What you will need before you start
The information you collect on a customer's first visit determines whether they become a loyal chronic-care customer or a one-time buyer. Here's what to ask and how to store it. The setup is simpler than most business owners expect. You need a list of your regular customers (even a partial one works), the items or services they buy, and a rough follow-up interval. Everything else is configured inside Ferbz.
Step-by-step walkthrough
Step 1: Log into Ferbz and navigate to Customer Records. Step 2: Add each customer's name, WhatsApp number, item or service, and interval. Step 3: Choose a reminder template or write your own. Step 4: Enable the reminder for each customer. The system handles the rest — calculating due dates, sending messages, and updating the queue every morning.
Common mistakes and how to avoid them
The most common mistake is setting all customers to a 30-day interval regardless of how they actually buy. Some customers stock up and buy 45 days at a time. Others are inconsistent. Reviewing purchase history before setting intervals improves reminder accuracy significantly.
How to measure whether it's working
Check your recovery rate every two weeks for the first two months. A recovery rate above 25% means your reminders are working. Below 15% means something is off — usually the interval setting or the message timing. Ferbz's analytics tab shows this breakdown automatically.