New glasses before they're overdue: put your 800-customer base to work
List customers past 2 years without new glasses, prep the WhatsApp outreach and track bookings in Google Sheets.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
- CalendarGoogle Calendar, Outlook, Calendly, Cal.com or your own system (MCP or API)
The problem and the goal
800 customers on file and no control over when each one last changed glasses: the new-lens sale is lost because nobody calls. The goal is to know every month who is past 2 years and have the outreach ready for the team to call, tracking overdue customers contacted per month.
The Overdue Radar reads your 800-customer spreadsheet in Google Sheets and lists, oldest first, everyone past 2 years since their last pair. The Lens Outreach agent drafts the WhatsApp message and the call script with the right angle for each overdue customer, and the Follow-up Dashboard reports every week how many were contacted, how many replied and how many booked. Your team stops relying on memory and calls with the argument ready.
The team in this Circle
Reads the 800-customer spreadsheet and lists everyone past 2 years since the last pair, oldest first
Drafts the WhatsApp message and call script with the right angle for each overdue customer
Weekly report of how many customers were contacted, how many replied and how many booked
New glasses before they're overdue: put your 800-customer base to work
How do I find customers who are past 2 years without new glasses?
The Overdue Radar compares the last purchase date in your Google Sheets file with today's date and returns the overdue list, sorted by time elapsed. No manual review customer by customer.
Do I need to change my system or spreadsheet?
No. It starts from the spreadsheet you already keep with your 800 customers. From there the team builds the overdue list, prepares the messages and produces the weekly report.
Does the agent call customers on its own?
No. It prepares the WhatsApp message and the call script with the right angle for each overdue customer; your team makes the contact. The Follow-up Dashboard tracks contacted, replies and bookings.
