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The CRMRevenue and Follow-Ups

Revenue and Follow-Ups

Chats matter when they lead to sales. This page shows how Sufflera tracks what each fan is worth and makes sure nothing profitable is forgotten.


Every time a fan spends money, record it on his profile. Purchases are recorded by hand. There are four types:

TypeFor
TipTips
Content unlockPaid content he unlocked (PPV)
SubscriptionSubscription payments and renewals
Custom requestCustom content made for him

Each entry has the amount, an optional note (“custom video, gym theme”) and the date.

To record a purchase

  1. Open the fan’s profile.
  2. Go to Finances.
  3. Choose the Type, enter the Amount ($), add a Note if you want, and press Add.

The Finances tab: lifetime value, purchase count, and the log of what this fan bought

  1. The totals: lifetime value, number of purchases and the last one.
  2. Adding a purchase: the amount, the type, an optional note, then Add.
  3. The history: everything recorded for this fan, newest first.

It takes ten seconds, and what you record comes back to you as work Sufflera does for you.

Log a purchase, set a follow-up, and it appears in the operator queue


LTV (lifetime value) updates as soon as you record a purchase. You see it on the fan’s profile, in the fan list, in the side panel and in Analytics.

This one number does a lot:

  • it is on every row of the Re-engage fans card, and that card is sorted by it, so you can tell a quiet spender from a quiet browser at a glance;
  • it goes into every draft, so the AI knows whether it is talking to a $12 fan or a $12,000 one.

Agency tip. Make recording purchases a fixed part of every shift handover. Every missed tip makes your fan list, your re-engagement order and your reports less accurate at once.


Above the list, each fan has a short summary:

NumberWhat it tells you
LTVEverything he has ever spent
PurchasesHow often he buys
AvgWhat size of offer suits him
LastWhether he is buying right now

The list below shows what he actually buys, which is the most useful thing to know when choosing the next offer. A fan who mostly buys Custom request at $180 on average should never get a $9 PPV set.


A reminder is a next step for one fan, with a date.

To set one

  1. Open the fan’s profile.
  2. Go to Follow-ups.
  3. Set the Due date, write the Reminder (be specific: “payday Friday, offer the gym custom at $200”) and press Add.

You see reminders in three places, so you cannot miss them:

  • in Follow-ups on the fan’s profile;
  • in the side panel, when a chatter opens this fan;
  • in the Operator queue on the Dashboard, which collects everything due across all fans and creators, overdue first.

Every morning an email lists what is due. Mark done keeps the record instead of deleting it. Postpone to tomorrow moves it to the next day.

  • Paydays. “Paid on the 28th: offer on the 29th.”
  • Promised content. “Said he’d think about the custom: follow up Tuesday.”
  • Renewals. “Subscription ends on the 3rd.”
  • His life. “Job interview Thursday: ask how it went.” This works better than any offer, because it is not one.

Bringing back a fan who went quiet is cheaper than finding a new one, and it works better. Sufflera gives you the list. Here is a routine that works.

Once a week, ninety minutes

  1. Open the Dashboard and go through Re-engage fans from the top. For a wider list, sort the fan list by Last activity, oldest first.
  2. For each fan, open his profile and read AI memory: look for something specific and personal.
  3. Open the chat and generate a draft.
  4. Change the opening so it mentions that thing, and send.
  5. Tag everyone you wrote to (winback-<month>), so next week’s list is clean.
  6. Set a reminder for anyone who replies but does not buy.

Agency tip. Start with the fans who spent the most before you go for volume. Twenty personal messages to former spenders beat two hundred generic ones, and they cost fewer drafts.


Analytics shows spend by segment, activity by hour (so you know when your fans are online), and the number of drafts per creator and per team member.

See Analytics.