Clientbook
10 Case Studies
A Clientbook Case Study
Goodman & Sons, a jewelry retailer in Hampton, VA, struggled with inconsistent, manual customer follow-up: sales staff each used their own methods for contacting customers, reminders and appointments weren’t visible to the team, and there was no transparent way to review contacts for commission disputes. They engaged Clientbook and its clienteling app to centralize customer data and modernize how the store communicates and tracks customer interactions.
Clientbook implemented its simple, responsive app and onboarding support, giving sales associates shared visibility into customer contacts and enabling timely outreach for questions, events, birthdays and anniversaries. The result: improved closing rates and greater sales efficiency — Tory Goodman reports a 100% ROI, saying a year’s Clientbook cost was covered within the first month, and estimates that a 1% lift in closing rate per 1,000 customers is worth about $2,000.
Tony Goodman
Owner