Step 3: Daily Activities
Overview of daily workflow priorities and routines. See also: Daily Priorities for the full reference guide.
Priority Order
- Customer in front of you (appointments & walk-ins)
- Customer on the phone
- Customer actively online: Shopify messenger, open-phone texts, Reverb
- Customer passively online: Responding to emails, social media messages, comments etc.
- Processing leads: Adding new leads to salesforce, processing opportunities to next step of sale
- Generating new leads: Social media posts to boost online interest and activity
Appointments
Check for appointments: https://admin.shopify.com/store/diablo-guitars-seattle/apps/digital-appointments/admin/app/bookings
Prior to appointments, contact to remind customer, reschedule if needed, and prepare items.
Appointments Checklist:
- Item for appointment on hand and readily available
- Guitar is cleaned up, setup and tuned (check all pots)
- Amps are plugged in
- Give customer expectations of appointment time
- Plug customer in to amp and make sure is functional
- Explain the Amp switcher (if in amp room)
- Show that all prices are on our website, give customer wifi password if necessary
Messages Checklist
Check all messages at opening, mid-day and before closing (every 2-3 hours).
- Shopify Inbox
- Open Phone Texts
- Open Phone Missed Calls
- Diablo Email
- Diablo/Personal email
- Reverb Messages
- Instagram Messages
- Instagram Comments
- Facebook Messages
- Facebook Comments
- Tiktok Messages
- Tiktok Comments
- Youtube Comments
Add all new leads obtained from messages to Salesforce and process all existing opportunities to the next stage of the sales process.
Social Media & Daily Report
After all appointments are prepared for, all messages responded to, and all existing leads exhausted — make social media posts to generate interest, traffic and engagement.
Social media posts must be posted across all platforms. Periodically utilize the metrics functions of each platform to see which content is performing best.
The daily report tracks your sales, number of follow ups, new leads, social media posts and generates a score. The daily target is 200 points.