Printed from https://zeropos.shop/help/worth-a-call
Worth a call: who to phone this week
Three lists of customers worth phoning, built from your own sales: layaways with money owing, regulars who stopped coming, and big spenders you haven't seen.
BACKOFFICE › Marketing › Worth a call reads the sales you already have and turns them into phone calls. It only reads: nothing on it is saved, marked or sent.
Before you start
- The Layaway tab shows if you can see layaways. The two customer tabs show if you can see customers and what they spend.
Steps
- Step 1
- Step 2
Pick a tab: Layaway, Lapsed regulars or Quiet big spenders.
- Step 3
Narrow it to a region or a shop with the pickers, or tap Only customers I can reach.
- Step 4
Tap a phone number or an email on a row to call or write.
- Step 5
On the Layaway tab, tap Collect payment when the customer pays: Layaway: hold items while a customer pays over time.
- Step 6
On the two customer tabs, tap a name to open their file and history: The customer file.
What happens next
- Nothing is recorded when you call. A customer leaves the list by themselves when they buy again, or when their layaway is paid off.
- A payment taken from the Layaway tab is an ordinary instalment: it reaches the takings and the seller's commission on the day it is paid.
Layaway
Every open layaway with a balance outstanding, oldest first, with the customer's phone and email. Last payment says No payment since it opened when only the deposit was ever taken.
Any seller can take the next payment, whoever opened the layaway and at whichever till.
Lapsed regulars
Customers who bought on a rhythm of their own and stopped. The screen prints the rule: at least 4 visits, silent for more than 2.5 times their Usual gap, and for at least 45 days.
A visit is a day they bought, not a ticket, and a refund is never a visit. Spend at risk adds up what the customers on the list have spent with you.
Quiet big spenders
Your biggest customers by what they have spent, not seen in the last 90 days, whatever their rhythm. Off their rhythm marks those who are also lapsed.
Only the biggest are listed; the screen then says how many it shows out of how many.
Badges on a row
Open layaway: they also have a layaway to finish. History imported: all their sales came from an import, so contact details may be missing. No phone or email on file: open their file and add one.
Questions
Can I email everyone on one of these lists?
Why don't I see all three tabs?
Is there another way in?
If you see this…
On screen
Nothing to chase
What to do
No open layaway has money owing right now. Nothing to do.
On screen
No one has gone quiet
What to do
Every regular is still coming in on their usual rhythm. Customers with fewer than 4 visits never appear here; look at Quiet big spenders too.