Jay Bian中文

Business growth and operations · CRM and AI workflows

Connect international enquiries to the next step.

I'm Jay Bian. I connect customer records, reply drafts and sales follow-up so your team knows who owns the work, what happened and what comes next.

Discuss a process you want to improveSee relevant work

Illustrative workflow · Connections scoped to your needs

ResearchCRM historyHuman reviewUse + measureAI draftsHistory · Reply draftsFeedback + results refine inputs and prompts

MasBattery: outreach, replies and follow-up are trackable.

Start with one clear problem.

For teams connecting marketing, sales and operations. Start with one real acquisition, follow-up or reporting problem.

International enquiry follow-up

Connect enquiries to customer information and conversation history, with an owner and a next action.

Go-global content and sales material

Turn product information and buyer questions into outlines, visuals and AI videos with review and reuse.

Reporting, alerts and handover

Reduce repetitive collation, summarise business records and flag exceptions so the owner knows what needs attention.

Relevant experience from work I have done.

Operational systems, AI content and team handover are different jobs. Here is the experience behind each.

MasBattery · CRM and operations

MasBattery · CRM and operations

In the venture I co-founded, I used AI tools to build CRM and follow-up workflows alongside a partner dashboard, automated reconciliation and daily digests, monitoring alerts and an ERP revenue feed.

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MasBattery · AI content

Public examples include the brand film, AI short videos and serial content. Explore the work and production direction.

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Markswell · CRM coaching and handover

Markswell · CRM coaching and handover

Designed a school-account CRM method, coached the team on research and follow-up decisions, and handed over scripts, SOPs and training.

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CRM: building the system and coaching the team.

MasBattery shows the CRM workflow I built for my own venture. Markswell shows how I coached a client team to use CRM in day-to-day customer development.

MasBattery · CRM system build

Co-founder, CRM and AI workflow build

Connect research, conversations and the next follow-up.

One customer history shows what happened, who owns it and what comes next.

Workflow illustration

Research
Email
Meetings
One customer historyContacts · Sources · Stage · Next action
AI prepares drafts
People review & follow up

Customer memory

Connected contacts, sources and conversation history.

AI drafts

Research, reply drafts and verified activity records.

A visible sales pipeline

Replies, stages and next actions in one place.

AI assistsResearch, organisation and draft preparation
People ownRelationships, judgement and sending
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Business problem

Customer research, email conversations, meeting information and follow-up decisions need a shared customer history: what happened, who owns it and what should happen next.

Organise records around the customer

Linked contacts, organisation relationships, sources, conversation history, stages and next actions, keeping the date and reason behind each decision.

Use AI for preparation

Used AI to help research prospects, organise email and meeting information, prepare outreach and reply drafts, and write verified activity back to the CRM. Draft, approval and actual-send status remain separate.

Build around daily decisions

Brought tasks, decisions awaiting an owner, sales progress and daily reporting into one working interface so the team can move from records to action.

Close the feedback loop

Use human review and recorded replies, stages and next actions to refine research inputs, prompts and drafts for the next cycle.

Delivery and use

Made outreach and follow-up visible in one sales pipeline, with replies, stages and next actions recorded. AI organises and prepares; people own relationships, judgement and sending decisions. Partner reporting and payment reconciliation support the operations alongside it.

Read the project context

Markswell · CRM method and team coaching

Fractional marketing lead, CRM method design and team coaching

Coach the team to work by school account, with contacts connected.

Teach the CRM structure and follow-up method through real account reviews.

Workflow illustration

School accountResearch the institution, then connect people
Decision maker
Related contacts
Public contact route
Account reviewResearch → Stage judgement → Next action

Work by account

Connect school research, people and follow-up records.

Coach through reviews

Review contact routes, stage and the next action.

Hand over the method

Scripts, follow-up cadence, SOPs and team training.

  1. Define structure
  2. Coach on accounts
  3. Hand over the method
Read the full story

Business problem

School customer development needs institution research, conversations with several contacts and next steps connected, so the team can understand each account's stage.

Define account and contact structure

Organised schools as accounts, linked contacts and follow-up details, and defined how to record research, ownership, stage and next steps.

Teach the method through real account reviews

Coached the team on customer research, contact routes and follow-up judgement, including recording research notes and decisions so colleagues could continue the work.

Hand over a repeatable approach

Delivered follow-up cadence, outreach scripts, SOPs and a review method, and trained the internal team. My focus was structure, method and coaching.

Delivery and use

CRM structure, follow-up guidance, SOPs and team training. Public material describes the method without exposing customer lists or internal data.

Read the project context

From research to action, with a learning loop.

This illustrative workflow helps define scope. The tools and connections are agreed after reviewing the actual process.

  1. 01Research + CRM
  2. 02Prepare an AI draft
  3. 03Human review
  4. 04Use + measure
  5. 05Review replies and stages
  6. 06Refine inputs and prompts

One process, from review to handover.

  1. Map the current process

    Identify how it works today, the slowest step, existing tools, the responsible person and the decisions that need human judgement.

  2. Define the pilot

    Agree the deliverables, sample data, acceptance criteria and timetable. Software and model costs are listed separately before work starts.

  3. Build and test

    Run samples through the process, then test duplicate enquiries, missing information and exceptions with the people who will use it.

  4. Train and hand over

    Deliver configuration notes, operating instructions, test records and clear day-to-day ownership.

Measure business results, adoption and the customer experience.

First-response time
Handling time
Manual rework
Completed follow-up

Choose measures for the problem: lead acceptance, win rate, revenue or acquisition cost; response and handling time; completed follow-up, team use and confidence; customer experience feedback. Record a baseline and compare with the same definitions. The workflow has a human owner and a review loop.

Questions about working together

What does CRM consulting cover?

Choose one process across international enquiries, customer records, replies and sales follow-up. Assess existing tools, then agree the connections, testing and handover. MasBattery illustrates system building; Markswell illustrates CRM methods and team coaching.

Do we need to replace our systems?

We assess the existing tools and process first, then agree what can be reused and how it can be connected.

What does a pilot deliver?

The agreed process, a usable workflow, test records, operating instructions and team handover. Specific connections and features are written into the scope before work starts.

How is pricing agreed?

It depends on process complexity, tool connections, testing and handover. AI workflow projects receive a separate scope and quote.

Describe a process you want to improve.

Share your company website, how the process works today, its most time-consuming step and the tools you use. I review the problem before proposing a starting point and project scope.

Discuss a process you want to improve →

Looking for international customer acquisition?

For websites, product pages, social, SEO and paid media, explore the existing go-global marketing services and packages.

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