3 years running a real account book
Phinet Communication, 2017 to 2019. 30+ wholesale accounts alongside walk-in retail, roughly 10 worked directly. No CRM, so the signals were order frequency and who had gone quiet.
Onboarded first-time smartphone buyers to confidence in a week
Onboarding and time to value
A lot of our customers had never used a smartphone. Handing one over and wishing them luck meant they came back frustrated, or stopped using half of what they paid for.
So day 1 was setup and the basics: calls, texts, navigating the home screen. Most came back on day 2 for a deeper session on apps and features. The ones who did not come back were the ones I called, because somebody who gets stuck and feels foolish does not return on their own.
The target was full comfort inside a week, and the follow-up was the part that made it work.
Caught my largest account going quiet
Churn risk from a usage signal
My largest account ordered several times a week, with delivery to another state. Then her order frequency started dropping. No complaint, no argument, nothing filed. Just fewer orders.
I called her to ask why. A competitor was undercutting us on price. I went and checked that pricing myself rather than taking it at face value, confirmed it, and adjusted ours for her. Her volume came back to normal.
She was never going to raise a ticket. She was going to quietly buy somewhere else.
Turned one angry customer into a process fix
Escalation and recovery
A wholesale customer came into the shop angry. Phones he had bought from us kept showing a white-screen fault, a known factory problem, and repairs were going out of state and taking over a month. His own customers were leaving him over the wait.
Our CEO tried to calm him by explaining the fault was the manufacturer's, not ours. True, and useless to him, because his business was still losing customers.
I stepped in and made the point that this was not one angry man. Several accounts had raised the same delay. What we needed was a fix with the manufacturers, not another apology. The CEO took it further than I expected and got manufacturer representatives placed in our shop to push repairs through. Turnaround dropped from over a month to 1 to 2 weeks.