CLIENT PROFILE

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Video Course: 3/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

Client profiles are where you see all the details on your individual clients. You can see all their purchase history including the items they purchased and who sold to them as well as conduct all communication with that client directly from this page. All activity done in the app will be logged to each clients profile so you can have a record to use in the future and effectively build deeper relationships with each client!

WHAT YOU WILL LEARN:

  • What is logged on the client profile
  • How to call, text, email, and write a letter to your clients from their profile
  • How to use the client profile to drive effective client communication