2Brain Demo Storyboard · The Hengda Machinery Deal

Work Email — Inbox

RE: Hengda Machinery quote confirmation
Hi Mr. Zhou, the updated configuration list is attached, please review…
Yesterday 17:42 · awaiting reply

deal-tracker_FINAL_v7.xlsx

WeChat — Mr. Zhou (Hengda)

Mr. Zhou: Shave the price a little and we can start the process next week
Me: Sure Mr. Zhou, let me check with the company

CRM — Client notes (required)

Follow-up log * Do not leave blank — month-end review

Shave the price a little and we can start next week

// After the click: only the one you already use remains

‹ Back2Brain Assistant

Mon 9:12 AM

李

I'm meeting Hengda Machinery next week. Brief me.

2B

Client Dossier · Hengda Machinery Intel Agent

FundamentalsEquipment manufacturing · ~800 staff · two plants in Suzhou

Recent movesWon an automaker’s line-expansion contract last month; warehousing now in open tender

Key peopleProcurement Director Mr. Zhou · decision chain likely includes Equipment and Finance

Two years ago your colleague Wang Lei worked this account — it stalled on budget. The full conversation is attached to the timeline.

View historyDraft meeting outline

// Memory + entity layer: when the salesperson changes, client history survives

‹ Back2Brain Assistant

Thu 4:40 PM

李

Client says it’s pricey but believes in the results. Draft me a proposal — use what we did for similar clients.

2B

Draft ready ↓ It cites 2 peer cases and tiers the pricing. Written in your usual voice — edit and send.

PROPOSAL DRAFT · Proposal Agent

Hengda Machinery Smart Warehousing Proposal v1

Cited cases: Jintian Warehousing (same scale) · Hongyu Logistics (same industry)

Pricing tiers

Base: single plant first, expand after validation
Standard: both plants in parallel, installment payments to ease the budget

Voice match

Your email to Jintian last month “…get the hardest part — inbound — running first, everything else is negotiable.” This proposal’s closing “…we suggest getting the hardest part — inbound — running first; once it proves out, we discuss phase two.”

// Procedural memory: every edit you make becomes its calibration for next time

TIMELINE · Deal Agent

Hengda Machinery · Communication Timeline

Three weeks · 14 rounds · WeChat 9 / email 3 / calls 2

Round 11 · 12-min call

Mr. Zhou pushed back on payment terms, prefers 3-3-4 installments

Suggest: use the Jintian case to show installments work — hold the down-payment ratio

Round 13 · WeChat

Manager Zhang from Equipment joined the group, asking technical details

Signal: decision chain expanding — win probability up

Round 14 · WeChat · today 14:22

“Alright, we’re in. Deposit will be wired by Friday.”

!

Client commitment detected — please confirm

Hengda Machinery · 30% deposit by this Friday
Source: round 14 WeChat conversation · today 14:22

// High-value facts: nothing enters the record without passing through human hands

HANDOFF BRIEF · Handover Agent

Delivery Brief · Hengda Machinery

Auto-compiled from 14 rounds · every line traceable

Our commitments

Inbound process running within 45 days (round 6)
Two weeks of free operator training (round 9)

Special terms

3-3-4 installment payments, acceptance milestones attached (round 12)
Manager Zhang wants weekly reports copied to Equipment (round 13)

Risk note

Client hasn’t budged on phase-two budget — avoid over-promising during delivery

INVOICE DRAFT · Invoice Agent

Invoice Draft · 30% Deposit

Entity name & tax ID auto-checked against master data ✓

Buyer: Suzhou Hengda Machinery Co., Ltd.
Tax ID: 9132**************
Amount: auto-calculated per contract deposit clause
Linked: contract #HT-2026-0815 · order created

// Lead-to-Cash: GTM attracts → CRM closes → Finance collects

In the software era, people served the process.

In the agent era, people ask and decide.

Employees leave. Customer memory doesn’t. · 2Brain