The New Clients Report offers valuable insights into the acquisition and early engagement of new customers. It tracks all new clients added to your system, such inbound messages from the Webchat, or entered manually by associates within Clientbook or your Point of Sale. This report also includes related purchases made by these new clients, helping you understand the immediate value generated from newly acquired customers.
Filter Options
You can filter the New Clients Report by associate, and source. The source filter allows you to analyze how new clients were added, with the following options:
- Webchat: Clients who reached out first or asked a question via webchat.
- Added Manually: Clients added to the system manually by an associate.
- Kiosk: Clients who were added through kiosk mode. Clients entered this way unique in that they opt-in to receive mass messaging when entering their information
These filters let you narrow the report down to specific channels or team members, providing deeper insights into client acquisition strategies. Adjusting the Date Range also enables you to access specific information over varying periods of time
Key Features
Tiles Overview
- Inbound: Displays the number of new clients who initiated contact with you- either by finding the store number and messaging in or asking a question via webchat.
- Added Manually: Shows the number of new client profiles created manually by associates.
- Sales from New Clients: Displays the total sales generated from new clients within 14 days of profile creation. This helps you measure the immediate impact of new client acquisition on revenue
Graph
The accompanying graph illustrates the number of new customer profiles created over time, and helps you visualize which avenues are contributing to customer profile creation.
New Clients Spreadsheet
The spreadsheet displays information on all customers added into Clientbook and corresponding information such as
- Added on: Date the customer profile was created
- Client: Name of the customer added
- Added by: Associate who created the account
- Source: How the customer profile was created
- Related Sales: Amount spent by the customer within 14 days of profile creation
Why It Matters
The New Clients Report is crucial for evaluating the effectiveness of your client acquisition efforts and understanding how new customers behave after they join your business. By reviewing this data, you can:
- Identify which acquisition channels are most successful in bringing in new clients.
- Measure the early sales performance of new clients, enabling you to assess their value and engagement.
- Optimize your acquisition strategies based on the data to maximize customer growth and sales.
By regularly analyzing the New Clients Report, you can make informed decisions to refine your customer onboarding processes and improve client retention strategies.