Ravi, Customer care
Job: Customers · Works on: Your customers, by WhatsApp and email (a person sends)
Looks after your existing customers: reminds them when a reorder is due, renews rate contracts in time, greets them on festivals, asks for reviews, and keeps giving your team calls to make.
What Ravi does from day one
Read your past sales
From a CSV or a Tally export with date, company, product, quantity and value, under Companies
Remind customers when a reorder is due
From each customer’s buying cycle (the usual days between orders), from 7 days before the next order is due
Renew rate contracts in time
A renewal meeting for the customer’s owner when the contract ends within 30 days
Spot customers going quiet
A call for the customer’s owner when there is no order in twice the usual gap, or in 90 days
Festival greetings
Diwali, Eid, Christmas and New Year by the customer’s country, drafted 3 days before
Ask for reviews and referrals
10 days after an order or a won lead, at most once a quarter
Coming soon
Cross-sell and upsell from your catalogue
What similar customers also buy
Quarterly account summary
Each customer’s orders, contracts and open points, for the owner
Order updates to customers
Confirmations, dispatch dates and delivery updates
The rules Ravi works by
Never sends anything by itself: every message to a customer is a draft that a person approves and sends.
Calls, check-ins and renewal meetings go to the customer’s owner as tasks, each with the reason.
Takes facts about your business only from your approved knowledge: never invents products, delivery times or terms.
Mentions no prices, rates or discounts unless they are in your approved knowledge; a draft with a price your knowledge does not hold is dropped.
Makes no promises: a draft with “guaranteed”, “best price” or the like is dropped.
Never puts anything internal into a message: order values, how often a customer orders, or that they look at risk.
Never asks a customer for OTPs, passwords, Aadhaar, PAN or bank details.
Raises the same thing once: one reminder for each expected order, one greeting for each festival, one review request a quarter.
Starts on the team for
Want Ravi on your team?
Tell us what you sell and where your buyers come from. We will set up your team for your industry.