A one-page playbook for calling trade customers about their next order. These customers know what they want, so be prepared, brief and reliable.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it for scheduled reorder calls to existing wholesale or trade customers, ideally before they run low on stock.
The playbook
B2B wholesale reorder call playbook
Mini playbook
Before the call
Check their last orders, usual quantities and delivery pattern.
Check current stock, lead times and any price changes.
Note open issues, such as late deliveries or complaints.
Opening
Say your name and that you are calling about their next order.
Ask how the last delivery went and whether there is anything to put right.
Ask how sales have been, so you understand what they will need.
Check the order
Read back the usual order and ask what to change.
Ask about upcoming promotions, seasons or events on their side.
Mention new or changed products only if they are relevant.
Price and delivery
State price changes clearly and early, with the reason.
If they ask for a better price, ask what volume or terms they have in mind and say what you can offer.
Confirm the delivery date and any minimums.
Confirm
Read back the order, price and delivery date.
Send the written confirmation the same day.
Agree when you will call again.
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Prepare a one-line summary of each customer's last order; it shows you pay attention.
Raise problems with the last delivery before the new order.
Track which customers order late and call them earlier next time.
Practise it before you dial
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