Increase buyer interest in every meeting with these 5 sales moves
A meeting playbook — Answer · Configure · Render · Price · Quote · Present — multi-brand roster
How showrooms & dealers sellers use this process
Illustrative composites of common sales conversations, not customer testimonials
“Multi-brand visits lose sales to "I'll email you." We needed one process that quotes trade vs net, every brand we carry, while the designer is still here.”
“I used to know three brands cold and stall on the fourth. Now I answer from the roster, apply the overlay, and send a certified quote before they hit the elevator.”
“Walking a showroom visit with a client means mix-and-match across brands. I build the scheme, price by their trade rules, and share the collection before we sit down for coffee.”
What's inside the guide
A playbook-first walkthrough — what YOU do, not what the software does
Why meetings die without a process
The gap between "I like this" and a signed purchase order — and why you need a repeatable meeting process.
Five sales moves you take
Answer · Configure · Show a visual · Price in the meeting · Send quote & share collection — the playbook.
Answer from your catalog
MOQ, lead time, grade, construction — answer in the conversation, not three emails later.
Configure options and show a visual
Size, finish, colorway, COM — render the configured product while they're still in the meeting.
Price from your approved rules
Per-foot, per-meter, grade matrix, MOQ breaks — certified price from your rules, never guessed.
Quote and share collection
Send a priced quote they can approve and share. Build multi-SKU collections buyers can walk through.
Run the visit faster
Fair booths, showroom walks, model-unit tours — quote before they leave, not overnight.
Next-meeting scenarios
What to do when they ask for three finishes, a size change, or "can you do this in my colorway?"
Poly9 reveal + trial
Poly9 AI does all of this on your catalog. Start your free trial — 250 sales actions, no card.
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Start Free TrialFrequently asked questions
How does multi-brand pricing work?
Your catalog includes all brands you carry. Each brand has its own pricing rules (trade, net, designer discount). The AI applies the correct overlay when you quote.
Can I mix brands in one quote?
Yes. Add a sofa from Brand A, a chair from Brand B, and a rug from Brand C — all in one collection. Each item is priced by its brand rules.
What about trade vs net pricing?
Set trade discount rules per brand or per client. The AI applies the right overlay (trade 30%, designer 25%, net) when you build the quote.
Do I need to train staff on every brand?
No. The AI knows your entire roster. New staff can quote any brand from day one — the AI applies the right rules.