TL;DR:

• AI Agent is only as good as the instructions you give it. Clear Guidance enables it to perform like your best support teammate.
• The “When, If, Then” framework makes writing Guidance easy and repeatable. Start with the scenario (when), define the conditions (if), and list specific actions (then) to create structured Guidance.
• Use Guidance to handle frequently asked questions, like returns, cancellations, or discount code inquiries, so your team can focus on more complex issues.
• If your Guidance isn’t working, formatting or logic gaps might be to blame. Check for missing conditions, unsupported tasks, or confusing formatting.

AI Agent is built to deliver fast, accurate support at scale, but like any teammate, it performs best when given clear and specific instructions. 

That’s where Guidance comes in. Writing structured prompts that tell your AI Agent exactly what to do in a given scenario helps reduce escalations, speed up resolutions, and create a more consistent customer experience. 

One simple, repeatable way to do that is with the “When, If, Then” framework. 

In this post, we’ll show you how it works, using examples from our Gorgias Academy course, Improve AI Agent with Better Guidance. 

You’ll learn how to write Guidance that results in:

• Fewer escalations
• Faster resolutions
• Smarter, more consistent AI behavior

Let’s break it down.

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What is Guidance?

Guidance is how you tell your AI Agent what to do. It’s a set of instructions that outlines how your AI Agent should respond in specific situations. 

When Guidance is available, your AI Agent follows it first, even before checking your Help Center or website content.

That means if your Guidance is missing, unclear, or incomplete, your AI Agent might escalate the ticket, or worse, give a confusing or unhelpful response. Here’s an example:

Let’s say a customer wants to return an item. A human agent would send them a link to the return portal and explain the steps. But without that instruction in Guidance, your AI Agent might skip straight to escalation, turning a simple request into unnecessary work for your team.

That’s why clear, step-by-step Guidance is key to help your AI Agent respond the way your best support agent would.

Learn more: Create Guidance to give AI Agent custom instructions 

Introducing the “When, If, Then” framework

Sometimes it’s hard to know where to start when writing Guidance. The “When, If, Then” framework gives you a simple, repeatable structure to follow, so there’s no need to guess. 

Taking this approach mirrors how AI Agent processes information behind the scenes. When you write clear Guidance, your AI Agent can follow it step by step, just like a support teammate would.

Let’s walk through the three parts of the framework.

WHEN: Set the scenario

Start by identifying the situation your Guidance applies to. This is the trigger or scenario. Use it as the title of your Guidance so it’s easy to find later.

Example:

• WHEN a shopper asks to return an order
• WHEN a customer wants to cancel their subscription

Keep it simple and action-oriented. You’re setting the stage for what comes next.

IF: Add conditions

Once you’ve defined the scenario, add any conditions that determine what should happen. “If” statements help your AI Agent understand what to do based on specific details, like timing, order history, or customer tags.

Example:

• IF the order was placed less than or equal to 15 days ago
• IF the customer has a VIP tag in Shopify

Use as many “if” conditions as needed to guide different outcomes. Just make sure you cover all the possibilities so your AI Agent doesn’t get stuck.

THEN: Define the actions

This is where you tell your AI Agent exactly what to do. Be specific and use bullet points or numbered steps to keep things clear.

Example:

• Tell the shopper they’re eligible for a return
• Send them a link to the return portal
• Let them know they’ll receive a prepaid label once the form is submitted

The more clearly you outline the steps, the more consistently your AI Agent will perform.

The framework keeps your Guidance simple, structured, and easy to understand—for both your team and your AI Agent. When your AI Agent knows exactly what to do, it can deliver fast, accurate, and helpful responses that keep customers happy.

Put it all together

Say a shopper messages your store asking to return an item and you want AI Agent to send them to your return portal.

Here’s how this looks in a complete piece of Guidance:

WHEN a shopper asks to return an order:

IF the order was placed less than or equal to 15 days ago,   

THEN

• Tell the shopper they’re eligible for a return
• Send them a link to the return portal
• Let them know they’ll receive a prepaid label via email once they submit the form

9 support scenarios made better with Guidance

These nine scenarios come up constantly in ecommerce support, and they’re perfect candidates for automation. They follow predictable patterns and are quick to resolve when your AI Agent knows what to do.

Use the examples below to jumpstart your setup. Each one is written using the When, If, Then framework and can be copied directly into Gorgias.

1. Where’s my order? (WISMO)

WHEN a customer asks about their order status:

IF tracking information is available,

THEN

• Provide the tracking number and link to the carrier's tracking page.
• Inform the customer of the expected delivery date.

IF tracking information is unavailable,

THEN

• Inform the customer that the order is being prepared for shipment.
• Provide an estimated shipping date.

2. What size should I order?

WHEN a customer inquires about product sizing for [item name]:

IF the customer asks what size to get, or mentions they’re unsure about sizing,

THEN

• Share the sizing chart or guide.
• Offer recommendations based on common fit feedback.

3. Can I change my shipping address?

WHEN a customer requests to change their shipping address:

IF the order has not been fulfilled,

THEN

• Confirm the new address with the customer.
• Update the shipping address in Shopify (or your chosen platform).

IF the order has already been fulfilled,

THEN

• Inform the customer that the address cannot be changed.
• Provide options for order interception or return.

4. Can I cancel my order?

WHEN a customer asks to cancel their order:

IF the order has not been fulfilled,

THEN

• Confirm that we can cancel their order.
• Tell them they’ll receive their refund in 5-10 business days.

IF the order has already been fulfilled,

THEN

• Inform the customer that the order cannot be cancelled.
• Help to initiate a return once the item is delivered.

5. How do I return an item?

WHEN a customer asks about returning an item:

IF the return is within the allowed return window of [x] days after the order was received,

THEN

• Provide the return instructions and link to the return portal.
• Inform the customer about the refund process.

IF the return window has expired,

THEN

• Inform the customer that the return period has ended.
• Offer alternative solutions if available.

6. Do you have any discount codes?

WHEN a customer inquires about discounts or promo codes:

IF there is an active promotion for [item name],

THEN

• Share the current discount code and its terms.

IF there are no active promotions for [item name],

THEN

• Inform the customer that there are no current promotions.
• Suggest subscribing to the newsletter or following social media for future promos.

7. I want to pause my subscription.

WHEN a customer requests to pause their subscription:

IF the customer has an active subscription,

THEN

• Provide instructions on how to pause the subscription through their account.
• Confirm the pause and inform them of the next billing date.

8. When will this item be back in stock?

WHEN a customer asks about product restocking:

IF a restock date is available,

THEN

• Inform the customer of the expected restock date.

IF the restock date is unknown,

THEN

• Offer to notify the customer when the product is back in stock.
• Suggest similar products.

9. Do you ship internationally?

WHEN a customer inquires about international shipping:

IF international shipping is available,

THEN

• Confirm that international shipping is offered.
• Provide estimated delivery times and any additional fees.

IF international shipping is not available,

THEN

• Inform the customer that shipping is limited to specific regions.

Pro Tip: Test out your Guidance by going to AI Agent > Test, and iterate as you go.

Troubleshooting: Why Guidance might not trigger

If your AI Agent isn’t following your Guidance, or it’s escalating tickets you thought it could handle, run through this quick checklist to spot the issue:

• Has a descriptive, easy-to-understand name: Name your Guidance based on the scenario (e.g. When a shopper asks about returns).
• Clear IF and THEN conditions: Make sure your Guidance spells out what to do when a condition is met.
• Covers all variations (no gaps in logic): Don’t leave your AI Agent hanging. Include fallback instructions for all scenarios.
• No wall-of-text formatting: Break things up with line breaks, headers, and spacing to help AI Agent scan quickly.
• Clearly written steps with bullets or numbers: Use lists to make actions easy to follow, like you would for a teammate.
• Doesn’t include unsupported tasks: Avoid unsupported instructions like “send macro,” “assign to agent,” or “delay the response.”

Bonus: Let AI do the heavy lifting

Don’t have time to write Guidance from scratch? The good news is AI can help with that, too.

AI-generated Guidance is available for all AI Agent subscribers. This feature analyzes your historical ticket data and uses it to generate ready-to-use, customizable prompts for your AI Agent.

Here’s what it does:

• Analyzes past tickets to identify common support scenarios
• Generates step-by-step Guidance based on what’s worked before

Ready to level up your Guidance?

Clear, structured Guidance is the key to unlocking better performance from your AI Agent. With just one well-written “When, If, Then” prompt, you can reduce escalations, speed up resolutions, and give your shoppers a smoother experience.

Not sure where to start? Try writing Guidance for one common question today—like returns, order status, or promo codes. Or, if you want to go deeper, check out our free Gorgias Academy course. 

TL;DR:

• Your helpdesk shouldn't hold you back. If your team is buried in tickets or bouncing between tools, your platform might be the problem—not your process.
• Rising ticket volumes, slower response times, and clunky integrations are signs you’ve outgrown your platform. Don’t wait for these issues to impact revenue or retention.
• You’re not alone—fast-growing brands hit these roadblocks too. Dr. Bronner’s, Psycho Bunny, and Audien Hearing all switched platforms to support bigger growth with less friction.
• Helpdesk migration doesn’t have to be scary. With the right migration support, you can move quickly, avoid downtime, and give your team a tool they actually want to use.

As ticket volume grows, even the best CX teams start running into roadblocks: limited integrations, repetitive manual work, clunky interfaces, and slower response times. You patch things together. You make it work... until you can’t.

Many growing ecommerce brands find themselves trapped in a system that demands constant workarounds just to function.

If your current customer service platform feels more like a burden than a backbone, you’re not alone—and you’re not stuck.

In this post, we’ll walk through:

• The key signs it’s time to switch platforms
• What to prioritize when choosing your next one
• How brands like Pepper made a smooth move to Gorgias

The 5 warning signs you’ve outgrown your helpdesk

There’s a tipping point most brands hit as they scale. The signs are subtle at first—maybe your agents are taking longer to respond, or the volume of customer support tickets quietly outpaces your team. Then it starts affecting revenue, customer satisfaction, and retention. Big yikes.

Left unchecked, small inefficiencies can snowball into bigger operational challenges.

Catch these warning signs before they start costing you growth:

1. Rising ticket volume and slower resolution times

Support teams that are always playing catch-up rarely have time to focus on higher-value work. If your inbox is constantly overflowing or first response times are creeping up, it’s likely a sign your tools aren’t scaling with your business.

That’s exactly what happened with apparel brand Psycho Bunny.

“As we grew and expanded, we needed a tool that was better suited for Shopify, easier to manage, and offered better support to help us get the most out of the tool,” said Jean-Aymeri de Magistris, VP IT, Data & Analytics, and PMO at Psycho Bunny.

2. Agents constantly toggling between tabs and tools

If your agents are spending more time gathering context than solving problems, you’re losing time (and likely, patience) on both sides of the conversation. Fragmented tools can seriously undercut productivity.

Dr. Bronner’s experienced this firsthand, juggling Salesforce, spreadsheets, and disconnected systems.

“When I joined, we were logging calls and emails in Excel. It wasn’t scalable,” recalled Emily McEnany, Senior CX Manager at Dr. Bronner’s.

3. Clunky or missing integrations with your ecommerce stack

Some platforms require technical support even for small changes, such as custom workflows, new automations, or basic integrations. That may work at the start, but it becomes a bottleneck as your brand grows.

Disconnected systems strip away context, increasing the risk of mistakes. Whether it’s pulling up an order status or managing a return, agents need tools that work together, not against each other.

4. You’re stuck answering the same questions over and over

Every support team deals with repetitive inquiries. But without automation or self-service options, those tickets eat into your team’s time and keep you from focusing on higher-impact conversations.

Nude Project struggled to keep up with their ticket volume due to Zendesk’s lack of intuitive automation features. During Black Friday, the team received a record-high number of tickets—more than double their average volume.

“Connecting with customers through a screen is not always easy. With the high volume of messages, we need a tool that simplifies operational tasks while enabling effective communication and organization,” said Raquel J. Méndez, CX Manager at Nude Project.

5. Onboarding takes too long

Your platform should be easy for new hires to learn and for your team to evolve with. If ramping up agents takes weeks (or months), the platform might be getting in the way more than it’s helping.

Arcade Belts went through this process, trying one system, then switching back to one that better matched their needs.

“It just took a demo or two to realize what was actually going to support our team the way we needed,” their Ecommerce Coordinator, Grant, shared.

If any of these challenges sound familiar, you’re not alone. 

The important part is recognizing when you’ve outgrown your current setup—and knowing that there are options out there to help you move faster.

What to look for when switching CX platforms

Switching platforms isn’t just about solving today’s problems. It’s about creating space for your team to be efficient, serve customers better, and turn support from a cost center into a real growth engine.

Need to migrate to a new platform? Look for the following:

1. A system that keeps up with rising ticket volumes

As your brand grows, support volume naturally increases. 

Find a stable infrastructure that can handle that growth, has zero platform lag, and a robust engineering team that continuously makes the tool better for your needs.

To Psycho Bunny, Zendesk was a “legacy tool”—so they switched to Gorgias.

In just a few weeks, they migrated all historical conversations, tags, and Macros to Gorgias. Jean-Aymeri, their VP IT, credits Gorgias’s helpful onboarding specialists for making it effortless to integrate their apps and onboard their team onto a brand new tool.

Related: The engineering work that keeps Gorgias running smoothly

2. Automation for repetitive tasks (that maintains the human touch)

From “where’s my order” questions to return policies, prioritize AI tools that can automate repetitive inquiries.

Dr. Bronner’s implemented AI Agent to handle rising volumes of FAQs, allowing their team to focus on complex requests that require a human touch.

In just two months, they saw:

• 45% of all customer service tickets automated
• $100,000 saved per year by switching from Salesforce to Gorgias
• 4 days per month in team time savings
• 11% higher customer satisfaction score 

By systematizing the simple stuff, they freed up bandwidth to focus on what matters most—building relationships and solving more nuanced problems.

3. Built-in features that turn support into sales

More brands are rethinking how support contributes to revenue. Look for a tool that combines support and sales. The most effective ones use AI to initiate upselling conversations, so your team can generate new revenue without needing to scale headcount at the same rate.

For jewelry brand Caitlyn Minimalist, which normally saw 30,000 tickets per month, AI Agent was the perfect fit. On top of answering FAQs, AI Agent also helped recommend products based on customer needs.

These conversations often begin as simple inquiries (“What should I get for my friend’s birthday?” or “What product suits me?”) and end in a purchase—handled entirely by AI. In fact, AI Agent’s conversion rates were 150% higher than the team average, proving that automation can support and sell.

4. A more efficient workflow—without relying on developers

The last thing scaling brands should have to worry about is relying on developers for basic changes. That includes being able to create macros and automations in-house and access key customer data without toggling across tools. 

The platform should fit into your existing ecommerce stack—not fight against it.

That’s where Audien Hearing found themselves before switching to Gorgias.

“I’ve seen companies lose a lot of money because it’s not efficient,” said Zoe Kahn, former VP of CX. “You try to save money early on, but then you look at your helpdesk a year later and think, ‘Oh no, what’s happening?’”

Since switching from Richpanel, Audien Hearing’s CX team has been able to run CX on their own terms—without the bottlenecks.

They now resolve 9,000 tickets per month through self-service alone (including a customer knowledge base), cut first response times by 88%, and reduced return rates by 5%. With more time for one-on-one conversations, CSAT jumped from 80 to 86.

What migration actually looks like

“But migration sounds hard.”

We get it. Moving your entire CX operation can feel intimidating. But with the right partner (and the right platform), it doesn’t have to be.

Here’s how Gorgias makes switching smooth and stress-free:

• A dedicated onboarding team: Our team is with you every step of the way—from initial setup to post-launch optimization.
• A platform built for ecommerce workflows: Gorgias is designed to work the way ecommerce brands do, not the other way around.
• Fast setup and agent training: Most brands are up and running in days, not weeks. And because the interface is intuitive, teams can get comfortable quickly without heavy, time-consuming training.
• Full data migration support: Whether you’re moving from Gladly, Zendesk, or another platform, we’ll help you bring your history, macros, and workflows over smoothly.

Most Gorgias customers are fully live within just a few days—ready to serve customers faster, smarter, and with less manual lift.

How Pepper made a smooth switch to Gorgias

When fast-growing intimates brand Pepper outgrew their old CX platform, they knew they needed a system that could scale with them—without sacrificing speed or quality.

“Gladly didn’t offer any automation or inbox organization features. Our queue got really messy. We got 400 tickets a day during Black Friday, and we didn’t clear that backlog until the following Spring. We knew we couldn’t do that again,” explained Gabrielle McWhirter, CX Operations Lead at Pepper.

With Gorgias, Pepper was able to:

• Fully migrate their workflows and history
• Train their team quickly on the new platform
• Launch their AI Agent ("Penelope") to automate more than 50% of support tickets

And the results spoke for themselves:

• 16.5x ROI on AI-driven sales interactions
• 90%+ decrease in first response and resolution times
• 18% uplift in average order value

See how Pepper made the switch happen (and why they’re never looking back):

Is it time to make the switch?

If you’re seeing the warning signs, here’s a quick gut check:

• You’re drowning in tickets and toggling between tabs
• You can’t track or tie support to revenue
• You need better integration with your tech stack
• You’re not using automation, or it’s not actually saving time
• Your team dreads logging into your current tool

The right platform won’t just help your team work better. It’ll help you drive more revenue, boost customer retention, and actually make customers want to talk to you.

See what switching to Gorgias could do for your brand. Book a demo today.

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TL;DR:

• Your CX team drives revenue: Build trust, remove friction, and influence buying decisions across the customer journey
• Optimize existing processes: Automate tasks, address concerns proactively, and create efficient handoffs
• Spot risk early: Use tagging and sentiment detection to re-engage customers before they churn
• Protect VIPs: Prioritize loyal customers, create moments of delight, turn supporters into advocates

Rising tariffs. Shipping delays. Unpredictable price hikes. For ecommerce, it's an understatement to say the pressure is rising. If you're on the CX team, you're already facing the fire head-on — all the customer frustration, confusion, and hesitation.

CX teams are on the frontlines of support and sales. You're shaping customer trust, buying decisions, and brand loyalty. 

From pre-sales conversations to loyalty programs, it’s time to rethink the customer journey, so you can turn every interaction into an opportunity to grow your revenue.

Reframe CX’s role across the customer journey

Customer service isn’t just about reacting to problems. It can be a proactive and strategic function that helps you stabilize and even grow your revenue.

Think about it this way: you have the power to turn everyday customer moments into wins.

At every stage of the customer journey, you can turn:

1. Purchase hesitation -> confidence to buy (pre-sales)
2. Concern → relief (post-purchase)
3. Disinterest -> re-engagement (loyalty)
4. Returning customers → brand advocates (advocacy)

This isn’t about being pushy for sales. It's about anticipating needs and putting systems in place that protect customer relationships and revenue.

As you update your CX workflow, keep these two questions in mind:

1. How can I positively influence revenue?
2. How can I reduce the risk of losing it?

1. Resolve pre-sales hesitation with education

Most pre-sales hesitation is rooted in uncertainty: What’s the return policy? How much is shipping? Will this fit? Will it arrive in time? 

Reduce customer effort and build confidence with automation as your CX team’s first line of defense. Anything else more complicated, your agents can take care of.

Automate repetitive questions

Start by setting up automated answers for the questions your team responds to every day, especially the ones that delay conversions:

• Where is my order?
• Do you ship internationally?
• How much is shipping?
• Do you accept returns?
• Are your prices affected by tariffs?

There are a few ways to automate these questions in Gorgias: 

• Flows: Automated conversations designed to resolve common inquiries without agent intervention
• AI Agent: Conversational AI that answers customer questions in chat and email, trained on your internal documents and brand voice
• Help Center: A self-serve, customer-facing knowledge base of help articles, FAQs, guides, and product resources

Read more: How to optimize your help center for AI Agent

Proactively guide shoppers

Be the compass for the wandering window shoppers and browsers. They might not know exactly what to get, but with the right nudge, you can guide them toward the right product and a fuller cart.

Try these chat prompts:

• Don’t know what size to get? Check out our sizing guide to get your perfect fit!
• Need help choosing the right carry-on? Here’s a quick comparison of our top sellers.
• We offer free shipping for orders over $60! 
• What’s your skin type — dry, oily, or combination?

Offer discounts based on shopper intent

Sometimes, a discount is all a customer needs to take their order to checkout. Instead of storewide promo codes, use AI to offer tailored discounts to shoppers who show strong intent to buy. This can help reduce abandoned carts and leave customers with a great impression of your brand.

Here are some of the best times to offer a discount:

• A first-time shopper is hesitant because of the price
• A shopper adds an item to their cart, then asks about shipping or return policies
• A shopper asks if they should wait for a sale

Recommend products in real time

If shoppers can’t quickly find what they’re looking for, they’ll leave. Real-time product recommendations help resolve indecision and increase average order value.

Examples of when real-time suggestions drive conversions:

• A shopper asks for jeans in medium — AI suggests bestsellers in their size
• A returning customer mentions loving a nude-colored top — AI recommends similar or matching items
• A product is out of stock — AI suggests alternatives based on color or style

Hand off high-intent shoppers to live agents

High-intent questions are usually specific and goal-oriented — things like:

• What size should I get?
• How soon can this ship?
• Is this item still in stock?

When customers ask questions that directly impact their ability to purchase, it’s a strong buying signal. If they don’t get a fast response, they’ll probably abandon their cart.

So, how do you encourage shoppers to keep shopping?

Activate chat on your website and equip it with automated features, such as Flows, and/or conversational AI, like AI Agent. 

No matter what setup you choose, always have a protocol ready to hand off to a human agent when needed.

In Gorgias, you can set up Rules or use AI Agent handover rules to automatically route conversations based on specific keywords, topics, or customer behavior.

2. Alleviate post-purchase concerns

After buying, customers may want to change their order or just need reassurance that everything is on its way. 

If customers feel ignored during this critical window, you risk losing their business.

The easy fix? Eliminate friction, reassure customers, and make it easy for them to stay excited about their purchase.

Automate order status updates

Customers expect full visibility into their orders. Give them full access to this information, and you'll receive fewer WISMO requests.

Integrate your helpdesk with your 3PL or shipping provider to automatically send real-time updates on order status. If customers have an account portal, give them a tracking link.

Pro Tip: If delays are expected, automate messages to let customers know ahead of time. Being proactive keeps customers informed and reduces the need for reactive support.

Turn negative experiences into retention moments

When something goes wrong, like a delay, a lost package, or unexpected fees, it's how you respond that matters most.

Empower your CX team to act quickly. For example:

• Offer store credit, loyalty points, or free shipping perks to impacted customers
• Prioritize VIP or first-time buyers for fast-tracked resolutions
• Escalate critical post-purchase issues to senior agents

You can also use sentiment detection to flag frustrated customers early. Gorgias has built-in customer sentiment detection that automatically identifies tones like urgent, negative, positive, or even threatening language. You can create Rules that tag these conversations and route them to the right agent for faster handling.

Read more: Customer sentiments

3. Re-engage at-risk customers and reduce churn

Just because a customer is at risk doesn’t mean you’ve lost them. Identifying and re-engaging at-risk customers is one of the highest-impact things you can do to protect revenue. 

Spot risk early

Pay attention to repeat patterns that signal dissatisfaction. Common early indicators include:

• Multiple shipping complaints
• Frequent refund or return requests
• Negative or urgent sentiment in support tickets
• Long periods of customer inactivity after purchase

Use sentiment detection and Ticket Fields (ticket properties) to tag these signals automatically. With this data identified, you’ll start to spot patterns that can help you address issues, giving customers a reason to stay. 

Build recovery flows

Once you’ve identified your at-risk customers, use win-back strategies, like:

• Offering discount codes, loyalty perks, or free returns
• Sending personalized emails or messages acknowledging the issue and offering solutions
• Prioritizing conversations for your most experienced agents or account managers

When handled thoughtfully, a churn-risk customer can become one of your strongest advocates because you showed up when it mattered most.

4. Build loyalty by surprising your best customers

Don’t forget, there are already customers who love you! These loyal customers don’t just come back to buy again — they bring friends, amplify your brand, and give your business stability when you need it most.

Identify and prioritize VIPs

Use customer data to identify customers who purchase frequently, spend more, or have referred others. Tag them as VIPs in your helpdesk so that their requests are prioritized.

For example, in Gorgias, you can use Customer Fields (customer labels and properties) to group your customers under:

• VIP
• Repeat purchaser
• High lifetime value
• Promoter

When you know who your top customers are, you can offer more personalized service and make sure every interaction strengthens their connection to your brand.

Create brand advocates through small gestures

You don’t need to offer huge discounts to let customers know you appreciate them. Small, thoughtful gestures often make the biggest impact:

• Send handwritten thank-you notes with their orders
• Offer a free gift, upgrade, or loyalty perk after a milestone purchase
• Include a referral code they can share with friends
• Feature loyal customers on your social media channels (with their permission)

If you’re using macros and automations, you can even trigger some of these surprise-and-delight actions automatically, making it easier to scale while keeping the personal touch.

Make revenue your outcome at any time

We know how overwhelming uncertain times can be. It’s easy to think you need to reinvent your entire strategy just to keep up. 

But the truth is, you already have what you need. You have a team that knows your customers. You have conversations happening every day that can protect, nurture, and even grow your business.

By grounding yourself in what’s already working and creating proactive systems, you can turn uncertainty into strong and steady growth.

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