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Sample lead

An illustrative example of a real post sale flow Sophie runs after every treatment.

VS

Valentina Soto

Clínica Estética Aura

Source
Facial treatment completed yesterday
Goal
Measure NPS, win a review and book her next session
  1. Day 1 · 17:32Platform

    Treatment completed at Clínica Estética Aura. Post sale follow up activated.

  2. Day 2 · 10:15WhatsApp
    Sophie

    Hi Valentina! Sophie from Clínica Estética Aura. How is your skin feeling after yesterday's facial?

    A little redness or tightness is normal for the first 24 hours. Just checking everything looks good.

    Hi Sophie! It feels amazing actually. A bit red last night but it's gone now.

    Perfect, that's exactly how it should go. Quick one: from 0 to 10, how likely are you to recommend us?

    Easy. 9!

  3. Day 2 · 10:22Platform

    NPS logged · 9

  4. Day 2 · 10:30Email
    Email
    S

    Sophie · Clínica Estética Aura

    To Valentina

    Your post treatment care guide

    Hi Valentina, here is your care guide for the next 7 days. Sunscreen every morning and no exfoliants until Friday. Reply here if anything feels off.

  5. Day 3 · 19:05Instagram
    Sophie

    Hey! Just saw your story about the vitamin C facial promo. Does it apply to existing clients?

    Hi Valentina! It does. 20% off any vitamin C facial booked this month, and it combines with your treatment plan.

    Good to know! I might go for it.

    I noted it in your file so you keep the price even if you book later.

  6. Day 4 · 11:02WhatsApp
    Sophie

    Valentina, one small favor. Would you leave us a quick review on Google? It takes 1 minute: g.page/aura

    Of course! You all took great care of me.

    Thank you! Reviews like yours keep a small clinic alive.

    Done, just posted it.

  7. Day 4 · 11:38Platform

    5 star review published on Google

  8. Day 4 · 11:39Platform

    Upsell opportunity flagged · handed to Sales agent

  9. Day 5 · 12:30Call

    Outgoing call

    Answered · 1:12

    Transcript

    1. Sophie

      Hi Valentina, it's Sophie from Clínica Estética Aura. Do you have two minutes to plan your next session?

    2. Valentina

      Hi Sophie! Sure, tell me.

    3. Sophie

      Your plan calls for a follow up facial in about twelve weeks. That lands in mid October. Does Tuesday the 13th at 10 work for you?

    4. Valentina

      Mid October works. Mornings are better for me.

    5. Sophie

      Tuesday October 13 at 10:00 then. I'll send the confirmation by WhatsApp.

    6. Valentina

      Perfect, booked. Thanks Sophie!

  10. Day 5 · 12:33Platform

    Next session booked · Oct 13 · 10:00

NPS 9

Retention on autopilot

A 9 NPS logged, a 5 star review published, an upsell flagged for sales and the next session booked for October. Valentina felt taken care of and your team never touched it.

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