The sale is often won after the sale.
An optician's shop has two phases: choosing the frames, when everyone is there, and everything afterwards, when it all gets lost. The quote sent to the health insurer with no news, the glasses that have arrived and someone has to remember to announce, the customer fitted two years ago that nobody will call back.
Every step needs a manual action: calling the customer whose order has arrived, following up with the one waiting for approval from her health insurer, going back through the file to find the glasses that are coming up to two years old. That is dozens of micro-tasks a week, squeezed in between two customers, and each one that gets dropped is a customer who crosses the street or orders online. Yet no one but you will tell your customer that their renewal entitlement has reopened, that their prescription is about to expire, or that their direct billing has gone through. Automating this follow-up means saving time in the shop and winning back sales that were going online.
Customer follow-up runs without a thought.
We automate everything around the sale: the wait, the follow-up, the return. The system plugs into your shop software or its exports, and every customer is tracked with no double entry.
You keep control of the tone, the hours and the rules. We set everything to the way you work, and the system follows it.
- Automatic SMS as soon as the glasses are ready in store, with a reminder if the customer does not come
- Follow-up on quotes left unanswered after going through the health insurer
- Check-in message at D+7: all well with the new frames, free adjustment if needed
- Renewal reminder as the two-year mark approaches, when the entitlement reopens
- Online appointment booking for eye tests and fittings, with a reminder the day before, and a Google review request after handover
Two years later, your customer comes back to you.
Take an ordinary sale: a pair of frames fitted in March. Here's what the system does with it over the two years that follow.
On handover day, the record enters the circuit. A week later, the customer gets a check-in message: all is well, the adjustment is free if they feel they need it. If they are happy, the invitation to leave a Google review follows. Twenty-two months later, the renewal message goes out: their eyewear is approaching two years old, their entitlement has probably reopened, and a link offers them a slot to have their eyes tested and see the new collections. Once the appointment is booked, a reminder goes out the day before. In between, if a quote had gone to the health insurer with no answer, it would have been followed up at the right moment, politely, until a reply came. That is the whole difference between a customer base sleeping in the software and a base that comes back on its own, with no advertising campaign.
What opticians ask us.
Where it all connects.
For an optician, the heart of it is appointment booking and its reminders, extended by automatic quote follow-ups. At the counter, a Google reviews plaque from the shop captures satisfaction at handover, and reporting tracks your sales and your follow-ups. The rest is waiting on the automation hub, or over a coffee with us.
To size up what is at stake, the savings calculator works out in a minute what these tasks cost you over a year.
Your customer list is gold left sleeping.
Tell us about your customer journey, from the order to the renewal, over a coffee. 45 minutes to see what can be automated, no commitment, and a costed plan within 72 hours.
Book a coffee