We do the outreachyou don’t get to.
Our team texts your clients, books the appointment and hands them to your team.
- Hi Grace, the colored stones you asked about are in. Want a first look Saturday?
- Yes. Is 11 with Lena open?
- On the calendar · Sat 11:00 AM
They won’t do it. Let us do it.
You know clienteling matters. You set the goals, ran the training and taped the reminder to the back-room wall. The follow-ups still didn’t go out. Another reminder won’t change that. Each missed follow-up can cost you thousands.
What we do.
A handoff is a client, ready to buy.
Like a turnover from another salesperson.
When a client is ready, we hand them off to your team. Getting one is exciting. It works like a turnover from another salesperson. You get a summary of our conversation, what they want, when to expect them and a link to the full conversation. Handoffs go to the people you designate in your store, and they pass each one to the right person.
Client
- Name
- Sarah Mitchell
- Spouse
- Mark Mitchell
- Anniversary
- Oct 24 (10th)
- Last purchase
- Diamond stud earrings, Dec 2024
Conversation
- Hi Sarah, it’s Aldridge Fine Jewelry. Your 10th anniversary with Mark is coming up on Oct 24. Have you two thought about marking it with something special?
- Funny you ask, I’ve been thinking about anniversary bands.
- We just got a new selection in. Would you like to come see them? We’re open Saturday 10 to 5.
- Saturday around 2 works.
A conversation, not a blast.
Every message is a personalized two-way text conversation. Each one is written for that client from their purchase history, birthdays and anniversaries. Our team stays on top of follow up, answers questions, and nudges them to make a visit. Questions only your store can answer go straight to your team.
Illustrative conversation. Names are fictional.
- Hi Margaret, the cushion ring you liked in the window is back. Want to see it again?
- Yes. Can my husband come too?
- Of course. Saturday at 2 for both of you?
- On the calendar · Sat 2:00 PM
Stop giving them software. Start giving them clients.
Your team doesn’t need one more thing to log into. They need clients walking through the door. That’s what we send them.
Questions owners ask first.
Will it sound like us?
Yes. We speak in your style. You can influence how we talk to your clients, and you can stop messaging anytime.
Will it annoy my clients?
We’re not pushy. We follow up and answer every question, and we text from a separate number, so an opt-out never touches your store line.
Who can you text?
The clients you tell us are OK to text. You give us the list, and we rely on it.
LEGAL: approveYour team runs its own outreach? See Clientbook CRM.
Clientbook CRM