What happened to everyone who came in last month?
Who came in, what they asked about, and where they came from. Recorded as your team sells, not written up in a register nobody fills in.
The number your shop cannot produce
Take last month. How many people walked into your showroom? Of those, how many were called back afterwards?
And they are the larger group.
The ones who bought- They are in your billing software — counted, invoiced, known
The ones who did not- Nowhere at all — nothing in the shop can produce the number
- And they are the larger group — by a distance, in every showroom in the trade
Most people who walk in do not buy that day.
Most of it happens without anybody being asked
He asked for a price- Already recorded — the mobile number that opens the estimate IS the capture
- Not data entry — he is quoting, and the record is the by-product
- Most of the ones worth knowing — because asking a price means seriously looking
He browsed and left- A short screen — name, number, where he came from
- The same record, the same list — and the same follow-up as everybody else
- Often the one most worth ringing — because nobody else in the market has his number either
And when he comes back, he is not a new person. Customer records are matched on the mobile number — or on GSTIN for a business account — so the man who took an estimate in March and returns in May arrives with his history attached.
That is not something anybody has to remember to do.
It is how the record works.
Three things required. The rest if you want it.
That is all that is compulsory, and the shortness is deliberate. A long mandatory form is a form that gets filled with rubbish — a name spelt three ways, a number ending in five zeros. Three fields get filled honestly.
The source list is yours to set. A showroom's sources are not a distributor's, so you configure the list in settings — walk-in, phone, website, WhatsApp, a portal you pay for, a hoarding, a referral from a carpenter.
Required — three things- Name
- Mobile number
- Where he came from
Optional, when it is useful- Address, city, PIN, state, email — filled in when there is time
- Who sent him — the architect, the contractor
- A long mandatory form gets rubbish — a name spelt three ways, a number ending in zeros
Whatever you actually want to tell apart.
Every way somebody reaches you
Walk-in
through the doorPhone
and WhatsAppWebsite
the form on your sitePortal
the listing you renewReferral
somebody sent himOne place, each one tagged with where it came from
Which matters most for the ones you pay for — the listing, the hoarding, the boosted posts.
Which matters most for the ones you pay for. The listing you renew every year. The hoarding at the crossing. The boosted posts. You know exactly what each of them costs you — you have never once known what any of them brought back.
Recording the source at the moment somebody arrives is the only way that number ever exists.
Not another register
It is not a book at the door that somebody has to remember to fill in.
It is not a machine at the entrance counting heads.
Most of the recording is a by-product of quoting, and the manual screen is for the exceptions.
How you use it is yours to decide — the salesman can fill it in while he is still talking to the customer, or you can keep somebody at the desk who records each visit as it happens.
If he hands over a card, you do not have to type it — the business card scanner reads it into the same enquiry fields.
Both work, and neither is a job created by the software.
The answer stops being a shrug
Everyone recorded goes into follow-up with a date already set.
So next month, when somebody asks what happened to the people who came in, there is an answer — and while there is still time to do something about it.
See it on your own showroom.
Ask for a demo