CRM, lead flow and sales techniques · Selling after the sale
Ask when they will need you again, and write the date down with permission.
Repeat purchase reminders are messages sent to a customer when a refill, service or occasion is due, using a date they gave you with consent. Job tags record why they hired you. This page covers capturing dates, tagging customers and building a reminder schedule.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Repeat purchase reminders are messages sent to a customer when a refill, service or occasion is due, using a date they gave you with consent. Job tags record why they hired you. This page covers capturing dates, tagging customers and building a reminder schedule.
A pest control firm in Pune fumigates a flat for a family. The technician asks, almost in passing: when would you like us back? The customer says before Diwali and again after the rains. The technician writes both in the job card and the office adds a reminder to a shared calendar.
Two months later a message arrives on the family's phone, a week before the date they named. They book. Nobody had to be sold anything. The firm asked, noted the answer and kept its word.
The account owner or the office manager runs the schedule, and the technician or rep collects the date at the point of sale. It replaces the guess that customers will remember you.
The repeat and reorder page in the sales process covers asking for the next order. This page covers the data behind it: the date, the consent, and the reason for the job.
Where this sits
Topic 12 of 13 in crm, lead flow and sales techniques: selling after the sale. Onboarding, repeat business and retention as part of selling.
- The topic before
- Content as a sales tool
- The topic after
- Inbound business strategy and alignment
If you want this done for you
Win back the customer who used to buy from you and quietly stopped.
The work
What this is actually like.
“The date has to come from the customer”
Guessing a replenishment date from a product's shelf life gets you a reminder that is too early or too late. Ask the customer when they will need it again and for whom, and write down their answer in their words.
“Consent is a separate field”
A reminder is a message the customer did not ask for today. Record that they agreed, how they want to be contacted and when not to. Check the current rules on business messaging with your own adviser, and keep an opt-out list.
“The job explains the offer”
Someone who hires a plumber for a one-off repair is not interested in an annual plan. Someone who buys a premium water purifier wants upgrades. Label every customer with the reason they came to you, which keeps the wrong offer from reaching them.
“Festivals are free calendar dates”
Diwali, Ugadi, Onam, Eid, the start of school, the first rains. Customers already plan around these. Attach reminders to the date the customer cares about, not to your own sales calendar.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
The capture line
A field on the job card or invoice: next need, approximate date, for whom, and a tick for consent to remind them by WhatsApp or call.
Result: Finished when a rep cannot close the job card without filling it or writing declined.
The job tag list
Three to five plain tags describing why customers hire you, such as always newest, long life, do-it-yourself and occasion buyer, adapted to your trade. Every customer record carries one.
Result: Finished when a new staff member can tag a customer from the invoice alone.
The reminder schedule
A table of trigger, tag, days before the date, channel and message. Start with two triggers rather than ten.
Result: Finished when the first reminder goes out on the right day with the right name on it.
The consent and opt-out log
A sheet or CRM field that records the date and channel of consent and any request to stop.
Result: Finished when no reminder can be sent to a name on the opt-out list.
The wrong-offer audit
Pull ten reminders sent and check that the tag matches the offer.
Result: Finished when you can show that no customer received an offer meant for another tag.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do we need permission to send reminders?
What if the customer does not know the date?
How is this different from the reorder page?
Which channel should reminders use?
What should we do with customers who never reply?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
Where to go next
The work that carries this topic further.
The rest of selling after the sale
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.