GemBoss
A letter from Hanoi to Shenzhen一封从河内寄往深圳的信
Dear friend,朋友,你好。

This is a job description written as a letter.

The job does not make sense without the argument behind it, so it runs long on purpose.

We are looking for one person in Shenzhen.

这是一份写成信的招聘说明。

不把背后的道理讲清楚,这个岗位就说不通,所以它故意写得长。

我们要在深圳找一个人。

Chris Koh · GemCommerceChris Koh · GemCommerce
To the person who will build this in Shenzhen致那位要在深圳把这件事做起来的人
GemBoss · GemCommerce · Hanoi
Tap the envelope点一下信封
or wait a moment或者稍等一下
CHINA We are opening a China desk in Shenzhen.我们正在深圳设立中国团队。 See the role →查看这个职位 →
Open role · Shenzhen · Full time · Works with the Hanoi team在招岗位 · 深圳 · 全职 · 与河内团队协作

Sales Lead, China. 中国区销售负责人。

We are looking for one person in Shenzhen to open our China business. 我们要在深圳找一个人,把中国区从零做起来。

This page is long on purpose. Before we describe the job we want to describe the problem, because the job only makes sense once you can see it. If you already know all of it, jump to the job description at the bottom. 这一页写得很长,是故意的。在讲这个岗位之前,我们想先把问题讲清楚,因为只有看清了问题,这个岗位才说得通。如果这些你都已经熟悉,可以直接跳到最后的岗位说明。

It is written in English and in Chinese. The two versions were written separately, not translated line by line, so read whichever one you think in. 中英文两个版本是分别写的,不是一句一句翻译过来的。你习惯用哪种语言思考,就读哪一版。

The 30-second version三十秒版本

One person, in Shenzhen, opening China for a ten-year-old Vietnamese software company.一个人,在深圳,为一家做了十年的越南软件公司打开中国区。

Who this is for这个岗位找谁
Around three years of sales, and more ambition than CV销售经验三年左右,野心多过履历Roughly 26 to 30. We are hiring for energy and instinct. If you have already run a department, this is probably too small for you.大致 26 到 30 岁。我们看的是劲头和直觉。如果你已经管过一个部门,这个岗位对你可能太小了。
Where工作地点
Shenzhen深圳Co-working desk to start. Most weeks you are out seeing sellers.先在联合办公有工位。大部分时间在外面见卖家。
Who you report to汇报对象
The founder, directly直接向创始人汇报Weekly one to one. No regional layer in between.每周一次一对一。中间没有区域管理层。
Contract合同
A China labour contract中国劳动合同You get the signing entity in writing before you sign, with statutory insurance and housing fund handled the normal way.签字之前,我们会把签约主体写给你,五险一金按规定缴。
Hours工作方式
Not 996不 996Nobody here is measured on hours. You will travel.这里没有人按工时考核。会有出差。
Pay薪酬
¥20,000 to ¥28,000 a month, 13 months, plus uncapped commission月薪 ¥20,000 至 ¥28,000,13 薪,提成不封顶The base is deliberately not the whole offer. Commission is recurring on managed accounts for as long as they stay, plus a team override once you hire, and it is uncapped.底薪刻意不是这份 offer 的全部。托管客户在多久,提成就拿多久;开始带人之后还有团队抽成,而且不封顶。
Language语言
Chinese for the job, workable English for the team岗位讲中文,和团队沟通用够用的英文Interview can be entirely in Chinese.面试可以全程中文。
What you sell你卖什么
Funnels, then managed storefronts先卖漏斗,再卖托管运营To Chinese brands selling overseas. Delivery is a team in Hanoi.卖给出海的中国品牌。交付是河内的团队。
Where it goes能走到哪
A team you build, then APAC带一支你自己搭的团队,然后是亚太Taiwan, Singapore, Malaysia, Australia, if your English is strong.英文够强的话:台湾、新加坡、马来西亚、澳洲。
Apply now直接投递 Read the job description看岗位说明 Or add gaojin-chris on WeChat. Everything below is why the job exists. Read it if you want to know what you would actually be arguing about all day.或者微信加 gaojin-chris。下面全部内容讲的是这个岗位为什么存在。想知道你每天到底在跟人争论什么,就往下读。
Before you read any further, check us往下读之前,先查一下我们
4.9★
across 4,016 reviews on the Shopify App Store来自 Shopify 应用商店 的 4,016 条评价
100K+
merchants build their pages on GemPages十万以上商家在 GemPages 上搭页面
2016
the year this started, with one developer从 2016 年、一个开发开始
100+
people, Hanoi and Singapore员工,分布在河内与新加坡

You do not have to take any of that from us. The app listing is public, the reviews are public, and the merchants on it include Lucy & Yak, Eberlestock, Hume Health and INKBIRD, which is a Shenzhen company you may already know. If a company cannot be checked in one tap, it should not be asking you to move jobs.这些你不用听我们说。应用页面是公开的,评价是公开的,用它的商家里有 Lucy & YakEberlestockHume Health,还有 INKBIRD,那是一家你可能已经知道的深圳公司。一家一键查不到的公司,没有资格让你换工作。

A note before you start开始之前,先说一句

I wrote this myself, and I made it long on purpose.这封信是我自己写的,而且是故意写长的。

Most job posts give you a title, a salary and a list of perks, and leave you to guess what the company actually does. People find out in month two whether the work is real. I would rather you found out now.大多数招聘启事给你一个职位、一份薪水和一串福利,剩下的让你猜:这家公司到底在做什么。很多人是入职第二个月才知道答案的。我更希望你现在就知道。

So this page explains the business before it explains the job: what is happening to Chinese sellers on Amazon, why a site of your own is the way out, what we build, what we charge for it, and what you would be selling every day. If you disagree with the argument, you should not take the job, and I would much rather you disagreed with me on a Tuesday afternoon than after you had resigned.所以这一页先讲生意,再讲岗位:中国卖家在亚马逊上正在发生什么、为什么自己的站是那条出路、我们做什么、怎么收费,以及你每天要卖的到底是什么。如果你不认同这套道理,那你就不该来做这份工作。而我宁愿你在某个周二下午就不认同我,也不希望你是辞了职之后才发现。

Reading it end to end takes somewhere between an hour and a half and two hours. Reading only the list below takes about five minutes.从头读完大概要一个半到两个小时。只看下面的清单,五分钟左右。

~5minutes for the list below分钟,只看下面的清单

Every chapter below says what it is for, so jump straight to what you care about. Nobody is marking you on reading it all.下面每一章都写了它是干什么的,直接跳到你在意的那一段就行。没有人会检查你有没有读完。

Chris Koh · HanoiChris Koh · 河内
What is in this letter, and what each part says这封信写了什么,每一章说的是什么
01–07The China market中国市场What is happening to Chinese sellers, and why it does not fix itself中国卖家正在发生什么,以及为什么它不会自己好起来
01Where this letter starts这封信从哪里开始Who are your customers, and what happens if you switch the ads off. Most sellers cannot answer either one.你的客户是谁,广告停投三十天会怎样。这两个问题,大多数卖家答不上来。 02Amazon is a price fight, and Anker is quietly leaving亚马逊是一场价格战,而安克正在悄悄撤退The customer belongs to the platform, not to you. Anker has spent four years quietly fixing that.客户属于平台,不属于你。安克花了四年,正在悄悄改这件事。 03内卷: the fight is at home too内卷:仗,在家门口也在打Going overseas exports the price war rather than escaping it.出海是把价格战出口出去,不是逃开它。 04The squeeze: ads went up, the tariff shield went away两头挤:广告涨了,关税盾没了Meta CPM rose 20% in a year and the $800 tariff exemption is gone. Cheap is finished.Meta 千次展示成本一年涨 20%,800 美元免税额度也没了。靠便宜这条路走完了。 05The landscape, counted: 100,000 stores against 2.67 million把这片地数一遍:10 万对 267 万China makes the world’s goods and runs one storefront for every 27 American ones.中国制造了全世界的商品,独立站数量却只有美国的二十七分之一。 06The challenge and the opportunity, plus two teardowns挑战与机会,外加两个拆解The strengths are supply chain, speed and capital. The gaps are content, brand and the page.优势是供应链、速度和资金。缺口是内容、品牌和页面。 07The chicken and the egg先有鸡还是先有蛋No traffic because the page does not convert, no budget for the page because there is no traffic.页面不转化,所以不敢投流;不投流,所以没有钱修页面。
08–17What the answer has to be答案只能是什么What a brand is, what a page is, the equation that says which lever matters, and whether anybody pays品牌是什么、页面是什么、哪根杠杆值得动的那行式子,以及到底有没有人掏钱
08Three ways to test whether you have a brand三个测试,看你到底有没有品牌You have a brand when you switch the ads off and the orders still arrive.把广告关掉,订单还在进来,那才叫品牌。 09A website is not a website. It is the brand.独立站不是一个网站。它就是品牌本身。It is the only place your brand exists that nobody else can switch off.它是你的品牌唯一一个别人关不掉的地方。 10How the West buys, and why the page carries the trust欧美怎么买,以及为什么信任落在页面上Three apps hold 99.2% of Chinese mobile shopping. In Europe, 65% of shoppers prefer to buy direct from the brand.三个 app 拿走中国 99.2% 的移动购物流量。而在欧洲,65% 的消费者更愿意直接从品牌买。 11Landing page and funnel, explained from zero从零讲清楚:什么是落地页,什么是漏斗A landing page is the one page an ad points at. A funnel is the five steps around it.落地页是广告点进去的那一页。漏斗是它外面的那五步。 12What is actually inside a page that converts一个能转化的页面里到底装了什么Fourteen blocks in the same order, eight real pages taken apart, and what an advertorial does that a product page does not.十四个板块,顺序也大致相同;八个真实页面拆开看;以及软文页做了什么、产品页没做。 13Why a page does not convert, and why the country changes it页面为什么不转化,以及国家为什么会改变它Pages fail in seven places, and one of them is the country the page is read in.页面失败在七个地方,其中一个是"它在哪个国家被打开"。 14The growth equation增长公式Traffic is bought. Conversion, order value and repeat are owned. Multiplying beats adding.流量是买的。转化率、客单价、复购是你自己的。乘法比加法划算。 15Four things a Chinese brand should focus on中国品牌应该集中做的四件事Niche, focus, conversion, and the communication plan nobody wrote.细分、专注、转化,以及那份没人写过的沟通计划。 16Where this is going: from split tests to agentic commerce这件事的走向:从 A/B 测试到 AI 代理购物Your page is about to get a second reader, and it does not feel urgency.你的页面即将多出第二个读者,而它没有紧迫感。 17Is there actually a market for this这件事到底有没有市场Not every brand is a customer. Who buys this year, who does not, and what a page cannot do.不是每个品牌都是客户。今年谁会买、谁不会,以及一个页面做不到什么。
18–19Who we are, and the product我们是谁,产品是什么Ten years of GemPages, and what GemBoss actually doesGemPages 的十年,以及 GemBoss 到底做什么
18Who we are: GemPages since 2016我们是谁:GemPages 从 2016 年开始Ten years, 100,000+ stores, 20,000+ paying every month, 2,506 live tests in ten months.十年,10 万+ 店铺,每月 2 万+ 付费客户,十个月 2,506 个真实测试。 19What GemPages and GemBoss actually doGemPages 和 GemBoss 到底能做什么Build the funnel, read who is actually buying, then run a storefront that rewrites itself.搭漏斗,看清到底是谁在买,然后让店铺自己迭代。
20–21The method and the packages方法和套餐How conversion work runs, and what you would be selling做转化具体怎么跑,以及你要卖的到底是什么
20What conversion work actually involves做转化,具体到底是做什么Measure, diagnose, design the offer, build, test, ship, repeat. And what A/B testing really means.量、诊断、做成交方案、搭、测、上线、再来一遍。以及 A/B 测试到底是什么意思。 21What we sell我们卖的是什么We sell one funnel first, then we run the whole store with AI and people.我们先卖一条漏斗,然后用 AI 加人把整个站运营起来。
22–30Why us, and the job为什么是我们,以及这个岗位The fair question first, then the role, the money, and how to apply先回答那个该问的问题,然后是岗位、钱怎么算、怎么应聘
22Why a Vietnamese company, and what we are actually here for为什么是一家越南公司,以及我们到底想做什么One hour of time difference, the same problems ten years earlier, and no interest in being your competitor.时差一个小时,同样的问题我们十年前先撞过,而且我们不打算做你的竞争对手。 23The job, and why it exists这个岗位,以及它为什么存在We need one person in Shenzhen to say all of this in Chinese, every day.我们需要一个在深圳的人,每天用中文把这些讲出去。 24Job description: Sales Lead, China岗位说明:中国区销售负责人The job岗位The list version: what you do, what you need, and where it goes.清单版:做什么、需要什么、往后能走到哪里。 25Who is worth your week, and who is not谁值得你花一周,谁不值得Selling already, spending on ads already, and one person who can say yes.已经在卖、已经在投广告,并且一个人就能拍板。 26The first meeting, step by step第一次见面,一步一步来The first meeting is a diagnosis, not a pitch. You read their page in the lift.第一次见面是做诊断,不是做推销。你在电梯里就把他的页面读完了。 27Four objections, and what to say四句常见的拒绝,以及怎么回You will hear the same four sentences every week. Not one is answered by talking about ourselves.每周都会听到同样的四句话。没有一句是靠讲我们自己能答上的。 28How you get paid: base, commission, override钱怎么算:底薪、提成、团队抽成Base you can live on, recurring commission for as long as the account stays, and an override once you hire.能靠它生活的底薪,客户在多久提成拿多久,招了人还有团队抽成。 29Questions you have not asked out loud你没好意思问出口的问题A proper labour contract, the signing entity in writing before you sign, and no 996.签正式劳动合同,签约主体白纸黑字写清楚,不 996。 30How to apply怎么应聘Write us a letter about three things. No CV template required.给我们写封信,讲三件事。不需要模板简历。
Part one第一部分

The problem问题在哪

01 · Where this letter starts01 · 这封信从哪里开始

Two questions most Amazon sellers cannot answer.两个问题,大多数亚马逊卖家答不上来。

Take a Chinese seller doing real numbers on Amazon. The factory is theirs, or it is two streets away. The product is genuinely good. On paper the unit economics work.

Then ask two questions.

Who are your customers? Nobody can answer. Amazon has the names, the emails, the reviews and the repeat purchase history. The seller has an order count.

What happens if you switch the ads off for thirty days? Everybody knows the answer to that one. The orders stop.

That is not a detail to fix later. That is the difference between a business you own and a business you rent by the day.

We wrote this letter because the fix is not mysterious. It is well understood, it is repeatable, and almost nobody in Shenzhen is hearing it in plain language from a team that has actually watched a hundred thousand stores try it.

拿一个在亚马逊上做出规模的中国卖家来说:工厂是自己的,或者就在隔壁街;产品是真的好;单位利润算在纸面上也过得去。

然后问他两个问题。

你的客户是谁?没有人答得上来。名字、邮箱、评价、复购记录,全在亚马逊手里。卖家手里只有一个订单数。

如果广告停投三十天,会发生什么?这个问题所有人都知道答案。单就没了。

这不是一个"以后再补"的小问题。这是"生意是你的"和"生意是按天租来的"之间的区别。

我们写这封信,是因为解法其实并不神秘。它已经被验证过很多次,也可以复制。只是很少有人用大白话,站在看过十万家店的位置上,把它讲给深圳的卖家听。

02 · The platform02 · 平台

Amazon is a price fight, and the platform writes the rules.亚马逊是一场价格战,而规则是平台写的。

Amazon is a wonderful place to start and a hard place to stay. Nothing in this letter says leave it. What it says is that Amazon should not be the only thing you have.

What you are actually renting:

  • The listing is not yours. It can be hijacked, copied or suspended. One account action and revenue is zero the same afternoon, with no way to reach a single past buyer. The figures below are what that looked like in 2021.
  • The customer is not yours. No email, no phone number, no pixel, no way to sell a second time except by paying for the same click again.
  • The ranking is bought. With price, with ads, with reviews. Everybody in your category buys it the same way, so nobody gets ahead for long.
  • The only lever left is price. A factory in the next district can always take another five percent off. The category grinds margin down until the only party reliably making money is the platform.
  • You never learn why. A conversion rate on a listing you cannot restructure teaches you nothing you can act on. You cannot change the argument, only the price and the photo.
The real cost

The rent is not the fifteen percent. The rent is that after five profitable years you still do not know who your buyers are, why they chose you, or what they would pay for next. You have revenue and no asset.

亚马逊是一个很好的起点,却是一个很难长住的地方。这封信不是让你放弃亚马逊,而是想说:亚马逊不该是你唯一拥有的东西。

你在亚马逊上租到的,其实是这些。

  • 链接不是你的。可能被跟卖、被抄、被封。一次账号动作,当天下午营业额归零,而你连一个老客户都联系不上。下面几个数字,就是 2021 年这件事的样子。
  • 客户不是你的。没有邮箱,没有电话,没有像素,想再卖一次,只能再买一次同样的点击。
  • 排名是买来的。靠价格、靠广告、靠评价。同类目所有人都用同样的方式买,所以没有人能领先太久。
  • 最后只剩下价格这一个杠杆。隔壁园区的工厂永远还能再让五个点。整个类目把利润磨到最后,稳定赚钱的只有平台。
  • 你永远不知道为什么。一个你无法重构的链接上的转化率,教不了你任何可以行动的东西。你能改的只有价格和主图,改不了那套说服逻辑。
真正的代价

真正的代价不是那百分之十五的佣金。真正的代价是:赚钱赚了五年,你依然不知道买你东西的是谁、他们为什么选你、他们下一次愿意为什么付钱。你有流水,但没有资产。

This is not hypothetical, and Shenzhen knows it这不是假设,而深圳最清楚
In 2021 Amazon suspended Chinese sellers at a scale that changed the industry.2021 年,亚马逊对中国卖家的封号规模,改变了这个行业。
3,000+
stores suspended in the first wave, over one night第一波一夜之间被封停的店铺
50,000+
Chinese sellers' stores banned in total累计被封的中国卖家店铺
¥100B+
estimated industry loss行业损失估算
¥130M
frozen at one Shenzhen seller, 340 accounts closed一家深圳卖家被冻结的资金,340 个站点被关
The single seller is Youkeshu, a subsidiary of a listed company. Reported by Sina Finance, 21jingji, Southern Metropolis Daily and NBD, 2021.那家卖家是有棵树,上市公司天泽信息的子公司。来源:新浪财经、21经济网、南方都市报、每日经济新闻,2021 年。
The part a Shenzhen seller will already know深圳卖家其实早就知道的那一段
After that wave, the Shenzhen Municipal Bureau of Commerce announced funding for cross-border sellers building independent sites, explicitly to reduce dependence on a single platform.那一波之后,深圳市商务局宣布对开拓独立站的跨境电商提供资金支持,理由写得很明白:降低对单一平台的依赖。

You are not selling anybody a new idea. The city itself concluded five years ago that one platform is too much concentration, and paid people to fix it. What most sellers did with that money was build a site. What almost none of them did was build a funnel, which is why the site did not sell, and why the loop is in this letter.你要卖的不是一个新观念。这座城市五年前就得出了结论:把命押在一个平台上太集中,并且拿钱出来让人去改。大部分卖家拿这笔钱做的事是建了一个站。几乎没有人做的事,是搭一条漏斗。那个站卖不动就是这么来的,这封信也因此要单独讲那个死循环的原因。

What the best in the business is actually doing这行做得最好的那家,实际在做什么
Anker still takes 54% of its revenue from Amazon. Its own sites doubled in a year.安克创新 54% 的收入仍然来自亚马逊。而它自己的独立站,一年翻了一倍。
¥24.7B
Anker total revenue, 2024, up 41%安克创新 2024 年总营收,增长 41%
¥2.50B
from its seven own sites来自旗下七个独立站
+101%
growth of those sites in one year这些站一年的增速
54.3%
still Amazon, down from 57.1%亚马逊仍占,较 57.1% 下降
Amazon share of revenue, 2022亚马逊收入占比,202255.95%
Amazon share, 2023亚马逊占比,202357.10%
Amazon share, 2024亚马逊占比,202454.30%
Own sites, share of revenue 2023独立站收入占比,20237.10%
Own sites, share of revenue 2024独立站收入占比,202410.13%
From the 2024 annual report of Anker Innovations, a listed company. Seven sites: Anker, Anker SOLIX, eufy, soundcore, Nebula, AnkerWork, eufyMake.出自上市公司安克创新 2024 年年度报告。七个站:Anker、Anker SOLIX、eufy、soundcore、Nebula、AnkerWork、eufyMake。
Four listed companies, four audited filings四家上市公司,四份审计过的年报
The ones building their own channel, and the one that did not.在建自己渠道的那几家,和没有建的那一家。
Company公司 2024 revenue2024 营收 Own channel自有渠道 What the filing shows财报显示什么
Anker
300866

安克创新 300866
¥24.7B
+41%
+101%
7.10% → 10.13% of revenue占比 7.10% → 10.13%
Seven own sites doubled in a year. Amazon share fell from 57.10% to 54.30%.七个自有站一年翻倍。亚马逊占比从 57.10% 降到 54.30%。
Ziel Home
301376

致欧科技 301376
¥8.12B
+33.7%
+57.5%
against Amazon at +31.0%而亚马逊是 +31.0%
Own site grew at nearly twice the rate of its Amazon business. Emerging channels grew 99.7%.独立站增速接近亚马逊业务的两倍。新兴渠道增长 99.7%。
Roborock
688169

石头科技 688169
¥11.9B
+38%
+51%
overseas, vs +25% at home境外,境内为 +25%
Overseas revenue passed domestic for the first time, growing at twice the speed.境外收入首次超过境内,增速是境内的两倍。
Saiweishidai
301381

赛维时代 301381
¥10.25B
+56.55%
2.89%
own site share. Amazon 82.08%独立站占比。亚马逊 82.08%
Revenue up 56.55%. Net profit down 36.19%.营收增长 56.55%。净利润下降 36.19%
All four are 2024 annual reports of companies listed in Shenzhen and Shanghai. Any of it can be checked against the stock code.四家都是深交所与上交所上市公司的 2024 年年度报告。凭股票代码都可以核对。
Read the last row twice最后一行看两遍
Revenue up 56.55%. Profit down 36.19%. That is 内卷, in an audited filing.营收涨 56.55%。利润跌 36.19%。这就是内卷,写在一份审计过的年报里。

We are not going to pretend the evidence is one-sided, because the counter-example is the most useful row in the table. Saiweishidai is a good company that grew fast, stayed 82% on Amazon, and sold more while earning less. Growth on somebody else's platform is not the same thing as a business getting stronger, and this is what the difference looks like when an auditor signs it.我们不打算把证据讲成一边倒,因为这张表里最有用的恰恰是那个反例。赛维时代是一家跑得很快的好公司,八成二的生意在亚马逊上,结果卖得更多、赚得更少。在别人的平台上增长,和一门生意变得更强,不是一回事。而这就是两者的差别,被会计师签了字之后的样子。

Read the direction, not the level看方向,不要看水位
The most successful cross-border company in China is deliberately reducing its dependence on Amazon, and its own sites are growing three times faster than its Amazon business.中国做得最成功的那家跨境公司,正在有意识地降低对亚马逊的依赖,而它自己的独立站增速是亚马逊业务的三倍。

Nobody is telling you to leave Amazon, and Anker has not. What Anker has done is stop letting one platform decide the shape of the business. Amazon grew 34% for them last year. Their own sites grew 101%. If the company with the best marketplace operation in China is building the other channel that hard, a seller with a tenth of their resources is not early to this. They are late.没有人让你离开亚马逊,安克也没有离开。安克做的是:不再让一个平台说了算这门生意能长成什么样。去年亚马逊给他们涨了 34%,而他们自己的站涨了 101%。如果连中国平台运营做得最好的那家公司都在这么用力地建另一条渠道,那么资源只有他们十分之一的卖家,不是"来早了",而是"来晚了"。

And it is no longer a fringe strategy而且这已经不是小众打法了
In May 2026, Forbes China named 40 companies to a list called from channel export to brand sovereignty.2026 年 5 月,福布斯中国评出 40 家公司,榜单的题目叫从渠道出海到品牌主权

Lenovo, Haier, Xiaomi, Anker and Roborock are on it. Half the list is hardware. Roborock was selected for a systematic DTC strategy and localised operations, which is a sentence about pages and funnels wearing a suit. When companies that size formalise this as strategy, the argument about whether an independent site matters is over. What is left is who executes it well.联想、海尔、小米、安克、石头科技都在里面,硬件占了一半。石头科技入选的理由是"系统化的 DTC 策略与本地化运营能力",那句话翻译过来,讲的就是页面和漏斗,只是穿了西装。当这个体量的公司把这件事正式写进战略,"独立站到底重不重要"这个争论就结束了。剩下的问题只有一个:谁做得好。

03 · 内卷03 · 内卷

The fight is not only with foreign brands. It is with the factory next door.仗,不只是跟外国品牌打。是跟隔壁那家厂打。

There is a word in China that does not survive translation: 内卷. Involution. Working harder and harder inside a system that returns less and less for the effort.

Anybody selling out of Shenzhen already knows the feeling, and it has very little to do with foreign competitors.

  • A product works, and six weeks later there are forty listings of it. Same street, same supplier, same mould, often the same photographs. Differentiation lasts about as long as the tooling lead time.
  • Ad costs rise while the ticket price falls. Everyone bids on the same keyword, and the platform keeps the difference between what the category used to earn and what it earns now.
  • Everyone works harder for less. Longer hours, faster launches, thinner margin. The whole category can end a year busier and poorer than it started.
  • Price is not a moat, it is a countdown. A team surviving on five percent is one currency move or one freight spike from not surviving.
内卷 is what happens when everybody competes on the one variable the platform lets you change.

The uncomfortable part, and the reason this is in a recruiting letter at all: going overseas does not escape it by itself. A brand that opens a US marketplace account and competes on price has exported 内卷 to a market with higher advertising costs. The arena changed. The rules did not.

You get out by changing what you compete on, not where. A brand people ask for by name. A page that argues instead of listing. An offer nobody else can assemble. A customer who comes back without being bought a second time. Those are the four things a platform cannot flatten, and every one of them lives on a site you own.

The exit is not a cheaper factory

There is no version of this where you win by being five percent cheaper than a neighbour who can also be five percent cheaper. The only durable answer is to be worth more, and to have somewhere you are allowed to prove it.

现在最难的其实不是打不过外国品牌。是自己人和自己人打。这个词大家都懂:内卷

在深圳做生意的人,对这种感觉不会陌生。

  • 一个品跑起来,六周之内同款上四十家。同一条街的供应商,同一套模具,很多时候连图都是同一套。差异化能撑多久?大概就是开模周期那么久。
  • 广告费在涨,客单价在跌。所有人抢同一个词,这个类目以前赚的和现在赚的那点差额,都归了平台。
  • 所有人都更拼了,赚得却更少。工时更长、上新更快、利润更薄。一整个类目可以在一年里变得又忙又穷。
  • 价格不是护城河,是倒计时。靠五个点活着的团队,扛不住一次汇率波动,也扛不住一次海运涨价。
内卷,就是所有人都挤在平台唯一允许你改的那个变量上竞争。

还有一点不太舒服,也正是这一章会出现在一封招聘信里的原因:出海本身并不能解决内卷。一个品牌到美国站开个号,继续拼价格,那只是把内卷出口到了一个广告更贵的市场。换了场子,规则没换。

真正走得出去的方式,是换掉你竞争的东西,而不是换个地方。一个别人会指名要的品牌。一张会讲道理、而不是罗列参数的页面。一个别人凑不出来的成交方案。一个不用再花钱买第二次的老客户。这四样东西,平台压不平,而它们全都长在一个你自己拥有的站上。

出路不是更便宜的工厂

这件事没有一种版本是"比隔壁便宜五个点就赢了",因为隔壁也可以再便宜五个点。唯一撑得住的答案是:你值更多的钱,并且你有地方把这件事证明出来。

04 · The squeeze04 · 两头挤

Two things changed in 2025, and together they end the cheap strategy.2025 年有两件事变了,合在一起,把"靠便宜"这条路走死了。

Everything before this chapter is an argument. This one is just maths. Two costs moved against Chinese sellers in the same year, from opposite directions, and neither is coming back.

这一章之前讲的都是道理。这一章讲的是钱。同一年里,两项成本从两个相反的方向压向中国卖家,而且都回不去了。

The squeeze, drawn两头挤,画出来
Traffic got more expensive. The tariff advantage disappeared. The margin is what is left in between.流量变贵了。关税优势没了。利润就是夹在中间剩下的那点。
Two forces compressing a Chinese seller's margin: rising advertising costs pushing down from above, and the end of the de minimis tariff exemption pushing up from below. ADVERTISING COST, PUSHING DOWN 广告成本,从上往下压 Meta CPM up 20.03% year on year in 2025. Ad costs up 14% against 6% more impressions. 2025 年 Meta 千次展示成本同比涨 20.03%。广告成本涨 14%,而展示量只多了 6%。 YOUR MARGIN 你的利润 The only lever inside this box is how much of the traffic you already paid for actually buys. 这个盒子里唯一还能动的杠杆,是你已经付过钱的流量里,最后有多少人真的买。 LANDED COST, PUSHING UP 到岸成本,从下往上顶 The $800 de minimis exemption ended. For a small parcel the duty can exceed the product cost. 800 美元小额免税额度取消。对一个小包裹,关税可能比货值本身还高。
CPM figures: Triple Whale benchmark report, April 2026. Tariff: US Executive Order, de minimis ended for China on 2 May 2025 and for all countries on 29 August 2025.CPM 数据:Triple Whale 基准报告,2026 年 4 月。关税:美国行政令,小额免税额度对中国于 2025 年 5 月 2 日取消,对所有国家于 2025 年 8 月 29 日取消。
What traffic costs now现在流量什么价
Every number below moved the wrong way in one year.下面每一个数字,一年之内都往错的方向走了。
Meta CPM, year on year 2025Meta 千次展示成本,2025 同比+20.03%
Facebook cost per lead, year on yearFacebook 单条线索成本,同比+21%
Meta's own reported ad cost riseMeta 自己公布的广告成本涨幅+14%
Impressions you got for it而你换到的展示量+6%
Holiday 2025 spike in key categories2025 旺季,主要类目的尖峰涨幅up to +66%
Look at rows three and four together. You paid 14% more and got 6% more people. That gap is why conversion work pays for itself.把第三行和第四行放在一起看。你多付了 14%,只多换到 6% 的人。这个差额,就是"做转化"这件事能自己赚回来的原因。
Put the two together把两件事放在一起
You cannot win on cheap any more, and you cannot buy your way out either. The only lever left is what happens after the click.靠便宜赢不了了,靠加大投放也买不出来了。唯一还剩下的杠杆,是点击之后发生的事。

A seller can do nothing about Meta's auction and nothing about a US executive order. What is entirely inside their control is the page the traffic lands on, the offer it carries, and whether the customer comes back without being bought a second time. That is the job you would be selling, and 2025 is the year the market stopped treating it as optional.Meta 的竞价,卖家管不了;美国的行政令,卖家也管不了。完全在他控制之内的,是流量落到的那张页面、页面上的成交方案,以及客户会不会不用再花一次钱买回来,自己就回来了。这就是你要去卖的东西,而 2025 年,正是市场不再把它当成可选项的那一年。

And the mindset this runs into而这会撞上的那种思维

Historically the 铺货 model, listing volume at low prices and shipping small parcels direct, accounted for roughly 70 to 80 percent of industry sales. That model was built on three things: no inventory, low price, and a tariff exemption. The third one is now gone, and for a small parcel the duty can exceed the cost of the goods.

So the mindset is not wrong, it is simply out of date, and the person you are talking to may not have noticed yet. A seller who has spent eight years getting good at listing volume and squeezing cost is being asked to become good at something with no obvious relationship to it: knowing one buyer well enough to write a page they cannot stop reading.

Ad spend buys a spurt. A brand takes longer and is harder, which is exactly why so few have one.

The Chinese industry press calls the phase we are in 品牌精耕, brand refinement, and says the single-channel traffic bonus is over. CNBC put it more bluntly in June 2025: Chinese exporters increasingly need to build brands to survive. Academic work on the same question finds Chinese firms rarely place brand at the centre of an international strategy at all.

None of that is a criticism of the person across the table. It is the reason the job exists. You are not selling software to somebody who lacks a tool. You are selling a second skill to somebody who is world class at the first one.

历史上,铺货模式,也就是靠上量、低价、小包直邮,大约占了行业销售额的 70% 到 80%。这套模式建立在三样东西上:不压货、价格低、以及一个免税额度。第三样现在没了,而对一个小包裹来说,关税可能比货值还高。

所以这种思维不是错的,它只是过期了,而坐在你对面的人可能还没意识到。一个花了八年把"上量"和"压成本"练到炉火纯青的卖家,现在被要求去擅长另一件看起来毫不相干的事:把一个买家了解到足够深,深到能写出一张他停不下来的页面。

投广告买来的是一阵。品牌更慢也更难,而这恰恰就是拥有品牌的人这么少的原因。

中国行业媒体把现在这个阶段叫做品牌精耕,并且说单一渠道的流量红利已经过去。CNBC 在 2025 年 6 月说得更直白:中国出口商越来越需要建立品牌才能活下去。学术研究对同一个问题的结论是:中国企业很少把品牌真正放在国际化战略的核心位置。

这些都不是在批评坐在你对面的那个人。这恰恰是这个岗位存在的理由。你要卖的不是一个工具给一个缺工具的人。你要卖的是第二项技能,给一个第一项技能已经世界级的人。

05 · The landscape, counted05 · 把这片地,数一遍

China makes the world's goods and runs one storefront for every 27 American ones.中国制造了全世界的商品,独立站数量却只有美国的二十七分之一。

Before any more opinions, some counting. Everything in this chapter comes from StoreLeads, the store intelligence database, for Shopify stores registered in China as of Q3 2026.

在继续讲观点之前,先数一遍。这一章所有数字都来自 StoreLeads 这个店铺情报数据库,统计口径是注册地在中国的 Shopify 店铺,截至 2026 年第三季度。

The whole opportunity in one ratio整个机会,就在这一个比例里
About 100,000 Chinese Shopify stores. 2.67 million American ones.中国大约 10 万家 Shopify 店铺。美国 267 万家。
~100,000
live Shopify stores run out of China由中国团队运营的活跃 Shopify 店铺
vs
2.67M
live Shopify stores in the United States美国的活跃 Shopify 店铺
Crawlers can only count what they can detect, and StoreLeads sees 36,058. Our own view of the market puts it near 100,000, so that is the number used here. The shares in the charts below are StoreLeads; the totals are ours.爬虫只能数到它探测得到的部分,StoreLeads 看到的是 36,058 家。我们自己对这个市场的判断接近 10 万家,所以这里用的是后者。下面各图的占比来自 StoreLeads,总量是我们的。
The key message关键结论
This is not a small market that needs growing. It is an enormous market that has not started.这不是一个"需要培育"的小市场。这是一个还没开始的巨大市场。

The distance between what China manufactures and what China sells directly to the end customer is the largest unclaimed position in ecommerce. Somebody is going to close it. The only real question is who gets there while it is still cheap.中国"制造了什么"和中国"直接卖给终端消费者什么"之间的这段距离,是电商里最大的一块无主之地。总会有人把它补上。真正的问题只有一个:谁在它还便宜的时候先到。

The shift, and how early it is这场转移,现在有多早
Chinese sellers are joining the independent web slower than the independent web is growing.中国卖家加入独立站的速度,比独立站本身增长的速度还慢。
Shopify GMV growth, worldwideShopify 全球 GMV 增速+29%
Chinese Shopify store count, year on year中国 Shopify 店铺数,同比+5%
Chinese Shopify store count, quarter on quarter中国 Shopify 店铺数,环比+4.4%
Depending on where you are standing, that gap is either a problem or the reason this job exists.这个差距是问题还是机会,取决于你站在哪一边。这个岗位存在的理由,就在这里。
Where the stores are这些店都在哪里
Nearly one in four is registered in Shenzhen.将近四分之一,注册在深圳。
Guangdong province广东省~42,700 · 42.7%
Shenzhen city深圳市~22,900 · 22.9%
Zhejiang province浙江省~12,800
Guangzhou city广州市~9,400
Jiangsu and Fujian江苏、福建~5,900 each
Hangzhou city杭州市~4,200
This role sits inside the densest square of it. That is not a coincidence, it is the reason the desk is in Shenzhen and not in Beijing.这个岗位就坐在密度最高的那一块里。这不是巧合,而是这个办公桌为什么放在深圳、不放在北京的原因。
What they sell他们在卖什么
Apparel and home together are 40% of it, exactly where the factories are.服装加家居,就占了四成,正好也是工厂最密集的地方。
Apparel服装~21,700 · 21.7%
Home & Garden家居与园艺~18,100 · 18.1%
Beauty & Fitness美妆与健身~7,300 · 7.3%
Computers电脑与数码~5,900 · 5.9%
Autos & Vehicles汽车与配件~5,200 · 5.2%
Cross-check this against the biggest categories on Shopify in the US and the overlap is close to total.把这张图和美国 Shopify 最大的几个类目对照着看,重合度几乎是满的。
Where the stores actually are这些店到底在哪里
Chinese Shopify stores by city. This is the order this job works the map in.中国 Shopify 店铺的城市分布。这个岗位就按这个顺序跑。
Shenzhen深圳8,258
Guangzhou广州3,397
Hangzhou杭州1,505
Jinhua / Yiwu金华 / 义乌1,347
Dongguan东莞1,030
Foshan佛山854
Xiamen厦门822
Shanghai上海820
Shenzhen alone holds more than Guangzhou, Hangzhou and Yiwu combined, and Guangdong province accounts for 15,397. Yiwu sits inside the Jinhua prefecture, which is how it is counted here. Source: StoreLeads.深圳一个城市就超过广州、杭州、义乌三地之和,广东一省占 15,397 家。义乌属金华市,数据里按金华计。数据来源:StoreLeads。
The branding gap, counted品牌缺口,数出来是这样
Share of Chinese Shopify stores with each social channel linked at all.中国 Shopify 店铺里,绑定了各个社交渠道的比例。
Instagram22.4% · ~22,400
YouTube17.3% · ~17,300
Facebook13.7% · ~13,700
TikTok10.3% · ~10,300
Pinterest8.2% · ~8,200
Read the bars as what is missing rather than what is there. Every bar is mostly empty.这几条不要看它有多长,要看它空了多少。每一条都基本是空的。
The key message关键结论
More than three quarters have no Instagram at all. Nine in ten have no TikTok. That is not a traffic problem. That is the absence of a communication plan, and it is visible from outside the company.四分之三以上的店,连一个 Instagram 都没绑。十家里有九家没有 TikTok。这不是流量问题。这是根本没有沟通计划,而且从公司外面一眼就能看出来。
Sameness, counted同质化,数出来是这样
The three apps almost everyone installs.几乎所有人都装的那三个应用。
Judge.me Product ReviewsJudge.me 商品评价~25,400 · 25.4%
Shopify InboxShopify Inbox 在线客服~24,600 · 24.6%
17TRACK Order Tracking17TRACK 物流查询~12,800 · 12.8%
A review widget, a chat box and a parcel tracker. A trust patch, an inbox and a logistics page.一个评价插件、一个聊天窗、一个物流查询页。一块信任补丁、一个收件箱、一张物流页面。

Look at that list again and notice what is not in it. Not one of the three most installed apps changes the argument being made on the page. They patch trust, they answer questions, they say where the parcel is. None of them decides why somebody should buy.

Put the whole chapter together and you get a picture that is uncomfortably consistent: the same province, the same categories, the same three apps, the same theme, often the same photographs from the same supplier, and almost no social presence to build anything of your own on top of.

Sameness is not a style choice. It is what happens when nobody in the company is paid to make a decision about the brand.

And the top of the table says the same thing from the other end. DJI is the highest ranked Chinese Shopify store in the world, at global rank 233. The next two are a mechanical keyboard shop and an anime merchandise printer. Both are good businesses. Neither is a household name.

So: thousands of world-class factories, and roughly one world-class independent storefront brand. That gap has nothing to do with product quality, and everything to do with the four chapters that follow.

把那份榜单再看一遍,注意看里面没有什么。装机量最高的这三个应用,没有任何一个会改变页面上正在讲的那套说服逻辑。它们负责打信任补丁、负责答疑、负责告诉你包裹到哪了。没有一个负责回答"他为什么应该买"。

把整章拼起来,会看到一幅一致得让人不太舒服的画面:同一个省份、同样几个类目、同样三个应用、同样的模板、很多时候连图都是同一个供应商给的,而且几乎没有可以往上垒东西的社交阵地。

同质化不是审美选择。是公司里没有任何一个人,是拿钱来为品牌做决定的。

榜单的顶端,说的其实是同一件事。全球排名最高的中国 Shopify 店铺是 DJI,全球第 233 名。紧随其后的两家,一家做机械键盘,一家做二次元周边定制。都是好生意。但都算不上家喻户晓。

所以:几千家世界级的工厂,和大约一个世界级的独立站品牌。这中间的差距,和产品质量毫无关系,和后面四章讲的东西全都有关系。

06 · The challenge, and the opportunity06 · 挑战,以及机会

Why Chinese brands still under-sell abroad.中国品牌出海,为什么还是卖不动。

This is not a talent problem and it is not an effort problem. We work with sellers who are sharper and faster than most of the Western brands we see. The strengths are real, and they are very hard to copy.

What China has that nobody else has

  • Supply chain. Sample in days, tooling in weeks, a cost base the rest of the world cannot reach.
  • Product iteration speed. Three versions shipped while a European brand is still booking the meeting.
  • Product instinct. Knowing what a category is about to want, before the data says so.
  • Capital and manpower. The willingness to put real money behind a bet and staff it properly from day one.
  • Operating discipline. Margin control, inventory control, and a tolerance for hard numbers that most brands do not have.

What is consistently missing

  • Knowing the buyer. What an American mother of two is actually worried about at eleven at night. Everything below is guesswork until this exists, which is why it is first.
  • Brand strategy. What the brand stands for, who it is deliberately not for, and why it is allowed to cost more. This is a decision, and mostly nobody has been asked to make it.
  • Pricing by value, not cost plus. A factory prices from the bill of materials upward. A brand prices from what the outcome is worth downward. Same product, and it is usually the single biggest number on the page.
  • Content. Photography, video and copy that sound like a person in the buyer's country rather than a translated spec sheet.
  • The page. An excellent product wearing a page built like a catalogue entry.
  • Media buying in the West. Meta, Google and TikTok in the US and Europe, with angles that work there and creative that does not read as imported.
  • The second order. Almost nobody runs lifecycle email, and the first order is where a marketplace seller's thinking stops. On your own site the second order is the profit.
  • Service in the buyer's language and hours. Returns, warranty and a reply before they go to bed. This is a conversion input, not an after-sales cost.
How much of it overlaps

The biggest categories on Shopify in the US line up with exactly what China manufactures best: apparel at 29.3% of stores, over 780,000 of them, home and garden at 11.5%, beauty and fitness at 10.9%, around 312,000 stores. Then food and beverage, jewellery and accessories, electronics and gadgets, sports and outdoor, baby and kids. Source: StoreLeads.

The demand and the supply are already pointed at each other. What sits in between them is a page.

Put those two columns next to each other and the outcome is predictable. Excellent product, weak page, so the only argument left is price, so the margin goes, so there is no budget for content, so the page stays weak. The strength never gets to show up.

The good news in that diagnosis is that everything in the second column is buyable. It is a skill set, not a birthright. It is also the exact skill set that a company like ours has spent ten years assembling.

这不是能力问题,也不是努力问题。我们接触的很多卖家,比我们见过的大部分欧美品牌都更敏锐、更快。中国这边的优势是真实的,而且非常难被复制。

中国有,别人没有的

  • 供应链。几天出样,几周开模,成本是全世界都够不到的。
  • 产品迭代速度。欧洲品牌还在约会议的时候,这边已经出到第三个版本。
  • 产品直觉。在数据说话之前,就知道这个类目下一步想要什么。
  • 资金和人力。愿意为一个判断真金白银投进去,并且第一天就把人配齐。
  • 经营纪律。控毛利、控库存,对硬数字的承受力比大多数品牌都强。

一直缺的那几块

  • 对买家的理解。一个美国两个孩子的妈妈,晚上十一点真正在担心什么。这一条不成立,下面全是猜,所以它排第一。
  • 品牌策略。这个品牌代表什么、刻意不服务谁、凭什么可以卖得更贵。这是一个决定,而大多数公司里没有人被要求去做这个决定。
  • 按价值定价,而不是成本加成。工厂从物料成本往上加。品牌从"这个结果值多少钱"往下减。同样的产品,而这通常是整张页面上最大的那个数字。
  • 内容。图、视频和文案要像目标市场那个国家的人写的,而不是一份规格表翻译过去的。
  • 页面本身。一个很好的产品,穿着一件按目录条目做出来的页面。
  • 欧美投放。美国和欧洲的 Meta、Google、TikTok,要用当地行得通的角度,素材不能一眼看出是进口的。
  • 第二笔订单。几乎没有人在做生命周期邮件,而平台卖家的思维在第一单就停住了。在自己的站上,第二单才是利润。
  • 用买家的语言、在买家的时间里做服务。退换、保修,以及在他睡觉之前给出的那个回复。这是转化的输入项,不是售后成本。
重叠的部分有多少

美国 Shopify 上最大的几个类目,和中国最擅长制造的东西几乎完全重合:服装占 29.3%,超过 78 万家店;家居与园艺 11.5%美妆与健身 10.9%,约 31.2 万家店。再往下是食品饮料、珠宝配饰、电子与数码、运动户外、母婴。数据来源:StoreLeads。

需求和供给本来就在互相对着。夹在中间的,是一张页面。

把这两栏并排一放,结果就是可以预测的:产品很好,页面很弱,于是唯一能讲的只剩价格,于是利润没了,于是没有预算做内容,于是页面继续弱。那份优势始终没有机会露面。

这个诊断里的好消息是:右边那一栏,全部是可以买到的。它是一套技能,不是天赋。而这套技能,恰好是我们花了十年在攒的东西。

The challenge, honestly

  • Western ad costs keep rising while price competition keeps cutting the margin that pays for them.
  • A trust penalty at the start. An unknown brand from an unfamiliar country begins below zero in several markets, and the page has to earn back the difference.
  • Tariffs, de minimis rules and freight can erase a price advantage between one quarter and the next.
  • Platform dependence. One account action and the business stops the same afternoon.
  • The skills are not in the company. Almost nobody on the team has run Meta in the United States or written English copy that sells.
  • Agentic commerce will strip out the theatre that currently papers over a weak page.

The opportunity, also honestly

  • AI removed the language barrier, which was the single largest blocker for two decades.
  • The fourth funnel angle is nearly free now. What used to cost four times as much to build costs almost the same as one.
  • The buyers are already there. In the US, UK, Australia and Japan, buying from an independent storefront is ordinary behaviour.
  • The category mix matches the factories almost exactly. Apparel, home, beauty, electronics.
  • Being the source is worth something again. Complete, accurate product data is turning into a growth asset, and the manufacturer has it first.
  • The position is unclaimed. Around 100,000 stores against 2.67 million American ones, growing at 5% a year. It is early and it is cheap.

挑战,说实话

  • 欧美广告费一直在涨,而价格战一直在削掉那份用来付广告费的利润。
  • 起步就带着信任折扣。一个来自陌生国家的陌生品牌,在好几个市场是从负分开始的,而这个差额要靠页面挣回来。
  • 关税、小额免税规则和海运,能在一个季度之内抹平你的价格优势。
  • 对平台的依赖。一次账号动作,生意当天下午就停了。
  • 这些技能不在公司里。团队里几乎没有人在美国投过 Meta,也没有人写过真的能卖货的英文文案。
  • AI 代理购物会把那些戏剧化手法剥掉,而现在正是那些手法在替一张弱页面遮丑。

机会,也说实话

  • AI 把语言这道墙推倒了,而它整整挡了二十年。
  • 第四个漏斗角度现在几乎免费。以前要花四倍钱才能搭出来的东西,现在的成本和搭一个差不多。
  • 买家早就在那边了。在美国、英国、澳洲、日本,从独立站买东西是再正常不过的行为。
  • 类目结构和工厂几乎完全对得上。服装、家居、美妆、电子。
  • "是源头"这件事重新值钱了。完整、准确的商品数据正在变成增长资产,而制造商是第一个拿到它的人。
  • 这个位置还没有人占。大约 10 万家,对美国的 267 万家,年增长 5%。现在还早,而且还便宜。

Two teardowns, done this week这周做的两个拆解

Abstract diagnosis is easy to nod along to. So here are two real Chinese brands, both successful, both on Shopify, looked at the way you will look at a prospect's site before a meeting.

抽象的诊断,谁听了都点头。所以下面是两个真实的中国品牌,都做得不错,都在 Shopify 上,用的正是你见客户之前会用的那种看法。

IMALENTDongguan · high output flashlights · Shopify东莞 · 高流明手电筒 · Shopify

Already running GemPages, Judge.me and a live chat widget. The tooling is in the building.已经在用 GemPages、Judge.me 和一个在线客服组件。工具本来就在楼里。

imalentstore.com
Homepage. 816 words, and a navigation that segments by use case rather than by product.
Homepage. 816 words, and a navigation that segments by use case rather than by product.首页。816 个词,导航按使用场景分,而不是按产品分。
imalentstore.com/products/imalent-ms32-200000-lumen-flashlight
The MS32 product page. 1,241 words, 6 sections, 107 images.
The MS32 product page. 1,241 words, 6 sections, 107 images.MS32 产品页。1,241 个词,6 个板块,107 张图。
The product page has产品页已经有
  • Reviews and ratings评价与评分
  • A discount, a countdown and a stock warning above the fold第一屏上的折扣、倒计时和库存告急
  • A guarantee质保承诺
  • A comparison table对比表格
  • Full specification完整参数
  • FAQ and a repeated call to action常见问题与重复的行动召唤
It is missing缺的是
  • A reason to buy that is not a specification一个不是参数的购买理由
  • Problem to solution从问题到方案
  • How it works怎么用
  • Any bundle or volume discount任何组合装或阶梯折扣
  • Any pre-sell page at all任何一张预热页
The opportunity, in one paragraph机会,一段话讲完

Their own navigation already lists ten different reasons a person buys a flashlight: work, walking, police, patrol, outdoor, hunting, fishing, emergency, camping, adventure. They have done the hard part, which is knowing the angles. Every one of those ten leads to a collection page. Ten angles identified. Zero pre-sell pages built. The product page argues in specifications, when the ad that brought you there promised a use. And GemPages is already installed, so the tool is not the blocker.他们自己的导航里,已经列出了十个买手电筒的不同理由:工作、夜行、警用、巡逻、户外、狩猎、钓鱼、应急、露营、探险。最难的那一步他们已经做完了,就是知道有哪些角度。而这十个理由,每一个都通向一个集合页。十个角度已经找到。零张预热页。产品页讲的是参数,而把人带过来的那条广告,承诺的是一个用途。而且 GemPages 早就装好了,所以卡点不是工具。

INKBIRDsmart temperature control · Shopify智能温控 · Shopify

Running Judge.me, Yotpo and Klaviyo. The email machinery already exists.在用 Judge.me、Yotpo 和 Klaviyo。邮件那套机器已经有了。

inkbird.com
Homepage. 313 words and a sale bar, with no review block in view.
Homepage. 313 words and a sale bar, with no review block in view.首页。313 个词加一条促销栏,视野内没有评价板块。
inkbird.com/products/temperature-controller-itc-308
The ITC-308 product page. 477 words, 23 sections, 70 images.
The ITC-308 product page. 477 words, 23 sections, 70 images.ITC-308 产品页。477 个词,23 个板块,70 张图。
The product page has产品页已经有
  • An offer above the fold第一屏上的成交方案
  • A bundle组合装
  • Reviews, guarantee, comparison评价、保证、对比
  • FAQ and a repeated call to action常见问题与重复的行动召唤
It is missing缺的是
  • Problem to solution从问题到方案
  • How it works怎么用
  • Findable specification找得到的规格参数
  • Words. The page runs to 477 of them.字。整页只有 477 个词。
The opportunity, in one paragraph机会,一段话讲完

The offer machinery is there and the argument is not. Four hundred and seventy seven words is not enough to explain to somebody who has never owned a temperature controller why it changes their brewing, their barbecue or their reptile tank. Three different buyers, three different reasons, one page trying to serve all of them. This is a pre-sell problem wearing a product page.成交那套机器已经在了,说服那一套不在。四百七十七个词,不足以向一个从没用过温控器的人解释,它到底怎么改变他的酿酒、他的烧烤、或者他的爬宠箱。三种不同的买家,三个不同的理由,一张页面想同时伺候所有人。这是一个披着产品页外衣的预热页问题。

Observed directly on the live storefronts in August 2026: rendered pages, installed apps and section structure. The screenshots are the record, so read them rather than taking the lists on trust. Both are good businesses and both were chosen because they are doing well, not badly. Structure changes, so re-check before quoting any of this to them.2026 年 8 月直接在线上店铺观察所得:渲染后的页面、已装应用和板块结构。截图就是记录,所以请看截图,不要只信上面那两列清单。这两家都是好生意,选它们恰恰是因为它们做得不错,而不是做得差。结构会变,所以在把这些讲给他们听之前,请重新核一遍。

07 · The loop07 · 那个死循环

The chicken and the egg, and how brands get out of it.先有鸡还是先有蛋,以及怎么走出来。

This loop is the single biggest reason investment in the independent site stays small.

这个循环,是独立站投入一直起不来的最大原因。

The site does not sell站卖不动 A theme, marketplace photos reused, no pre-sell page, no offer design, no testing.套模板,图从平台链接搬过来,没有预热页,没有设计过的成交方案,也没有测试。
So nobody will spend on it所以没有人愿意往里投钱 Every request for budget is answered with the conversion rate of a page that was never built to convert.每次要预算,得到的回答都是那个从来就不是为转化而建的页面的转化率。
So it does not sell于是它还是卖不动 Back to the top, and "the independent site does not work for us" gets one more year of confidence behind it.回到第一圈,而"独立站对我们不行"这句话又多了一年的底气。
So it stays a catalogue with a checkout所以它一直只是一个带结账的商品册 A junior, a theme, and the hours left over after the marketplace work. No owner, no deadline.一个新人、一套模板,加上平台那边忙完剩下的时间。没有负责人,也没有交期。
Amazon is paying the salaries, so nothing ever forces the loop to break亚马逊在发着工资,所以没有任何东西逼这个循环断掉
The same loop, in money同一个循环,换成钱来看
Where a low conversion rate actually stops a business: not at the page, at the profit per order.转化率低真正卡死一门生意的地方,不在页面,在利润。
01Conversion sits at 0.6%转化率停在 0.6% A generic page, no pre-sell, no offer design, no testing.一张通用的页面,没有预热,没有设计过的成交方案,也没有测试。
02One order costs more than it earns一单赚的钱盖不住买一单的钱 Take a $150 product at 55% margin, so $82 of gross profit per order. At $1.20 a click, 0.6% conversion means $200 of advertising to produce one order. Every order loses $118.拿一个 150 美元、毛利 55% 的产品来算,一单的毛利是 82 美元。按 1.2 美元一次点击、0.6% 转化算,做出一单要花 200 美元广告费。每一单亏 118 美元。
03So the spend stays small所以预算一直不敢放开 Nobody scales a channel that loses money per order. The budget gets capped at "testing" and stays there.没有人会给一个每单都亏的渠道放量。预算被锁在"测试"这一档,然后就一直在这一档。
04Small spend means no data预算小,就没有数据 Not enough traffic to prove anything, so the page cannot be improved, so nothing shows the channel could work.流量太少,测什么都测不出结果,页面就改不动;改不动,就永远证明不了这条路能走通。
05Back to 0.6%, one year older回到 0.6%,只是又老了一年 And the conclusion written down is "the independent site does not work for us", on evidence that was never valid.而写进结论里的那句话是"独立站对我们不行",依据是一份从来就不成立的证据。
Take the same page to 1.5% and the advertising cost per order falls to $80. That order breaks even. Add a post-purchase upsell that lifts the average order to $185 and it clears $22 of profit. Now the budget is allowed to grow, the traffic produces data, and the page gets better. The loop runs the other way round.把同一张页面做到 1.5%,每单广告成本降到 80 美元,这一单打平。再加一个付款后的追销,把客单价从 150 拉到 185,这一单就净赚 22 美元。到这时预算才被允许往上加,流量才产出数据,页面才会变好。循环就反过来跑了。
Illustrative unit economics, and worth checking against your own. Note that conversion alone only reaches break-even here. It takes the order value as well, which is why the two are sold together and why the equation two chapters on is written as a product.这是示意的单位经济模型,值得拿你自己的数字核一遍。注意:光把转化率做上去,这里也只是打平。还要动客单价,才真的赚钱。所以这两件事是一起卖的,后面那个公式也才写成乘法。

Because Amazon covers the salaries, the site is never urgent. It stays a side project for years, and every year the conclusion "the independent site does not work for us" gets a little more confident, on evidence that was never valid.

How the ones who got out did it

They stopped treating the site as an experiment that had to be profitable in week three, and treated the first months as an investment with a number attached to it. Then they did one thing, not ten. One product. One funnel. Built properly. Tested until it worked. Only after that did they copy the shape across the catalogue.

That is also why we sell it the way we do. Not a website project. One funnel, for one product, live in days, tested from the first week, with a number you can look at before you decide to spend more.

因为亚马逊把工资发了,独立站永远不着急。它以副业的姿态待上好几年,而"独立站对我们不适用"这个结论,每一年都被说得更肯定一点,尽管它依据的证据从来就不成立。

走出来的人是怎么做的

他们不再把独立站当成一个"第三周就必须盈利"的实验,而是当成一笔有数字目标的投入。然后他们只做一件事,不是十件。一个产品。一条漏斗。认真搭。一直测到它跑通为止。跑通之后,才把这套打法复制到其他品类上。

这也是我们卖法的由来。我们卖的不是一个"建站项目"。是一条漏斗,围绕一个产品,几天上线,第一周就开始测,让你在决定是否加码之前,先看到一个真实的数字。

Part two第二部分

What the answer has to be答案只能是什么

01

China makes what the world buys.
It is not yet paid what the world pays.
中国造出了世界要买的东西。
但世界付的钱,还没到中国手上。

The factories are here, the capital is here, the speed is here. What is missing is the last hundred metres: the page where a stranger decides. That gap is the largest opening in this business, and AI is the first thing that makes it cheap enough to close.工厂在这里,资金在这里,速度也在这里。缺的是最后一百米:一个陌生人做决定的那一页。这个缺口,是这门生意里最大的一块空地,而 AI 是第一个让填平它变得足够便宜的东西。

08 · The definition08 · 定义

You have a brand when you can turn the traffic off.能关掉流量还有订单,才叫品牌。

Everybody uses the word brand and almost nobody defines it. Most definitions cannot be checked, which is why they survive: a brand is a promise, a brand is what people say when you leave the room. You cannot run those.

So here are three that can be run, ordered by how quickly you get an answer.

TEST 01The name test, today

Does anybody search for your brand name rather than the category? Open your search console and split branded from unbranded queries. If nobody types your name, nobody is looking for you, they are looking for a product and you happened to be there. This takes five minutes and costs nothing.

TEST 02The price test, this quarter

Can you charge more than an identical product from the factory next door, and still sell? That gap is brand equity, and it is the only definition that shows up directly in margin. In a market where everyone is competing on price, this is the test that actually matters.

TEST 03The traffic test, thirty days

Switch the ads off and wait. If orders keep arriving from direct traffic, email, search and repeat customers, you have demand you do not have to re-buy. If they stop the same week, you have a media buying operation with a product attached to it.

The third one is the most brutal and the most conclusive, which is why we lead with it in conversation. It is also the slowest and the most expensive, and it lies in one specific case: in a low frequency category like mattresses or luggage, thirty days of silence proves nothing, because nobody was going to buy twice anyway. There, test two is the honest one.

Both of those can make money. Only one of them is worth something on the day you want to sell the company, raise money, or take a month off without watching the dashboard.

A brand is the part of your demand you do not have to re-buy every morning, and the part of your price you do not have to justify.

This matters commercially, not philosophically. A business where every order is bought fresh has a valuation multiple close to its inventory. A business with repeat customers, an email list, a name people search for and a page that converts without a discount is valued on its earnings. Same product, same factory, completely different number.

And it is not all or nothing. Most healthy brands sit somewhere in between. The question is only which direction you are moving in this year.

所有人都在说"品牌",但几乎没有人给它一个定义。大多数定义之所以能一直流传,恰恰是因为它们没法验证:"品牌是一种承诺""品牌是你离开房间之后别人怎么说你"。这些你没法拿去跑。

所以下面是三个真能跑的测试,按出结果的快慢排。

测试 01名字测试,今天就能做

有没有人是搜你的品牌名,而不是搜这个品类?打开搜索后台,把品牌词和非品牌词拆开看。如果没有人打你的名字,那就没有人在找,他们在找一个产品,而你恰好在那儿。这个测试五分钟,不花钱。

测试 02价格测试,这个季度

隔壁工厂出的一模一样的东西,你能不能卖得更贵,并且还卖得掉?那个差价就是品牌资产,也是唯一一个直接体现在毛利上的定义。在一个所有人都在拼价格的市场里,这才是真正要紧的那个测试。

测试 03流量测试,三十天

把广告关掉,然后等。如果订单还在进来:直接访问、邮件、搜索、老客户复购,那你手里有一部分不用重新买的需求。如果当周就断,那你有的是一个买流量的团队,外加一个产品。

第三个最狠也最有说服力,所以我们在对话里通常先抛它。但它也最慢、最贵,而且在一种情况下会骗人:在床垫、行李箱这类低频类目里,三十天没声音说明不了任何事,因为人家本来就不会买第二次。在那种类目里,第二个测试才是诚实的那个。

这两种都能赚钱。但只有一种,在你想卖掉公司、想融资、或者只是想休息一个月不看后台的那天,是值钱的。

品牌,就是你不用每天早上重新买一次的那部分需求,以及你不用解释的那部分价格。

这是一个生意上的问题,不是一个情怀问题。每一单都要现买流量的生意,估值接近它的库存价值。有复购、有邮件名单、有人主动搜你的名字、不打折也能转化的生意,估值看的是利润。同样的产品,同样的工厂,结果完全是两个数字。

而且这件事不是非黑即白。大多数健康的品牌都在中间某个位置。真正要问的只有一句:今年你在往哪个方向走。

The three tests, and what each one costs you三个测试,各自要付的代价
The fastest test tells you least. The one that settles it takes a month and real nerve.出结果最快的那个,说明的最少。真正能一锤定音的那个,要一个月,还要真敢做。
Test 01测试 01 The name test名字测试 Does anybody search your brand name rather than the category?有没有人是搜你的品牌名,而不是搜品类?
Answer in出结果Five minutes五分钟
Costs代价Nothing
Weakest proof证明力最弱
Test 02测试 02 The price test价格测试 Can you charge more than the identical product from the factory next door, and still sell?你能不能比隔壁厂同样的产品卖得贵,而且还卖得掉?
Answer in出结果A quarter一个季度
Costs代价Some volume一些销量
Shows up directly in margin直接体现在毛利上
Test 03测试 03 The traffic test流量测试 Switch the ads off for thirty days. Do orders keep arriving?把广告关掉三十天。订单还进不进来?
Answer in出结果Thirty days三十天
Costs代价A month of revenue一个月的营收
Settles it, unless the category is low frequency一锤定音,除非这是低频品类
The bar is how much the test proves, not how hard it is. Notice they run in opposite directions: the cheap test proves little, and the one that proves everything costs a month. In a low frequency category like mattresses, thirty days of silence proves nothing, and test two is the honest one.那条横杠代表这个测试能证明多少,不是它有多难做。注意它们的方向是相反的:便宜的那个证明不了什么,能证明一切的那个要花掉一个月。像床垫这种低频品类,三十天没声音说明不了任何事,那时候诚实的是第二个测试。
09 · The independent site09 · 独立站

A website is not a website. It is the brand.独立站不是一个网站。它就是品牌本身。

Most sellers file the independent site under "we should probably have one". That framing is the problem. It puts a website in the same drawer as a business licence and a trade show banner.

Try the sentence the other way round. Your brand does not live in your logo, your trademark registration or your factory. It lives in the only place a stranger meets it and decides what it is worth. For a cross border seller, that place is a page.

The factory decides how good your product can be. The page decides how much you are allowed to charge for it.

And the buyers are already there. This is not a bet on a channel that might arrive. In 2025 Shopify processed $378.4B in GMV, up 29% year on year, holding over 14% of US ecommerce, second only to Amazon. There are 4.8 million active storefronts, and the markets a Chinese brand wants are the ones most used to buying this way.

$378.4B
Shopify GMV in 2025, up 29% year on year
14%+
of US ecommerce, second only to Amazon
2.67M
Shopify stores in the United States
191K
in the UK, Shopify's largest European market

Australia holds around 138,000 stores and Japan around 32,000. These are places where a shopper buying from a brand they have never heard of, on a site that is not a marketplace, is completely ordinary behaviour. The buyer is not the obstacle. The page is.

So what is the site actually doing? Not looking professional. Not so the factory has a page to show at a trade fair. A website does four jobs that a marketplace will never do for you, and if it is not doing these four it is just an expensive brochure.

  • It owns the customer. Email, phone, WeChat, the pixel, the repeat order. Everything about who bought and why. This is the whole asset.
  • It owns the price. There is no buy box. You decide what the product is worth, and the page has to argue for it. That is a harder job and a much better business.
  • It owns the story. On a marketplace you are a row in a list, compared on price by a shopper who is comparing forty rows. On your own page you get a few uninterrupted minutes to explain why yours costs twice as much.
  • It owns the data. Which angle they clicked, which section they read, where they left, which offer they took. That is the only real feedback loop in this business, and on a marketplace you do not have it.

Marketplace

  • The platform owns the buyer
  • You compete on price and rank
  • One fixed page layout for everyone
  • Traffic is rented, every single day
  • Suspension risk is permanent

Your own site

  • You own the buyer and the list
  • You compete on the argument and the offer
  • A different page for every reason to buy
  • Repeat customers cost nothing to reach
  • Nobody can switch you off
However well you sell on a platform, the customer data is not yours. Your own site is the opposite: you set the experience, you keep the data, and the brand actually carries your name.

The website is also where every other channel finally pays off. TikTok, influencers, retail, a viral video: they all send people somewhere, and if that somewhere is a marketplace listing, the platform keeps the customer you paid to create.

大部分卖家把独立站归到"我们大概也该有一个"这一类里。问题恰恰就出在这个归类上:它把独立站和营业执照、展会背景板放进了同一个抽屉。

把这句话反过来说一遍。你的品牌不住在 logo 里,不住在商标注册证里,也不住在工厂里。它住在一个陌生人第一次遇见它、并且判断它值多少钱的那个地方。对一个跨境卖家来说,那个地方就是一张页面。

工厂决定你的产品能做到多好。页面决定你能卖到多贵。

而买家早就在那边了。这不是在赌一个还没到来的渠道。2025 年 Shopify 跑了 3,784 亿美元 GMV,同比增长 29%,占美国电商 14% 以上,仅次于亚马逊。全球有 480 万个活跃店铺,而中国品牌最想去的那几个市场,恰恰是最习惯这种买法的市场。

$378.4B
2025 年 Shopify GMV,同比 +29%
14%+
美国电商份额,仅次于亚马逊
267万
美国的 Shopify 店铺数
19.1万
英国,Shopify 最大的欧洲市场

澳大利亚约 13.8 万家店,日本约 3.2 万家。在这些地方,一个消费者从没听过的品牌手里、在一个不是平台的网站上下单,是再正常不过的行为。障碍不在买家身上。障碍在页面上。

那这个站到底在干什么?不是为了看起来正规,也不是为了展会上有个网址可以给客户看。独立站要做的是四件平台永远不会替你做的事。如果这四件事没在发生,那它只是一本很贵的电子画册。

  • 它把客户变成你的。邮箱、电话、微信、像素、复购。谁买了、为什么买,全部留在你这里。这才是资产本身。
  • 它把定价权变成你的。没有购物车按钮的争夺。产品值多少钱由你定,然后由页面去把这个价格讲通。这件事更难,但生意好得多。
  • 它把叙事变成你的。在平台上,你是列表里的一行,被一个正在比较四十行的人按价格比较。在你自己的页面上,你有几分钟不被打断的时间,去解释为什么你贵一倍。
  • 它把数据变成你的。他们是被哪个角度打动点进来的、读了哪一段、在哪里走掉、拿了哪个优惠。这是这门生意里唯一真实的反馈闭环,而在平台上你没有。

平台

  • 买家属于平台
  • 比的是价格和排名
  • 所有人共用一套固定版式
  • 流量每天都要重新买
  • 封号风险一直都在

你自己的站

  • 买家和名单都是你的
  • 比的是说服力和offer
  • 每一个购买理由都可以有一张专属页面
  • 触达老客户几乎不花钱
  • 没有人能把你关掉
平台上卖得再好,客户数据不归你。独立站不一样:体验你定,数据你留,品牌真姓你的姓。

还有一点:独立站是其他所有渠道最终兑现的地方。TikTok、达人、线下、一条爆了的视频,它们都会把人送到某个地方去。如果那个地方是平台链接,那么你花钱创造出来的客户,最后留在了平台手里。

Seller and brand builder, same fruit卖家和做品牌的人,同一个水果
Two people, one watermelon.两个人,一个西瓜。
The same watermelon costs 20 yuan either way. A seller cuts it into eight slices and competes on the price of a slice until the street is selling at four yuan. An entrepreneur turns it into six bottles of branded juice at thirty-nine yuan each. Costs ¥20. Either way. 进价 ¥20。两边都一样。 THE SELLER 小贩 cuts it into 8 slices 切成 8 块 ··· ¥5 ¥4.5 ¥4 the stall next door 隔壁摊也能再降 8 × ¥4 = ¥32 8 × ¥4 = ¥32 Sold out, and the ¥20 melon barely paid for itself. 全卖光了,那 ¥20 的瓜刚够回本。 The only lever left is the price of a slice. 唯一还能动的,只剩一块瓜的价格。 THE ENTREPRENEUR 创业者 cold-presses it into 6 bottles 冷压成 6 瓶 BRAND ··· ¥39 nobody else sells this one 这一瓶别人没有 6 × ¥39 = ¥234 6 × ¥39 = ¥234 Same ¥20 melon. Seven times the money out of it. 同样那 ¥20 的瓜。榨出来的钱是七倍。 And it does not have to stay a watermelon. 而且它不一定还得是个西瓜。
Same fruit, same cost, same morning, and a seven times difference in what comes out. The gap is not effort and it is not the fruit. It is the decision about what the thing is.同样的瓜、同样的成本、同样的一个早上,产出却差七倍。差距不在于谁更辛苦,也不在于那个瓜,而在于"把它定义成什么"这个决定。

Everybody in this business starts with a watermelon. The seller cuts it up and sells it by the slice, and from that morning on the only decision left is the price of a slice. The stall next door can always cut thinner or charge less, and eventually the whole street is selling the same slice for less than it costs to buy the fruit. That is 内卷, drawn.

The entrepreneur looks at the same watermelon and asks a different question: what do people actually want, and what would they pay for it. Cold pressed and bottled, with a label, a name and a reason. Sold at a price that has nothing to do with what the fruit cost. And crucially, it does not have to stay a watermelon at all.

The reason this picture belongs in a letter about websites is that the page is where the transformation actually happens. A marketplace listing can only ever sell the slice, because it only lets you fill in weight, photo and price. Your own page is the bottle, the label, the name and the reason, all at once.

The key message
Most Chinese sellers are not short of watermelon. They are short of the bottle.

The factory, the cost base, the iteration speed and the capital are already world class. What is missing is the layer that turns a good product into something a stranger in another country wants, trusts, and pays a premium for. That layer is content, brand and the page.

做这门生意的人,手里一开始都是一个西瓜。小贩把它切开,按块卖,从那个早上起,他唯一还能做的决定就是一块瓜卖多少钱。隔壁摊永远可以切得更薄,或者卖得更便宜,最后整条街都在用低于进瓜的价格卖同一块瓜。这就是内卷,画出来的样子。

创业者看着同一个西瓜,问的是另一个问题:人们真正想要的是什么,他们愿意为什么付钱。冷压、装瓶,配上标签、名字和一个理由。定价和这个瓜进价多少已经没有关系了。而且最关键的是,它根本不一定还得是个西瓜

这张图之所以该出现在一封讲网站的信里,是因为那个"变身"恰恰发生在页面上。平台链接永远只能卖那一块瓜,因为它只让你填重量、图片和价格。你自己的页面,就是瓶子、标签、名字和理由,一次性全都有了。

关键结论
大多数中国卖家不缺西瓜。缺的是那个瓶子。

工厂、成本、迭代速度、资金,这几样已经是世界级的了。缺的是把一个好产品,变成另一个国家的陌生人愿意要、愿意信、并且愿意多付钱的那一层。那一层是内容、品牌,和页面。

10 · How the West buys10 · 欧美澳的人是怎么买东西的

Why buyers in the US and Europe will order from a site they have never heard of.为什么欧美买家会在一个没听过的网站上下单。

This is the chapter most sellers skip, and it is the one that explains everything after it. If you have only ever sold in China, buying from a brand's own site is not a habit you have, or one you have watched anybody else have.

The usual explanation is that Western consumers got the internet earlier, so they are simply used to it. That is a small part of it. The real reason is market structure, and it is much more useful to understand because it is not going to change.

这一章是大多数卖家会跳过的,也恰恰是解释后面一切的那一章。如果你只在国内卖过货,那么"在品牌自己的网站上下单"这件事,不是你的习惯,你大概也没见过身边谁有这个习惯。

常见的解释是:欧美人上网早,所以习惯了。这只占一小部分。真正的原因是市场结构,而理解这一点有用得多,因为它不会变。

Two market structures两种市场结构
In China three apps hold 99.2% of mobile shopping traffic. In the West there was never one place that had everything.在中国,三个 app 拿走了 99.2% 的移动购物流量。在欧美,从来没有过一个"什么都有"的地方。
Taobao, Pinduoduo and JD, share of China mobile shopping traffic淘宝、拼多多、京东,占中国移动购物流量99.2%
Third-party marketplaces, share of European ecommerce第三方平台,占欧洲电商39%
Amazon, share of US retail overall亚马逊,占美国整体零售~6.2%
European shoppers who say they prefer buying direct from the brand表示"能直接从品牌买就直接买"的欧洲消费者65%+
China MAU and traffic share, February 2026. Europe marketplace share and shopper preference, 2025 to 2026 industry reporting. US figures from FRED retail and ecommerce share data.中国月活与流量占比:2026 年 2 月。欧洲平台占比与消费者偏好:2025 至 2026 年行业统计。美国数据来自 FRED 零售与电商占比。
The sentence that explains the rest of this letter解释这封信其余部分的那句话
In China, the platform does the persuading. On a Western independent site, there is no platform, so the page has to do all of it.在中国,说服的工作是平台做的。在欧美的独立站上,没有平台,所以说服的工作全部落在页面上。

Think about what Taobao does for a seller before the seller has said a word. It vouches for you. It holds the money until the buyer is satisfied. It shows a rating built over years, a return policy the buyer already trusts, a checkout they have used a thousand times, and a comparison against every competitor on the same screen. By the time a Chinese buyer reaches your listing, the platform has already done perhaps eighty percent of the persuading. Your job is to be the best option inside a frame somebody else built.

Now put that same seller on their own site in Ohio. No escrow. No rating built up over years. No familiar checkout. No frame. A stranger arrives from an advertisement. Everything the platform used to provide, the page now has to provide: who you are, why this works, what happens if it does not, why now, and why you rather than the tab they still have open.

This is why "we just listed the products on the site and it did not sell" is not a failure of the product. It is a page being asked to do a job nobody told it about.

And it is also why the Western consumer is willing to do this at all. They were never trained to expect one place that has everything, because they never had one. Ecommerce in the United States is roughly 17% of retail and Amazon is only about 6% of retail overall. The number two, three and four are not marketplaces, they are shops with their own websites. Buying from a brand you have not heard of is not a leap of faith there. It is Tuesday.

In Europe it goes further. Third-party marketplaces are only 39% of ecommerce, and more than 65% of online shoppers say that when they can buy directly from the brand, they prefer to. Read that twice, because it is the exact inverse of the instinct a Chinese seller has been trained into. The majority of your European customers would rather not buy from you on Amazon.

先想一想:在卖家还没开口之前,淘宝已经替他做了什么。它替你背书。它把钱扣在中间,直到买家满意。它展示一个积累了好几年的评分、一套买家早就信任的退换规则、一个他用过一千次的收银台,以及同一屏上和所有竞品的比较。等一个中国买家走到你的链接前,平台大概已经把百分之八十的说服工作做完了。你的任务,是在别人搭好的框架里,做那个最优选项。

现在把同一个卖家放到俄亥俄州的自有站上。没有担保交易。没有积累的评分。没有熟悉的收银台。没有框架。一个陌生人从一条广告过来,而平台过去提供的每一样东西,现在都要由这一张页面提供:你是谁、为什么这东西管用、不管用怎么办、为什么是现在、以及为什么是你而不是他还开着的那个标签页。

所以"我们把产品挂上站了,但卖不动",不是产品的失败。那是一张页面被要求去做一份没人告诉过它的工作。

而这同时也解释了:为什么欧美消费者愿意这么买。他们从来没有被训练成"期待有一个什么都有的地方",因为他们本来就没有过。美国电商大约占零售的 17%,而亚马逊在整体零售里只占大约 6%。排在第二、第三、第四的不是平台,是有自己网站的商店。在那里,从一个没听过的品牌手里下单,不是什么信仰之跃,那就是一个普通的星期二。

在欧洲还要更进一步。第三方平台只占电商的 39%,而超过 65% 的网购者表示:只要能直接从品牌买,他们更愿意直接买。这句话请读两遍,因为它和一个中国卖家被训练出来的直觉,恰好是反的。你在欧洲的大多数客户,其实宁愿不要在亚马逊上买你的东西。

What this means for the job这对这个岗位意味着什么

A seller who has only worked inside Chinese platforms is not lacking effort or intelligence. They are missing one specific piece of context: that the page has to carry the trust the platform used to carry. Explain that clearly in a first meeting and half your job is done, because everything we sell after it follows from that one idea.一个只在中国平台里做过生意的卖家,不缺努力,也不缺聪明。他缺的是一块很具体的背景认知:页面必须扛起过去由平台扛的那份信任。在第一次见面时把这一点讲清楚,你这份工作就完成了一半,因为后面我们卖的每一样东西,都是从这一个想法长出来的。

11 · The vocabulary11 · 先把词讲清楚

Landing page and funnel, explained from zero.从零讲清楚:什么是落地页,什么是漏斗。

These two words get used loosely by everyone selling services, so let us be exact. If you already know this, skim it. If you do not, this is the single most valuable part of the letter, and almost nobody explains it properly.

A landing page is not your homepage

A landing page is the one page an advertisement points at. Not the homepage. Not the catalogue. Not the general product page that everybody sees.

It is built for one reader, who clicked for one specific reason, and it makes one offer. If your ad said "stop your dog pulling on the lead", the page opens with a dog pulling on a lead. It does not open with your logo and a hero image of your whole product range.

The reason this matters is simple maths. You paid for that click. Every second the visitor spends looking for the thing the ad promised is a second of paid attention you are burning. Most sellers send every ad to the same two pages and then blame the traffic when the conversion rate is one percent.

Counted, not guessed

We pulled the ten Shopify beauty brands running the most live ads from the Meta Ad Library in one week: 4,531 live ads pointing at 198 unique landing pages. One page for every twenty three ads. One of them runs 121 live ads for a single lash serum and every one of them lands on the same product page.

Hundreds of ads. Dozens of angles. A handful of pages. One offer. The personalisation stops at the click, which is exactly where it should start.

A funnel is the path around that page

A funnel is the sequence a stranger walks through, from the first second of attention to the second order. Four steps. Most sellers only build two of them.

Step 01
The ad
Thirty seconds of rented attention

Hook, angle, audience. The ad does not sell anything. It rents you a few seconds and picks which argument the person is going to hear next.

Step 02
Pre-sell
Turn a reaction into an intention

Cold traffic is reacting, not shopping. Nobody woke up wanting your product. This page does the convincing before any price is shown. It is the cheapest lever almost nobody uses.

Step 03
Sales page
Now they are deciding

The offer, the bundle, the guarantee, the proof. By the time they arrive here they should already believe the problem is real and your mechanism is the answer.

Step 04
Checkout
The step nobody budgets for

Every extra field, every surprise line, every payment method you do not offer in that market is a person who decided yes and left anyway. Shipping cost shown late is the single most common reason a full cart is abandoned.

Step 05
After payment
The cheapest sixty seconds in commerce

The card is out, the trust is fresh, the traffic is already paid for. One click, no card re-entry. This is where average order value comes from, and it is the step almost everyone skips.

The standard mistake is pointing paid traffic straight at a product page. A product page answers "which one and how much". It does not answer "why should I care", and a cold visitor has not asked the first question yet.

There is a second mistake underneath the first one. The page they land on is not only the wrong kind of page. It is the same page as everybody else's.

A few hundred thousand Shopify stores are built from the same handful of themes. Same section order, same hero, same three trust badges under the button, same review widget in the same place. A buyer who has clicked ten ads this month recognises the shape before reading a word, and the shape tells them: this is one of those. That is a large part of why conversion sits under one percent. The page is not ugly. It is generic, and generic is a conversion problem, not a design problem.

Which is why the traffic increasingly does not go to the store at all. It goes to a page whose only job is to warm the click up, and the store is where the visitor arrives once they already want the thing.

The four shapes of a pre-sell page

Four formats do this job, and all four are just different ways to earn the right to make an offer.

Format 01AdvertorialAn article that reads like editorial. Story first, product as the conclusion rather than the premise. The reader gets to the offer already convinced.
Format 02Listicle"Five reasons your insomnia keeps winning." Skimmable, and every numbered item is another chance to land the mechanism.
Format 03ComparisonA review page: thirty eight products reviewed, twelve studies, five picks. Works when the category is crowded and the buyer is already shopping around.
Format 04QuizSixty seconds, a few questions, then a result page built around the answer. Segments the traffic and earns the email on the way through.

这两个词,卖服务的人天天挂在嘴上,但很少有人说清楚。如果你已经懂,可以快速扫过。如果还不太确定,这一节是整封信里最值钱的部分,因为几乎没有人认真解释过它。

落地页不是你的首页

落地页,就是广告点进去之后打开的那一页。不是首页,不是全品类页,也不是所有人都看到的那个通用产品页。

它是为一个人写的:这个人因为一个具体的理由点了进来,而这一页只讲一件事,只给一个成交方案。如果广告说的是"让狗不再拽绳",那这一页第一屏就应该是一只在拽绳的狗,而不是你的 logo 和一张全系列产品的大图。

这件事重要,道理很简单。这个点击是你花钱买的。访客每多花一秒去找广告里承诺的那个东西,就是在烧掉你已经付过钱的注意力。大部分卖家把所有广告都丢到同样的两三个页面上,然后在转化率只有百分之一的时候,怪流量不精准。

这是数出来的,不是猜的

我们从 Meta 广告库里拉出了当周在投广告最多的十个 Shopify 美妆品牌:4,531 条在投广告,只指向 198 个不同的落地页。平均二十三条广告共用一个页面。其中一个品牌为一支睫毛精华投了 121 条在投广告,全部落在同一个产品页上。

几百条广告,几十个角度,几个页面,一个方案。个性化在点击那一刻停止了,而那恰恰是它应该开始的地方。

漏斗,是这一页外面的那条路

漏斗指的是一个陌生人从第一秒注意力,走到第二次下单的整条路径。一共四步。大多数卖家只搭了其中两步。

第一步
广告
租来的三十秒注意力

钩子、角度、人群。广告本身不成交。它只是替你租了几秒钟,并决定这个人接下来会听到哪一套说法。

第二步
预热页
把"反应"变成"意图"

冷流量是在反应,不是在购物。没有人今天早上醒来就想买你的东西。这一页负责在报价之前把人说服。这是最便宜、却几乎没人用的一个杠杆。

第三步
成交页
这时候他才在做决定

方案、组合、保证、证据。人走到这一页的时候,应该已经相信问题是真的、你的原理是成立的。

第四步
结账
没有人给它留预算的那一步

多一个必填框、多一行没提前说的费用、少一种那个市场常用的付款方式,都会让一个已经决定买的人转身走掉。运费到最后一步才出现,是购物车被丢下最常见的原因。

第五步
付款之后
电商里最便宜的六十秒

卡还没收起来,信任刚刚建立,流量的钱早就付过了。一键加购,不用重新输卡号。客单价就是从这里来的,而这一步几乎所有人都跳过了。

最常见的错误,是把付费流量直接怼到产品页。产品页回答的是"选哪个、多少钱"。它回答不了"这关我什么事",而一个冷流量访客,连第一个问题都还没问出口。

在这个错误下面,还有第二个错误:他们落地的那一页,不只是类型不对,而且和别人的那一页长得一模一样。

几十万家 Shopify 店铺是用同一批主题搭出来的。板块顺序一样,头图一样,按钮底下那三个信任徽章一样,评价插件的位置也一样。一个这个月点过十条广告的买家,还没读一个字就认出这个样子,心里那句话是:又是这种。转化率一直卡在 1% 以下,很大一部分原因就在这里。页面不丑,页面是"通用"。而通用是一个转化问题,不是一个设计问题。

所以现在越来越多的流量,根本不先进店。它先进一个只干一件事的页面:把这次点击捂热。等访客真的想要了,再让他到店里来。

预热页的四种形态

下面四种格式都在干同一件事:先赢得资格,再开口报价。

形态 01软文页读起来像一篇文章,不像广告。先讲故事,产品是结论而不是前提。读者走到报价的时候,已经被说服了。
形态 02清单体"你失眠治不好的五个原因"。可以跳读,而每一个编号都是一次重新讲清原理的机会。
形态 03测评对比页一篇评测:测了三十八款、翻了十二篇研究、选出五个。类目拥挤、买家本来就在到处比价的时候特别管用。
形态 04问答测试页六十秒,几道题,然后给一个基于答案生成的结果页。顺手把流量分了层,也顺手把邮箱拿到了。
Pre-sell formats预热页的四种形态
Four shapes, one job: earn the right to make an offer. Which one you use depends on how much the reader already knows.四种形态,一个任务:先赢得资格,再开口报价。用哪一种,取决于读的人已经知道多少。
01
Advertorial软文页Does not know they have the problem还不知道自己有这个问题Reads like an article. The product is the conclusion, not the premise.读起来像文章。产品是结论,不是前提。
02
Listicle清单体Knows the problem, not that there is a fix知道有问题,不知道有解法Skimmable, and every number is another go at the mechanism.可跳读,每个编号都是重讲一次原理的机会。
03
Comparison测评对比页Knows there is a fix, shopping around知道有解法,正在比价For crowded categories, where the buyer is already shopping around.类目拥挤、买家本来就在到处比价时特别管用。
04
Quiz问答测试页Ready, but not sure which one is for them准备买了,但不确定该买哪一个Segments the traffic and earns the email on the way through.顺手给流量分层,也顺手把邮箱拿到手。
Advertorial example
Advertorial软文页A real one真实案例
Listicle example
Listicle清单体A real one真实案例
Comparison example
Comparison测评对比页A real one真实案例
Quiz example
Quiz问答测试页A real one真实案例
All four exist to do one thing: convince before any price is shown.这四种存在的意义只有一个:在报价出现之前,先把人说服。
<
Where the money actually lands钱最后落在哪一页
The beauty count above asked how many pages the ads shared. This asks a different question of a much larger set: 9,623 live ads, and what kind of page each one points at. The second bar is electronics only.上面那组美妆数据问的是"这些广告共用了多少张页面"。这一组问的是另一个问题,样本也大得多:9,623 条在投广告,每一条指向的是哪一类页面。第二根柱子只算电子类。
all stores全部店铺electronics only只算电子类
Product page产品页
42.3%
53.1%
built to answer "which one and how much"是用来回答"选哪个、多少钱"的
Collection page品类页
25.4%
13.4%
a grid. No argument on it at all一个货架。上面一句说服的话都没有
Homepage首页
14.4%
13.4%
built for everybody, so for nobody为所有人做的,也就是为谁都不是
A page built on purpose专门做的一张页面
9.3%
6.3%
the only row where the page was made for the ad唯一一行,页面是为这条广告做的
Other其他
8.6%
13.7%
blog posts, search results, dead links博客、搜索结果、失效链接
Nine ads in ten land on a page that existed before the ad did. In electronics it is worse: only 6.3% of ads point at a page somebody built on purpose.十条广告里有九条,落在一张"广告出现之前就已经在那里"的页面上。电子类更糟:只有 6.3% 的广告,指向一张有人专门做出来的页面。
Now the same question, asked only of Chinese brands同一个问题,只问中国品牌
Product page产品页63.2%42.3% across all stores全部店铺是 42.3%
Other其他16.4%homepage, blog, search, dead links首页、博客、搜索结果、失效链接
A page built on purpose专门做的一张页面11.7%9.3% across all stores全部店铺是 9.3%
Collection page品类页8.8%a grid, no argument on it一个货架,一句说服的话都没有

Read it carefully, because it does not say what you might expect. Chinese brands build a page on purpose at about the same rate as everybody else. What they do far more of is point the ad straight at the product page: 63.2% against 42.3%. That is your opening line, and it is specific to the person you are calling. Sample: the 171 of those same 9,623 records that belong to 74 Chinese brands. Same source, same counting, just the Chinese slice of it, and a much smaller slice, so treat it as a strong hint rather than a law.这几行要看仔细,因为它说的不是你以为的那件事。中国品牌"专门做一张页面"的比例,和其他人差不多。他们真正多出来的,是把广告直接指向产品页:63.2%,对比 42.3%。这就是你的开场白,而且它只针对你要打的那个人。样本:上面那 9,623 条记录里,属于 74 个中国品牌的那 171 条。同一个来源,同一种数法,只是切出中国那一块,而且是小得多的一块,所以把它当一个有力的线索,不是一条定律。

Source: GemWatcher, our own crawler, reading live campaigns on Meta platforms across the stores it tracks. This is not a survey of what sellers say they do.数据来源:GemWatcher,我们自己的爬虫,读取它所跟踪店铺在 Meta 系平台上的在投广告。这不是问卷,不是卖家自己说的。
One Shenzhen company, worked through拿一家深圳公司走一遍

Creality makes 3D printers in Shenzhen and is very good at it. We watched twelve of their live campaigns. One had been running 324 days without a break, which means it works and they know it works. Seven of the twelve point straight at a product page, three at a collection, one at the homepage. Exactly one points at a page they built, and that page is a shopping guide rather than a pre-sell.创想三维在深圳做 3D 打印机,做得很好。我们看了他们十二条在投广告,其中一条已经不间断跑了 324 天,说明它有效,而且他们知道它有效。十二条里有七条直接指向产品页,三条指向品类页,一条指向首页。只有一条指向他们自己做的页面,而那一页是购物指南,不是预热页。

Nothing here is a criticism of Creality. It is the shape of the opportunity: a company that has already proven the ad, already paid for the click for 324 days running, and has never had the page in between built for it. That is the conversation, and you can have it with the campaign open in front of you.这里没有一句是在批评创想三维。这正是机会的形状:一家已经把广告跑通、已经连续 324 天为点击付钱的公司,中间那张页面却从来没有人替他们做过。这就是那场对话,而且你可以当着他的面、开着他的广告来谈。

!-- ══ inside ══ -->
12 · The anatomy12 · 解剖

What is actually inside a page that converts.一个能转化的页面,里面到底装了什么。

The last chapter said what a landing page and a funnel are. This one opens one up. Everything below was counted rather than argued, and a rep who can describe it in a first meeting is describing something the seller has never had explained to them by anybody.

上一章讲的是落地页和漏斗分别是什么。这一章把它拆开。下面所有东西都是数出来的,不是讲道理讲出来的。一个能在第一次见面时把这套讲清楚的销售,讲的是这个卖家从来没有被任何人讲明白过的东西。

Anatomy解剖图
Two hundred high performing pages, the same fourteen blocks, in roughly the same order.两百个跑得好的页面,同样的十四个板块,顺序也大致相同。
A landing page skeleton showing fourteen blocks stacked in order, from the above-the-fold offer down to the final call to action. 01 02 03 04 05 06 07 08 09 10 11 12 13 14

Read it top to bottom. The order is not decoration, it is the order a buyer's questions actually arrive in. The offer is visible before anything else, the pain is named before the mechanism is explained, and the objections are answered before the last button.

Block 08 is highlighted because a pre-sell page is built almost entirely out of it. Block 14 is not a section at all: it is one accent colour doing the work of the button everywhere on the page.

从上往下读。这个顺序不是装饰,它就是买家心里问题冒出来的真实顺序。方案要在其他一切之前先被看到,痛点要在讲原理之前先被点名,异议要在最后一个按钮之前被答完。

08 块被标出来,是因为一张预热页几乎整页都是由它撑起来的。第 14 块根本不是一个板块:它是整页只用一个强调色,把所有该点的地方都统一起来。

The numbered list underneath names all fourteen. Source: our own teardown of 200+ pages in beauty, health, wellness and consumer electronics.下面的编号清单会把十四块逐一点名。来源:我们自己拆的 200+ 个页面,覆盖美妆、健康、大健康与消费电子。
The research set研究样本
Eight real pages, eight categories. Scroll past the branding and the skeleton is the same.八个真实页面,八个类目。把品牌外壳拨开,骨架是同一副。
Beverage
Beverage饮料Category grid above the fold第一屏就是品类宫格
Food
Food食品Editorial build, story first杂志式,先讲故事
Beauty
Beauty美妆One accent colour doing all the work整页只用一个强调色
Supplement
Supplement保健品Offer before anything else方案摆在最前面
Home
Home家居Problem named before the product先点名问题,再讲产品
Health
Health健康Mechanism led, explains why it works原理主导,先讲清为什么有效
Wellness
Wellness大健康Trust stacked early and often信任元素早堆、密堆
Collagen
Collagen胶原蛋白Bundle ladder as the whole offer整个方案就是一条组合阶梯
From our own teardown of 200+ high performing landing pages. Captured for research; the brands are not our clients.出自我们自己拆的 200+ 个高转化落地页。为研究抓取,这些品牌不是我们的客户。

Four things decide the conversion rate, in this order.决定转化率的是四件事,而且有先后顺序。

Most advice about conversion starts at the page. The page is the second lever, not the first. When a test does nothing, it is almost always because the thing being tested was never the constraint.

01Product

Is there a reason to buy. The demand, the mechanism, the margin. No page rescues a product nobody wants at a price that cannot carry the cost of acquisition. Check this before anything else, because everything downstream is decoration if this is wrong.

02Page

Can they move through it. Structure and layout. What is above the fold, whether the button is reachable with a thumb, whether the sections arrive in the order the buyer's questions arrive. Design here is sequencing, not decoration.

03Copy

Do they understand it. This is communication, not writing. The hook, the mechanism explained in one sentence, the objection answered before it is asked. Most pages lose here and blame the traffic.

04Offer

Is it worth it right now. How the value is packaged: bundle, volume discount, gift, guarantee, subscription. Same product, different offer, routinely a completely different business.

Test in that order

Offer and copy tests move numbers in days. Layout tests move them in weeks. Button colour tests mostly move nothing. And fix one constraint at a time: if the product is the problem, a perfect page just gets you a cleaner read on the same bad number.

What a converting landing page actually contains

Our team pulled apart more than two hundred high performing landing pages across beauty, health, wellness and consumer electronics. The same blocks keep showing up, in roughly the same order. This is the checklist that came out of it.

01Above the foldOffer visible, benefits written on the product image, button reachable on a phone. Some brands shrink the header to buy the space.
02The offerHow the value is packaged. Volume discount bundles are still the workhorse.
03Product imagesReal use, real scale, before and after. Not a catalogue render.
04TrustReviews, press, certifications, guarantee, payment icons.
05Trigger barShipping, guarantee, stock. Keeps the promise in view while they read.
06BenefitsOutcomes in the buyer's words, not features in yours.
07ComparisonYou against the alternative they already use. Table format wins.
08Problem to solutionName the pain first. Pre-sell pages are built almost entirely out of this one section.
09How it worksThree steps. Removes the "will this be a hassle" objection.
10Features and specsFor considered purchases. Skippable, but it must be findable.
11Ingredients or materialsThe transparency block. Doing a lot of work in health and beauty right now.
12FAQThe objections your support inbox already knows about.
13Final call to actionRepeat the offer, not just the button.
14Colour as a systemOne accent doing the work of the button everywhere on the page.

Eight pages from that research set, in eight different categories. Scroll past the branding and the same blocks are in the same order almost every time.

Eight pages from that research set are shown above, in eight different categories.

Where merchants actually point their tests

Every A/B test run through GemPages over ten months, about three hundred a month, 2,506 in total. Nearly half of them are aimed at landing and pre-sell pages, not at the product page and not at the theme.

Landing and pre-sell pages47%
Product pages41%
Home page9%
Collection pages2%
Blog and article pages1%
The signal, and the gap

Serious paid traffic operators do not test the store. They test the page the ad lands on, and they run several angles at once.

And almost nobody is testing the checkout and post purchase moment, which is the part of the funnel with the least traffic cost attached to it.

The part everyone skips

Upselling is not one thing, it is four positions in the journey, and most stores only ever install the second one.

  • Before purchase. Bundle and save on the product page, frequently bought together, build your own bundle.
  • In the cart. Cart drawer offer, free shipping threshold nudge, progressive gift ladder.
  • At checkout. Order bump, checkout extensions, warranty or protection add on.
  • After payment. One click volume discount with no card re-entry, a mystery box at a price that is obviously a deal, a downsell when they decline the first offer, then the thank you page offer and the email sequence.

The last position is the cheapest revenue in the business. The hard part of a sale is the decision to trust you, and that is already done. A second offer thirty seconds later is a different question with a much lower bar. The reason it gets skipped is that it sits after the conversion event, so it does not show up in the metric most teams are judged on. It shows up in average order value, and average order value is what pays for the ads.

One rule: never break the original order. If the upsell asks for the card again, the offer is dead before it is read.

Where this is going

Today the angle lives entirely in the ad. Eight different ads, eight different reasons someone stopped scrolling, and every one of them lands on the same argument. The version worth building routes the click: the fear-led ad opens the fear-led page, the comparison ad opens the comparison, the deal-led ad opens the deal.

Building four full funnels used to cost four times as much, which is why nobody did it. With AI writing and building the versions, each extra angle is nearly free. The constraint moved from "can we build it" to "do we know which four to build". That is why a company like ours can exist now and could not have five years ago.

大部分关于转化的建议,一上来就讲页面。页面是第二个杠杆,不是第一个。一个测试跑出来没动静,原因几乎永远是:被测的那个东西,本来就不是瓶颈。

01产品

有没有理由买。需求、原理、利润空间。如果一个产品本来就没人要,或者价格根本扛不住获客成本,再好的页面也救不回来。这一条要放在所有事情前面,因为它错了,后面全是装修。

02页面

他能不能顺畅地走完。结构和排版。第一屏放什么、按钮在手机上大拇指够不够得到、各个板块出现的顺序是不是跟买家心里问题冒出来的顺序一致。这里的设计是排序,不是装饰。

03文案

他看不看得懂。这是沟通,不是写作。钩子、一句话讲清原理、在对方提出异议之前先把它答掉。大多数页面输在这一步,然后去怪流量。

04成交方案

现在买值不值。价值怎么打包:组合装、阶梯折扣、赠品、无理由退款、订阅。同一个产品,换一个方案,经常就是另一门生意。

要按这个顺序测

方案和文案的测试,几天就能看到数字变化。版式的测试要几周。按钮颜色的测试基本什么都不会变。而且一次只解决一个瓶颈:如果问题出在产品上,一个完美的页面只会让你更清楚地看到同一个糟糕的数字。

一个能转化的落地页,里面到底有什么

我们团队拆过两百多个跑得好的落地页,覆盖美妆、健康、大健康和消费电子。同样的板块反复出现,顺序也大致固定。下面这份清单就是拆出来的结果。

01第一屏方案要看得见,卖点直接写在产品图上,按钮在手机上够得到。有些品牌会把顶部导航压小,就为了省出这块空间。
02成交方案价值怎么打包。多件阶梯折扣到今天仍然是主力。
03产品图真实使用、真实尺寸、前后对比。不是画册渲染图。
04信任元素评价、媒体报道、认证、保证、支付图标。
05利益条包邮、保证、库存。让承诺一直停在视线里。
06利益点用买家的话说结果,不是用你的话说参数。
07对比你 对比 他现在正在用的东西。表格形式效果最好。
08从问题到方案先把痛点点名。预热页几乎整页都是由这一个板块撑起来的。
09怎么用三步。专门消掉"会不会很麻烦"这个疑虑。
10参数规格给需要认真比较的品类。可以跳过,但必须找得到。
11成分或材质透明度板块。在健康和美妆类目里,现在这一块特别顶用。
12常见问题你的客服邮箱早就知道的那些异议。
13最后一次行动召唤把方案再讲一遍,而不是只放一个按钮。
14颜色当作系统用整页只用一个强调色,所有该点的地方都用它。

下面是那批研究里的八个页面,八个不同类目。把品牌外壳拨开,几乎每一次都是同样的板块、同样的顺序。

上面那八个页面就是这批研究的样本,来自八个不同类目。

卖家真正把测试用在了哪里

十个月里跑在 GemPages 上的全部 A/B 测试,平均每月约三百个,总共 2,506 个。将近一半打在落地页和预热页上,不是产品页,也不是模板。

落地页与预热页47%
产品页41%
首页9%
集合页2%
博客与文章页1%
信号,还有缺口

认真投付费流量的人,不测店铺。他们测广告落到的那一页,而且同时跑好几个角度。

另一边,几乎没有人在测结账和付款之后的那一段,而那恰恰是整个漏斗里流量成本最低的一段。

所有人都跳过的那一步

追销不是一件事,是路径上的四个位置。大部分店铺只装了第二个。

  • 下单前。产品页上的多件优惠、常一起购买、自选组合装。
  • 购物车里。侧边车弹窗、包邮门槛提示、递进式赠品阶梯。
  • 结账时。订单加购、结账页扩展、延保或保障服务。
  • 付款之后。一键阶梯折扣且不用重新输卡号、价格明显划算的盲盒、拒绝之后的降级方案,再往后是感谢页的方案和邮件序列。

最后一个位置是整门生意里最便宜的收入。一笔成交里最难的是"决定信任你",而这件事已经完成了。三十秒之后的第二个报价,是另一个问题,门槛低得多。它之所以被跳过,是因为它发生在转化事件之后,所以不会出现在大多数团队被考核的那个指标里。它出现在客单价里,而客单价正是替你付广告费的那个数。

只有一条铁律:不要打断原来那笔订单。如果追销要求重新输一次卡号,这个方案在被读完之前就已经死了。

接下来会往哪走

今天,角度全部活在广告里。八条不同的广告,八个让人停下手指的不同理由,最后全都落在同一套说辞上。真正值得搭的版本,是让点击自己分流:讲恐惧的广告打开讲恐惧的页面,讲对比的广告打开对比页,讲折扣的广告打开折扣页。

以前搭四条完整漏斗,成本就是四倍,所以没人做。现在文案和页面都可以由 AI 生成,多做一个角度几乎不花钱。瓶颈从"能不能做出来"变成了"知不知道该做哪四个"。这也是为什么我们这样一家公司现在才成立得起来,五年前不行。

Advertorial against product page, measured软文页 vs 产品页,量出来的差别
638 advertorials and 92 product pages, pulled apart feature by feature.638 个软文页和 92 个产品页,一项一项拆开比。
What was counted数的是什么 Advertorial软文页 Product page产品页
Add to cart button on the page页面上有加购按钮4.7%40.2%
Internal links站内链接16.795.9
Images图片31.7124.3
Paragraphs of copy正文段落12455
First person, per 1,000 words第一人称,每千字13.85.7
A guarantee on the page页面上有保障承诺39.3%17.4%
Comments section有评论区16.6%3.3%
GemPages own research. An advertorial is longer, quieter and slower to ask: more words, fewer images, fewer links out, and mostly no add-to-cart button at all until the argument is finished.GemPages 自己的研究。软文页更长、更安静、更晚开口:字更多、图更少、往外的链接更少,而且在把道理讲完之前,大多数页面上根本没有加购按钮。
The part that surprised us让我们意外的那一部分

Social proof, authority markers, scarcity and discounting do not separate the two groups at all. Both use them at about the same rate. Everything the industry talks about as persuasion is on both kinds of page, which means none of it is what makes a pre-sell page work. What separates them is structure: how long the argument runs before the offer arrives, and whether the reader is allowed to buy before they have been convinced.社会认同、权威背书、稀缺、打折,这四样根本区分不开这两类页面。两边用得差不多一样多。整个行业挂在嘴上的那些"说服技巧",两种页面上都有,也就意味着它们都不是预热页起作用的原因。真正把两者分开的是结构:在报价出现之前,那套道理讲了多久;以及读者有没有被允许在还没被说服之前就下单。

The funnel, drawn漏斗,画出来
A hundred clicks in. Where they go, and what each page is for.一百个点击进来。他们去了哪,以及每一页是干什么的。
A four step funnel: the ad rents attention, the pre-sell page turns a reaction into an intention, the sales page makes the offer, and the post purchase moment raises the order value. Most sellers build only the first and third steps. 01 · THE AD 01 · 广告 100 Hook, angle, audience. Rents thirty seconds. Sells nothing. 钩子、角度、人群。租来三十秒。它本身不成交。 02 · PRE-SELL PAGE 02 · 预热页 the step most sellers skip 最多人跳过的一步 Advertorial, listicle, comparison or quiz. Turns a reaction into an intention. 软文、清单体、测评对比或问答测试。把"反应"变成"意图"。 03 · SALES PAGE 03 · 成交页 Offer, bundle, guarantee, proof. Now they are deciding. 方案、组合、保证、证据。这时候他才在做决定。 04 · AFTER PAYMENT 04 · 付款之后 most leave here大部分在这里走掉 and here这里也是 the cheapest revenue in the business 生意里最便宜的那笔收入
Point paid traffic straight at step three and you are asking a stranger to decide before anyone has argued. Step two is where the argument happens, and step four is where the margin does.把付费流量直接怼到第三步,等于让一个陌生人在还没有人跟他讲道理之前就做决定。第二步是讲道理的地方,第四步是出利润的地方。
Real A/B tests merchants ran商家真实跑过的 A/B 测试
Three tests merchants actually ran. Same ad, same product, different page.商家真实跑过的三个测试。同一条广告、同一个产品,不同的页面。
Test one: same ad, a fear-led page against a price-led one测试一:同一条广告,讲恐惧的页面 对 讲价格的页面Outdoor · US
AFounder editorial
Founder editorial创始人自述式长文
BThe product page
The product page产品页

A opens with a fear the buyer already has, "one tick bite can end red meat for life", and carries the data. B opens with bundles and a price. Two different buyers, and only a test tells you which one the ad is bringing.A 一上来讲的是买家心里本来就有的恐惧:"一次蜱虫叮咬可能让你一辈子不能再吃红肉",然后拿数据支撑。B 一上来是组合装和价格。这是两种不同的买家,而只有测试才能告诉你,这条广告带来的是哪一种。

Test two: same words, different amount of design测试二:同样的文字,不同的设计投入Jewellery · AU
APlain listicle
Plain listicle纯文字清单体
BDesigned listicle
Designed listicle做过设计的清单体

Identical article, identical five reasons. B adds a comparison graphic, an annotated photo and a product block between the points. The copy did not change, the reading experience did.文章一模一样,五个理由一模一样。B 多加了一张对比图、一张带标注的照片,以及穿插在要点之间的产品模块。文案没有变,变的是阅读体验。

And the version that takes an afternoon以及那个只要一个下午的版本Skincare · DE
AClean advertorial
Clean advertorial素净版软文
BHigh contrast rebuild
High contrast rebuild高对比重做版

Same advertorial, rebuilt in a louder colour system with the social proof number moved up and enlarged. This is the kind of test that takes an afternoon and is worth more than a month of copy edits.同一篇软文,换成一套更响亮的配色重做,把社会证明的数字往上挪并放大。这种测试花一个下午,价值超过一个月的文案打磨。

Every one of these is a real test on real traffic. None of them is a redesign of the store.这四个都是在真实流量上跑的真实测试。没有一个是在重做店铺。
13 · The diagnosis13 · 诊断

Why a page does not convert.一个页面为什么不转化。

A seller will tell you the traffic was bad. It usually was not. Conversion fails in seven recognisable places, and the useful skill in this job is naming which one, in the first meeting, out loud.

01

The product

There is no real reason to buy this at this price. No page rescues that, and everything below is decoration until it is fixed.

The tell: traffic is fine, add to cart is fine, and nobody completes. They wanted it until they saw what it cost.

02

UI and UX

They cannot move through it. The offer is below the fold, the button is out of thumb reach, the sections arrive in the wrong order, the variant picker is a puzzle.

The tell: desktop converts twice as well as mobile, and nobody has ever asked why.

03

Speed and device

Three seconds of loading on a mid-range Android is the most expensive thing on most Chinese storefronts. Heavy hero video, ten apps, uncompressed images.

The tell: a bounce rate above 70% that is blamed on the ad instead of the page.

04

Copy and communication

The mechanism is never explained, the objection is never answered, and the tone reads like a specification sheet translated at speed.

The tell: a native speaker in the target market reads it and says "this is fine", not "I want this".

05

The offer

The value is not packaged. One SKU, one price, no bundle, no volume discount, no guarantee, nothing that makes buying today better than buying later.

The tell: average order value equals the price of one unit, and always has.

06

Trust

An unknown brand, from an unknown country, with a logo made this month. Reviews, press, guarantee, returns policy and a real address do more here than any headline.

The tell: long time on page, high checkout abandonment. They believed the product and not the company.

07

Market fit of the page itself

The page is correct for the country it was written in and wrong for the country it is selling into. Payment, delivery expectation, tone, currency, sizing, even the colour of the button.

The tell: the same page converts at 2.4% in one market and 0.6% in another, with the same product and the same ad.

卖家会告诉你是流量不精准。通常不是。转化失败一般就发生在七个能叫得出名字的地方,而这个岗位真正值钱的能力,是在第一次见面时就能当场把它点出来。

01

产品本身

在这个价格上,没有一个真实的购买理由。这一条页面救不了,在它被解决之前,下面全是装修。

症状:流量正常,加购正常,就是没人付款。他们本来想要,直到看见价格。

02

界面与体验

他走不下去。方案在第一屏之下,按钮大拇指够不到,板块顺序不对,规格选择像在解谜。

症状:电脑端转化是手机端的两倍,而且从来没有人问过为什么。

03

速度与设备

在一台中端安卓机上多加载三秒,是大多数中国独立站上最贵的一件事。超大首屏视频、装了十个应用、图片没压缩。

症状:跳出率高于 70%,然后被算在广告头上,而不是页面头上。

04

文案与沟通

原理从来没讲清楚,异议从来没被答过,语气读起来像一份赶工翻译出来的规格表。

症状:目标市场的母语者读完说"挺好的",而不是"我想要这个"。

05

成交方案

价值没有被打包。一个 SKU、一个价格,没有组合装、没有阶梯折扣、没有保证,没有任何东西让"今天买"比"以后买"更划算。

症状:客单价等于单件价格,而且一直都是。

06

信任

一个没听过的品牌,来自一个没概念的国家,logo 是这个月做的。评价、媒体、保证、退换政策和一个真实地址,在这里比任何标题都管用。

症状:停留时间很长,结账流失很高。他们相信了产品,但没相信这家公司。

07

页面本身和市场不匹配

这个页面对写它的那个国家是对的,对它要卖进去的那个国家是错的。支付方式、配送预期、语气、货币、尺码,甚至按钮颜色。

症状:同一个产品、同一条广告,同一张页面在一个市场转化 2.4%,在另一个市场 0.6%。

The one most people miss最多人漏掉的那一条
A conversion rate is not a property of a page. It is a property of a page meeting a particular market.转化率不是一个页面的属性。它是一个页面遇上一个具体市场之后的产物。

The same product, the same ad and the same page will behave completely differently in São Paulo, Stuttgart and Osaka. Almost nobody localises past the language, and language is the least of it.同样的产品、同样的广告、同样的页面,在圣保罗、斯图加特和大阪的表现会完全不同。几乎没有人在语言之外做本地化,而语言恰恰是里面最小的一件事。

Behaviour by market各市场的行为差异
What actually has to change when the page crosses a border.页面跨过一条国界时,真正需要改的是什么。
Market市场 How they pay怎么付钱 Device and connection设备与网络 What the page has to do differently页面要怎么改
Latin America拉丁美洲 Cash on delivery is normal, instalments matter, cards are often declined cross border货到付款是常态,分期很重要,跨境刷卡经常被拒 Mobile first, mid-range Android, slower and metered connections手机优先,中端安卓,网速慢且流量按量计费 A light, mobile-only landing page. Short COD form instead of a full checkout. Price shown per instalment. Every megabyte costs a conversion.做一张轻量、只为手机而生的落地页。用简短的货到付款表单替代完整结账。价格按分期显示。每多一兆,就少一个转化。
United States美国 Cards, wallets, buy now pay later信用卡、钱包、先买后付 Mobile majority, fast connections以手机为主,网速快 Review volume, free returns, a named guarantee, and an offer that beats the marketplace on something other than price.评价数量、免费退货、有名字的保证,以及一个在价格之外能赢过平台的成交方案。
Germany德国 Invoice and direct debit are preferred over cards发票付款与直接扣款比刷卡更受欢迎 Desktop share stays high电脑端占比一直不低 Full specification, precise claims, visible legal pages and returns terms. Overselling reads as dishonest rather than confident.完整参数、精确表述、法律页面和退换条款要看得见。夸大在这里读起来不是自信,是不诚实。
Japan日本 Convenience store payment and bank transfer alongside cards除了刷卡,还有便利店付款和银行转账 Mobile first, very fast手机优先,网速极快 Dense detail is a feature, not a flaw. Exact dimensions, materials, care instructions. Tone matters more than in any other market.信息密集在这里是优点,不是缺点。精确尺寸、材质、保养说明。语气的重要性高于任何其他市场。
Southeast Asia东南亚 E-wallets and cash on delivery电子钱包与货到付款 Mobile only in practice实际上就是纯手机 Discovery starts in short video, so the page has to continue the video rather than restart the argument. Chat is a sales channel, not support.发现从短视频开始,所以页面要接着视频往下讲,而不是从头重讲一遍。聊天是销售渠道,不是客服。
Middle East中东 Cash on delivery remains dominant in several markets多个市场仍以货到付款为主 Mobile first手机优先 Right to left layout is a rebuild, not a translation. Sizing, modesty and imagery all need local judgement.从右到左的排版是重做,不是翻译。尺码、着装尺度和图片都需要本地判断。
Directional guidance for a first conversation, not a compliance document. Verify per market before a brand commits budget.这是给第一次沟通用的方向性判断,不是合规文件。品牌真正投预算前,要逐个市场核实。

The Latin America row is the sharpest example, and it is the one we bring up most often. A brand builds one beautiful page, ships it to eight countries, and cannot understand why Brazil and Mexico look broken next to the United States. The answer usually has nothing to do with the product. The page is too heavy for the phone it is being opened on, and it asks for a card from a buyer who expected to pay the courier in cash.

A separate, deliberately light, mobile-only landing page with a short cash-on-delivery form is not a downgrade for that market. It is the correct page. Building it used to be a second project nobody had budget for. That is exactly the kind of thing that is now cheap enough to just do.

拉美那一行是最尖锐的例子,也是我们最常拿出来讲的一个。一个品牌做了一张很漂亮的页面,铺到八个国家,然后想不通为什么巴西和墨西哥的数据和美国比像是坏了。答案通常和产品毫无关系。页面对那台正在打开它的手机来说太重了,而且它向一个本来打算给快递员现金的买家要信用卡。

为那个市场单独做一张刻意做轻、只为手机而生、带简短货到付款表单的落地页,不是降级。那才是对的页面。以前这是一个没人愿意批预算的"第二个项目"。而现在,这恰恰是一件便宜到可以直接做掉的事。

14 · The equation14 · 增长公式

You buy one of these four. You own the other three.这四样里,你只买得到一样。剩下三样是你自己的。

Everything in the last few chapters comes down to one line. It is worth writing down, because it decides where a seller should put the next bit of money.

前面几章讲的所有东西,最后就是一行式子。这行值得写下来,因为它直接决定了一个卖家下一笔钱该花在哪。

The equation这行式子
Revenue is a product, not a sum. That is the whole reason conversion work is cheap.营收是乘出来的,不是加出来的。做转化之所以便宜,原因就在这里。
You buy this这个是买的 Traffic流量 Costs more every year. Meta CPM is up 20%.一年比一年贵。Meta 千次展示成本涨了 20%。
×
You own this这个是你的 Conversion转化率 The page, the funnel, the offer. Moves fastest.页面、漏斗、成交方案。动得最快。
×
You own this这个是你的 Average order客单价 Bundles, and the sixty seconds after payment.组合装,以及付款之后那六十秒。
×
You own this这个是你的 Repeat复购 Email, the second order, the reason to come back.邮件、第二单,以及回来的理由。
Lift each of the three you own by 20% and revenue goes up 73% on the same traffic bill. That is the multiplying doing the work, and it is why you fix conversion before you buy more traffic, not after. 你自己那三样,每样只提 20%,流量费一分不加,营收就多 73%。这是乘法在干活。所以转化要在买流量之前先做,不是之后。
1.2 × 1.2 × 1.2 = 1.73. Nothing clever, that is just how multiplying works.1.2 × 1.2 × 1.2 = 1.73。没什么巧妙的,乘法本来就是这样。

Most sellers work the equation from the left. Traffic is the visible lever, the one an agency can be hired for tomorrow, and the one that shows movement the same afternoon. It is also the only one you pay for by the unit. Double it and the bill doubles.

The order that actually works

大多数卖家是从最左边那一项开始动的。流量是看得见的杠杆,明天就能找个代投把它拉起来,当天下午就能看到动静。但它也是唯一一个花钱买来的。翻一倍,账单就翻一倍。

真正有效的顺序

Step 01第一步
Build one funnel properly先把一条漏斗认真搭起来

One product. Pre-sell, sales page, checkout, post-purchase. Not the catalogue, not the brand, not a redesign of the whole store.一个产品。预热页、成交页、结账、付款后追销。不是整个品类,不是品牌形象,也不是把整个店重做一遍。

Step 02第二步
Run ads into it until there is a real number往里面投广告,投到有一个真数字为止

Enough spend to be conclusive, not enough to hurt. The output is not profit yet. The output is knowing what a click is worth.花到足够得出结论,但不至于伤筋动骨。这一步的产出还不是利润,而是"一次点击到底值多少钱"。

Step 03第三步
Optimise until that number is good优化,直到那个数字好看为止

Same traffic, better page, better offer, better post-purchase. This is where the three multipliers move, and where the budget for step four comes from.流量不变,页面更好、成交方案更好、付款后更好。三个乘数就是在这一步动起来的,而第四步的预算,也是从这里来的。

Step 04第四步
Only now, scale the spend到这一步,才开始放量

Scaling ads on a 0.6% page multiplies the loss. Scaling on a page you have already tested is the only version of this that is not gambling.在一个 0.6% 的页面上放量,是把亏损放大。在一个已经测过的页面上放量,才是这件事唯一不算赌博的版本。

What you are actually selling你真正在卖的东西

Not a page. The confidence to spend more. A seller who knows what a click is worth will raise their own budget without being asked, and a seller who does not know will keep the spend small forever, no matter how good the product is.你卖的不是一个页面,是"敢加预算"这件事。一个知道点击值多少钱的卖家,不用你劝就会自己加预算;一个不知道的卖家,无论产品多好,预算永远放不开。

The crossing这趟航程
出海 is a route, a cargo list and a set of hazards you can name.出海就是一条航线、一份装载清单,和一组你叫得出名字的风险。
Where you are你现在在哪 The platform平台 Orders today, no customer list, and a price fight you cannot leave by winning it.今天有单,但没有客户名单,而且这场价格战赢了也走不掉。
Where you are going你要去哪 Demand you own属于你自己的需求 People type your name, pay your price, and come back without being bought again.有人打你的名字、付你的价格,而且不用再买一次就会回来。
What has to be in the boat船上必须装的三样东西
  1. A page that converts一个能转化的页面 Every point of conversion multiplies everything downstream of the click.转化率每涨一点,都会把点击之后的所有东西乘一遍。
  2. Advertising that pays for itself能自己赚回来的广告 Same spend, better landing, and the media buyer stops being blamed for the page.同样的预算、更好的落地,投手也不用再为页面背锅。
  3. Something to say, said consistently有话可说,并且一直在说 The communication plan almost nobody wrote. Three quarters of Chinese stores have no Instagram at all.那份几乎没有人写过的传播计划。四分之三的中国店铺连 Instagram 都没有绑。
Marked on the chart海图上标出来的风险
CPM up 20% in a year千次展示成本一年涨 20%
The $800 exemption gone800 美元免税额度取消
内卷 at home家门口的内卷
A 0.6% page0.6% 的页面
Nothing here is about courage. The crossing is a logistics problem: the right cargo, a route somebody has sailed before, and hazards you priced in before you left.这里没有一样东西跟勇气有关。出海是个物流问题:装对货、走一条有人走过的航线,以及在出发之前就把风险算进成本里。
02

Conversion is the only lever
that does not cost more money.
转化率,是唯一一根
不用多花钱的杠杆。

Traffic you buy, and it gets dearer every year. Conversion, order value and repeat you own. Lift the three you own by twenty percent each and revenue rises seventy three percent on the same advertising bill. That is the whole reason this job exists.流量是买来的,而且一年比一年贵。转化率、客单价、复购,这三样是你自己的。这三样每样只提两成,广告费一分不加,营收就多七成三。这就是这个岗位存在的全部理由。

15 · The prescription15 · 处方

Four things a Chinese brand should focus on.中国品牌应该集中做的四件事。

This is the part of the letter you will end up saying out loud most often, so it is worth having it in a form you can deliver in ninety seconds without notes.

这一段是你最后会最常说出口的部分,所以值得把它整理成一个不用看稿、九十秒能讲完的版本。

The evidence for the first one第一条的证据
The five highest ranked Chinese Shopify stores in the world, as they look today. Not one of them is a general store.全球排名最高的五家中国 Shopify 店铺,今天打开是这个样子。没有一家是杂货铺。
#233DJI storefront
DJI ↗Drones. Only drones.无人机。只做无人机。
#793kbdfans storefront
kbdfans ↗Custom mechanical keyboards.定制机械键盘。
#2,260Vograce storefront
Vograce ↗Anime merchandise printing.二次元周边定制印刷。
#4,721INKBIRD storefront
INKBIRD ↗Temperature control.温度控制。
#5,557BETAFPV storefront
BETAFPV ↗Micro FPV drones.微型穿越机。
Every one is a specialist so narrow that describing it takes four words. Source: StoreLeads worldwide store rank, China, Q3 2026.每一家都专到用四个字就能说清楚。来源:StoreLeads 全球店铺排名,中国,2026 年 Q3。
Two of them, as they actually look其中两家,实际长什么样
Narrow enough that the homepage does not need to explain the category.窄到首页根本不需要解释这是个什么类目。
kbdfans.com
Global rank 793. Custom mechanical keyboards, and nothing else.
Global rank 793. Custom mechanical keyboards, and nothing else.全球排名 793。定制机械键盘,别的什么都不做。
betafpv.com
Global rank 5,557. Micro FPV drones, and nothing else.
Global rank 5,557. Micro FPV drones, and nothing else.全球排名 5,557。微型穿越机,别的什么都不做。
Captured 20 August 2026. Ranks from StoreLeads worldwide store rank, China, Q3 2026.2026 年 8 月 20 日抓取。排名来自 StoreLeads 全球店铺排名,中国,2026 年 Q3。

Pick a niche, and be visibly the best in it

Not the cheapest in a big category. The obvious answer in a small one. A category small enough that a serious buyer can hold the whole competitive set in their head, and you are the one they remember.

The five stores above are the proof. Drones. Keyboards. Anime merchandise. Temperature control. Micro drones. None of them sells "electronics".

Say it like this: if a customer cannot finish the sentence "they are the people who make the ___", you do not have a brand yet, you have a catalogue.

Then focus again, harder than feels comfortable

The most common failure we see is a good brand with four hundred SKUs and no idea which twenty pay for the other three hundred and eighty. Focus is not a slogan here, it is maths: one product, one funnel, one market, until the number works.

Every additional SKU divides the content budget, the ad budget, the photography, the testing and the attention. Most Chinese brands are running a portfolio on a single-product budget.

Say it like this: pick the one product you would keep if you had to kill the rest. Build its funnel properly. Then copy the shape, not the guesswork.

Optimise conversion before you buy more traffic

Doubling conversion is the same as halving the cost of every click you will ever buy, and it compounds across every campaign, every market and every product you launch after it. Buying more traffic into a page that does not convert is the most expensive habit in this industry.

And it is measurable in weeks, not quarters. Offer and copy tests move numbers in days.

Say it like this: you already paid for the click. The only question left is what happens in the next nine seconds.

Write the brand and communication plan nobody wrote

This is the gap the count made visible: more than three quarters of Chinese Shopify stores have no Instagram, nine in ten have no TikTok, and the three most installed apps do not touch the argument on the page.

A communication plan is not a logo and a colour. It is: who this is for and who it is not for, the one thing we say that competitors cannot, where we say it, how often, in whose voice, and what we do with the person after they buy.

Say it like this: your factory decides how good the product can be. Your communication plan decides how many people ever find that out.

选一个细分,并且让人一眼看得出你是里面最好的

不是在一个大类目里最便宜,而是在一个小类目里最理所当然。这个类目要小到一个认真的买家能把整个竞争圈装进脑子里,而你是他记得住的那一个。

上面那五家店就是证据。无人机。键盘。二次元周边。温控。穿越机。没有一家卖的是"电子产品"。

可以这么讲:如果客户没法把"他们就是做 ___ 的那家"这句话补完,那你还没有品牌,你只有一个货架。

然后再收一次,收到自己都觉得有点不舒服

我们看到最多的失败,是一个不错的品牌有四百个 SKU,却说不出哪二十个在养着另外三百八十个。专注在这里不是口号,是算出来的:一个产品、一条漏斗、一个市场,做到数字跑通为止。

每多一个 SKU,内容预算、广告预算、拍摄、测试和注意力就要再切一刀。大多数中国品牌是在用一个单品的预算,跑一整个产品组合。

可以这么讲:挑出那个"如果必须砍掉其他全部、你也要留下"的产品。把它的漏斗认真搭一遍。然后复制这套打法,而不是复制那些拍脑袋。

先把转化做上去,再去买更多流量

把转化率翻一倍,等于把你以后要买的每一次点击都砍掉一半成本,而且这个效果会在每一个活动、每一个市场、之后上的每一个新品上复利叠加。往一个不转化的页面里灌更多流量,是这个行业里最贵的习惯。

而且它是以周为单位可以看到结果的,不是以季度。方案和文案的测试,几天就能让数字动起来。

可以这么讲:这个点击你已经花钱买下来了。剩下唯一的问题是,接下来那九秒里发生了什么。

把那份从来没人写过的品牌与沟通计划写出来

这正是前面那组数据照出来的缺口:四分之三以上的中国 Shopify 店铺没有 Instagram,十家里九家没有 TikTok,而装机量最高的那三个应用,一个都碰不到页面上的说服逻辑。

沟通计划不是一个 logo 加一个颜色。它是:这东西给谁、不给谁;我们说的哪一句是竞品说不出来的;在哪里说、多久说一次、用谁的口吻说;以及人买完之后我们拿他怎么办。

可以这么讲:工厂决定了产品能做到多好。沟通计划决定了有多少人这辈子会知道这件事。

The proof it works, and it is Chinese证明这套行得通的例子,而且是中国的
Halara. Founded 2020. $313M in 2024, and not one cent of it through a marketplace.Halara。2020 年成立。2024 年做了 3.13 亿美元,其中没有一分钱来自平台。
$313M
revenue on their own store in 20242024 年自有站点收入
+75%
growth on the year before较上一年增长
100%
first party. Zero marketplace GMV全部自营。平台 GMV 为零
86%
of it from the United States其中来自美国
Chinese founder, founded in 2020, one narrow category. Source: ECDB retailer data, 2024.中国创始人,2020 年成立,只做一个很窄的类目。数据来源:ECDB 零售商数据,2024 年。
Read that third number again再看一遍第三个数字
Zero marketplace. A Chinese brand did $313 million a year without Amazon, four years after starting.平台占比为零。一个中国品牌不靠亚马逊做到一年 3.13 亿美元,而且是从成立算起第四年。

Every argument in this letter is in that one line. They picked one narrow category and stayed in it. They sell to Americans, in American, and win. They own the customer, so there is no platform between them and the next order. And they started in 2020, which means this was not a window that closed before you got here.这封信里的每一个论点,都装在这一行里。他们选了一个很窄的类目,然后一直待在里面。他们用美国人的方式卖给美国人,而且赢了。客户是他们自己的,所以他们和下一笔订单之间没有平台。而他们是 2020 年开始的,也就是说,这扇门并没有在你到场之前就关上。

All four in one sentence四条合成一句
Be the obvious answer to a narrow question, for one kind of person, on a page that has been tested, said in a voice you chose on purpose.在一个很窄的问题上,对一类特定的人,用一张被测过的页面,以及一种你刻意选定的口吻,成为那个理所当然的答案。
16 · Where this is going16 · 这件事会走向哪里

From split tests to agentic commerce.从 A/B 测试,走到 AI 代理购物。

Conversion optimisation has been through four eras in ten years, and we have built tooling for all four. Knowing where the line is heading is most of what makes a sales conversation with a serious operator interesting rather than generic.

2015 to 2019The page builder era

Getting a decent page live at all was the problem. If you could ship it without a developer, you were ahead. GemPages was born here.

2019 to 2022The testing era

A/B testing arrives for ordinary merchants. The question stops being "is this page good" and becomes "is it better than the other one". Opinions get expensive to hold.

2022 to 2025The program era

CRO stops being a project and becomes a rhythm: a test roadmap, offer design, pre-sell pages, post purchase. The win is a system, not a page.

2025 to nowThe generation era

AI writes and builds the versions, so each extra angle is nearly free. The constraint moved from "can we build four funnels" to "do we know which four to build". This is where GemBoss lives.

NextAgentic commerce

A growing share of shopping is delegated to AI agents that browse, compare and buy on someone's behalf. Your page acquires a second reader, and it is not human.

转化优化这十年走过了四个阶段,这四个阶段的工具我们都做过。知道这条线接下来往哪走,是一场和成熟操盘手的对话"有意思"还是"很泛"的分水岭。

2015 到 2019页面编辑器时代

那时候的问题是:能不能把一个像样的页面做上线。不用找开发就能发出去,你就领先了。GemPages 就诞生在这一段。

2019 到 2022测试时代

A/B 测试开始进入普通商家。问题从"这个页面好不好"变成"它比另一个好不好"。从此,坚持个人看法的成本变高了。

2022 到 2025体系时代

CRO 不再是一个项目,而是一种节奏:测试排期、成交方案设计、预热页、付款后追销。赢的不是一个页面,是一套系统。

2025 至今生成时代

AI 来写、来搭这些版本,多做一个角度几乎不花钱。瓶颈从"能不能搭四条漏斗"变成了"知不知道该搭哪四条"。GemBoss 就活在这一段。

再往后AI 代理购物

越来越多的购买被交给 AI 代理去浏览、比较、下单。你的页面多了第二个读者,而这个读者不是人。

Two readers, one page一张页面,两个读者
The same page, read twice. Take any row and ask which reader it was written for.同一张页面,被读两遍。随便挑一行,问一句:这一行是为哪个读者写的。
On your page页面上的东西The personThe AI agentAI 代理
A countdown, "2 hours left"倒计时:"还剩 2 小时" Feels the pressure. It is why the timer is there.感觉到压力。计时器就是为此存在的。 ×Does not experience time. The field is not even read.不存在时间感。这个字段根本不会被读。
"Loved by 40,000 customers""40,000 位顾客的选择" Trusts you more. Social proof works on people.更信任你。社会证明对人有效。 ×Needs a rating number in the markup. Prose is invisible.需要标记里有一个评分数字。散文它看不见。
The founder story创始人的故事 This is often what decides it.这经常就是决定性的一段。 ×Skipped entirely.完全跳过。
Price, ¥39价格 ¥39 Compares against a rough memory of two or three others.拿脑子里模糊记得的两三家来比。 Compares against forty, exactly, in under a second.拿四十家来比,精确,一秒之内。
Spec: 200,000 lumens, IP56参数:200,000 流明,IP56 ×Eyes glaze over. Needs it translated into an outcome.眼睛直接滑过去。需要翻译成一个结果。 This is the entire decision. Machine readable or invisible.这就是全部的判断依据。要么机器可读,要么等于不存在。
Framing informed by Harvard Business Review, May 2026: traditional marketing does not work on AI shopping agents.这个框架参考了《哈佛商业评论》2026 年 5 月的观点:传统营销手法对 AI 购物代理不起作用。
  • Scarcity, countdowns and theatre do nothing. An agent does not feel urgency. It reads price, rating and specification, and it does not care that a timer is running.
  • Structured data becomes the sales copy. If the spec, the price and the review score are not machine readable, the agent cannot recommend you even when you are the better product.
  • The comparison happens off your site. You are being evaluated next to competitors in a context you do not control and cannot design.
  • Human persuasion still matters. A person still approves the purchase. You now have to win two very different readers with the same page.
What this means for a Chinese brand
Clean, complete, structured product data is about to become a growth asset rather than an operations chore.

This is one of the few places where a manufacturer has a natural advantage. You know the real specification, the real materials, the real tolerances, because you made the thing. Most Western resellers are guessing from a supplier sheet. Being the source is worth something again, but only if the data actually reaches the page.

  • 稀缺、倒计时、这一整套戏,全部无效。代理不会有紧迫感。它读价格、评分和参数,而且完全不在乎计时器在跑。
  • 结构化数据变成了销售文案。如果规格、价格、评分不是机器可读的,那么哪怕你的产品更好,代理也没法把你推荐出去。
  • 比较发生在你的站外。你在一个你无法控制、也无法设计的场景里,被拿去和竞品并排评估。
  • 对人的说服依然重要。最后按下确认的还是人。现在你得用同一张页面,同时赢下两个完全不同的读者。
这对中国品牌意味着什么
干净、完整、结构化的商品数据,正在从一件运维杂活,变成一项增长资产

这是少数几个制造商天然占优的地方。真实的规格、真实的材质、真实的公差,你知道,因为东西是你做的。大部分欧美的分销商只能对着一份供应商资料表猜。"是源头"这件事重新变得值钱了,但前提是这些数据真的能走到页面上。

17 · The honest bit17 · 说实话的部分

Is there actually a market for this in China?这件事在中国,到底有没有市场?

A candidate who has sold anything before will get to this page and think: everything above is true, and none of it proves anybody will pay. Some of these brands have never run a serious ad campaign. Some do not know what a landing page is. So we should answer it here rather than let you find out in month three.

Not every Chinese brand is a customer, and we are not going to pretend otherwise. Three groups, and only one of them is yours this year.

一个卖过东西的人读到这里会想:上面写的可能都对,但这不等于有人会掏钱。这些品牌里,有的从来没认真投过广告,有的根本不知道落地页是什么。所以这一节我们直接说清楚,而不是让你入职第三个月自己发现。

不是每一个中国品牌都是客户,我们也不打算装作是。分三类,而今年属于你的只有其中一类。

Already spending, already unhappy. This is your market. They run Meta or Google at real volume, they have a media buyer or an agency, and they already know their site converts worse than the marketplace. They are not waiting to be educated about landing pages. They are waiting for somebody to fix theirs. Everything in this letter was written for the conversation with this group.
Selling well, not spending yet. Not this quarter. Strong on the marketplace, a site that exists because somebody said they should have one, no ad budget behind it. There is no funnel to optimise because there is no traffic. Leave the door open, take the meeting when the budget appears, and do not spend your week here.
No proven product. Not a customer at all. A funnel around something nobody wants gives you a clean reading of a bad number. Say so politely and move on. Being the person who says this is how you get called back.
已经在投,而且已经不满意。这一类才是你的市场。他们在 Meta 或 Google 上有真实的投放量,手上有投手或者代投公司,而且心里清楚自己的独立站转化率不如平台。他们不需要你去科普什么是落地页,他们在等一个能把自己那张页面修好的人。这封信里所有的内容,都是为跟这一类人对话写的。
卖得不错,但还没开始投。这个季度不是。平台做得很好,独立站是因为"应该有一个"才建的,后面没有广告预算。没有流量,就没有漏斗可优化。把门留着,等预算出现的时候再谈,但别把一周的时间花在这里。
产品还没被验证。这不是客户。围着一个没人想要的产品搭漏斗,你只会得到一个干净的坏数字。客气地说清楚,然后走开。愿意说这句话的人,才是会被回头找的人。

How big is group one, honestly

We do not have a clean public number for how many Chinese brands are spending seriously on ads, and we are not going to invent one. What we do have is what the spending looks like when you go and count it. We pulled the ten Shopify beauty brands running the most live ads in one week and found 4,531 live ads between them. That is a real budget, running right now, from ten companies in one category.

Those same 4,531 ads pointed at 198 pages. That gap is the market. Not "brands who need a website". Brands who are already paying for attention and then dropping it on a page that was never built to catch it.

And the part nobody in sales likes saying

A good landing page does not guarantee sales. Nothing converts a product nobody wants, at a price the market will not pay, into a business. If the offer is wrong, a better page just tells you faster. That is not a disclaimer, it is the reason the qualifying chapter further down exists, and it is why we would rather you walked away from a deal than sold it.

What a page does do is decide how much of the demand that already exists actually turns into money. That is a smaller claim than most agencies make and it is one we can stand behind with ten years of data.

说实话,第一类有多大

有多少中国品牌在认真投广告,我们没有一个干净的公开数字,也不打算编一个。我们有的是"去数一遍"之后看到的东西:我们把一周内在投广告最多的十个 Shopify 美妆品牌拉出来,它们加起来有 4,531 条在投的广告。这是真金白银,正在跑,来自一个类目里的十家公司。

而这 4,531 条广告,一共只指向 198 个页面。这个缺口就是市场。不是"需要一个网站的品牌",而是已经在为注意力付钱、然后把它扔在一个根本不是为接住它而建的页面上的品牌。

还有一句做销售的人都不爱说

一个好的落地页,并不保证卖得掉。没有人能把一个没人要的产品、加一个市场不认的价格,变成一门生意。如果成交方案本身是错的,页面更好只会让你更快知道这一点。这不是免责声明,这正是后面那一章"判断该不该谈"存在的原因,也是为什么我们宁愿你放掉一单,也不愿意你硬卖。

页面真正决定的,是"已经存在的需求"里有多少最终变成了钱。这个说法比大多数代运营公司的说法小得多,但它是我们拿十年数据能兜得住的那个说法。

If somebody asks what we are如果有人问我们到底是什么

We are not selling a page builder to a brand. A page builder is a tool somebody's team uses, and a brand with a team does not need to buy one from a stranger. What we sell is the conversion layer for a brand that is already paying for traffic: the funnel built, tested and then run. The AI is how we can do that at a price worth paying, not the thing being bought.我们不是在向品牌卖一个搭页面的工具。工具是团队自己用的东西,一个有团队的品牌不需要从陌生人手里买。我们卖的是"转化这一层",卖给已经在为流量付钱的品牌:把漏斗搭出来、测出来,然后跑起来。AI 是让这件事的价格降到值得买的原因,不是被买的那个东西。

Who you would actually be calling你真正要打交道的,是谁
6,974 Chinese brands our own crawler has read and classified. This is the shape of the list you would work.我们自己的爬虫读过并分类的 6,974 个中国品牌。你要跑的那张名单,长这个样子。
What they sell他们在卖什么
Consumer electronics消费电子2,63837.8%
Mobile accessories手机配件1,03914.9%
Computing电脑周边71410.2%
Audio音频5648.1%
Smart home智能家居3955.7%
Gaming游戏3845.5%
Photography影像3785.4%
Car electronics车载电子3495.0%
Everything else其他全部5137.4%
Where they sell it他们卖去哪里
United States美国48.8%
Europe欧洲45.1%
North America北美22.6%
Global全球19.7%
Australia澳洲16.2%
Canada加拿大16.0%
United Kingdom英国12.1%
Asia Pacific亚太8.6%

Brands name more than one market, so these do not add to a hundred.一个品牌会同时报多个市场,所以这几个数加起来不等于一百。

Nearly four in five are electronics of some kind, and nearly half are selling into the United States. That is the room you walk into: hardware people, selling to buyers who decide on a page in a language nobody in the building speaks natively. Source: GemWatcher classification, confidence 0.7 and above.接近五分之四是某种电子产品,接近一半在卖往美国。你要走进的就是这个房间:一群做硬件的人,卖给一群在一张页面上做决定的买家,而那门语言楼里没有人是母语。数据来源:GemWatcher 分类,置信度 0.7 以上。
Part three第三部分

Who we are, and the product我们是谁,产品是什么

18 · Who is writing this18 · 写这封信的是谁

We do not run one store. We watch a hundred thousand of them.我们不是在经营一家店。我们看着十万家店。

The company is GemCommerce, built in Hanoi, Vietnam. For ten years we have made the software Shopify merchants use to build the pages that sell. That seat is unusual: we do not have one brand's opinion about what converts, we have a decade of pages, tests and results across every category and market a merchant can sell into.

100K+
Active Shopify stores building on GemPages
20K+
Paying customers, billed every month
$1B+
Merchant GMV through pages we built
1.7M+
High converting pages shipped
56
Countries with active merchants
1,000+
Shopify Plus stores among them
5,000+
Reviews on the Shopify App Store
100+
People across Hanoi and Singapore, product and CRO research

Three products, one job. A page builder gets you a page. It does not tell you whether the page is right, and it does not run the next version for you. The gap between those two is where almost all the lost revenue sits, so that gap is the product.

BuildGemPages

The page itself. Landing pages, product pages, advertorials and pre-sell pages, built by people who are not developers.

TestGemX

Two versions of a real page, split on real traffic, measured on conversion and revenue. Every A/B number in this letter came out of it.

RunGemBoss

The AI that builds the selling site and then operates it. It writes the angles, builds the variants, reads the result and ships the winner. A person approves every change before it goes live.

We also run ShopX, the community arm: small senior rooms for cross border operators, in thirteen cities across Asia Pacific, Shenzhen and Shanghai among them. That is not marketing decoration. It is where the person in this job will already have warm rooms to walk into.

公司叫 GemCommerce,在越南河内。十年来我们做的是 Shopify 卖家用来搭建成交页面的软件。这个位置比较特别:我们手里不是某一个品牌对"什么能转化"的看法,而是十年里、覆盖几乎所有类目和市场的页面、测试和结果。

100K+
在 GemPages 上搭页面的活跃 Shopify 店铺
20K+
每月付费的客户数
$1B+
经由我们页面成交的商家 GMV
1.7M+
已上线的高转化页面
56
有活跃商家的国家数
1,000+
其中的 Shopify Plus 店铺
5,000+
Shopify 应用商店上的评价数
100+
河内与新加坡的团队,做产品与转化研究

三个产品,干的是同一件事。页面编辑器只能给你一个页面。它不会告诉你这个页面对不对,也不会替你跑下一个版本。几乎所有流失掉的收入,都躺在这两者之间的缝里。所以那道缝,才是我们的产品。

搭建GemPages

页面本身。落地页、产品页、软文页、预热页,不会写代码的人也能搭。

测试GemX

同一个真实页面的两个版本,用真实流量分流,按转化和收入来判胜负。这封信里所有 A/B 数字都出自这里。

运营GemBoss

会搭站、也会运营站的 AI。它写角度、做版本、读结果、把赢的那个推上线。每一次上线前,都由人来确认。

我们还在做 ShopX,社群这一块:给跨境操盘手的小型高质量场子,覆盖亚太十三个城市,深圳和上海都在其中。这不是拿来装点门面的。这是这个岗位上的人,一进去就有热场子可以走进去的地方。

Where this came from, and when这一切从哪里开始,什么时候开始

Ten years is easy to write and hard to picture, so here it is in four photographs.

"十年"两个字写起来容易,想象起来难,所以用四张照片讲。

One developer writing the first version of GemPages in 2016
2016 · Day one第一天 One person writing code.一个人写代码。

GemPages started in 2016 with a single developer and zero merchants. There was no plan to build a company of a hundred people. There was a problem: merchants could not build a page that sold without hiring somebody.GemPages 从 2016 年开始,一个开发,零个商家。当时并没有要做一家一百人公司的计划。只有一个问题:商家想做一张能卖货的页面,就必须请人。

The first GemPages team in 2019
2019 · The first team第一支团队 Hire for curiosity, not just skill.招人看好奇心,不只看技能。

White hoodies, scattered desks, quiet ambition. That one principle filtered every hire afterwards, and it is the same filter this role goes through.白卫衣、散落的工位、安静的野心。这一条原则筛掉了之后的每一次招聘,这个岗位走的也是同一道筛子。

Chris Koh presenting at a conference in 2020
2020 · Show, do not tell给人看,别光讲 We started turning up at conferences to share, not to sell.我们开始出现在各种会场,是去分享,不是去卖东西。

Every talk gave more than it took. Several of the partnerships that matter most to us today started in those rooms, which is exactly the pattern this job is built on.每一场分享都是给出去的比拿回来的多。今天对我们最重要的几个合作,就是在那些场子里开始的。这个岗位靠的正是同一套路数。

The GemCommerce team in 2025
2025 · Today今天 100+ people, in Hanoi and Singapore.100+ 人,在河内和新加坡。

A decade of compounding decisions. The mission did not change, only the scale. From zero merchants to more than a hundred thousand, and from one country to over a hundred.十年复利式的决定。使命没变,变的只是规模。从零个商家到十万以上,从一个国家到一百多个。

Chris Koh on a panel at ShopX
On a panel at ShopX. Most of what is in this letter was argued out loud in rooms like this first.ShopX 的圆桌上。这封信里的大部分内容,都是先在这样的房间里被当面吵明白的。
International guests at ShopX
Operators from six markets in one photograph. This is the network the role inherits on day one.一张照片里有六个市场的操盘手。这就是这个岗位第一天就继承到的网络。
The GemCommerce office during a working day
The office. This is who builds what you sell.办公室。你卖出去的东西,是这些人做出来的。
The lounge at the GemCommerce office
Visitors are normal here. Merchants and partners come through the building most months.这里常年有人来。商家和合作伙伴几乎每个月都会来一趟。
Counted by somebody else别人替我们数的
More than 100,000 merchants build on GemPages, and installs grew 62.4% in a year.10 万以上的商家在用 GemPages 搭页面,安装量一年增长 62.4%。
100K+
merchants building on GemPages在 GemPages 上搭页面的商家
+62.4%
year on year growth in installs安装量同比增长
4.9★
across 4,009 Shopify App Store reviews来自 4,009 条 Shopify 应用商店评价
100+
countries with merchants on the platform平台上有商家的国家数
The growth, the rating and the review count are counted independently by StoreLeads, Q3 2026, which can detect about 63,000 of the installs. Both numbers are true and they measure different things.增速、评分和评价数由 StoreLeads 独立统计(2026 年 Q3),它能探测到其中约 6.3 万个安装。两个数字都成立,只是量的不是同一件事。
Where those merchants are这些商家在哪里
A Vietnamese product, and a third of its customers are American.一个越南做出来的产品,三分之一的客户在美国。
United States美国~34,000 · 34.0%
United Kingdom英国~7,500 · 7.5%
Colombia哥伦比亚~5,100 · 5.1%
Australia澳大利亚~4,700 · 4.7%
Germany德国~3,900
Canada加拿大~3,800
France法国~3,400
Italy意大利~2,800
Netherlands荷兰~2,700
India印度~2,400
Colombia at number three is not a typo. Latin America is a real market for us, which is why the diagnosis knows what a cash-on-delivery page needs.第三名是哥伦比亚,不是笔误。拉美对我们是真实市场,这也是为什么讲页面为什么不转化那一章,说得清一张货到付款页面需要什么。
And what they sell他们在卖什么
The same categories a Chinese factory already makes.和中国工厂本来就在做的,是同一批类目。
Apparel服装~18,700 · 18.7%
Beauty & Fitness美妆与健身~13,900 · 13.9%
Home & Garden家居与园艺~11,900 · 11.9%
Health健康~10,300
Food & Drink食品饮料~6,300
Sports · Pets · Gifts运动 · 宠物 · 礼品~9,500
And a third of the stores carry fewer than ten products, which is what focus looks like in the data.另外,三分之一的店铺 SKU 少于十个。这就是"专注"在数据里的样子。

Some of the brands on it, from the top of the ranking: Eberlestock, Hume Health, Lucy & Yak, Angelus Direct, Heritage Foods. Hunting packs, health hardware, British fashion, sneaker paint, food. No category in common, one thing in common: they all live or die on the page.

榜单靠前的一些品牌:EberlestockHume HealthLucy & YakAngelus DirectHeritage Foods。狩猎背包、健康硬件、英国服饰、球鞋涂料、食品。类目毫无共同点,只有一件事是共同的:它们全都靠页面活着。

Who you would be working for你会跟谁一起干

Chris Koh on stage at ShopX 2025

Chris Koh founded GemPages in 2016 and still writes the conversion research himself. He is the person who pulled apart two hundred landing pages for the anatomy, and who counted 4,531 live ads to find out how few pages they pointed at.

He runs ShopX, the cross border operator community, across thirteen chapter cities in Asia Pacific, and hosts the flagship himself. If you take this job you report to him directly, which means short decisions and nowhere to hide.

The thesis he keeps repeating, and the one this whole letter is built on: traffic is a commodity, conversion is a skill. The brands that win will not be the ones spending the most on ads. They will be the ones converting the most from the same spend.

Chris Koh 在 2016 年创办了 GemPages,到今天转化率研究还是他自己在写。那份页面解剖,是他带人拆了两百个落地页拆出来的;4,531 条在投广告只指向 198 个页面,也是他数出来的。

他在做 ShopX,一个跨境操盘手社群,覆盖亚太十三个分会城市,主会场也由他自己主持。你接下这个岗位,是直接向他汇报,意味着决策链很短,也意味着没地方躲。

他反复讲的那句话,也是整封信的地基:流量是大宗商品,转化是手艺。赢的品牌不会是广告花得最多的那个,而是同样的钱转化最多的那个。

The main room at ShopX 2025
ShopX 2025. The room you would be inviting Chinese sellers into.ShopX 2025。你要把中国卖家请进来的,就是这个房间。
The networking dinner after ShopX
And the dinner afterwards, which is where most of the deals actually start.以及散场后的那顿饭,大部分合作其实是从这里开始的。
Our answer, from here从这里开始,是我们的答案
19 · The toolkit19 · 我们手上的工具

What GemPages and GemBoss actually do for a brand.GemPages 和 GemBoss 到底能帮一个品牌做什么。

GemPages, the thing itselfGemPages 本体长这样
Sections on the left, the page in the middle, the settings for whatever you clicked on the right.左边是板块,中间是页面,右边是你点中的那个东西的设置。
gempages.net · editor
The GemPages editor
This is what a seller sees in a demo. Drag a section in, change the offer, publish. No developer, no theme file, no ticket.这就是卖家在演示里看到的画面。拖一个板块进来,改成交方案,发布。不用开发,不用碰主题文件,不用提工单。
GemBoss, the part that is newGemBoss,新的那一半
You describe it. It builds the page, then it tests the page.你用一句话描述。它把页面搭出来,然后它去测这个页面。
You type你输入
"A pre-sell page for the MS32 torch, aimed at night fishermen, fear-led, with a 2-pack bundle.""给 MS32 手电做一张预热页,面向夜钓人群,走恐惧角度,带两支装组合。"
It builds它搭出来

Brand-true sections, copy in the brand's voice, offer built in.符合品牌调性的板块、按品牌口吻写的文案、成交方案内建。

Then it decides然后它来判胜负

Splits it against the current page on real traffic, reads conversion and revenue, and proposes the winner. A person approves before anything goes live.拿它和现有页面在真实流量上分流,读转化和收入,然后把赢的那个提出来。上线之前由人确认。

The four angles in the vocabulary chapter stop being a budget question at this point. That is why this is sellable now.到这一步,前面讲的那四个角度就不再是预算问题了。所以这套东西现在才卖得动。

Everything so far has been the problem. This chapter is the answer, and it is the part a seller will ask you to explain in the second meeting, so it is worth knowing precisely rather than approximately.

One: it builds the funnel, not just a page

  • Point it at a reference and it reconstructs the real thing. GemPages captures the actual sections and layout of a URL rather than guessing a template, then recomposes them on the brand's own catalogue.
  • Every page type, in minutes. Landing, product, advertorial and pre-sell pages, with the copy written in the brand's voice and each section scored for brand fidelity, so you know exactly which parts still need a human eye.
  • The whole path, not one page. Pre-sell, sales page, offer and bundle design, post purchase upsell. A funnel is four things working together, and building them one tool at a time is why most brands never finish.
  • Built by people who are not developers. The person who knows the product is rarely the person who knows code. Removing that dependency is most of the speed.
  • MCP native. GemPages is exposed as an MCP server, so Claude or the brand's own agent can build pages programmatically. That is not a demo trick. It is how a four hundred SKU catalogue gets a page each instead of a spreadsheet of intentions.

Two: it tells the brand who the customer actually is

This is the half that sellers underestimate, and it is the difference between us and a page builder. A page builder gets you a page. It does not tell you whether the page is right.

  • Real splits on real traffic. GemX runs two versions of a live page and measures conversion and revenue. Not opinions, not heatmap theatre, not a screenshot with arrows on it.
  • First party analytics that belong to the brand. Which angle won the click, which section they read, which device, which market, where they left, which offer they took. Exportable, and it leaves with them if they leave.
  • A pattern library out of 100,000+ stores and 1.7M+ pages. A test roadmap starts from what already works in that category, not from a guess, with playbooks for beauty, wellness, fashion, home and electronics.
  • 2,506 live tests watched in ten months. That is the sample the recommendations come out of, and it is why we can tell a seller which test to run first.
The output that changes a business

After a few weeks, a brand can answer "why do people buy this" in four different sentences, with a number behind each one. Most brands have never been able to answer it convincingly once. That answer is what the ads, the packaging, the next product and the price are all supposed to be built on.

Three: it builds the next generation of storefront

  • GemBoss composes the selling site and then operates it. It writes the angles, builds the variants, reads the result and ships the winner. A person approves every change. Nothing auto publishes.
  • It layers on top of the Shopify store that already exists. No migration, no re-platforming. Catalogue, checkout, orders and apps stay where they are.
  • Fast and headless, on the brand's own domain, on an open section framework. Cancel and the storefront keeps working. Nothing here is a new platform to be locked into.
  • Four engines, one loop. GemPages builds it, GemThemes keeps every section on brand, GemX decides what wins, GemUpsells lifts the order value.
  • And the reader that is not human. A growing share of shopping is being delegated to AI agents that read price, rating and specification, and feel nothing about a countdown timer. Product data is turning into a growth asset rather than an ops chore. We are building for that now, which is a strange sentence to write and a very good reason to be early.
What a seller can see inside one meeting

Ask them to bring the URL of a store they admire. In one sitting they can watch it get captured, recomposed on their own catalogue, scored for fidelity, and put in front of a split test. Nobody has to believe a slide.

前面讲的都是问题。这一章是答案,也是卖家在第二次见面时一定会让你解释清楚的部分,所以值得记准,而不是记个大概。

第一:它搭的是漏斗,不只是一张页面

  • 给它一个参考链接,它还原的是真东西。GemPages 抓的是那个网址真实的板块和排版,而不是猜一个模板套上去,然后在品牌自己的商品库上重新拼出来。
  • 所有页面类型,几分钟出来。落地页、产品页、软文页、预热页,文案按品牌自己的调性写,每个板块还会给一个品牌契合度评分,让你清楚知道哪几块还需要人再看一眼。
  • 做的是整条路径,不是一张页。预热页、成交页、成交方案与组合装、付款后追销。漏斗是四件事一起在起作用,而"一个工具做一件"正是大多数品牌永远做不完的原因。
  • 不会写代码的人也能做。最懂产品的那个人,很少同时是最懂代码的那个人。把这层依赖去掉,速度就出来了一大半。
  • 原生支持 MCP。GemPages 本身就是一个 MCP 服务,Claude 或者品牌自己的 agent 可以直接调用它批量建页。这不是演示用的花活。四百个 SKU 想每个都有一张自己的页面,靠的就是这个,而不是一张写满计划的表格。

第二:它告诉品牌,客户到底是谁

这一半是卖家最容易低估的,也是我们和"页面编辑器"的根本区别。编辑器只能给你一个页面,它不会告诉你这个页面对不对。

  • 用真实流量做真实分流。GemX 把一个线上页面的两个版本分流跑,按转化和收入判胜负。不是看法,不是热力图表演,也不是一张画了箭头的截图。
  • 属于品牌自己的第一方数据。哪个角度赢下了这次点击、读了哪一段、什么设备、哪个市场、在哪里走掉、拿了哪个方案。可以导出,人走了数据也跟着走。
  • 一个来自 10 万+ 店铺、170 万+ 页面的模式库。测试排期表的起点,是这个类目里已经被验证过的东西,而不是拍脑袋,并且美妆、大健康、服饰、家居、电子各有各的打法。
  • 十个月里看着跑完的 2,506 个真实测试。建议就是从这个样本里来的,也是我们敢直接告诉卖家"先测这个"的底气。
真正改变一门生意的产出

几周之后,一个品牌能用四句不同的话回答"人们为什么买这个",而且每一句后面都有数字。大多数品牌连一次都没能把这个问题答清楚过。而广告、包装、下一个产品、定价,本来全都应该建立在这个答案上面。

第三:它搭的是下一代的店铺

  • GemBoss 负责把销售型网站拼出来,然后运营它。写角度、做版本、读结果、把赢的推上线。每一次改动都由人确认。没有任何东西会自动发布。
  • 它长在已有的 Shopify 店铺上面。不用搬家,不用换平台。商品库、结账、订单、已装的应用,全部原地不动。
  • 无头架构,速度快,跑在品牌自己的域名上,用的是开放的 section 框架。哪天不用了,店铺照样能跑。这里没有任何一样东西是"新的绑定"。
  • 四个引擎,一个闭环。GemPages 负责搭,GemThemes 负责让每个板块都不跑偏,GemX 负责判谁赢,GemUpsells 负责把客单价拉起来。
  • 还有那个不是人的读者。越来越多的购买正在被交给 AI 代理去完成,它们读的是价格、评分和参数,对倒计时毫无感觉。商品数据正在从一件运维杂活,变成一项增长资产。我们现在就在为这件事做准备。这句话写出来有点怪,但它恰恰是"早一步"最好的理由。
一次会议里,卖家就能亲眼看到的东西

让他带一个他欣赏的店铺网址过来。一次坐下来的时间里,他就能看到这个站被抓取、在他自己的商品库上重新拼出来、打上契合度分数,然后被丢进一个分流测试里。没有人需要去相信一页 PPT。

Part four第四部分

The method and the packages方法和套餐

20 · The method20 · 方法

What conversion work actually involves.做转化,具体到底是做什么。

"We do CRO" is a sentence that means nothing to a seller who has not bought it before, and it is the sentence most agencies stop at. So here is the work itself, in the order it happens, because you will describe this in every first meeting you take.

"我们做 CRO"这句话,对一个没买过这项服务的卖家来说等于什么都没说,而大多数服务商就停在这句话。所以下面是这件事本身,按它发生的顺序写出来。你以后每一次第一次见面,讲的都是这个。

Why this is the answer to the loop为什么这就是那个死循环的解

The loop earlier in this letter breaks in exactly one place: the point where an order starts making money instead of losing it. Nothing else in the chain can be moved without spending more. You cannot make traffic cheaper, you cannot make the product better this quarter, and you cannot argue a finance team into a budget for a channel that has never worked.这封信前面那个死循环,只有一个地方能被撬开:一单从亏钱变成赚钱的那个点。链条上其他任何一环,不多花钱就动不了。你没法让流量变便宜,没法在这个季度把产品变得更好,也没法靠讲道理让财务给一个从来没跑通过的渠道批预算。

So the honest question is not whether conversion work is the answer. It is why so many sellers have already tried it and are still stuck. The answer is almost always that it was done halfway. The page got redesigned but the offer did not change. A test ran for four days and was called on a feeling. The pre-sell step was skipped because it looked like extra work. The post-purchase upsell was never switched on. Each of those is most of the effort and none of the result, which is the worst place a seller can end up: convinced they tried it, and convinced it does not work.所以真正该问的不是"做转化是不是答案",而是:为什么这么多卖家已经试过了,却还是卡在原地。答案几乎总是同一个:做了一半。页面重做了,但成交方案没动。测试跑了四天,凭感觉就下结论。预热那一步被跳过,因为看上去是多出来的活。付款后的追销从来没开过。这些做法都花掉了大部分力气,却拿不到任何结果,而这会把卖家推到最糟的位置:他确信自己试过了,也确信这事没用。

The loop, drawn as a loop这个循环,画成一个圈
Six steps, and the sixth one hands back to the first. That edge is why this is a retainer and not a project.六步,第六步交回给第一步。就是这条回边,让它是按月的服务,而不是一次性项目。
Same page,
better every month
同一张页面,
每个月都更好一点
01 Measure Events, sources, devices, markets事件、来源、设备、市场
02 Diagnose诊断 Which of the seven places leaks七个地方里,是哪一个在漏
03 Offer成交方案 Bundle, tier, guarantee, upsell组合装、分档、保障、追销
04 Build Pre-sell, sales, checkout, post预热、成交、结账、付款后
05 Test Split live traffic, one change真实流量分流,一次一处
06 Ship上线 The winner becomes the baseline赢的那版变成新基准
Steps one and two are why we ask for access before we quote. Nobody can price a fix before they know what is broken.第一步和第二步,就是我们为什么要先拿到后台权限再报价。不知道坏在哪,没有人能给修理报价。

Inside step three and five, since that is where the arguing happens

第三步和第五步,展开讲,因为争论都发生在这两步

Offer design is not discounting. A discount trades margin for volume and trains the buyer to wait. An offer changes what is being compared: two for the price of one and a half, a starter tier that makes the main tier the obvious choice, a guarantee that removes the risk the buyer has not said out loud. Same product, same price on the label, different decision.
The post-purchase upsell is the cheapest money in the business. The card is out, the trust is fresh, the traffic is already paid for. One click, no card re-entry, and the average order moves without a single extra visitor. This is the step almost every Chinese seller has switched off because nobody told them it existed.
A/B testing means one change at a time, run long enough to trust. Not "we changed the page and it feels better". Split live traffic, keep everything else the same, and let it run until the result is not noise. Most agencies show you a before and after screenshot. That is not a test, it is a redesign with an opinion attached.
Most tests lose, and that is the job. Across a hundred thousand stores the pattern is consistent: most variants do not beat the control. The value is not in being right, it is in finding the few that are, cheaply, and never shipping the ones that are not.
The technical setup is half of it. Pixel and conversion API firing correctly, events matching what the ad platform expects, page speed on a phone in the market you are selling to, payment methods that market actually uses. A perfect page with broken tracking cannot be optimised at all, because nothing can be measured.
Test order matters. Offer first, then the pre-sell angle, then the page structure, then the details. Testing button colours on a page whose offer is wrong is how a year gets spent proving nothing.
做成交方案,不等于打折。打折是拿毛利换销量,还会把买家训练成"等打折再买"。成交方案改的是"他在拿什么跟什么比":买二付一点五、用一个入门档把主推档衬成最划算的、用一个保障把他没说出口的顾虑拿掉。产品一样,标价一样,但决定不一样。
付款后的追销,是这门生意里最便宜的钱。卡还在手上、信任还热着、流量的钱已经花完了。一次点击、不用重新输卡号,客单价就动了,一个新访客都不用多买。这一步几乎所有中国卖家都关着,因为没有人告诉过他们有这一步。
A/B 测试的意思是:一次只动一个地方,跑到结果可信为止。不是"我们把页面改了,感觉更好"。拿真实流量分流,其他全部按住不动,跑到结果不是噪音为止。大多数服务商给你看的是改版前后两张截图,那不是测试,那是一次带着主观意见的重做。
大部分测试是输的,而这正是这份工作本身。在十万家店里看到的规律是一致的:大多数版本打不过原版。价值不在于你猜得准,而在于用很小的代价找出那少数几个对的,并且永远不把错的那些推上线。
技术这一块占一半。像素和转化 API 有没有正确触发、事件跟广告平台要的对不对得上、你要卖的那个市场里手机打开有多快、那个市场常用的付款方式有没有。一个页面再好,追踪是坏的,它就根本没法优化,因为什么都量不出来。
测试的先后顺序是有讲究的。先测成交方案,再测预热角度,再测页面结构,最后才是细节。在一个成交方案本身就错的页面上测按钮颜色,是把一年花在证明不了任何事情上的最快方式。

Why the funnel project is the door, and why it is worth $5,000

This is the package you lead with, and the two people you sell it to are a brand already spending on ads and the agency spending it for them. Both already have the traffic. Neither has the page. Here is what actually gets built, and why each part is hard to buy anywhere else at this price.

为什么漏斗项目是那扇门,以及它凭什么值 $5,000

这是你开场就推的那个包,卖给两种人:已经在投广告的品牌,和替他们投广告的代投。两边都已经有流量,两边都没有那张页面。下面是这个包真正会做出来的东西,以及每一部分为什么在别处很难用这个价买到。

Built headless, so it loads fast. GemBoss builds the funnel as a headless storefront rather than another theme page. Speed is not a nicety here, it is a conversion input: on a phone in a market with slower networks, a page that paints two seconds sooner keeps the visitors that a themed page loses before it renders.
One page per angle, not one page for everyone. GemPages generates a version for each buyer state: unaware, problem aware, comparing, ready. Four angles used to cost four times as much to build. AI writes and builds the versions, so each extra angle is nearly free, which is the only reason a page per angle is worth discussing at all.
Tested against what they have now, on their own traffic. Not a redesign with an opinion attached. We split live traffic between the new funnel and the current page, hold everything else still, and let it run long enough that the result is not luck. Only a real win goes live.
Tracking set up properly, which is half the job. Events, sources, devices, markets, pixel and conversion API firing correctly and matching what the ad platform expects. A perfect page with broken tracking cannot be optimised at all, because nothing can be measured, and most stores we open are in exactly that state.
The offer designed, not just the page. Bundle, tier, guarantee, shipping threshold, and the post-purchase upsell with no card re-entry. This moves the number more than any layout will, and it is the part an agency cannot do for them and a theme cannot ship.
It ends with a number they can take to a budget meeting. That is what they are actually buying for $5,000. Not a page: permission to spend more, backed by their own traffic and their own numbers.
用 headless 搭,所以打开很快。GemBoss 是把漏斗当成一个 headless 店铺来搭,不是再加一张模板页。速度在这里不是锦上添花,它本身就是转化的输入项:在网络更慢的市场、在手机上,早两秒渲染出来,就能留住那些模板页还没画出来就已经走掉的人。
一个角度一张页面,不是一张页面对所有人。GemPages 会为每一种买家状态生成一个版本:还没意识到问题的、知道问题的、正在比价的、准备买的。以前四个角度就是四倍成本,现在文案和页面都由 AI 生成,多做一个角度几乎不花钱,"一个角度配一张页面"这才第一次值得谈。
拿他们自己的流量,跟他们现在的页面对比着测。不是带着主观意见的一次改版。我们把真实流量在新漏斗和现有页面之间分流,其他全部按住不动,跑到结果不是运气为止。只有真赢了的版本才上线。
把埋点做对,这件事占一半工作量。事件、来源、设备、市场,像素和转化 API 要正确触发,而且要跟广告平台要的对得上。页面再好,追踪是坏的就根本没法优化,因为什么都量不出来。而我们打开的大多数店,正好就是这个状态。
设计的是成交方案,不只是页面。组合装、分档、保障承诺、包邮门槛,以及不用重新输卡号的付款后追销。它比任何排版都更能撬动那个数字,而这一块代投替他们做不了,模板也给不了。
结束时他们手上会有一个能拿去开预算会的数字。这才是他们花 $5,000 真正买的东西。不是一张页面,是"敢加预算"这件事,而且是用他们自己的流量、自己的数字撑起来的。
The order these three things are sold in这三样东西的先后顺序

One: the funnel project, to a brand already buying traffic or to the agency buying it for them. Small enough that one person can approve it, and it ends in a number. Two: once that number moved and they trust you, the full store build with the testing programme and the team behind it. Three: the subscription underneath both, which is what keeps paying you every month for years after the selling is done.第一步:漏斗项目,卖给已经在买流量的品牌,或者替他们买流量的代投。小到一个人就能拍板,而且它以一个数字收尾。第二步:那个数字动了、他们也信你了之后,再谈从零建整站,带测试排期和后面那支团队。第三步:压在这两样底下的订阅,它会在你早就卖完之后,还继续每个月给你发钱,一发就是好几年。

Two ways to buy the same loop同一个循环,两种买法
The project runs the loop once on one product. The retainer never stops running it.项目制是把这个循环在一个产品上跑一遍。按月服务是让它一直跑下去。
When时间 Funnel build, one product单产品漏斗(项目制) Build and manage the store建站 + 托管运营
Week 1第 1 周 Access, tracking audit, funnel diagnosis, offer designed and agreed拿权限、检查埋点、诊断漏斗、把成交方案定下来 Same, plus a full store audit: speed, checkout, mobile, trust, analytics同上,再加一次全站体检:速度、结账、手机端、信任、数据
Week 2第 2 周 Pre-sell and sales page built, checkout tightened, post-purchase upsell live预热页和成交页搭好,结账收紧,付款后追销上线 Same, and the first three test hypotheses go into the roadmap同上,并且头三个测试假设进入排期
Weeks 3–6第 3–6 周 Tests run, winners ship, you get a number you can take to a budget meeting跑测试、赢的上线,你拿到一个可以拿去开预算会的数字 Same, and it repeats. Weekly report, monthly competitor read, campaign calendar starts同上,而且一直重复。周报、每月竞品判读、活动日历开始跑
After之后 Copy the pattern to the next product yourself, or hand it back to us你自己把这套复制到下一个产品,或者再交给我们 The baseline keeps rising. You approve, change or refuse, ten minutes a week基准一直在往上抬。你每周花十分钟批准、修改或者否掉
Who does it谁在干 GemBoss generates and tests, Gemians finish and decideGemBoss 生成并测试,Gemians 收尾并拍板 Same, plus a named person accountable for the number同上,再加一个对这个数字具名负责的人
The project is the easy yes because it ends. The retainer is the business because the loop does not.项目容易点头,因为它有终点。按月服务才是生意,因为这个循环没有终点。
The sentence to use in a first meeting第一次见面可以直接用的一句话

"We do not redesign your website. We find the one place your funnel is losing money, change the offer and the page around it, test it against what you have now on your own traffic, and only keep what wins. Then we do it again.""我们不给你重做网站。我们找出你的漏斗在哪一段漏钱,改那一段的成交方案和页面,拿你自己的流量跟你现在的版本分流对比,只留下赢的那个。然后再来一遍。"

21 · The offer21 · 我们卖的东西

What you actually buy is a number.你买的,其实是一个数字。

We are two things at the same time. An AI product, which is GemPages and GemBoss. And a team of people, who are in Hanoi. Neither of those is what a seller is buying. What they are buying is a conversion rate they can watch move, on a store that stays theirs. Everything below is a different amount of that, at a different price.我们其实是两样东西凑在一起:一个 AI 产品,也就是 GemPages 和 GemBoss;再加一支在河内的团队。但卖家买的不是这两样中的任何一样。他们买的是一个自己看得见在涨的转化率,而且这个店始终是他们自己的。下面三条,只是买多少、花多少的区别。

The term that makes the first meeting easy让第一次见面变简单的那一条
If the conversion rate does not go up, we do not invoice. Written into the contract, not said on a call.转化率没上去,我们不开票。这一条写进合同,不是电话里说说。
What we promise我们承诺什么 Your conversion rate goes up, or the work is free你的转化率上去,否则这次工作不收钱 We build the funnel first and invoice after. If it does not beat what you have now, there is no invoice and you keep the pages anyway.我们先把漏斗做出来,之后才开票。如果它打不过你现在这版,那就没有账单,页面照样归你。
How it is measured怎么算 A split test on your own traffic, not a before and after拿你自己的流量做分流对比,不是比"改之前和改之后" Both versions run at the same time, on the same traffic, from the same ads. Nobody has to argue about seasonality, a creative change or a bad week, because both versions lived through all of it together.两个版本同时跑,同一批流量,同一批广告。没有人需要为季节性、素材改动或者某一周不好去争论,因为两个版本一起经历了这一切。
When it counts as a win什么才算赢 It beats the control, and it runs long enough that the result is not luck它打赢原版,而且跑得够久,久到结果不是运气 Agreed in writing before we start: which page is the control, which number we are moving, and how long it runs. No moving the line afterwards, in either direction.开工之前就白纸黑字讲定:哪一页是对照组、我们要动的是哪个数字、跑多久。事后谁都不能挪这条线,两边都不能。
We can promise this precisely because we measure it as a split test. An agency that judges its own work by comparing this month to last month cannot make this promise honestly, and most of them do not make it at all. 我们敢这样承诺,恰恰是因为我们用分流对比来量它。一家靠"这个月比上个月"来评价自己工作的服务商,没法诚实地给出这个承诺,而大多数干脆就不给。
This is also why the qualifying chapter matters. On a product nobody wants, at a price the market will not pay, a better page just tells you faster, and we would rather find that out before we build than after.这也是为什么"判断该不该谈"那一章很重要。一个没人要的产品、加一个市场不认的价格,页面更好只会让你更快知道这一点,而我们宁愿在动手之前就发现,也不要动手之后。
1Outcome one

The store you already have starts converting, or you do not pay

From $5,000

One product, one funnel. The easy yes, small enough for one person to decide.

What you get
A tested number instead of an opinion, inside the first weeks
How
Pre-sell page, sales page, offer and bundle, post-purchase upsell, tracking underneath
Built with
GemPages to build it, GemBoss to generate and test the variants, the Hanoi team to finish it
Live in
Days, not months
Then
Copy the shape across the catalogue, or stop cheaply
2Outcome two

A whole storefront, built to convert from the first day

$10,000 + monthly

For a brand starting over, or launching a second line. Built once, paid once.

What you get
A live storefront that is already tested, not a template you now have to fix
How
GemBoss generates the storefront from your products and your market, then people finish it
Built with
GemBoss AI for the volume, the Gemians in Hanoi for the judgement
You pay
Once for the build, then a monthly fee for the AI that keeps it running
Then
Take it in-house and run it yourself, or hand it to us and read the report
3Outcome three

The number keeps moving, every month, without you

From $499 a month

The relationship. It sells itself once the first number has moved.

What you get
A person accountable for the number, not a login
How
The site, the data, the weekly report, the campaign calendar, the competitor watch, the test roadmap
Built with
GemBoss AI runs the volume, Gemians own the outcome, your media buyer keeps the traffic
You give
A weekly ten-minute approval
You keep
The store, the domain, the data, the customers. All of it
1结果一

你现在这个店,转化率开始往上走,不然你不用付钱

从 $5,000 起

一个产品,一条漏斗。容易点头的那个“是”,小到一个人就能拍板。

你拿到的
头几周就拿到一个测过的数字,而不是一个看法
怎么做到的
预热页、成交页、成交方案与组合装、付款后追销,下面还有数据追踪
用什么做
GemPages 搭页面,GemBoss 生成并测试版本,河内团队做交付
上线
以天计,不是以月计
然后
把这套打法复制到别的品类,或者用很小的代价停下来
2结果二

一整个店,从第一天就是为转化建的

$10,000 + 月费

给要重做一遍的品牌,或者要开第二条线的品牌。一次建好,一次付清。

你拿到的
一个已经测过的店,而不是一套还要你自己去修的模板
怎么做到的
GemBoss 根据你的产品和市场生成整站,然后由人把它做完
用什么做
跑量的活交给 GemBoss AI,拿主意的还是河内的 Gemians
怎么付
建站按项目一次付清,之后按月付 AI 的运行费
然后
你自己接手运营,或者交给我们,你只看报告
3结果三

这个数字每个月继续往上,不用你盯

每月 $499 起

长期关系。第一个数字一动,后面就不用我们再推销了。

你拿到的
一个对数字负责的人,不是一个登录账号
怎么做到的
网站、数据、周报、活动日历、竞品监测、测试排期
用什么做
跑量交给 GemBoss AI,结果由 Gemians 兜着,流量还是你的投手在管
你给
每周十分钟的确认
始终是你的
店铺、域名、数据、客户。全部
What half a point is worth半个点,值多少钱
The same traffic, the same ad spend, the same product. Only the page changed.同样的流量、同样的广告费、同样的产品。只有页面变了。
Before改之前
Visits a month每月访问100,000
Conversion转化率0.6%
Orders订单600
Average order客单价$60
Revenue营收$36,000
After改之后
Visits a month每月访问100,000
Conversion转化率1.2%
Orders订单1,200
Average order客单价$60
Revenue营收$72,000
Same month, same budget, $36,000 more revenue, and it repeats every month the page stays live.同一个月,同样的预算,多出 36,000 美元营收,而且这个页面在跑一天,它就重复一天。
Illustrative numbers, not a promise. The point is the shape: conversion multiplies everything downstream of the click, which is why it is the cheapest lever in the business.这是示意数字,不是承诺。要看的是这个道理:转化率会把点击之后的所有东西乘一遍,所以它是这门生意里最便宜的那根杠杆。

The partner who is already in the room: the ads agency已经在场的那个合作方:广告代投

The single biggest channel for this job is probably not a brand at all. It is the performance marketing agencies and the freelance media buyers, the people Chinese sellers call 代投 or 投手. Why they are the right partner, and why nobody has to be talked into it:

这个岗位最大的一条渠道,很可能根本不是品牌,而是效果广告公司和独立的媒体投放人,也就是卖家嘴里的代投、投手。为什么是他们,以及为什么这件事几乎不用说服:

They own the traffic and not the page. A media buyer controls the creative, the audience and the bid. The moment the click lands, control passes to a page they did not build and cannot change. When the ROAS is bad, that is the half they get blamed for and cannot fix.
We make their number look better on the same spend. Conversion rate multiplies straight into ROAS. Doubling a 0.6% page to 1.2% does the same for the agency's reported return as halving their cost per click, which is a thing nobody can promise.
We are not their competitor, and we say so first. We do not want the ad account. We do not bill a percentage of spend. The agency keeps the client, keeps the budget and keeps the relationship. That sentence is what makes the first meeting easy.
They already know which client has a page problem. They watch click-through stay healthy while add-to-cart sits flat, every day, across every account. They do not need convincing that pages lose money. They need somebody to hand it to.
One relationship is ten to forty accounts. A brand is one account. An agency with thirty clients, who trusts you, is a pipeline that refills itself. This is why the channel is often bigger than direct outreach in China.
There is a clean way to pay them. A referral fee, or a white-label margin where they resell the build inside their own retainer. Both are normal in this market. Agree it in writing at the start, not after the first deal.
流量在他们手上,页面不在。投手能控素材、控人群、控出价。但点击一落地,控制权就交给了一个不是他们做的、也改不了的页面。ROAS 不好看的时候,这一半正好是他们背锅、却又修不了的部分。
同样的预算,我们让他们的数字更好看。转化率是直接乘进 ROAS 里的。把一个 0.6% 的页面做到 1.2%,对投手交上去的那个 ROAS 来说,等于把点击成本砍掉一半,而这是没有人敢承诺的事。
我们不是他们的竞争对手,而且这句话由我们先说。我们不要广告账户,不按投放金额抽点。客户是他们的,预算是他们的,关系也是他们的。这一句,就是第一次见面能谈下去的原因。
哪个客户的页面有问题,他们早就知道。点击率正常、加购却不动,这个画面他们每天在每个账户里都看得到。你不需要说服他们页面会亏钱,你只需要给他们一个可以交出去的人。
一个关系,等于十到四十个客户。一个品牌就是一个客户。一个手上有三十个客户、并且信任你的代投,是一条自己会不断出人的线。这也是为什么在中国,这条线经常比直客还大。
分钱的方式很清楚。推荐费,或者白标:他们把建站包进自己的服务费里再卖出去。这两种在这个市场里都很常见。开头就把它写下来,别等第一单成了再谈。
How to open that conversation这场对话怎么开场

Do not pitch. Ask one question: "which of your clients has good click-through and bad add-to-cart?" Every media buyer can name two without checking. You have just described their most annoying problem back to them, and you are the first person who offered to take it off their desk.别推销。问一个问题就够了:“你手上哪个客户,点击率还行,但加购一直不动?”任何一个投手都能不用查就报出两个来。你等于把他心里最堵的那件事,替他说了出来,而且你是第一个说愿意帮他把它拿走的人。

Two things. They stack, and the first one is designed to be small enough to say yes to.

One: a funnel, built for one product

You give us a product and the angle your ads are running. We build the whole path: the pre-sell page, the sales page, the offer and bundle design, the post purchase upsell, the tracking underneath it. Live in days rather than months, and tested from the first week.

If it works, we copy the shape across the rest of the catalogue. If it does not, you found out cheaply and you have a real number instead of an opinion. This is the answer to the loop, and it is deliberately priced and scoped so that nobody has to bet the year on it.

Two: managed. The AI does the volume, a person owns the outcome

Once a funnel works, the work becomes continuous, and continuous work is what every seller underestimates. This is the part we run for you.

  • Run and maintain the website. Speed, checkout, mobile layout, broken links, brand consistency, analytics accuracy. A full store pass every week, so small problems never become lost revenue.
  • Collect the data and read it. First party analytics that belong to you. Funnel by traffic source, by device, by market and by campaign, so you can see where the money leaks, not just what the total was.
  • Send the report. Every week, in plain language: what moved, what was tested, what shipped, what got fixed, and the single highest impact thing we recommend next. You approve it, change it, or say no.
  • Run the campaign calendar, all year. Mother's Day, Father's Day, back to school, Halloween, Singles' Day, Black Friday and Cyber Monday, Christmas, New Year, Chinese New Year, plus your own launches and restocks. Planned ahead, built ahead, live on the day, taken down on time.
  • Watch the competitors and report it. Their live ads, the pages those ads land on, their offers, their bundles and their price moves. Every month you get a read on what the category is doing, not a guess.
  • Test continuously. A test roadmap that never runs dry, grounded in what already works across a hundred thousand stores. Run properly, and only real wins go live.
What stays yours

The store, the domain, the data, the customer list, the pages. All of it lives in your Shopify account and leaves with you if you leave. We are not building a place you get locked into. That would be a strange thing to sell to someone who is trying to stop being locked into a platform.

Between those two products there is a third thing we sell that never appears on a price list: someone in your time zone who has seen this work a thousand times and will tell you the truth about your page.

两件事。它们是叠加的,而第一件被刻意做得足够小,小到容易点头。

第一件:为一个产品搭一条完整漏斗

你给我们一个产品,以及你广告正在跑的角度。我们把整条路径搭出来:预热页、成交页、成交方案和组合装设计、付款后的追销,以及下面的数据追踪。上线以天计,不是以月计,而且第一周就开始测。

跑通了,就把这套打法复制到其他品类上。没跑通,你也是用很小的代价知道了答案,而且拿到的是一个真实数字,不是一个看法。这就是对那个死循环的回答。它的报价和范围是故意设成这样的,没有人需要为它押上一整年。

第二件:托管运营。AI 做量,人对结果负责

漏斗一旦跑通,工作就变成持续性的,而"持续"这件事,是所有卖家都低估的部分。这一块由我们替你跑。

  • 网站的日常运营与维护。速度、结账、手机端排版、失效链接、品牌一致性、数据准确性。每周全站过一遍,让小问题永远变不成流失的订单。
  • 采集数据,并且真的把它读懂。属于你自己的第一方数据。按流量来源、按设备、按市场、按活动拆开看漏斗,让你看得到钱是从哪一段漏掉的,而不是只看到一个总数。
  • 发报告。每周一份,用大白话写:哪些数字动了、测了什么、上线了什么、修了什么,以及我们建议下一步最该做的那一件事。你可以批准、可以改、也可以否掉。
  • 全年的活动日历。母亲节、父亲节、返校季、万圣节、双十一、黑五网一、圣诞、元旦、春节,再加上你自己的新品和补货节点。提前排期、提前做好、当天上线、按时撤下。
  • 盯竞品,并且出报告。他们在投的广告、这些广告落到的页面、他们的成交方案、组合装和价格动作。每个月你拿到的是对这个类目的实况判断,不是猜测。
  • 持续做测试。一张永远不会空的测试排期表,依据来自十万家店里已经被验证过的东西。测得规矩,只有真赢了的版本才上线。
哪些东西始终是你的

店铺、域名、数据、客户名单、页面。全部都在你自己的 Shopify 账户里,你要走,它们跟你一起走。我们不做把人锁住的东西。对一个正在努力摆脱平台绑定的人来说,卖给他一个新的绑定,会是一件很奇怪的事。

在这两个产品之外,还有一样东西我们其实也在卖,但它不会出现在任何报价单上:一个跟你在同一个时区、见过一千次这套东西怎么跑起来、并且愿意对你的页面说实话的人。

Part five第五部分

Why us, and the job为什么是我们,以及这个岗位

03

We fix the funnel first,
and we do not invoice if it does not work.
我们先修漏斗,
不管用就不开票。

Not a website project. One funnel, for one product, built before it is billed, split against the page they have now on their own traffic. A bill only if it won. That single sentence opens more doors in Shenzhen than any deck.不是一个"建站项目"。一条漏斗,围绕一个产品,先做完再开票,拿他自己的流量跟他现在那一版分流对比。赢了才寄账单。就这一句话,在深圳能打开的门,比任何 PPT 都多。

22 · The fair question22 · 一个应该问的问题

Why a Vietnamese company, for a Chinese brand.为什么是一家越南公司来做这件事。

It is a fair question and a Chinese seller should ask it in the first meeting. The honest answer, which the person in this job will give a hundred times:

  • We understand how you actually decide. Factory owned or one street away, family money, fast calls, real price pressure, no patience for a six week discovery phase and a brand workshop. A San Francisco agency genuinely does not understand that, and it shows in the first meeting. Vietnam works the same way we do.
  • Vietnam is a hub for Shopify software. Apps built in this country, GemPages, PageFly, Avada and Firegroup among them, power more than a million Shopify stores between them. A lot of the engineering that Western merchants quietly run their stores on is already written in this part of the world.
  • And it is not only builders. Vietnam runs one of the strongest print on demand communities anywhere, with billions of dollars flowing through it every year, alongside one of the region's most active dropshipping scenes. This is a country that has been selling to American and European consumers, at volume, for a decade.
  • We sit between East and West by default. Our team is in Asia. Our customers are in the United States, Europe and Australia. Every working day is a translation between how a product gets made here and how it gets sold there. That is precisely the gap a Chinese brand is trying to cross.
  • The cost is sane. A Vietnamese team costs a fraction of a US or European agency for the same output, and we are one hour from your time zone, not twelve. Same day answers, not next day.
  • We are already in the next market. Southeast Asia is where a lot of Chinese brands go second. Vietnam, Thailand, Malaysia, Indonesia, the Philippines. We are not studying that region, we live in it.
We are not a Western agency selling China a Western playbook. We are a neighbour who spent ten years learning how the West buys.

这是一个应该问的问题,中国卖家在第一次见面时就该问。诚实的回答不太动听,但它是这样:

  • 我们懂你们是怎么做决定的。厂是自己的或者就在隔壁街,钱是自家的,拍板很快,价格压力是真的,没耐心陪着走六周的调研流程和一场品牌工作坊。旧金山的代理商是真的不懂这一套,第一次见面就看得出来。越南这边,跟你们一样。
  • 越南是 Shopify 软件的一个聚集地。这个国家做出来的应用,GemPages、PageFly、Avada、Firegroup 等等,加起来撑着一百多万家 Shopify 店铺。欧美商家默默用来运转店铺的那些工程,很多本来就写在这一片。
  • 而且不只是做工具的。越南有全世界最强的 POD(按需印制)社区之一,每年有数十亿美元从这里流过,还有本区域最活跃的 dropshipping 圈子之一。这是一个已经给美国和欧洲消费者大规模供货了十年的国家。
  • 我们天然坐在东西之间。团队在亚洲,客户在美国、欧洲和澳洲。每一个工作日都是一次翻译:产品在这边是怎么造出来的,到那边是怎么被卖掉的。而这道缝,正是中国品牌要跨过去的那一道。
  • 成本是合理的。同样的产出,河内团队的成本只是欧美代理商的一个零头,而且我们跟你只差一个小时,不是十二个。问题当天有答复,不是隔天。
  • 我们已经在下一个市场里。很多中国品牌的第二站是东南亚。越南、泰国、马来西亚、印尼、菲律宾。我们不是在研究这个区域,我们就住在里面。
我们不是一家把欧美打法卖给中国的欧美代理商。我们是一个花了十年去弄懂欧美怎么买东西的邻居。

Why we care whether you win为什么我们在意你赢不赢

Let me say the awkward part first, because a Chinese seller reading this has already thought it. Why would a Vietnamese company want to help Chinese brands go overseas? What is in it for them, and should I be careful?

The honest answer, and it is not a warm one: it is built into how we make money.

We are not your competitor. You make products. We make the software that sells them. There is no version of this where we take your customer or your category, because we do not sell anything a consumer buys. In ten years we have never launched a product that competes with a merchant, and we never will, because the day we do, a hundred thousand merchants stop trusting us and the company ends.

Our business only works if yours keeps working. The commission structure in this letter pays our own salesperson every month an account stays alive. The subscription works the same way. We do not get paid for signing you, we get paid for you still being here in year three. A company built on retention cannot afford to sell you something that does not work. That is a better guarantee than any promise I could write.

And there is a trade here that runs both ways. Vietnam is roughly where China was fifteen years ago in manufacturing, and we know it. China is roughly where Vietnam is in learning to sell to Western consumers, and you know it. Neither of us is doing the other a favour. We each have something the other needs, and we are close enough, culturally and geographically, to actually work together on it.

I am from Vietnam and I mean this well, but you should not take my word for it. Take the structure: we make money only when you keep making money.

The mission, said plainly: China makes an enormous share of what the world buys, and captures a small share of what the world pays. That gap is not made of tariffs or logistics. It is made of pages, brands and the relationship with the person who bought. Those are exactly the three things we have spent a decade building tooling for, and we would rather spend the next decade closing that gap with Chinese brands than watch somebody else charge four times as much to do it worse.

Chris Koh, founder, Hanoi

我先把不太好开口的那句说了,因为读到这里的中国卖家心里已经想过:一家越南公司,为什么要帮中国品牌出海?他们图什么,我要不要留个心眼?

下面是诚实的回答。它不是一句好听的话,它是结构上的事实。

我们不是你的竞争对手。你做产品,我们做把产品卖出去的软件。这里不存在我们抢走你的客户或你的类目的可能,因为我们不卖任何消费者会买的东西。十年里我们从来没有推出过一个和商家竞争的产品,以后也不会,因为那一天一旦发生,十万个商家不再信任我们,这家公司就结束了。

我们的生意只有在你的生意继续跑的时候才成立。这封信里写的提成结构,是客户活着一个月,我们自己的销售就拿一个月。订阅也是同样的逻辑。我们不是靠"签下你"赚钱,我们是靠"第三年你还在"赚钱。一家建立在留存上的公司,不敢卖给你一个不管用的东西。这比我能写下的任何承诺都更靠得住。

而且这中间是一笔双向的交换。越南在制造上大概处在中国十五年前的位置,这一点我们清楚。中国在"怎么把东西卖给欧美消费者"这件事上,大概处在越南现在的位置,这一点你也清楚。谁都不是在施舍谁。我们各自手里有对方需要的东西,而且我们在文化和地理上都足够近,近到真的可以一起把这件事做成。

我来自越南,我是真心的。但你不该只听我说。你该看结构:只有你持续赚钱,我们才赚得到钱。

使命说白了就是一句话:全世界买的东西,很大一部分是中国造的;而全世界付的钱,中国拿到的只是一小部分。这中间的差额不是关税造成的,也不是物流造成的。它是由页面、品牌,以及和那个下过单的人之间的关系造成的。而这三样,恰恰就是我们花了十年做工具去解决的东西。与其看着别人收四倍的价钱、把这件事做得更差,我们宁愿把下一个十年花在和中国品牌一起把这个差额补上。

Chris Koh,创始人,河内

Who does what in this chain这条链上,谁做什么
Not a partnership pitch. A description of where the work already sits.这不是一段合作提案,这是对"活儿本来就在谁手上"的描述。
You China makes it中国制造 Factory owned or one street away, capital, speed, and a product that already sells somewhere.工厂是自己的或者就在隔壁街,有资金、有速度,而且产品已经在某个地方卖得动。
Us我们 Vietnam sells it越南来卖 Apps from here run more than a million Shopify stores. Ten years of watching how Americans, Europeans and Australians decide to buy.从这里做出去的应用,跑着一百多万家 Shopify 店铺。十年时间,都在看美国人、欧洲人、澳洲人是怎么决定下单的。
The point结果 A larger share of what the world pays在世界付出的钱里,拿到更大的一份 China makes an enormous share of what the world buys and captures a small share of what the world pays. That gap is the whole reason this job exists.世界买的东西里,很大一部分是中国造的;但世界付的钱里,中国拿到的只是一小部分。这个差额,就是这个岗位存在的全部理由。
And why we will not become your competitor. You make products. We make the software that sells them. We have never launched anything a consumer buys, and the day we did, a hundred thousand merchants would stop trusting us and the company would end. That is structure, not a promise. 以及为什么我们不会变成你的竞争对手。你做产品,我们做卖产品的软件。我们从来没有推出过任何一个消费者会买的产品;真到了那一天,十万商家会立刻不再信任我们,这家公司也就没了。这是结构决定的,不是一句承诺。
Vietnam is roughly where China was fifteen years ago in manufacturing. China is roughly where Vietnam is in learning to sell to Western consumers. Neither side is doing the other a favour.在制造业上,越南大约相当于十五年前的中国。在"学会怎么卖给西方消费者"这件事上,中国大约相当于今天的越南。谁也不是在帮谁的忙。
23 · The job23 · 这个岗位

Everything above is the product. Now someone has to sit in Shenzhen.上面写的全是产品。现在,需要有一个人坐在深圳。

We can build funnels. We have ten years of data about what converts. What we do not have is a person in the room in Shenzhen, in Chinese, with the sellers who need this.

To be clear about who we are looking for: roughly three years of sales, roughly 26 to 30, with more ambition than CV. We are not hiring somebody who has already run a department, because a person who has done it already will not get much out of building this from nothing. Somebody three years in will.

That is the role. One person to start. You are based in Shenzhen, in the densest concentration of cross border sellers on earth. You talk to brands all day. Our team in Hanoi builds what you sell: strategists, designers, engineers, CRO. You sell it, they deliver it, you keep the relationship.

You are not selling software into a vacuum. There are ShopX rooms in Shenzhen and Shanghai, a decade of case studies, and a product you can show working on a real store inside one meeting.

Why this is a job now and was not one three years ago
Four things had to be true at once, and this is the first year all four are.

The language wall came down. It blocked this for two decades, and AI took most of it away in about eighteen months. The cost of a funnel collapsed. Four angles used to cost four times as much to build. Each extra one is now close to free, which is the only reason a page per angle is worth discussing at all. The home market got harder. 内卷 pushed margin to a place where a brand has to be worth more rather than cheaper. And the position is still unclaimed: around 100,000 Chinese stores against 2.67 million American ones, growing five percent a year.

Take any one of those away and this desk does not open. All four landed in the same year, which is the real reason this letter exists now rather than in 2029, when the same position will cost a great deal more to take.

The size of the thing you would be selling into

Worth knowing before you decide whether this is a job or a decade. Cross border B2C ecommerce is on track for $7.9 trillion by 2030, close to doubling this decade. Southeast Asia alone did $159B in ecommerce GMV in 2024, inside a regional digital economy heading for $1 trillion by 2030.

$7.9T
Cross border B2C ecommerce, projected 2030
$159B
Southeast Asia ecommerce GMV in 2024
$1T
SEA digital economy, projected 2030
13
ShopX chapter cities across Asia Pacific

How we work, so you know what you are joining

  • Ship, then learn. We put real work in front of real merchants fast, measure it, and iterate. Momentum over meetings.
  • Own the outcome. No hand-offs to hide behind. You own a problem from the idea to the number it moves.
  • Taste matters. We hold a high bar for craft, including in how we sell. Nobody here sends the mass blast.
  • Small team, high trust. The AI does the heavy lifting so a handful of people ship like a much larger company. That only works when everyone owns their end of it.

If it works, this becomes a team, and you are the person who builds it. That is not a line to make the job sound bigger. It is the plan, and it is why we are hiring for ambition and not only for a track record.

漏斗我们会搭。什么能转化,我们有十年的数据。我们缺的是一个人:在深圳,用中文,坐在真正需要这套东西的卖家对面。

把要找的人说清楚:销售经验三年左右,年龄大致 26 到 30,野心多过履历。我们不是在找一个已经管过部门的人,因为做过一遍的人,从"从零把这件事搭起来"里得不到多少东西。而做了三年的人会。

这就是这个岗位。先招一个人。你在深圳,全世界跨境卖家密度最高的地方。你每天在跟品牌聊。河内的团队负责把你卖出去的东西做出来:策略、设计、工程、转化优化。你负责成交,他们负责交付,客户关系留在你手里。

你不是在真空里卖软件。深圳和上海都有 ShopX 的场子,有十年的案例,还有一个可以在一次会议里、在一个真实店铺上直接演示的产品。

为什么现在才有这个岗位,三年前没有
有四件事必须同时成立,而今年是第一年四件全都成立。

语言这堵墙倒了。它挡了整整二十年,AI 用大约一年半把它拆掉了大半。做一条漏斗的成本塌了。以前四个角度就是四倍成本,现在多做一个几乎不花钱,"一个角度配一张页面"这才第一次值得谈。国内更难了。内卷把利润压到了一个位置:品牌只能靠"更值钱"活下去,不能再靠"更便宜"。而这个位置还没有人占:中国大约 10 万家店,对美国的 267 万家,年增长五个点。

这四件事少任何一件,这条线都开不起来。它们凑在了同一年。这才是这封信现在就写、而不是等到 2029 年再写的真正原因,因为到那时候,同样的位置代价会大得多。

你要去卖的这个盘子,有多大

在你判断这是一份工作还是一个十年之前,值得先知道。跨境 B2C 电商正朝着 2030 年 7.9 万亿美元 走,这十年里差不多要翻一倍。光是东南亚,2024 年电商 GMV 就有 1,590 亿美元,而整个区域的数字经济正冲着 2030 年 1 万亿美元 去。

$7.9T
跨境 B2C 电商,2030 年预测规模
$159B
2024 年东南亚电商 GMV
$1T
东南亚数字经济,2030 年预测
13
ShopX 在亚太的分会城市数

我们是怎么干活的,你先知道自己要加入什么

  • 先发出去,再学。我们把真实的东西快速摆到真实商家面前,量出结果,然后迭代。要推进,不要开会。
  • 对结果负责。没有可以往后躲的交接环节。一个问题从想法到它推动的那个数字,都归你。
  • 在意手艺。我们对做出来的东西要求很高,卖东西也一样。这里没有人群发。
  • 小团队,高信任。AI 干掉了大量重活,所以很少的人也能跑出大公司的产出。但前提是每个人都扛住自己那一段。

跑通了,这里就会变成一个团队,而搭起这个团队的人就是你。这句话不是为了把岗位说得好听。这是计划本身,也是为什么我们更看重野心,而不只是过往履历。

24 · Job description24 · 岗位说明

Sales Lead, China.中国区销售负责人。

GemBoss · GemCommerce

Sales Lead, China

Shenzhen · Full time · Reports to the founder · Works daily with the team in Hanoi
Where
Shenzhen
Pay
¥20–28K × 13, plus uncapped commission
Reports to
The founder, weekly
Experience
About three years of sales
Language
Chinese for the job, workable English for the team
Travel
Guangdong most weeks, Vietnam a few times a year
What you sell, and for how much
Funnel projectFrom $5,000Built before it is billed. No bill if it does not beat their current page.
Store build$10,000The whole storefront, then a monthly fee for the AI that keeps it running.
GemBoss subscriptionFrom $499 a monthSits underneath both, and pays you commission every month it stays alive.

What you will do

  • Find and talk to Chinese brands selling overseas. Work the cities in the order the data puts them: Shenzhen first, which alone holds more Shopify stores than the next three cities together, then Guangzhou, Hangzhou, Yiwu, Dongguan, and Foshan, Xiamen and Shanghai after that.
  • Own the conversation end to end. WeChat, calls, meetings, office visits, trade shows, community rooms. You decide how to reach them.
  • Use the channels that actually work in China. WeChat groups and official accounts, Xiaohongshu, Douyin, Zhihu, industry WeChat circles and ecommerce parks. Meta and LinkedIn outreach does not reach this market, and we are not going to pretend otherwise.
  • Sell the three things above, in that order. The funnel project first because it is the easy yes and it ends in a number, then the store build once that number moved, then the subscription that sits underneath both.
  • Build partnerships, starting with the ads agencies. Performance marketing agencies and freelance media buyers first, because they own the traffic and not the page and we make their ROAS look better without touching their ad account. Then service providers, freight and fulfilment, cross border communities, industry associations and ecommerce parks. In China this channel is often bigger than direct outreach.
  • Hand off cleanly to Hanoi and stay on the account. You are not a lead generator who disappears after signature.
  • Bring the market back to us. What sellers actually ask for, object to, and pay for. In year one this is the most valuable thing you will produce.

The number, and the pace

  • Year one target is $150,000 of collected project revenue. Roughly seventeen funnel projects that got paid plus six store builds. Set from what one person can reach in a market with no existing pipeline.
  • About two or three first meetings a week. Most weeks you are out. The week is drawn further down this page if you want to see the shape of it.
  • The first quarter is not judged on revenue. It is judged on whether you are in front of sellers and bringing back what they ask for, object to and pay for.

What you need

  • English good enough to work in. It does not have to be fluent or beautiful. You need to write and chat with the Hanoi team every day, read our documents, and sit in a call without getting lost. If your written English is fine and your spoken English is shaky, that is acceptable.
  • About three years of sales. That is genuinely enough. You know what a pipeline is, you have carried a number, and you have lost deals and learned something from losing them. We are not looking for someone who has already run a department.
  • Enough Shopify and independent site knowledge to hold a real conversation. You do not need to build pages. You do need a seller to finish the meeting thinking you understand their business.
  • The ambition to build a team. This starts as one person and is meant to become a team you lead. If you want to stay an individual contributor forever, this is the wrong role.
  • The ability to work alone. Shenzhen is a long way from Hanoi. Nobody is standing behind you, and the first six months will need someone who can create their own structure.
  • The ability to work inside a team. Everything you sell is delivered by other people, in another country, in another language. How you hand work over matters as much as how you close.

Nice to have

  • A genuine interest in ecommerce. If you have sold your own product online, even badly, that counts for a lot with us.
  • An existing network in cross border ecommerce, or in the Shenzhen seller community.
  • Partnership or business development experience, as opposed to pure closing.
  • Native Mandarin. Cantonese is useful.

Where this role can go

  • If your English is strong, this is not only China. The next markets are Chinese speaking: Taiwan, Singapore, Malaysia. After that, Australia and the rest of Asia Pacific.
  • The person who does this well ends up running APAC, not a desk in Shenzhen. That is genuinely the shape of the plan.

What we give you

  • A product with ten years of conversion data behind it, and a delivery team in Hanoi so what you sell actually gets built.
  • Warm rooms to walk into. ShopX runs chapters in thirteen cities across Asia Pacific, Shenzhen and Shanghai among them, and the flagship is in Saigon on 17 September 2026: 300+ operators, 30+ speakers from more than eight countries, with the whole APAC chain in one room. China sources, India builds and funds, Vietnam operates, Southeast Asia scales, Australia sells premium.
  • A reason for a seller to take the first meeting that is not a cold pitch. An invitation to that room is a real thing to offer, and it opens doors a product demo does not.
  • Base plus commission, discussed openly, and real ownership of a market rather than a territory someone else designed.
  • One hour of time difference with headquarters, and answers the same day.
GemBoss · GemCommerce

中国区销售负责人

深圳 · 全职 · 直接向创始人汇报 · 每天与河内团队协作
地点
深圳
薪资
月薪 ¥20–28K,13 薪,提成不封顶
汇报对象
创始人,每周一次
经验
三年左右销售经验
语言
工作用中文,和团队用够用的英文
出差
大多数周在广东跑,一年去几次越南
你卖什么,卖多少钱
漏斗项目$5,000 起先做完再开票。打不过他现在那一版,就没有这张账单。
建站项目$10,000整站建好,之后按月付让 AI 继续跑的费用。
GemBoss 订阅每月 $499 起压在这两样底下,只要它还活着,每个月给你发提成。

你要做的事

  • 找到出海的中国品牌,并且跟他们聊。城市按数据的顺序打:先深圳,深圳一个城市的独立站数量就超过后面三个城市加起来;然后广州、杭州、义乌、东莞,再往后是佛山、厦门、上海。
  • 用在中国真正有效的渠道。微信群和公众号、小红书、抖音、知乎、行业微信圈、电商产业园。Meta 和领英那一套触达不到这个市场,我们也不打算装作可以。
  • 从头到尾自己扛下这条线。微信、电话、见面、上门、展会、社群。用什么方式触达,由你判断。
  • 把上面那三样按顺序卖出去。先卖漏斗项目,因为这个"是"容易点头,而且它以一个数字收尾;数字动了之后再谈建站;订阅压在这两样底下。
  • 做渠道和合作,先从广告代投开始。先谈效果广告公司和独立投手,因为流量在他们手上、页面不在,而我们能在不碰他们广告账户的前提下把 ROAS 做好看。然后是服务商、货代和海外仓、跨境社群、行业协会、电商产业园。在中国,这条线经常比直客还大。
  • 干净地交接给河内,然后继续跟着这个客户。你不是签完字就消失的那种线索员。
  • 把市场带回来给我们。卖家真正在问什么、卡在哪里、愿意为什么付钱。第一年里,这是你能产出的最值钱的东西。

数字,和节奏

  • 第一年的目标是 $150,000 的项目回款。大约十七个收到钱的漏斗项目,加六个建站项目。这个数字是按"一个人在一个还没有存量客户的市场里实际能做到多少"定的。
  • 每周大概两到三个首次见面。大部分时间你在外面。这一页再往下有一张图,画的就是一周长什么样。
  • 第一个季度不看营收。看的是你有没有真的坐在卖家对面,有没有把他们在问什么、拒绝什么、愿意为什么付钱带回来。

你需要具备的

  • 英文够用就行。不需要流利,也不需要漂亮。你需要每天用英文和河内团队写字、发消息,看得懂我们的文档,开会时跟得上。如果书面英文没问题、口语一般,我们接受。
  • 三年左右的销售经验。这真的够了。你知道 pipeline 是什么,扛过数字,也丢过单并且从丢单里学到了东西。我们不是在找一个已经管过一个部门的人。
  • 对 Shopify 和独立站的了解,足以撑起一场真实对话。你不需要会搭页面。但你需要让卖家在会议结束时觉得:这个人懂我的生意。
  • 想带团队的野心。这个岗位从一个人开始,但目标是变成一个由你带的团队。如果你希望一辈子做个人贡献者,这个岗位不合适。
  • 能一个人干活。深圳离河内很远。没有人站在你背后,头六个月需要一个能自己搭出节奏的人。
  • 也能在团队里干活。你卖出去的每一样东西,都由另一个国家、说另一种语言的人交付。你怎么交接,和你怎么成交同样重要。

加分项

  • 是真的喜欢电商。如果你自己在网上卖过东西,哪怕卖得不怎么样,在我们这里也是很大的加分。
  • 在跨境电商圈子里、或者深圳卖家社群里已经有人脉。
  • 做过渠道和商务拓展,而不只是纯签单。
  • 中文母语。会粤语更好。

这个岗位能走到哪里

  • 如果你的英文够强,这个岗位就不只是中国。接下来的市场是华语市场:台湾、新加坡、马来西亚。再往后是澳洲和整个亚太。
  • 把这件事做好的人,最后管的是亚太,而不是深圳的一张办公桌。这个计划本来就是这么设计的。

我们给你的

  • 一个背后有十年转化数据的产品,以及一个在河内的交付团队,让你卖出去的东西真的做得出来。
  • 已经热起来的场子。ShopX 在亚太十三个城市有分会,深圳和上海都在里面;主会场 2026 年 9 月 17 日在西贡,300+ 运营者、30+ 讲者、来自八个以上国家,整条亚太链路坐进同一个房间:中国供货、印度搭建与融资、越南运营、东南亚放量、澳洲做高端。
  • 一个让卖家愿意见你第一面的理由,而不是一通冷推销。一张进那个房间的邀请函是真东西,它能打开产品演示打不开的门。
  • 底薪加提成,明牌谈,并且是真正拥有一个市场,而不是接手别人划好的一块地。
  • 和总部只差一个小时,问题当天有答复。
A week, roughly一周,大概是这样
Not a desk job. Most of the week is spent in front of somebody who sells things.这不是一份坐办公室的工作。一周里大部分时间,是坐在一个卖东西的人对面。
Mon周一 Plan and report排期与周报 Read last week numbers, pick who to see, send the founder one page看上周数字、定这周见谁、给创始人发一页纸 18%
Tue周二 Out seeing sellers出去见卖家 Two or three meetings. Diagnose in front of them, no deck两三个会。当着人家的面做诊断,不带 PPT 26%
Wed周三 Out seeing sellers出去见卖家 Parks, agencies, freight companies. The partner line产业园、代投、货代。渠道那条线 26%
Thu周四 Follow up and hand over跟进与交接 WeChat, quotes, and briefing Hanoi on what was sold微信、报价,并且把卖出去的东西交代给河内 18%
Fri周五 Learn and write it down复盘并写下来 What sellers asked for and refused. This is the year one asset卖家在问什么、拒绝什么。这是第一年最值钱的产出 12%
In front of sellers and partners在卖家和渠道面前 Planning, quoting, handing over排期、报价、交接 Writing down what you learned把学到的写下来
Rough shape, not a rule. The point is the split: about half the week is meetings, and the last slice is the part most sales jobs never ask for and the part this one is judged on in year one.这只是个大致比例,不是规定。要看的是这个切分:大约一半的时间在开会,而最后那一小块,是大多数销售岗位从来不要求的,也是这个岗位第一年真正被看的部分。
25 · Qualifying25 · 判断该不该谈

Who is worth your week, and who is not.谁值得你花一周,谁不值得。

The opportunity in this letter is wide enough that a new person will go and talk to everybody. Do not. Most of the loss in a first sales year is time spent on brands that were never going to buy.

这封信里描述的机会足够宽,宽到一个新人会见谁都想聊。别这样。销售第一年最大的损耗,是花在那些本来就不会买的品牌身上的时间。

Worth your week

  • Already selling something. Proven demand on a marketplace or on short video. You are not there to help them find a product.
  • Already spending on ads. No traffic budget means nothing for a funnel to convert. This is the hardest requirement and the least negotiable.
  • One person can say yes. The founder, or whoever owns the P&L. If the decision needs three departments the deal dies of old age.
  • A product with a reason. Something you can explain to a stranger in one sentence that is not the price.
  • Pain they can name. "Our site converts at 0.4% and the marketplace does 12%" is a brief. "We want to build a brand" is not.

Walk away, politely

  • No proven product. A funnel around something nobody wants just gives you a clean reading of a bad number.
  • No ad budget. Not a no forever. Leave the door open and come back when there is one.
  • Wants a website, not an outcome. If the brief is "make it look better" the work gets judged on taste, and nobody wins that.
  • Price shopping against a cheap build. Different product entirely. Say so plainly rather than discounting.
  • Cannot give you a decision date. Not a no, but not a pipeline either. Log it and move.

值得你花一周

  • 已经在卖东西了。在平台或者短视频上有被验证过的需求。你不是去帮他们找产品的。
  • 已经在花广告费。没有流量预算,漏斗就没有东西可转化。这是最硬的一条,也是最不能让步的一条。
  • 有一个人能拍板。创始人,或者对利润表负责的那个人。如果一个决定要过三个部门,这个单会老死在流程里。
  • 产品有一个理由。你能用一句话向陌生人解释清楚,而那句话不是价格。
  • 他们说得出自己的痛。"我们站上转化 0.4%,平台上是 12%"是一份需求。"我们想做品牌"不是。

客气地走开

  • 产品还没被验证。给一个没人要的东西搭漏斗,只是让你更清楚地看到一个糟糕的数字。
  • 没有广告预算。不是永远的"不"。留个门,等他们有预算了再回来。
  • 想要一个网站,而不是一个结果。如果需求是"做好看一点",那这活最后会按审美来评判,那谁都赢不了。
  • 在拿你和一家很便宜的建站比价。那是完全不同的产品。直说,不要降价。
  • 给不出一个决策时间点。不算拒绝,但也不算 pipeline。记下来,往下走。
The one question that replaces the checklist一个问题,抵得上整张清单
"How much do you spend on ads a month?""每个月投多少广告费?"

Ask it early and the answer sorts the meeting for you. It is one question a person three weeks into this job can ask with a straight face, and it is worth more than any qualification framework.早点问,答案会替你把这场会议分好类。这是一个入职三周的人也能面不改色问出口的问题,而它比任何一套资格筛选框架都管用。

Under
¥30k
Sell the funnel build only. No retainer.

There is not enough traffic for a monthly programme to have anything to work on. Build one funnel, leave them with a number, and come back when the ad budget has grown into it.

¥30k
to ¥150k
This is the customer. Build, then the monthly work.

Big enough that a few points of conversion is real money, small enough that one person still decides. Almost every brand you should be chasing lives in this band.

Over
¥150k
Worth pursuing, but expect a committee.

They have an in-house team and a procurement process. Go in through one product line rather than the whole company, and treat the first funnel as the audition it is.

低于
¥3万
只卖漏斗项目,不卖月度服务。

流量不够,月度运营没有东西可作用。给他搭一条漏斗,留下一个数字,等广告预算长上来再回来。

¥3万
到 ¥15万
这就是客户。先卖 build,再卖月度。

大到几个点的转化就是真金白银,又小到还是一个人说了算。你该追的品牌,绝大多数都在这一段。

高于
¥15万
值得追,但准备好面对一个委员会。

他们有内部团队,也有采购流程。从一条产品线切进去,不要从整个公司切,并且把第一条漏斗当成它本来的样子:一场试镜。

The one signal that beats the rest胜过其他所有条件的那一个信号
They already run ads to a page they are unhappy with.他们已经在往一张自己都不满意的页面上投广告。

That person has a budget, a problem and a number, all three at once. Everything else on this page is education, and education is slow. Find the unhappy ones first.这种人同时具备三样东西:预算、问题、和一个数字。这一页上其他所有情况都属于"要先教育",而教育很慢。先去找那些不满意的人。

26 · The first meeting26 · 第一次见面

Thirty minutes, and you diagnose in front of them.三十分钟,当着他的面做诊断。

You do not present. An agency arrives with a deck about itself; you arrive having already read their page. That difference is what you are selling, and you can do it from your first week.

Before
2 min
Read their product page on your phone in the lift

Count the words. Check for an offer above the fold, problem to solution, how it works, and a bundle. Look at whether any ad could land anywhere except this one page. You now know more about their funnel than they expect anyone to.

Open
1 min
Start with a question, not your company

"If you switched the ads off tomorrow, would the orders keep coming?" Then stop talking. The answer tells you which half of this letter to use for the next twenty minutes.

Step 01
Three diagnostic questions

How many live ads are running right now? How many different pages do they land on? What happens in the sixty seconds after somebody pays? Almost nobody has good answers to all three, and the gap between the answers is the pitch.

Step 02
Show, do not tell

Put their own product page next to a real advertorial from the research set. Ask which one they would buy from. They will answer it themselves, and an answer they gave is worth more than a slide you wrote.

Step 03
Name one specific first move

Not a strategy. One product, one angle, one funnel, chosen in the two minutes before you walked in. Specific beats comprehensive every time in a first meeting.

Step 04
Ask for the small yes

The funnel build, not the retainer. The retainer is the second conversation and it sells itself once a number has moved. Asking for both at once is how a first meeting turns into a committee.

Close
Leave with a date and a product name

Not "I will send a proposal". A date for the next call, and the name of the product you would start with. If you cannot get either, you have a contact, not an opportunity.

你不是去做演示的。代理公司带着讲自己的 PPT 来,而你是读完了他家页面才来的。这个差别就是整个产品,而且从第一周就可以复制。

开场前
2 分钟
在电梯里用手机看一遍他的产品页

数一下字数。看有没有第一屏成交方案、从问题到方案、怎么用、组合装。再看一眼:广告除了落到这一页,还有别的地方可落吗。这时候你对他家漏斗的了解,已经超出他的预期。

开口
1 分钟
用一个问题开场,不是用你的公司

"如果明天把广告停了,单还会进来吗?"然后闭嘴。他的回答会告诉你,接下来二十分钟该用这封信的哪一半。

第一步
三个诊断问题

现在在投多少条广告?它们落在几个不同的页面上?有人付完款之后的六十秒里发生了什么?这三个问题几乎没有人能全答上来,而答案之间的落差就是你的切入点。

第二步
给他看,别跟他讲

把他自己的产品页,和研究样本里一张真实的软文页并排放。问他:你会从哪一个买?他会自己给出答案,而他自己说出来的答案,比你写的任何一页 PPT 都值钱。

第三步
说出一个具体的第一步

不是策略。一个产品、一个角度、一条漏斗,就是你进门前那两分钟挑好的那个。第一次见面,具体永远赢过全面。

第四步
要那个"小的是"

要漏斗项目,不要托管合同。托管是第二次对话的事,等数字动了,不用你再费口舌。两个一起要,是把第一次见面变成一场评审会的最快方式。

收尾
带着一个日期和一个产品名走

不是"我回去发个方案给你"。是下一次通话的日期,以及你打算从哪个产品开始。这两样都拿不到,那你手里只有一个联系人,不是一个机会。

27 · Objections27 · 常见的拒绝

Four things you will hear every week.你每周都会听到的四句话。

"We have our own team for this"

Good, and they are the people who will run it after us, so do not argue. Ask what their test roadmap looks like this month. Almost every in-house team builds and almost none of them test, because testing needs traffic volume and a library of what already works. That is the gap, and filling it threatens nobody's job.

The line: we are not here to replace your team. We are here to give them something to copy that already won somewhere else.

"We tried an independent site. It did not work"

Almost certainly true, and chapter twelve explains why it did not. Ask what the site actually was. It is nearly always a theme with a checkout, no pre-sell page, no offer design, one photo set reused from the marketplace listing, and judged by week three.

The line: that is not the experiment failing, that is the experiment never being run. One product, one funnel, one number, and you decide after that.

"Too expensive. I found someone much cheaper"

Different product, so say so rather than discounting. That price buys a page. This buys a page that has been split against their current page on their own traffic, the decision about which one wins, and a bill only if it won. Then ask the question that ends it: what did the cheap page convert at?

The line: nobody measured it. That is not a criticism of them, it is the whole difference.

"We do not have time right now"

Do not persuade here. Answer it factually: the work is ours, not theirs. They give us a product and the ad angle that is already running; we do the pages, the offer, the tracking and the tests. The only recurring thing on their calendar is a weekly approval that takes ten minutes.

And if that is still too much: they do not have a time problem, they have a priority problem. That is a real disqualifier, and hearing it early is a good outcome.

"这块我们自己有团队做"

挺好,而且我们做完之后,正是他们来接着跑,所以别争。你问一句:你们这个月的测试排期是什么样的?几乎所有内部团队都在"搭",几乎没有团队在"测",因为测试需要流量体量,也需要一个"什么已经被验证过"的库。那就是缺口,而补这个缺口不威胁任何人的饭碗。

可以这么说:我们不是来替代你们团队的。我们是来给他们一个"在别处已经赢过"的东西去照着抄。

"独立站我们试过了,不行"

这句话大概率是真的,而那个死循环正好解释了它为什么不行。你问一句:当时那个站到底是什么?答案几乎永远是:一个套了模板的店加一个结账,没有预热页,没有设计过的成交方案,图是从平台链接搬来的那一套,然后第三周就被判了死刑。

可以这么说:那不是实验失败了,那是实验根本没做过。一个产品、一条漏斗、一个数字,跑完你再决定。

"太贵了,我找到便宜很多的"

那是完全不同的产品,所以要直说,不要降价。那个价格买到的是一张页面。这边买到的是一张"拿他自己的流量、跟他现在那一版分流跑过"的页面,外加"哪一张赢"这个判断,以及一张只有赢了才会寄出的账单。然后问那个能结束对话的问题:那张便宜的页面,转化率是多少?

可以这么说:没人量过。这不是在批评他们,这就是全部的区别。

"我们现在没时间"

这里不要去说服。用事实回答:活是我们干,不是他们干。他们给一个产品,和一条已经在跑的广告角度;页面、成交方案、数据追踪、测试,都是我们做。他们日程表上唯一固定的事,是每周一次十分钟的确认。

如果这样还是"没时间":那他们不是没时间,是没把这件事排进优先级。这是一个真实的淘汰信号,而且早听到是好事。

What all four have in common这四句话的共同点
None of them is answered by talking about us. Every one is answered by asking them a question they cannot answer.这四句,没有一句是靠"讲我们自己"能回答的。每一句都是靠反问一个他答不上来的问题来回答的。
04

You sell the service once,
and the software pays you for years.
服务你卖一次,
软件替你发很多年工资。

Twelve percent when the funnel project is paid. Eight percent on the store build that follows it. Then ten percent of the subscription underneath both, every month the account is alive. The best year here is the one where you sold nothing new and everything you sold before was still running.漏斗项目回款,拿百分之十二。后面跟着的建站,百分之八。再往下,压在这两样底下的订阅,只要账户还活着,每个月拿百分之十。在这里最好的一年,是你没卖出任何新东西,而以前卖的全都还在跑的那一年。

28 · The money28 · 钱怎么算

How you get paid, and why it is built this way.你怎么拿钱,以及为什么这么设计。

A commission plan tells you what a company actually wants. Ours is below, in the open, before you apply rather than after.

Base: ¥20,000 to ¥28,000 a month, 13 months

The range is not decoration. The bottom is for somebody three years in who we expect to teach. The top is for somebody who already knows the cross border market well enough to be selling in their second week, and who would carry a bigger number because of it. Where you land is agreed before you sign, not after.

You should not need commission to pay rent. A person who needs commission to pay rent sells the wrong deal to the wrong seller, and we would rather carry the base than repair that.

Being straight about it: for somebody three years into sales this is a good base in Shenzhen, above what most people at that stage are on. It is not the top of the market, and a sales director at a large platform is paid more. We are not competing for that person. We are offering the thing they cannot get: a market nobody owns yet, a founder to learn from directly, and commission that keeps paying while the account stays.

Commission on the funnel build, paid on collection

A percentage of every funnel project you close, paid when the client pays us. This is the fast, visible number, and it is meant to be: the funnel build is the easy yes and it should reward you quickly.

Recurring commission on managed accounts, for as long as they stay

The part that matters. A monthly percentage of each managed retainer you brought in, paid every month that account is still live. Keep an account happy for two years and it keeps paying you for two years.

Why: it pays you to sell accounts that succeed rather than accounts that sign. A rep on build-only commission has no reason to care what happens in month three. You will.

An accelerator above target, and a team override later

Past the annual number the rate steps up rather than staying flat, so a strong year is a genuinely different year. When you hire under you, you take an override on the team's closed business, which is the mechanism that makes building a team pay you more than staying solo.

Said plainly
The plan is designed so that the best year of your life here is one where you stopped selling personally because five other people were doing it.

The rates are below rather than in the offer conversation, because a plan you cannot model before you apply is not a plan, it is a hint. Bring a calculator anyway.

提成方案最能说明一家公司真正想要什么。我们的方案就在下面,在你投简历之前,不是之后。

底薪:月薪 ¥20,000 至 ¥28,000,13 薪

这个区间不是摆设。下限是给一个做了三年、我们准备手把手带的人。上限是给一个已经足够熟悉跨境这个圈子、第二周就能开始跑单的人,他也会因此扛更大的数字。你落在哪个位置,签字之前就谈定,不是签完再说。

你不该需要靠提成来交房租。一个靠提成交房租的人,会把错的方案卖给错的卖家,与其事后去修,我们宁愿把底薪扛起来。

把话说明白:对一个做了三年销售的人来说,这在深圳是一个不错的底薪,高于这个阶段大多数人的水平。它不是市场天花板,大平台的销售总监拿得更多,但我们本来就不是在跟那个人抢。我们给的是他拿不到的东西:一个还没有人占的市场、一个可以直接跟着学的创始人,以及一份客户在多久就发多久的提成。

这个区间是怎么来的:深圳公开的电商与区域销售经理薪资水平大约在月薪 ¥39,000 上下,大平台的 SaaS 销售负责人更高。我们是一家一百人的公司,不是平台,所以这个区间是按"在这个级别有竞争力"来定的,不是按"把别人抬价抬掉"来定的。

漏斗项目的提成,回款即结

你成交的每一个漏斗项目按比例提成,客户付款后结给你。这是那个快、看得见的数字,而且它就该是这样:漏斗项目是比较容易点头的那个"是",也该让你更快拿到钱。

托管客户的持续提成,客户在多久,你拿多久

这一条才是关键。你带进来的每一个托管客户,每个月按比例提成,只要这个账户还在跑,就一直发。把一个客户服务好两年,它就给你发两年。

为什么这么设计:它让你有动力去卖"能做成的客户",而不是"能签字的客户"。只拿项目提成的销售,没有理由关心第三个月发生了什么。你会。

超额加速器,以及之后的团队抽成

超过年度目标之后,提成比例是往上跳的,不是继续持平,所以一个好年份是真的不一样的一年。等你手下开始招人,你从团队成交里拿抽成。这正是"带团队比单干挣得多"的那个机制。

直说
这个方案的设计目标是:你在这里最好的一年,是你自己不再亲自跑单的那一年,因为有另外五个人在跑。

具体比例、目标数和加速器门槛都写在下面,而不是留到发 offer 那通电话里再说。一个你在投简历之前就算不出来的方案,那不叫方案,那叫暗示。计算器还是带上。

The part of this you carry too这里面,你也要扛的一部分

Work it out before we say it, because you would anyway. If the funnel does not beat their current page, we do not invoice, which means there is no commission on that one either. You carry a share of the same risk we do.这一点你自己也会算出来,所以我们先说。如果漏斗打不过他现在那一版,我们不开票,那这一单你也没有提成。你和我们扛的是同一份风险里的一部分。

That is exactly why the funnel rate is 12% and not 8%, and it is why the chapter on who is worth your week sits where it does. Qualifying is not admin here. It is how you protect your own income, and a rep who walks away from the wrong seller early earns more than one who takes every meeting.这正是漏斗提成是 12% 而不是 8% 的原因,也是"判断该不该谈"那一章放在那个位置的原因。在这里,筛客户不是走流程,那是你在保护自己的收入。一个早早从错的卖家那里走开的销售,比一个来者不拒的销售赚得多。

The plan, in numbers方案,直接给数字
Paid on cash collected, not on signature. Every rate below has a reason under it.按回款计,不按签字计。下面每一个比例,后面都有原因。
What you sold你卖了什么 Rate比例 On one deal一单拿到 Why that number为什么是这个数
Funnel project
$5,000
漏斗项目
$5,000
12%$600 The highest rate, because it is the hardest sale. Nothing has been proven yet, the seller is trusting you before they have a number, and we build before we invoice. You carry the persuasion, so you get the biggest share.比例最高,因为这是最难卖的一单。什么都还没被证明,卖家是在拿到数字之前先相信你,而且我们是先做完再开票。说服的活在你身上,所以拿走的份额最大。
Build a store
$10,000
建站项目
$10,000
8%$800 Lower rate, bigger cheque. By the time somebody buys this, the funnel already worked and the number already moved. The selling was done months ago, and it was paid for at 12% then.比例更低,但金额更大。等到有人买这个的时候,漏斗已经跑通、数字已经动了。说服的活几个月前就做完了,而且当时已经按 12% 付过。
GemBoss subscription
$499 a month
GemBoss 订阅
每月 $499
10%$49.9 every month it lives,客户在多久拿多久 Paid every month the account stays alive, not once. This is the part that compounds, and it is the reason to keep an account healthy instead of moving on to the next one.只要这个账户还在跑,每个月都发,不是一次性的。这一条会滚起来,也正是让你把老客户照顾好、而不是转头就去找下一个的原因。
Above target超额部分 ×1.518% and 12%变成 18% 和 12% Past the annual number the rate steps up rather than staying flat, so a strong year is a genuinely different year and not just a longer one.过了年度目标之后比例会往上跳,而不是一直平的。这样一个好年份才真的是不一样的一年,而不只是更累的一年。
Team override
once you hire
团队抽成
等你开始带人
2%on their collected project revenue按他们回款的项目金额算 Small on purpose. It should pay you to build a team, but never enough that managing beats selling in your own first two years.故意设得小。它应该让你有理由去带团队,但不能大到让"管人"在头两年比"卖东西"更划算。
Annual target for year one is $150,000 of collected project revenue, which is roughly seventeen funnel projects that got paid plus six store builds. It is set from what one person can actually reach in a market with no existing pipeline, not from what would look ambitious on a slide.第一年的年度目标是 $150,000 的项目回款,大约相当于十七个收到钱的漏斗项目加六个建站项目。这个数字是按"一个人在一个还没有任何存量客户的市场里实际能做到多少"定的,不是按"写在 PPT 上好不好看"定的。

What that adds up to

加起来是多少

A year where you sold这一年你卖了 Commission提成 Total, on a ¥24,000 base加上 ¥24,000 底薪,合计
10 funnels paid + 3 builds10 个漏斗回款 + 3 个建站$10,196$56,556
17 funnels paid + 6 builds  · target17 个漏斗回款 + 6 个建站  · 目标$18,593$64,952
26 funnels paid + 9 builds26 个漏斗回款 + 9 个建站$32,415$78,775
34 funnels paid + 12 builds34 个漏斗回款 + 12 个建站$45,625$91,984
Read the target row看目标那一行

Hitting target is about ¥440,000 for the year, which works out near ¥36,700 a month against a ¥24,000 base. That is the number the plan is built around. Below target you still earn well above the base; above it the accelerator makes the difference large rather than polite.完成目标大约是全年 ¥44 万,摊到每个月接近 ¥36,700,而底薪是 ¥24,000。整个方案就是围着这个数搭的。没到目标,你拿到的仍然明显高于底薪;超过目标,加速器会让差距变得可观,而不是意思一下。

29 · Questions you have not asked out loud29 · 你没好意思问出口的问题

The things worth knowing before you write to us.在你给我们写信之前,值得先知道的事。

Written from your side of the table. If a question you actually have is not here, that is our omission, so ask it in the email and we will answer it straight.

01Is there a real company in China, or am I being hired by a foreign entity?

You sign a China labour contract, with the statutory social insurance and housing fund handled the normal way. You are not on a foreign contractor arrangement and you are not invoicing us from a personal account.

Ask for the entity details on the first call and we will send them to you before you sign anything. We hold every other claim on this page to being checkable in one tap, so hold this one to the same standard.

02Where do I actually work?

We start in a co-working space in Shenzhen, and you get a desk there. In practice this job is not a desk job: most weeks you are in other people's offices, at parks, at trade events. Nobody will count your hours in a chair. When the team grows past a few people we take a proper office.

03Who do I report to?

Directly to Chris, the founder. Not to a regional manager, not to a layer that reports to a layer. A weekly one to one, a shared channel for the daily things, and you will be in the same room at ShopX events.

04Do I have to be fluent in English to get the job?

No, and the interview can be in Chinese. What matters is that you can write and chat with the Hanoi team every day and follow a call without getting lost. If your written English is solid and your spoken English is shaky, apply. Strong English does change where the role can go later, and we say so honestly rather than pretending it does not.

05Is this an early stage bet that might disappear in a year?

GemCommerce is ten years old, over a hundred people, with products more than a hundred thousand merchants pay for. This is a new desk inside an established company, not a seed stage gamble. What is genuinely new is China, and that is the part you would own.

06What happens if I do not hit a number in the first months?

The first quarter is explicitly about learning what Chinese sellers ask for, object to and pay for, and reporting that back. We are not going to hire somebody in Shenzhen and then fire them in week six for not having a pipeline yet. What we will expect is evidence you are in front of people.

07What happens to my recurring commission if I leave?

Fair question, and the one to ask before signing a plan where recurring becomes most of your income. Recurring is paid while you are employed here, and for three months after your last day on every account still live. It is not a lifetime annuity and we are not going to pretend it is.

Written into the offer with the rates, so you are agreeing to a number rather than to a hope. If you want it structured differently, say so in the offer conversation. That is what the conversation is for.

08Do I have to cold call all day?

You choose the method. There are warm rooms to walk into: ShopX runs chapters in Shenzhen and Shanghai, the flagship brings sellers together, and partners and service providers open doors that outbound never will. If your instinct is partnerships over dialling, that is a valid way to run this desk.

09Do you run 996?

No. Nobody here is measured on hours. You will travel, you will take calls across a time zone that is only an hour off, and some weeks are heavy. But a culture that treats exhaustion as commitment is not one we are trying to build, and it is not how a ten year company gets to ten years.

10Is this a dead end, or does it go somewhere?

It starts as one person and is meant to become a team you build and lead. If your English is strong it stops being only China: the next markets are Chinese speaking, Taiwan, Singapore and Malaysia, then Australia and the rest of Asia Pacific. The person who does this well ends up running the region.

11What if the market or the policy environment changes?

A fair worry and we will not pretend it away. Two things reduce it: we are a Vietnamese company selling to merchants in more than a hundred countries, so the business is not resting on one policy; and the thing you sell, a brand that owns its own customers, is worth more to a seller when the platform environment gets harder, not less.

12Will I be selling something I cannot deliver?

Delivery is a team in Hanoi: strategists, designers, engineers and CRO people who have shipped for a decade. You do not build pages and you are not expected to. If we cannot do something, our answer to you is no, so that your answer to the seller can be honest.

13How much travel, and where?

Vietnam a few times a year to work with the team in person, ShopX events across the region, and seller cities inside China: Guangzhou, Hangzhou, Yiwu, Dongguan. Visa and travel handled by us, not reimbursed slowly out of your own pocket.

14Can I keep my own side project or store?

Tell us about it and in most cases yes. Several people here sell their own things, and honestly a person who runs their own store is better at this job. What we need is that it does not compete with us and does not use our client relationships.

15What does the process look like?

An email, then a call in Chinese, then a working conversation where we look at a real seller's site together and you tell us what you would say to them. Then a call with Chris. We are not going to run you through six rounds and a case study you do not get paid for.

这一节是站在你那一边写的。如果你真正在意的问题这里没有,那是我们的疏漏,在邮件里问,我们直说。

01在中国有实体公司吗,还是我要跟一个境外主体签?

你签的是中国劳动合同,五险一金按规定正常缴。不是境外外包合作,也不需要你用个人账户开票给我们。

第一次通话时直接问我们要主体信息,签任何字之前我们就发给你。这一页上其他每一条我们都要求"一键可查",这一条也请你用同样的标准要求我们。

02我到底在哪里办公?

先从深圳的联合办公空间起步,你在那里有工位。但实际上这个岗位不是坐班岗:大部分时间你在别人的办公室、在产业园、在展会。没有人会数你在椅子上坐了几个小时。等团队超过几个人,我们就租正式的办公室。

03我向谁汇报?

直接向创始人 Chris 汇报。不是向某个区域经理,也不是一层套一层。每周一次一对一,日常有共同的沟通群,ShopX 的场子上你们会在同一个房间里。

04英文不流利能拿到这个岗位吗?

能,面试可以全程中文。关键是你能每天用英文和河内团队写字、发消息,开会时跟得上。书面英文过关、口语一般,就来投。英文强确实会影响这个岗位以后能走多远,这一点我们直说,不装作没影响。

05这是不是一个可能一年就没了的早期项目?

GemCommerce 做了十年,一百多人,产品有十万以上商家在付费。这是一家成熟公司里新开的一条线,不是种子期的赌注。真正"新"的是中国区,而那部分正是你要拿下来的。

06头几个月没出数字会怎么样?

第一个季度的目标就明确写着:搞清楚中国卖家在问什么、卡在哪里、愿意为什么付钱,并且把这些带回来。我们不会在深圳招一个人,然后第六周因为还没有 pipeline 就把人辞了。我们会看的是:你确实在见人。

07如果我离职,持续提成怎么算?

这是个该问的问题,而且是在签一个"持续提成会变成你大部分收入"的方案之前就该问。持续提成在你在职期间照发,离职之后再发三个月,只要那些账户还活着。它不是一份终身年金,我们也不打算把它说成是。

这一条会和比例一起写进 offer,所以你答应的是一个数字,不是一个盼头。如果你希望换一种结构,就在 offer 那次沟通里提出来。那通电话就是干这个用的。

08是不是每天都要打陌拜电话?

方法由你定。有现成的热场子可以进:ShopX 在深圳和上海都有分会,主会场会把卖家聚在一起,服务商和渠道能打开陌拜永远打不开的门。如果你的直觉是做渠道而不是打电话,那也是跑这条线的一种正当方式。

09你们是不是 996?

不是。这里没有人是按工时被考核的。你会出差,会跟一个只差一小时的时区打交道,有些周确实会重。但把"累"当成"忠诚"的那种文化,不是我们想建的,一家公司也不是靠那个走到第十年的。

10这是不是一个没有上升空间的岗位?

它从一个人开始,目标是变成一支由你搭起来、由你带的团队。如果你的英文够强,它就不只是中国:接下来的市场是华语市场,台湾、新加坡、马来西亚,再往后是澳洲和整个亚太。把这件事做好的人,最后管的是这个区域。

11如果市场或者政策环境变了呢?

这个担心是合理的,我们不打算糊弄过去。有两点能降低它:我们是一家越南公司,客户分布在一百多个国家,生意不押在某一项政策上;而你要卖的东西,也就是一个真正拥有自己客户的品牌,恰恰是在平台环境变难的时候更值钱,而不是更不值钱。

12我会不会卖了交付不了的东西?

交付是河内的一整支团队:策略、设计、工程、转化优化,做了十年。你不用搭页面,我们也不指望你搭。如果某件事我们做不了,我们会先对你说"不能",这样你才能对卖家说实话。

13出差多吗,去哪些地方?

一年去越南几次和团队当面一起干活,去区域内的 ShopX 场子,以及国内的卖家城市:广州、杭州、义乌、东莞。签证和差旅由我们负责,不是你先自己垫钱再慢慢报销。

14我能保留自己的副业或者自己的店吗?

跟我们说一声,大多数情况下可以。这里好几个人都在卖自己的东西,说实话,一个自己开店的人做这个岗位会做得更好。我们需要的只是:它不和我们竞争,也不动用我们的客户关系。

15流程是怎么走的?

先一封邮件,然后一次中文电话,然后一次实战对话:我们一起打开一个真实卖家的网站,你告诉我们你会跟他说什么。最后是和 Chris 的一次沟通。我们不会让你走六轮,也不会让你白做一份没有报酬的案例作业。

30 · How to apply30 · 怎么应聘

Write to us. Tell us three things.给我们写封信。讲三件事。

Send an email to chris@gemcommerce.com with "Sales Lead, China" in the subject line. In the body, tell us three things, in whichever language you write better.

  1. One thing you sold, and specifically how you got the first meeting.
  2. One Chinese brand you think is selling badly overseas, and what you would say to them.
  3. Whether you want to be a salesperson, or build a sales team.

A CV is welcome. It is not the part we read first.

If you would rather not use email at all, put your WeChat in the form and Chris will add you there. That is how most of this conversation will happen anyway.

Apply over WeChat
gaojin-chris

Search this ID in WeChat and add Chris directly. Say who you are and which part of the letter you disagreed with. That is a better opening than a CV.

Goes straight to Chris. Leave your WeChat and he will add you there instead of emailing. We read every one and reply, including the noes.

Or send an email instead All open roles

Chris Koh Founder, GemCommerce · GemPages · GemBoss · Hanoi

发邮件到 chris@gemcommerce.com,主题写上"Sales Lead, China"。正文里讲三件事,用你写得更顺的那种语言就好。

  1. 你卖成过的一件东西,重点讲你是怎么拿到第一次见面的。
  2. 一个你觉得出海卖得不好的中国品牌,以及你会跟他们说什么。
  3. 你是想做一个销售,还是想带一支销售团队。

简历欢迎附上。但那不是我们最先看的部分。

如果你不想走邮件,就在表单里留微信号,Chris 会直接加你。反正后面的沟通大部分也是在微信上进行。

微信投递
gaojin-chris

在微信里搜这个号,直接加 Chris。说一句你是谁,以及这封信里哪一段你不同意。这比一份简历更好的开场。

直接进 Chris 的邮箱。留下微信号,他会直接加你,不走邮件。每一份我们都会看,也都会回复,包括拒绝。

或者直接发邮件 全部在招岗位

Chris Koh 创始人,GemCommerce · GemPages · GemBoss · 河内