Monthly purchase inquiries: ____ | Conversations answered: ____ | Orders from those conversations: ____
List the five questions shoppers ask before buying. For each, record the approved answer, source, owner, and next purchase step.
Product group: ____ | Channel: voice / SMS / WhatsApp | Purchase action: checkout link / supported order action | Human handoff: ____
Baseline conversion = completed purchases ÷ eligible conversations. Record average order value, gross margin, service cost, and refunds. Compare equivalent groups and time periods.
Where could a helpful follow-up support a repeat purchase? List required event data, contact permission, timing, and how outreach stops after purchase or opt-out.
Start date: ____ | Review date: ____ | Success measure: ____ | Quality checks: ____ | Owner: ____