CONVERT AGENT
Win the in-store moment.
Convert Agent briefs the advisor before the client arrives, orchestrates the appointment, and automates the follow-up, so intent becomes a sale and the relationship keeps growing.
Pre-visit brief
History, wish list, last purchase, and taste cues in the advisor’s hand.
Curates the products
Pulls pieces from live inventory that match the client.
Surfaces cross-sell and upsell
The right add-on at the right moment.
Automates follow-up
Thank-yous and next steps that keep the relationship warm.
Brief the advisor.
The advisor gets a pre-visit summary, history, wish list, last purchase.
Prepare the pieces.
The agent curates matching products from live inventory.
Sell with confidence.
Cross-sell and upsell suggestions surface at the point of sale.
Follow up.
The agent automates the thank-you and the next step.
Higher conversion
The advisor walks in prepared, not cold.
Bigger baskets
Relevant cross-sell and upsell at the right moment.
Visibility
HQ sees appointment outcomes and revenue by advisor.
Warm relationships
Automated follow-up keeps every client close after the sale.
Does the advisor stay in control?
Where does the product data come from?
What about after the sale?
Elena Marchetti
VP of Retail Experience
