Yearly prong checks and anniversary calls
A worn prong found in the store is a 140-dollar repair. A lost diamond is a lost customer. The agent calls past buyers for their yearly check and their anniversary, and the visit often ends at the showcase.
A year since purchase or last check, an anniversary date on file, or declined bench work.
Calls warmly, offers the free check and cleaning, books a short visit.
Booked check-ins, prong work caught early, and anniversary shoppers on the calendar.
How it works
- Builds the list
Each week: engagement rings sold a year ago, customers due for their yearly check, anniversaries on file, and retipping that was declined.
- Respects the secrets
Proposal clients are only called after the date they gave, and never if the booking says no contact.
- Calls with a reason
"Your ring is a year old this month, and the cleaning and prong check is on us." Nothing about buying anything.
- Books a short visit
Two times while the goldsmith is in, so the prongs can be looked at under the loupe while they wait.
- Notes the anniversary
If the caller mentions an anniversary or a birthday coming up, it offers time with a salesperson and notes what they mentioned.
- Stops when asked
A customer who would rather not be called is taken off the list for good.
Example call
- AI agentHi Amara, it's Emma from Kettle Creek Jewellers. Got a moment? Your engagement ring turns one this month.
- CustomerOh wow, it does. Hi.
- AI agentWe do a free cleaning and prong check at the one-year mark. Tomasz looks it over while you wait, about 15 minutes. Would you like to come in?
- CustomerSure. Actually our first wedding anniversary is in June, my husband might want to look at something.
- AI agentLovely. I can book your check for Saturday at 11, and if he'd like, a time with Rania right after. Should I add him?
- CustomerJust me for now. I'll tell him.
- AI agentPerfect. Saturday at 11 for the check. I'll text you a reminder Friday.
After the call: Saturday 11:00 shows a one-year check for Amara, and the customer file has "first anniversary in June, husband may shop" for the sales team.
What your team gets
- Yearly checks booked before a loose stone becomes a lost one
- Prong and shank work found early and booked onto the bench
- Anniversary and birthday dates noted for the sales team
- A do-not-call list kept for anyone who asks
- A monthly count of check-ins booked and sales that followed
Questions
Is this a sales call?
No. It offers the free check you already promise. If the customer brings up a gift, it books time with a salesperson.
Will it call a customer whose proposal was secret?
Only after the proposal date on file, and never a number marked no contact.
Which customers does it call?
The ones your rules pick: engagement rings, bridal sets, pieces over a value you choose, or anyone due for a check.
What if they moved away?
It notes that and takes them off the list, so nobody calls again.
Hear it on your phone
Request a demo call and the agent phones you, set up for jewellers like yours.