After-Sales Follow-Up Checklist
Start using this Workflow
Post-Purchase Survey
Pull the past week's transaction list
Segment customers by basket size and category
Send NPS and CSAT survey via Klaviyo
Attach a 10% loyalty coupon as survey incentive
Log survey response rate and NPS
Product Usage Outreach
Call high-ticket customers within 14 days
Send category-specific care guide
Confirm whether the customer is satisfied
Book a fitting or styling session if requested
Warranty and Support
Email warranty terms and coverage period
Link the RMA portal and return policy
Share store and manufacturer support contacts
Loyalty Program Enrollment
Check loyalty enrollment status in the CRM
Invite unenrolled customers to the rewards tier
Walk through points, perks, and birthday reward
Confirm sign-up and apply welcome bonus
Feedback and Issue Resolution
Review survey responses for detractors
Categorize the customer's overall sentiment
Open a service-recovery ticket for the detractor
Resolve the issue and document the outcome
Cross-Sell and Repeat Purchase
Pull purchase history and category affinities
Build a personalized recommendation list
Send a tailored replenishment or bundle offer
Log campaign attribution and revenue lift
