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  6. 73. Sample Request Flow Design

73. Sample Request Flow Design

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last updated:Feb 05, 2026

アンドワン 本社、東京支社、川崎営業所
アンドワン 本社、東京支社、川崎営業所
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The sample is a system for "projecting" rather than "distributing." We will design a flow that transforms sample requests into lead acquisition and business negotiations.

The sample handling in the manufacturing industry, when designed well, can become the strongest sales pathway. However, in reality, there are often cases where the forms are ambiguous and lack necessary information, there is no follow-up after shipping, and the purpose of free distribution becomes merely an increase in costs. If samples are not structured to "draw out the conditions of potential customers and advance the projects," they will just become an expense. In this service, we will design the entire process of sample requests, including the pathway, input items, approval conditions, shipping flow, and follow-up. We will align the sample requests with the B2B decision-making pathway, linking them to improvements in inquiry quality and deal conversion rates. ■ Provided Content (3 Points) Design of sample provision conditions (free/paid, target, restrictions, approval) Design of request pathway and form (input that gathers necessary information, optimization of psychological barriers) Design of shipping to follow-up flow (response SLA, templates, deal conversion pathway) Deliverables: Sample request flow design document + form specifications + email templates + operational procedures *Please let us know the types of samples (free/paid) and the current operations (who handles shipping and follow-up). We will restructure it into a form that can be converted into deals.

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73. Sample Request Flow Design

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■Provided Content Design of Sample Provision Conditions (Preventing Wasteful Requests) - Target: Restrictions on usage, industry, region, and transaction conditions - Quantity Limit: Up to a certain number for the first request, frequency limit for the same company - Criteria for Paid/Free Determination (only shipping costs, free under certain conditions, etc.) - Approval Flow: Branching for cases requiring sales approval - Exceptions: Research purposes, evaluation periods, handling of confidentiality Design of Billing Flow and Forms (Improving Quality) - Design of Required Items: Company Information (Corporate Name, Department, Position, Location) Usage/Application Conditions (What it will be used for, required performance) Evaluation Conditions (Testing methods, evaluation period, required quantity) Implementation Timing (Immediately/3 months/6 months, etc.) Existing Products/Competitors (as far as known) - Lighten input with attachments (drawings/specifications) or selection templates - Adjustment of Psychological Barriers (reassurances for concerns like "worry about sales calls") Design of Shipping to Follow-Up (Project Development) - Response SLA: e.g., First reply within 1 business day - Shipping Management: Reception → Approval → Shipment → Arrival → Follow-up - Follow-Up Template: Arrival Confirmation (Hearing about usage status) Reminder of Evaluation Deadline Next Action (Quotation/Technical Consultation/Equivalent Product Proposal) - Project Status Management (CRM/Spreadsheet is also acceptable)

Price information

800,000 to 3,500,000 yen (varies based on branching, operational design scope, and implementation) - Design-focused (conditions + forms + templates + operations): 800,000 to 1,600,000 yen - Standard (customer follow-up flow + management ledger + measurement design): 1,600,000 to 2,600,000 yen - Expanded (EC integration, approval flow, CRM integration, including implementation support): 2,600,000 to 3,500,000 yen * "Estimate required" notation is also acceptable.

Delivery Time

Please contact us for details

※Minimum 2 weeks / Standard 3 to 6 weeks

Applications/Examples of results

■Concerns Even when sample requests come in, they do not lead to business negotiations. Necessary information is not gathered, leading to many back-and-forth confirmations. The increase in free distribution only inflates costs. Shipping has become personalized, causing delays in responses. Follow-ups are not being done, resulting in "send and forget." ■Deliverables Sample provision conditions and policies (free/paid, restrictions, approval criteria). Design of the sample request flow (pages/CTAs/branches). Form specifications (item definitions, required/optional fields, input regulations). Auto-reply/individual reply templates (receipt, additional confirmation, shipping notification, follow-up). Flowchart from shipping to follow-up (status, person in charge, deadlines). Management ledger template (project ID, shipping, deadlines, results, next actions). KPI design (number of requests, approval rate, negotiation conversion rate, order rate). ■Uses Converting sample requests into business negotiations (preventing "send and forget"). Improving inquiry quality (ensuring conditions are met). Restraining free distribution (reducing waste). Standardizing follow-ups (eliminating personalization). ■Examples of Achievements (Company name not required format) Material-related × requires evaluation conditions → Reduced back-and-forth by standardizing forms. Parts-related × many free requests → Controlled through provision conditions and approval branches. Industrial materials × unable to follow up → Advanced negotiations through status management.

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アンドワン

アンドワン 本社、東京支社、川崎営業所

IT/Telecommunications

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A site that is just cheap ultimately increases costs and risks." We propose web development that maximizes business results while thoroughly addressing essential requirements. Are you creating a website like this? - It seems that the websites of competitors look better, but you don't know why. - Every update incurs additional costs, and before you know it, expenses have ballooned beyond expectations. - While the appearance is nice, it ignores laws and industry-specific rules, leading to complaint risks... - You want to attract customers and inquiries, but the production company only talks about design. - As a result of choosing a production that is simply cheap, you are overwhelmed with trouble handling and can't focus on your core business. Point 1. Avoid troubles with a design that has no "gaps or omissions." 2. Minimize operational costs with a design that assumes in-house updates. 3. Planning power that pursues business results. "Is the initial cost a bit high?" But in the long run, it's safe and cost-effective. We have prepared a plan to truly deliver results "correctly.

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