MarketableOS
From enquiry to live — how it works

A clear process. Not a vague project.

MarketableOS is designed to launch through a structured onboarding pipeline, not a custom agency brief. Here is exactly how it works from your first conversation to your first live lead.

01

Discovery & qualification

The first step is understanding your business model, product range, audience type, commercial goals, and ideal lead types. This stage clarifies whether you're producer-led, brand-led, wholesaler-led, or distributor-led — and what your core priority is: trade lead capture, stockist growth, export, meetings, or quote requests.

Business model and product range
Target buyer types and geographies
Core pages and workflows needed
Multi-language requirements
Assets to be gated and enquiry routing logic
02

Strategic intake

Clients complete a structured onboarding intake that captures everything we need to configure the system correctly — without lengthy back-and-forth.

Company overview and core messages
Product categories and target audiences
Existing sales materials and trust signals
Preferred CTAs and lead magnets
Booking logic and sample / quote requirements
03

System configuration

Once the intake is complete, the CoreOS instance is configured around your specific commercial logic — not a generic template.

Page structure and dashboard fields
Lead status and CRM-style view setup
Gated asset configuration
Trade show landing page setup
Quote, sample, and booking form logic
04

Content & copy

Website copywriting and page content are drafted and adapted to your market, audience, and offer. The focus is on clarity, credibility, and commercial conversion — not generic filler text.

Full website copywriting included
Trade-focused messaging and positioning
Product range and audience-specific language
CTA and conversion copy throughout
FAQ and objection-handling sections
05

Review & QA

Before launch, the site and dashboard are checked across every touchpoint — mobile, forms, routing, gated assets, booking flows, notifications, and analytics.

Mobile and page flow review
Form and routing validation
Gated asset and booking functionality
Analytics installation check
Page speed and technical quality
06

Publish & handover

Once approved, the system goes live. You receive access to the dashboard and the support environment, plus a structured handover so your team knows how to use every part of the system.

Domain and DNS configuration
Dashboard access and orientation
Support environment access
Analytics and Search Console live
Structured client handover session
07

Ongoing support & growth

After launch, clients benefit from continued technical support, hosting, backups, security, and ongoing use of the lead operating system — with optional MarketingOS and SalesOS add-ons when ready.

Technical support via dashboard
Hosting, backups, and security ongoing
Optional MarketingOS layer
Optional SalesOS layer
System evolution as your business grows
Client Inputs

What we need from the brand.

Product catalogueCreates SKU records, copy, pricing and compliance fields.
Commercial invoice / packing listRequired for inbound pre-flight and receiving reconciliation.
Labels and claimsImportant for food, alcohol, health, cosmetic or regulated categories.
Shopify accessAllows product uploads, discounts, SEO metadata and launch changes.
Market goalDefines whether the pilot optimizes for D2C, B2B, marketplaces or learning.
MarketableOS Handles

What we operate locally.

WarehouseStorage, receiving, inventory, pick-pack, returns.
CommerceShopify upkeep, product uploads, campaigns, marketplace setup.
GrowthSEO, EDM, B2B outreach, creative, product images.
IntelligenceMonthly report with consumer, SKU, channel and action signals.
PartnersFreight, declaring agents, couriers and category specialists.
Import and Compliance as Workflow

Inbound should be approved before inventory moves.

Especially for wine, umeshu and gourmet food, the interface must guide brands through document readiness without implying that MarketableOS is a legal authority.

Category flag

Alcohol, food, cosmetics, batteries and claims trigger deeper review.

Docs upload

Invoice, packing list, labels, ingredients, product photos and certificates.

Partner route

Declaring agent, freight forwarder or compliance advisor assigned where needed.

Inbound unlock

Shipment request becomes bookable only when all required inputs are complete.

Ready to start the process?

Book a discovery call. We'll qualify the brief, confirm the right tier, and get you into the onboarding pipeline.

Book a Demo