| Identity and relationship | Fair, phase or section, booth, date, representative, displayed company names, Chinese legal name if available, contact domain, and claimed role as factory, exporter, brand, or intermediary | Official registry record, contract and invoice party, manufacturing site, exporter and beneficiary relationship, and contact authority | Know which entity is actually being considered before requesting payment or confidential assets |
| Product fit | Model or sample ID, photos where permitted, core materials, dimensions, function, finish, customization range, destination and user claims, and observed differences from the buyer brief | Controlled specification response, data sheets, drawings, bill-of-material or critical-component evidence where appropriate, sample configuration, and unanswered requirement list | Classify as out of scope, potentially suitable, or ready for a controlled sample or quotation step |
| Capability claims | Processes claimed in-house, tooling, MOQ basis, sample route, capacity method, current constraints, outsourced work, quality controls, and export experience relevant to the product | Site and process evidence, visit or assessment where justified, sample and production records, subcontractor controls, and references checked with permission | Decide what verification is proportionate; do not score unverified claims as facts |
| Compliance and claims | Target markets served, standards and laws named, certificates or reports shown, model scope, labels, claims, responsible roles, and validity details | Destination-specific requirement map and authentic evidence tied to the proposed model, manufacturer, site, revision, and current status | Identify blockers before samples, artwork, tooling, or inventory commitments |
| Commercial assumptions | Quantity and variant basis, indicative price, currency, Incoterms rule and named place, MOQ drivers, tooling, packaging, sample terms, payment proposal, lead-time basis, and quote validity | Written like-for-like quotation with inclusions, exclusions, revisions, taxes and freight boundaries, milestone evidence, and authorized party | Compare complete offers after the event rather than relying on a spoken headline price |
| Next action and ownership | Questions promised, documents or sample discussed, responsible contact, buyer owner, confidentiality limits, target follow-up date, and consent for communications | Controlled request, response log, verification status, decision, reason, and closure or next gate | Prevent business cards from becoming an unowned list and stop unsuitable leads from consuming review time |