Job 2: LinkedIn Content Publishing Assistant

```yaml
Name: trade-linkedin-post
Time: 09:30 (weekdays)
Prompt: |
  Based on our product database and industry trends, generate today's LinkedIn content:
  1. Today's Post suggestion (topic + copy + image suggestion + hashtags)
  2. If today is Monday/Wednesday/Friday, additionally generate an Article draft
  3. Suggest competitor posts worth engaging with today (like/comment interaction)
  After output, remind me: ready to copy and paste to LinkedIn.
deliver: local
```

#### Job 3: European Customer Outreach Window

```yaml
Name: trade-eu-outreach
Time: 10:00 (weekdays)
Prompt: |
  It is now European customer business hours (CET 9:00-10:00).
  1. From the customer follow-up sheet, filter European customers not contacted in the last 7 days
  2. Generate a brief follow-up email for each customer (3-5 sentences, no sales pitch)
  3. Check if there are outreach emails to send (European target customers filtered from last week's customs data/Canton Fair data)
deliver: local
skills: [b2b-document]
```

#### Job 4: North American Customer Outreach Window

```yaml
Name: trade-na-outreach
Time: 16:00 (weekdays)
Prompt: |
  It is now North American customer business hours (EST 7:00-8:00, customers are checking emails).
  1. From the customer follow-up sheet, filter North American customers not contacted in the last 7 days
  2. Generate a brief follow-up email for each customer
  3. Check if there are outreach emails to send (North American target customers filtered from last week's data)
deliver: local
skills: [b2b-document]
```

#### Job 5: Daily Work Summary

```yaml
Name: trade-daily-summary
Time: 17:30 (weekdays)
Prompt: |
  Please summarize today's work based on today's conversation records:
  1. How many customers were contacted today (categorized by region)
  2. How many outreach/follow-up emails were sent today
  3. How much social media content was published today
  4. Any new inquiries, quotations, sample requests today
  5. Today's deal progress (which customers advanced)
  6. Top 3 customers to focus on tomorrow
  Save the results to work-daily-report.md in append mode.
deliver: local
```

#### Job 6: Weekly Report Generation (Every Friday)

```yaml
Name: trade-weekly-report
Time: 17:30 (every Friday)
Prompt: |
  Summarize all daily work reports from this week and generate a weekly report:
  1. Weekly data overview (customers contacted, outreach emails sent, social media posts, new inquiries, samples, PIs, deals closed)
  2. Key customer progress this week
  3. Next week's work plan
  4. Problems encountered this week and support needed
deliver: local
```

### 12.4 Automation Task Configuration Notes

The project can configure scheduled tasks through the cron system:
- Morning briefing: every weekday at 08:00
- LinkedIn content: every weekday at 09:30
- European outreach: every weekday at 10:00
- North American outreach: every weekday at 16:00
- Daily summary: every weekday at 17:30
- Weekly report: every Friday at 17:30

### 12.5 Calendar View

| Time | Monday | Tuesday | Wednesday | Thursday | Friday |
|------|--------|---------|-----------|----------|--------|
| 08:00 | Morning Briefing | Morning Briefing | Morning Briefing | Morning Briefing | Morning Briefing |
| 09:30 | LinkedIn Content | LinkedIn Content | LinkedIn Content | LinkedIn Content | LinkedIn Content |
| 10:00 | EU Outreach | EU Outreach | EU Outreach | EU Outreach | EU Outreach |
| 11:00 | Platform Check | Platform Check | Platform Check | Platform Check | Platform Check |
| 14:00 | Social Media | Social Media | Social Media | Social Media | Social Media |
| 16:00 | NA Outreach | NA Outreach | NA Outreach | NA Outreach | NA Outreach |
| 17:30 | Daily Summary | Daily Summary | Daily Summary | Daily Summary | Weekly Report |

---

*Expanded from foreign trade training materials (2026-01 ~ 2026-02)*
