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Customers: tracking and follow-up

Build an actionable customer file to sell and follow up better.

Complete customer record

Basic information

1

Contact details

  • Full name
  • Main WhatsApp number
  • Other numbers (optional)
2

Delivery address

  • City
  • Area or landmark
  • Special instructions

Preferences and history

3

Purchase preferences

  • Preferred categories
  • Average budget
  • Favorite colors/materials
4

History

  • Past orders
  • Payments made
  • Delays or irregularities

Follow-up strategy

Warm follow-up

Timing: 24h after request

  • Personalized message
  • Product reminder
  • Special offer if relevant

Stock follow-up

Timing: When available

  • Product back in stock
  • Immediate notification
  • Priority offer

Payment follow-up

Timing: 3 days after due date

  • Polite message
  • Remaining amount
  • New deadline

Customer segmentation

VIP

  • Frequent purchases
  • High amount
  • Punctual payments

Regular

  • Occasional purchases
  • Good history
  • Medium loyalty

New

  • First purchase
  • To convert
  • Careful follow-up
Tip: Segment customers (VIP, regular, new) to personalize your messages.
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