Adriyella's Thank-You Card Hub

Hey Adriyella!

This is Erik here—I've put this guide together to kick off our thank-you card process, but I know it's not perfect since I threw it together in my office without testing it out in the real world with you. And hey, I mess up sometimes (who doesn't?), but that's why we're a team! Let's collaborate to make this even better—your hands-on experience is what will really make it shine. If you spot anything off, have ideas to improve it, or see tweaks needed after trying it live, please let me know right away. I'm excited to work on this with you and iterate based on what actually works. You've got great insights—let's make this process awesome together! 🚀

Hey Adriyella! Let's make customers smile with these cards. Follow the guide, log in Shopworks, and track your wins. You've got this! 🌟

Daily Process for Thank-You Cards

Late Afternoon (Around 4 PM): Grab the stack of completed invoices from Bradley. Scan and sort them quickly (e.g., by type). Prep for tomorrow—no writing yet!
Next Morning (Around 9-11 AM): Handle notifications first: Call, text, or email for pickups/shipments. Log as "Order Notification" in Shopworks with who you contacted and details.
Prep Cards: Check rules to see who gets one. Pick a template, handwrite & personalize (fill <>, add custom touches). Sign based on guidelines.
Send It: Mail or hand off for pickup.
Log Immediately: In Shopworks, add "Thank You Sent" activity. Note template, content summary, signer, date/method—for your $2 bonus!
Bonus Time: Update your app.
Wrap Up: Finish stack by noon; carry over if needed.

Pro Tip: Batch like tasks for speed. High volume? Prioritize big orders.

Rules for Who Gets a Card

Send to most everyone—except individual webstore employee orders (main contact only for milestones). When in doubt, send!

Scenario	Send?	To Whom?	Why?
In-person/phone orders	Yes!	Main contact.	Boosts loyalty.
Non-webstore online	Yes.	Buyer.	Encourages repeats.
Webstore orders	No to employees; Yes to main for milestones.	HR/admin contact.	Target decision-makers.
High-value/milestone	Yes, top priority.	Main contact.	Maximizes growth.
Exceptions (returns, etc.)	No, unless positive.	N/A	Focus on wins.

Avoid Duplicates: Check Shopworks for recent cards (30-60 days). Limit 1 per 30 days. Note "Card #X".

Signature Guidelines

Scenario	Who Signs?	Why?
AE-handled (repeats, sales)	AE (get their quick sign-off).	Keeps client bond strong.
General/your interaction	You (Adriyella or "team").	Fast & empowering.
Upsell cards	AE if they lead; else you.	Links to sales.

Fallback: Your sign with "From the Team". Log in Shopworks.

Card Templates

Handwrite & personalize! Vary for repeats. Add review nudge: "If thrilled, share a Google review!"

First Time Basic

Dear <>,

Thank you for choosing NW Custom Apparel for your recent order #<>! We're thrilled with how your custom [item, e.g., t-shirts] turned out and hope you're loving them. Your business means a lot to us—welcome to the family!

If you have questions, reach out anytime at 1-800-851-3671.

Yours sincerely,
Adriyella (on behalf of the team)

First Time Upsell

Dear <>,

Thanks so much for your order #<> with NW Custom Apparel! We enjoyed creating your [item, e.g., embroidered hats] and hope they exceeded your expectations. As a new customer, we'd love to help with more—check out our DTG printing for vibrant designs next time!

We're here for you—call 1-800-851-3671 with any ideas.

Best regards,
Adriyella

Repeat Loyalty

Dear <>,

Thank you for another order #<> with NW Custom Apparel—your continued support keeps us going! We appreciate your loyalty and loved working on your latest [item, e.g., screen-printed tees]. Here's to many more!

Questions? Give us a call at 1-800-851-3671.

Warmly,
Adriyella

Repeat Upsell

Dear <>,

We're grateful for your repeat business with order #<> at NW Custom Apparel! Building on your previous [past item, e.g., uniforms], we think you'd love our new custom gift packages for teams—let us know if we can help.

Always happy to help—reach out at 1-800-851-3671.

Cheers,
Adriyella

Repeat Milestone

Dear <>,

Celebrating your [milestone, e.g., 5th order] #<> with NW Custom Apparel—thank you for your ongoing trust! It's been a pleasure creating your custom apparel time after time. Excited for what's next!

Contact us anytime at 1-800-851-3671.

Best,
Adriyella

Repeat Fun

Dear <>,

Woohoo—thanks for coming back for order #<> at NW Custom Apparel! Your loyalty makes our day, and we're stoked about your latest [item, e.g., promotional products]. Let's keep the custom vibes going!

Questions? Hit us up at 1-800-851-3671. □

Thanks again,
Adriyella

How to Add an Activity in Shopworks

Follow these steps to log activities like "Thank You Sent" or "Order Notification". Use the Quick Add from the customer screen for fast entry!

Step 1: Quick Add from Customer Screen

Step 2: Enter Activity Details

Fill in the activity type (e.g., Thank You Sent), contact, date/time, notes (e.g., "Adriyella - Card sent using Repeat Loyalty template"), and mark as completed.