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Business Development
Associate Playbook

Associate acquisition playbook

1. Prospect identification

01Person name
02Company name
03Designation
04Country / city
05Industry
06Associate type
07Products / commodities
08LinkedIn profile
09Company website
10Reason for contacting

Every lead must enter the system before or immediately after outreach. Multiple BDAs must not contact the same Associate.

2. Start a human conversation

The first objective is not to sell OBAOL. Send the connection request, introduce yourself after acceptance, understand their business and only then introduce what is relevant.

Discovery prompts

Supplier

“What products do you currently supply?”

“Which regions do you serve?”

“What volume or buyer profile fits you?”

3. Introduce OBAOL briefly

Short OBAOL introduction

OBAOL Supreme is a technology-enabled B2B agro and commodity trade execution ecosystem connecting participants such as buyers, suppliers, traders, exporters and execution partners.

Do not overload the Associate. Connect the introduction to the person’s actual role, products and geography.

4. Guide them to the website

Website journey message

You can have a quick look at how the ecosystem works here. Once you've gone through it, I can also arrange a short discussion with our team.

The website makes the BD process scalable: conversation → website → interest or registration → follow-up.

5. Follow up with limits

Day 0
First conversation

Understand their business and establish relevance.

Day 1/2
Website follow-up

Ask whether they reviewed the ecosystem.

Day 3/4
Value follow-up

Share one relevant reason to continue.

Day 7
Final active follow-up

Invite a response, then classify the record.

After the final active follow-up, classify the record as Interested, Not Interested, Follow-up Later or No Response. Do not message indefinitely.

Lead allocation

Allocate by commodity/geography or Associate category. Examples include Spices–India, Grains–India, Middle East Buyers, Exporters, Suppliers or Service Providers. Once contact begins, the same BDA remains the single point of contact until Sales handover.