Are you ignoring revenue? Audit your follow-up for free.

Order / Purchase Confirmation(Required)

The phase between commitment and payment submission. Add to cart, service scheduled, option added, etc.

Manual Invoice

Standard Form & Message from the Software

Custom Message & Acknowledgement

Reinforcing Message Affirming the Decision as a Solution to the Specific Problem

Receipt / Payment Acknowledgement(Required)

You have the money and the customer is waiting for the product or just got the service.

Manual or Paper (mailed or imaged & emailed)

Standard Item: Time: Date: Amount: Type From Software

Custom Message & Sincere Thanks

Aspirational Message to Overcome Buyers Remorse, Amplifying the End Result & Customer Success

Product / Service Delivery Notice or Confirmation(Required)

The next communication after getting the customers money. The package is on the way or what to do next.

None / Customer has to Inquire

Standard Automated Tracking Link or Generic Schedule Email

Branded Email w/ Clear Timeline, Tracking, Preparation Instructions / Next Step

Reiterate their Problem Solved and Their End Result is Near

Review / Feedback Opportunities(Required)

Getting feedback from customers and sharing internally and externally.

No Deliberate Feedback Request

Generic Automated “Rate Us Out of 5 Stars” email

Simple Survey w/ Easy Instructions & Expectations

Transformational Opportunity to Share Their End Result after the Solution to the Problem

Cross-Selling Variations & Timing(Required)

Suggesting additional items and when to do it.

No Cross-sells Offered

Generic “See our other products”

Additional Suggestions After Checkout

Affirming Aspirational Identity with More Ways to Achieve Success

Upsell Variations & Timing(Required)

Premium or additional high value items.

No Upsell Strategy

Immediate Upgrade or Additional Packages

Timed Value Add Offers

Elevation of Aspirational Identity w/ Exclusive Services for Top Customers

How to Install / Use / Additional Features(Required)

What else is possible with the purchase? Are there hidden or underutilized options to add more value.

None or Simple Instruction Manual

FAQ, Diagrams, User Manual w/ Purchase

Multiple Features Explained or Revealed w/ Video or Emails

Revelation of Added Success, More Solutions to Problems to Reach Aspirational Identity

Satisfaction Check-In(s)(Required)

Quality control and customer experience feedback directly from your customers.

None or Click for Online Support

Generic “How’d we do?” or NPS Survey

Scheduled Milestone Outreach

Ongoing Personal Outreach w/ Added Empathy Asking if Customers Achieved Success or Ways to Improve Product / Service

Nurture Email Campaigns(Required)

Continued communication with customers adding value and vital information.

None or Random Manual Email / Text

Generic Monthly Newsletter

Automated w/ Industry News, Case Studies, or Sales / Specials

Weekly Value Add Content to Develop Aspirational Identity of Customers and Focusing on Their Problems and Success

Re-Engagement Campaigns(Required)

What happens when customers don’t engage for a specified period? Re-capture dormant customers.

No Process. Dead Customers Stay Dead

Sporadic “We Miss You” Discounts

Sale, Discount, or “Come Back” Special

Aspirational Identity Value Add with Problem Reminders

Name

First Last

Email

This field is hidden when viewing the form

Audit Score

The CLEAR Customer Follow-Up Formula

Customer Follow-Up Audit

The CLEAR Customer Follow-Up Formula

Customer Follow-Up Audit

Share this: