Driving & Managing New Customer & Scheduled Offer Claims

Signpost helps to drive new and repeat customers through the New Customer Offers and Scheduled Offers.

New Customer Offers

New Customer Offers will be sent automatically to contacts who choose "I have not done business here" on Feedback emails and referrals from current contacts. You can reach more people with this offer by posting it on your social media pages. Additionally, make sure your offer is appealing to a wide variety of potential customers by making it more general.

Managing New Customer Offer Claims

  1. Follow up directly with the contact that claimed your offer. Thank them for their interest in your business.
  2. Additionally, ask if they have any questions or need directions, or ask for any information you need to book their first appointment, consultation, or estimate.

Scheduled Offers

A One-Time Scheduled Offer will send once on the date that you choose. This is ideal for limited time or holiday promotions. A Recurring Scheduled Offer will send automatically on a schedule that you choose. This is ideal for a standing offer that you are willing to honor year-round.

Managing Scheduled Offer Claims

  1. Contact the people who claim your offers. Thank them for their continued patronage with your business, and gather any information you need for the customer to complete their purchase.
  2. Read our blog for creative ideas and tips for setting up offers.
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