一个产品 · 从入门演练到完整工作流ONE PRODUCT · FROM FIRST EXERCISE TO FULL WORKFLOW
Broadlatus
外贸客户开发工作台Broadlatus
Trade Development Workbench
把客户开发中的经验，变成助手能遵循、你能检查、下次能继续的工作流程。Turn customer-development experience into a workflow your assistant can follow, you can review, and you can continue next time.
适用于WorkBuddy与Codex · 当前完整六步实操免费 · 注册参与进阶，共同持续精进For WorkBuddy and Codex · complete free six-step exercise · register for advanced practice
01 / 积累业务上下文BUILD BUSINESS CONTEXT
▤ 公司与产品事实Company & product facts▤ 客户档案Customer records▤ 沟通与历史记录Conversations & history
02 / 调用经验与方法APPLY EXPERIENCE & METHODS
你的 AI 客户开发助手Your AI sales assistant
分析 → 策划 → 起草 → 复核Analyze → plan → draft → review
销售策略Sales strategy开发信能力组Email strategy来信处理Reply analysis
03 / 留下可继续的成果KEEP REUSABLE OUTPUTS
✓ 客户判断Customer insight✓ 回复草稿Reply drafts✓ 下一步行动Next actions
你审核与决策You review & decide→助手按范围继续The assistant continues in scope
会留下什么WHAT YOU KEEP
属于你自己的外贸客户开发助手Your own assistant for customer development.
经过合理设计的文件结构，兼顾静态与动态信息，懂你，更懂你的客户，帮你持续拿下更多客户。A carefully structured workspace combines lasting business context with changing customer information, helping your assistant understand you and your customers so you can keep winning new customers.
档案、规则与历史记录，供下一次继续使用。Files, rules and history to pick up next time.
▤ customer-archive.md跟进文字、待核清单和人的决策点。Follow-up copy, a review checklist and decisions for you.
▤ email-draft.md状态、负责人和等待事项写进文件。Status, ownership and missing inputs in a file.
▤ status-card.md免费部署模块FREE SETUP
就按这六步，完整走一遍。Six steps. One complete first run.
名片和来信都是虚构样本。一次只发一段指令，每步都有该看到的结果；六步全部免费。Use a fictional card and reply. Send one prompt at a time and check the result before continuing. All six steps are free.
- 01 · 下载并完整解压01 · Download & extract解压免费部署数据包，先打开“开始使用.html”；不要直接在压缩窗口中操作。Extract the entire free setup pack and open 开始使用.html. Do not work inside the ZIP viewer.
- 02 · 安装工作台技能02 · Install the skillWorkBuddy 导入根目录的 Trial-Skill ZIP；Codex 按包内说明安装“技能”目录中的完整技能文件夹。In WorkBuddy, import the Trial-Skill ZIP in the pack root. In Codex, follow the included guide to install the complete skill folder from 技能.
- 03 · 选择工作区并新建对话03 · Select the workspace选择包内“体验工作区”，新建对话，再按下面六步逐段发送指令。Select 体验工作区 from the pack, start a new conversation and send the six prompts below one at a time.
确认资料Check the inputs
让助手确认三份演练文件能打开。Ask the assistant to check that all three input files can be opened.
↳ 能读的文件清单A readable-file list整理事实、建立档案Facts & customer archive
用公司资料、名片和会谈记录建立有来源的档案。Use company facts, a card and meeting notes to build a sourced archive.
↳ 公司事实、客户档案与待核项Company facts, an archive and unknowns策划三次联系Plan three contacts
每次有新价值、一个问题和继续或暂停的条件。Give each contact a purpose, useful information and a condition for continuing.
↳ 有条件的联系计划A conditional contact plan准备英文首封稿Draft the first email
先写草稿，检查事实、承诺、附件与签名。Draft first. Review facts, promises, attachments and the signature.
↳ 英文待审稿、中文理由An English draft and a Chinese explanation处理模拟来信Handle the sample reply
理解客户真正想要什么，区分能答与需确认的内容。Separate what the customer needs from what still needs confirmation.
↳ 来信判断、回复草稿An interpretation and a reply draft人作决定、记录下一步Decide & keep the next step
你说先不报价、不发送，助手更新澄清表和状态卡。You decide to hold off. The assistant updates questions and the status card.
↳ 澄清表、状态卡和文件清单Questions, status and saved files先在自己的助手里，做出第一份成果。Create your first output in your own assistant.
查看一步一步操作Read the step-by-step guide 免费部署数据包包含技能安装包、三份输入、六步指令和结果检查说明。The download includes the trial skill, three input files, six prompts and result checks.
基础部署无需 Python、无需邮箱配置。下载内容以中文为主，英文邮件是业务输出；你也可以要求助手用英文解释。The basic exercise needs neither Python nor mailbox setup. Pack instructions are primarily Chinese, with English email outputs; the assistant can explain its work in English.
同一工作台 · 进阶实践THE SAME WORKBENCH · ADVANCED PRACTICE
把销冠的工作方法，
变成可调用的 Skills。Experienced sales methods.
Callable Skills.
从免费部署建立基础，再把销售与营销方法写成 Skills 的判断规则、输入输出与复盘节点，纳入客户判断、开发信和持续跟进。进阶自动化、业务适配与咨询也围绕同一工作台展开。Build on free setup by turning sales and marketing methods into Skill rules, inputs, outputs and review steps for customer assessment, email and follow-up. Advanced automation, adaptation and consulting extend the same workbench.
方法有依据，行动有方向。Methods to guide the next action.
查看方法与应用Explore methods and applications01 · 成熟框架Established framework
销售漏斗与阶段推进Sales funnel & stage progression
- Skill 设计Skill design
- 客户阶段判断 SkillCustomer stage assessment Skill
- 进入流程Workflow step
- 建档后、每次推进前After archiving, before advancing
- 可核对产物Reviewable output
- 阶段判断、待核信息与下一步条件A stage assessment, unknowns and progress criteria
02 · 战略视角Strategy perspective
品类创新与定位Category design & positioning
- Skill 设计Skill design
- 价值定位与表达 SkillValue positioning & messaging Skill
- 进入流程Workflow step
- 联系策划与邮件评审Contact planning and email review
- 可核对产物Reviewable output
- 问题定义、定位假设与价值主张A problem definition, positioning hypothesis and value proposition
03 · 需求洞察Customer insight
客户任务 · JTBDJobs to Be Done · JTBD
- Skill 设计Skill design
- 需求澄清 SkillNeeds clarification Skill
- 进入流程Workflow step
- 客户研究与来信分析Customer research and reply analysis
- 可核对产物Reviewable output
- 任务描述、需求假设与澄清问题A job statement, needs hypotheses and clarification questions
04 · AI 时代的新实践An AI-era framework
Loop Marketing · 持续迭代Loop Marketing · continuous learning
- Skill 设计Skill design
- 沟通复盘与迭代 SkillCommunication review & iteration Skill
- 进入流程Workflow step
- 来信处理与下一轮策划Reply handling and the next contact plan
- 可核对产物Reviewable output
- 表达原则、情境化邮件与复盘记录Messaging principles, contextual email and review notes
下方展示进阶模块的设计与应用路径，开放内容以各模块说明为准。公开框架由本站整理应用，来源不代表产品背书。These are advanced module designs and application paths. Each module guide defines its available scope. Framework applications are ours; references do not imply endorsement.
客户判断与开发策略 SkillsCustomer judgment & strategy Skills
结合客户阶段、任务与差异化价值，整理研究依据、购买角色、切入点、异议和下一步条件。Use customer stages, jobs and differentiated value to organize evidence, buying roles, approaches, objections and progress criteria.
开发信能力组 · email-groupEmail strategy Skills · email-group
把开发信策划、撰写、评审、多轮跟进和来信回复连起来。结合公司事实、客户档案和已发记录，选择当前有价值的联系角度。Connect planning, writing, review, follow-up and replies. Use company facts, archives and sent-message history to select a useful contact angle.
开发自动化 · 人机协同Development automation · human decisions
围绕来信、待办、本人晨报与人工结论组织流程。你确定业务判断，助手按范围继续，记录结果与异常。Organize incoming mail, pending work, owner briefings and human decisions. You set the business judgment; the assistant continues in scope and records outcomes and exceptions.
01轮询来信Read new mail
02结合公司与客户资料Load business context
03准备判断与草稿Prepare analysis & drafts
04晨报送到本人邮箱Send an owner briefing
05你给结论You decide
06AI按范围继续AI continues in scope
注册，与我们一起持续精进。Register and keep improving with us.
从免费部署起步，再按各模块说明参与进阶实践，交流使用中的判断、问题与有效做法。注册免费；模块内容、工具条件与费用在参与前说明。Start with free setup, then explore advanced practice through module guides and share questions and useful approaches. Registration is free. Scope, requirements and any fees are explained before participation.
自动化按实际工具配置与验收；客户发信与商业结论由人确认。具体模块的能力和使用范围以对应说明为准。Configure and accept automation against your actual tools. People approve customer email and commercial decisions. Each module guide defines its capabilities and scope.
一个产品，逐步深入ONE PRODUCT, A PATH TO GO DEEPER
先免费跑通，再决定要不要深入。Try the complete exercise. Decide what comes next.
从技能安装到建档、策划、邮件草稿、来信处理与状态归档，免费部署带你走完整个起步过程。希望进一步应用销售方法和开发自动化，可以注册后参与进阶实践。Free setup takes you from skill installation through archives, planning, email drafts, reply handling and status records. Register to explore sales methods and advanced workflow practice.
现在可以开始AVAILABLE NOW
免费部署模块Free Setup module
免费Free V0.3.1
用一个虚构客户，把六步走完整。下载到自己的电脑，在自己的助手中使用。Take one fictional customer through all six steps. Download the files and use them with your own assistant.
- 工作台技能与三份样本输入Trial skill and three input files
- 实测截图、逐步指令、修正与PDF指引Real screenshots, prompts, corrections and a PDF guide
- 保存档案、草稿、澄清与状态Keep archives, drafts, questions and status
- 无需连接邮箱，无需PythonNo mailbox connection or Python required
进阶实践 · 一起持续精进ADVANCED PRACTICE · KEEP IMPROVING TOGETHER
完整实战工作流Complete operating workflow
注册，与我们一起持续精进Register and keep improving with us
围绕销冠工作能力 Skills、email-group 开发信能力组与开发自动化，把客户判断、邮件和持续推进连成完整工作流。Connect customer judgment, the email-group strategy Skills and development automation into a complete operating workflow.
- 完整业务技能与可维护目录Full business skill and maintainable folders
- 客户判断、开发信策划与多轮推进 SkillsCustomer judgment, email strategy and follow-up Skills
- 可选轮询、晨报、内部审批工具Optional polling, briefing and internal decision tools
- 部署说明、版本升级与服务边界Deployment, version changes and service scope
展开查看交付范围对照Compare the delivery scope
| 内容Scope | 免费部署Free Setup | 进阶工作流Advanced workflow |
|---|---|---|
| 完整六步虚构演练Complete six-step fictional exercise | 免费开放Free | 包含并延展Included and extended |
| 技能、输入与逐步说明Skill, inputs and step-by-step guide | 演练范围Exercise scope | 完整业务范围Full business scope |
| 深度研究、策略与方案推进Deeper research, strategy and proposals | 了解方法Method introduction | 进阶实践Advanced practice |
| 轮询、待办、人工审批与晨报Polling, queue, decisions and briefing | 不接入Not connected | 配置与验收后使用After setup and acceptance |
| 模型与工具额度Assistant and model usage | 自备Bring your own | 自备Bring your own |
| 业务适配与人工服务Business adaptation and services | 文档与问题反馈Documentation and feedback | 范围另行约定Separately scoped |
本次六步免费，助手与模型额度自备。包内提供中文图文/PDF和独立英文操作指引，样本文件为中文、业务邮件为英文。旧版领取记录保留。All six steps are free; bring your assistant and model access. The pack includes a Chinese illustrated/PDF guide and a separate English guide; sample files are Chinese and business emails are English. Previous claims remain available.
版本与文件校验信息Version & file verification ↗开始前，先判断适不适合CHECK THE FIT
希望用 AI 工具把业务高手的经验应用到自己业务中的人。For people who want AI to bring expert sales methods into their own business.
主要面向外贸业务员、独立经营者和小工厂负责人：有真实产品和客户资料，愿意核对输出，希望逐步建立自己的工作方法。For export salespeople, independent operators and small-factory owners with real product and customer information, willing to review outputs and build their own way of working.
✓ 已会基本使用WorkBuddy或CodexBasic WorkBuddy or Codex skills
✓ 自备工具账号、模型与使用额度Your own tool account and model access
✓ 第一次只用虚构样本，看到结果再迁移Start with the fictional sample; adapt after reviewing it
✓ 对外邮件、报价与商业结论由你核对You review external email, quotes and commercial decisions
✓ 理解技术的复利效应，相信知识改变命运Value the compounding benefits of technology and the power of learning
工作台在自己的助手与工作目录中使用；业务推进由你判断，自动化按所选模块的配置与授权范围执行。Use the workbench in your own assistant and workspace. You guide business decisions; automation follows each module’s configuration and authorized scope.
常见问题COMMON QUESTIONS
开始之前，讲清楚。Before you start.
这是一个软件，还是一套文件？Is this software or a set of files?
它是一套在自己AI助手里使用的业务工作台：技能规则、目录模板、输入与产物结构、操作说明，以及完整工作流中的可选本地脚本。不是网站上的在线CRM。It is a workbench for your own AI assistant: skill rules, folders, input/output structures, guides and optional local tools in the full workflow. It is not a hosted CRM.
免费部署会做到一半就要求付费吗？Does the exercise stop halfway for payment?
不会。检查文件、建档、三次联系策划、首封英文稿、模拟来信回复、人工决定与状态归档，这六步完整免费。更深入的业务方法和自动化，可注册后按模块说明参与。No. All six steps are free: input checks, archive, contact plan, first email, sample reply, and your decision with status records. Register to explore deeper methods and automation through the module guides.
手机和电脑怎么配合使用？How do computer and phone use work together?
首次基础部署以电脑端为主，需要助手能读取工作目录、加载技能并保存成果。手机端能否继续使用，取决于所选助手的文件访问与同步能力，按工具实际支持范围操作。Use a computer for initial setup, with an assistant that can read the workspace, load the skill and save outputs. Continuing on a phone depends on the assistant’s file-access and synchronization capabilities.
第一次要准备什么？What do I need to start?
安装并会基本使用WorkBuddy或Codex，自备账号和模型额度。下载免费部署数据包后，导入工作台技能，选择体验工作区，按六步逐句操作。基础部署不需要配置邮箱或Python。A working WorkBuddy or Codex setup, basic usage skills and your own model access. Download, import the trial skill, select the exercise workspace and follow one prompt at a time. No mailbox or Python setup is needed.
网页演示会实际处理我的资料吗？Does the web demo process my information?
不会。页面展示虚构样本和固定的工作关系，不调用大模型、不连接邮箱。真正的演练在你自己的助手里执行；资料访问和模型处理范围取决于你使用的工具与权限。No. The page illustrates a fictional sample. It does not call a model or connect to mail. The real exercise runs in your assistant; data access and model processing follow that tool and its permissions.
可以自动发信或通过邮件回复批准吗？Can it send customer emails or approve by email?
当前不提供这两项能力。进阶工具可在配置后采集来信、保留待办、生成内部决策与本人晨报；AI继续执行仍依赖你的助手与定时任务，商业动作由人确认。Neither is provided in this release. Configured advanced tools can collect mail, keep pending work, prepare internal decisions and email owner briefings. AI execution still needs your assistant and scheduler; people approve business actions.
进阶怎样参与，服务如何安排？How do I participate, and how is support arranged?
注册账号后进入个人空间，从进阶方法与实践入口了解销售框架、工作流与参与方式。可通过产品支持交流具体问题。模块内容、获取方式、工具条件及可能涉及的费用会在参与前说明；专属适配与部署按范围约定。After registering, use My space to explore advanced methods, workflows and participation guides. Discuss specific questions through product support. Module scope, access, requirements and any fees are explained beforehand; adaptation and setup are separately scoped.
用完以后，成果能继续保留吗？Can I keep the outputs?
可以。演练输出写入你选择的目录；你自己的业务信息和生成资料不因使用工作台转让给平台。技能包的修改与再分发按使用许可执行。Yes. Outputs are saved in your workspace. Your business inputs and generated files do not transfer to the platform. Modifying or redistributing the skill pack follows its licence.
你的反馈，是工作台持续精进的起点。Your feedback helps the workbench improve.
遇到问题、发现有效做法，或有新的业务需求，都欢迎告诉我们。可直接写文字、粘贴截图或拖入文件；业务适配与部署先确认范围。Share an issue, a useful approach or a new business need. Write a note, paste screenshots or drop in files. Adaptation and deployment start with an agreed scope.