Custom B2B Trade Website Specification
- Objective
Build a fast, modern, conversion-focused B2B trade website.
The site should:
Capture and convert trade leads into approved accounts.
Allow approved users to log in, see trade-only prices, and order products.
Handle thousands of products and variations (doors, cabinets, worktops, accessories).
Integrate smoothly with an external CRM for lead capture and automation.
- Core Requirements
Platform
CMS: WordPress (latest)
E-commerce: WooCommerce
Custom theme or lightweight starter (GeneratePress / Hello Elementor / custom)
B2B plugin: B2B King (or custom role-based pricing system)
Performance & Hosting
Fast VPS or LiteSpeed hosting
Target 90+ desktop / 75+ mobile on Google PageSpeed
- Key Features
Area Description
Trade Account System Custom registration form with business details → sends data to CRM → admin approves → user role/tag assigned for correct pricing.
Hidden Pricing Guests can browse products but cannot see prices until logged in.
Tiered Pricing Multiple trade levels (e.g. Joiner / Developer / Landlord) with unique discounts or price lists.
Quick-Order Form Spreadsheet-style order table for doors/panels with filters (height, width, finish).
Checkout Options Bank transfer (default), Stripe for card, optional “Pay on account.”
CRM Integration All forms push into external CRM (via webhook, Zapier, or n8n).
Mobile Friendly Fully responsive, quick load, touch-friendly filters and ordering.
SEO Ready Proper heading structure, metadata fields, and schema setup.
Analytics Google Analytics + Meta Pixel.
- Pages & Structure
Homepage
Hero banner (headline, subtext, CTA button)
3–4 USP icons (e.g. 7-Day Delivery, Trade-Only Pricing, Rigid Built, Free Design)
Featured product ranges or categories
Strong call to action: Apply for Trade Account
Testimonials or trust section
Footer with contact details and quick links
About
Short company overview and brand story
Focus on reliability, speed, and trade supply benefits
Trade Account
Application form (business name, contact, email, volume, etc.)
Connects to CRM
Confirmation message + admin approval workflow
Approved users see pricing immediately after login
Trade Portal (after login)
Quick-order table
Download area for brochures / forms
Order dashboard, invoices, reorders
Shop / Product Categories
Category grid (doors, cabinets, worktops, accessories)
Attribute filters (height, width, finish)
Variant selection with live trade price
Hidden pricing for guests
Contact
Contact form (CRM integration)
Map, phone, email, address
Legal
Privacy Policy, Terms, Returns Policy
- Design Direction
Look & Feel
Modern, professional, trade-oriented aesthetic
Minimal clutter, clear calls to action
Industrial but premium vibe
Colour Palette
Bright Blue: #0c61e3
Yellow: #fdb500
Navy: #052049
White: #ffffff
Light Grey: #e5e5e5
Typography
Headings: Poppins / Montserrat
Body: Inter / Open Sans
Imagery
Product renders, joinery workshop shots, CNC cutting, and real installations.
- Integrations
CRM Integration (GoHighLevel, HubSpot, or similar)
Stripe for card payments
Bank transfer for trade orders
WP All Import for bulk product uploads (admin will handle data entry)
Mailgun or SendGrid for reliable transactional email delivery
- Deliverables
Fully functional WordPress/WooCommerce B2B website
Homepage and 4–5 main pages designed and branded
B2B logic configured (hidden pricing, role-based access, approval process)
Product structure created and ready for bulk import
Documentation covering:
Adding new products
Editing homepage banners
Approving trade accounts
Managing price groups
- Timeline
Design: 3–5 days
Build & integration: 7–10 days
Testing & handover: 2–3 days
Total: ~2 weeks from project start
- Budget
Estimated range: £800 – £1,500 (excluding product uploads and hosting)
- Notes
Focus on speed, simplicity, and conversion.
Keep plugin usage minimal to maintain performance.
Must be intuitive for non-technical admin users to manage.