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HKAIA

Three trades. Three setups.

The same platform, configured three ways. Each is a working setup, built and tested. Yours starts from the closest one.

01 / 03

Lighting & electrical trading

For Importers and distributors selling to contractors, property managers, hotels and F&B.

Switched on

  • Standard package
  • WhatsApp
  • Event follow-up

Deal stages · Project / tender

  1. Enquiry
  2. Site survey
  3. Quotation
  4. Sample
  5. Negotiation
  6. Order

Project / tender: Enquiry → Site survey → Quotation → Sample → Negotiation → Order. Supply account: Introduction → Terms → Active.

The six areas of this setup

  • Cards
  • Clients & deals
  • Quotations
  • Schedule
  • Files
  • Trade-fair follow-up

What it does, step by step

  • Call to next step

    1. Dictate or paste your call notes into the deal.
    2. AI writes the summary, the next action and its due date.
    3. The next action waits on the deal and in your reminders at login.

  • Quote, priced and bilingual

    1. Create a quotation from the deal.
    2. Prices fill in from the customer's own price, then their rank, then the list price.
    3. Print or save a bilingual A4 PDF. The deal moves to Quotation by itself.
    4. Open WhatsApp with the quote text ready to send.

  • Visits without clashes

    1. Book a site survey or sample delivery, with travel time.
    2. The diary blocks the whole trip, departure to return.
    3. No one on the team can be double-booked.

02 / 03

Beauty & cosmetics distribution

For Importers of skincare and fragrance selling to pharmacy chains, salons, department-store counters, online shops and GBA distributors.

Switched on

  • Standard package
  • WhatsApp
  • Event follow-up
  • Reorder reminders
  • Agreements
  • Team dashboard

Deal stages · New brand launch

  1. Evaluating
  2. Samples & market test
  3. Distribution terms
  4. Launch prep
  5. Launched

Stockist account · Project order · New brand launch (Evaluating → Samples & market test → Distribution terms → Launch prep → Launched)

The six areas of this setup

  • Cards
  • Clients & deals
  • Agreements
  • Quotations
  • Files
  • Team

What it does, step by step

  • Every card, captured

    1. Turn on Event mode at the trade fair.
    2. Photograph up to 20 business cards at once.
    3. AI fills in each contact, skips cards already imported and flags likely duplicates.
    4. Tick the products each visitor liked and add a booth note.

  • A thank-you for everyone

    1. AI drafts a personal thank-you for every contact, mentioning the products they liked.
    2. Choose English or 繁體中文 for each person and attach a file, such as an ingredients sheet.
    3. Send by email with a 7-day download link, or by WhatsApp.
    4. See who downloaded what.

  • Know when they'll reorder

    1. Each customer's ordering rhythm is learned from their past orders, or set by you.
    2. Customers due within a week appear in This Week's Priorities.
    3. Repeat last time's quotation in one click, or ask on WhatsApp in their language.

  • Agreements under control

    1. Distribution, consignment and logistics agreements in one register.
    2. Renewals flagged 45 days ahead, payments 14 days ahead.
    3. Prepare a WhatsApp reminder to the other side in one tap.

  • Stockists, step by step

    1. Every stockist moves through the same clear path: referral, samples, terms, trial order, active.
    2. Each note is tidied by AI into the deal's history, with the next action and its date.
    3. When someone is on leave or moves on, a colleague can take over straight away.

  • Find any file

    1. Ingredient lists, certificates, display plans and price lists in one library.
    2. Type a few letters to find the file.
    3. Send it on WhatsApp straight away.

03 / 03

Insurance & financial advisory

For Brokers and advisers serving households, professionals and SMEs.

Switched on

  • Standard package
  • WhatsApp
  • Seminar follow-up
  • Policies register
  • Households
  • Consent & access log
  • Risk profiles
  • Team dashboard

Deal stages · New policy

  1. Lead
  2. Fact-find
  3. Proposal
  4. Application
  5. Underwriting
  6. Issued

New policy: Lead → Fact-find → Proposal → Application → Underwriting → Issued. Also wealth plans, policy reviews, employee benefits and claims support.

The six areas of this setup

  • Cards
  • Clients & families
  • Policies
  • Wealth planning
  • Claims support
  • Compliance records

AI drafts and summarises. It is set up never to give personal financial advice.

What it does, step by step

  • Renewals, flagged early

    1. Policies from several providers in one register.
    2. Renewals appear 45 days ahead and premiums 14 days ahead.
    3. A reminder message is ready for WhatsApp.

  • Life moments, remembered

    1. Record family members with their birthdays and roles.
    2. Reminders arrive 14 days before birthdays, and at ages 18, 30, 40, 50, 60 and 65.
    3. A greeting is ready to send, with no sales text.
    4. Open a review when the time is right.

  • Consent you can see

    1. Record each person's consent to marketing, recording and AI.
    2. A warning appears before you message someone without marketing consent.
    3. Owners and admins see who viewed, edited or sent client data.

  • Risk profiles kept current

    1. Wealth deals without a valid risk profile are flagged.
    2. Profiles expiring within 60 days are listed in Priorities.
    3. Record the new assessment, and the warning clears.

  • The whole family on one page

    1. Each member's age, birthday and role in the family.
    2. Every policy across insurers, in one list.
    3. Total protection next to the current value of savings and investments.
    4. When a client asks "what have I bought?", the answer is already there.

  • Every new policy, on record

    1. One path from lead to needs analysis, proposal, application, underwriting and issue.
    2. Record every step in the case history, so later questions can be answered from the record.

  • Claims the team can follow

    1. Documents received, submitted, more information, paid: every claim's stage is visible to the whole team.
    2. Send the document checklist on WhatsApp.

Your trade

Your trade, your setup.

Your trade is not listed? The same platform is set up for how your business works.

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