Direct answer
Send a short, personal text within 24 hours of the visit, and name the customer and the specific product they looked at. Big-ticket sales in mattresses, furniture, and appliances usually take at least one follow-up, because shoppers compare stores before they commit. Before the customer walks out, set a dated reminder with a note on what to discuss next, so the callback surfaces on your dashboard instead of a sticky note. Send the text from the customer's profile so the conversation is logged to their record and the next call starts where the last one stopped.
Most retail sales, especially big-ticket items like mattresses, furniture, and appliances, require at least one follow-up. RetailGenie makes following up as easy as tapping a button.
Your Follow-Up Queue
When you log in, you'll see your pending follow-ups right on the dashboard. These are customers who visited your store, got a quote, or expressed interest but haven't purchased yet. Each entry shows the customer name, what they were looking at, when the follow-up is due, and any notes from the last interaction.
Texting a Customer
Tap any follow-up to open the customer's profile. Hit the text icon to compose a message. The system suggests templates based on context: a 'checking in after your visit' template for recent shoppers, a 'your quote is expiring' template for older leads. Customize as needed and send. The conversation is logged automatically.
Setting Reminders
After any customer interaction, set a follow-up reminder. Choose the date and time, add a note about what to discuss, and the system will surface it on your dashboard when it's due. No sticky notes, no forgotten callbacks.
The best follow-up is a quick, personal text within 24 hours of their visit. Something like 'Hey [name], it was great chatting about the [product] today. Let me know if any questions come up!' goes a long way.
Frequently asked questions
What should I text a customer who came in but didn't buy?
Two or three lines, sent from the customer's profile so the conversation logs to their record automatically. Greet them by name, mention the product you actually looked at together, and offer to answer questions rather than pushing for a decision. RetailGenie suggests a starting template based on context and you edit it before it goes out, so the message reads like you wrote it instead of a blast.
How do I keep track of which customers still need a follow up?
Work the follow-up queue on your dashboard instead of your memory. It lists the people who visited, took a quote, or showed interest and have not bought yet, and each row shows what they were looking at, when the follow-up is due, and the notes from your last conversation. Reading that previous note before you hit send is what makes the second contact feel like a continuation rather than a cold start.
How do I follow up on a quote that's a few weeks old?
Older leads need a different angle than same-week shoppers, and the quote itself gives you the reason to reach out: lead with the fact that the pricing is dated and offer to refresh it. RetailGenie suggests an expiring-quote template for exactly this case. Pull up the notes on the queue entry first so you can reference the specific piece they were deciding between.
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Understanding Your Daily Goals