For businesses with repeat customers and enough purchase history to understand their usual buying pattern.
Start with the customer’s last order.
Their buying history tells you which goods they usually purchase.
Your customer’s last goods order
33 days agoStart with their actual buying history
Find customers to follow up with
Compare the latest purchase with each customer’s usual buying pattern.
Find products a customer stopped buying
Notice when a regular product is missing from a customer’s recent orders.
Your team should
Check product changes, returns and seasonal demand.
Compare the product history and check whether the gap needs attention.
Prepare a relevant follow-up message
Use the product or order history to prepare a useful draft.
Your team should
Review the draft and choose whether to contact the customer.
Prepare a short message about the relevant product or order need.
Exclude customers who should not be reminded
Check pending orders, seasonal gaps and requests not to be contacted.
Your team should
Stop or override a suggestion when needed.
Apply the agreed exclusions before preparing a reminder.
Record the reply and next action
Keep the result of a follow-up so staff do not repeat the same message.
Your team should
Confirm the next action and date.
Save the reply and the next date agreed by staff.
Choosing customers to contact
Preparing for a call
Planning the next follow-up
You need enough purchase history to recognise a useful buying pattern.
Sales staff check seasonal demand, pending orders and reasons not to contact a customer.
This helps prepare follow-ups. It does not guarantee that a customer will place an order.
Possible Routes
Purchase history used for review
Compare customer and product purchases over a useful period.
Customers checked by sales staff
Show why a customer may need a follow-up and the purchases behind the suggestion.
Follow-up messages and replies
Prepare a relevant message and record the reply and agreed next step.
Reviewing 100 customers for repeat orders
Time before
Time with this workflow
Time saved
Lower estimate
Assumes 3 minutes per customer review before and 2 minutes with the workflow. Allows 20 minutes for checking and updates.
Before
5 hr
With workflow
3 hr 40 min
Saved
1 hr 20 min
Show us a sample of your purchase history and how sales staff decide whom to call again. We’ll check whether the history is useful and which customers should be excluded.
Helpful things to discuss
Where is your customer purchase history stored?
How do you choose old customers to call today?
Who will review suggestions and record the replies?