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Opticians · Validated Circle

Ready glasses and customers who come back

Messages each customer on WhatsApp when their glasses are ready and brings back the yearly eye check, using Google Sheets and WhatsApp.

Works with:Google SheetsWhatsAppYour system (MCP or API)

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The problem and the goal

Alerts every order on the day it is ready and brings back each customer's yearly eye check, tracking the days between 'ready' and the alert and the share of customers contacted within the year.

This team handles the two weak spots of an optical shop: it messages every customer on the day their glasses are ready, with the pickup day, time and branch, and it reaches out to anyone a year past their last purchase to offer the annual eye check. It works from your Google Sheets list and sends through WhatsApp, plus a Friday email report on late orders and alerts that never went out.

The team in this Circle

v092
Glasses Alerton a schedule

Messages each customer as soon as their glasses are ready, with the pickup day, time and branch

v075
Customer Win-Backon a schedule

Finds anyone a year past their last purchase and offers the annual eye check

v106
Late Order Reporton a schedule

Sends every Friday the late orders and the alerts that did not go out

Questions

Ready glasses and customers who come back

How do I tell a customer their glasses are ready right away?

The team reads your Google Sheets list and sends the WhatsApp message as soon as an order is marked ready, with the pickup day, time and branch.

Can I win back customers who skipped their yearly visit?

Yes. The team spots anyone a year past their last purchase and sends a message offering the annual eye check, without promising they will book.

Can I keep an eye on late orders?

Yes. Every Friday an email report lists the late orders and the alerts that did not go out, so the shop manager can act.

Next step

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