Special order follow-up

Keeps your special orders list and tells each customer the day their bottle comes in.

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

StartsEvery weekday at 3:00 PM
1Read the open special orders in your sheetGoogle Sheets
2Match today's deliveries to who asked for themGmail
3Draft a note to each customer whose bottle is inGmail
4Ask you first before writing to customersHe asks you first
5Send the notes from your store's GmailGmail
6Mark each order ready for pickupGoogle Sheets
7Text you the orders waiting over 3 weeks
What you getEvery special order tracked, and each customer told the day their bottle is in.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

Keeps the waitlist for rare bottles and offers each one in waitlist order when it arrives, after your OK.

Writes the posts for your next tasting and puts them on Instagram, Facebook and Google after your OK.

Checks your weekly counts against what the register sold and flags bottles that went missing.