Columnists

On Data: Customer Outreach You Can Do Now

ColumnistsDec 08, 2020

On Data: Customer Outreach You Can Do Now

It’s not too late to call your best customers and find out who they still need to shop for this holiday season, Sherry Smith writes.

sherry-smith.jpg
Sherry Smith is director of business development for data and consulting company The Edge Retail Academy. She can be reached at sherry@edgeretailacademy.com.
Is it too late to implement initiatives that can help you this month? Absolutely not.

The primary focus of our conversations with our retailers in December is driving sales.

Those conversations are even more critical this year with COVID-19 numbers surging and some customers reluctant to venture into retail stores.

We encourage our retailers to implement specific client outreach strategies. That means getting actionable information into the hands of salespeople and setting clear daily targets.

According to consulting firm BRP, three-fourths of shoppers say personalized service is a significant factor in helping them decide where to shop.

I also recently read that 47 percent of women would like jewelry for Christmas
 
Leveraging your relationships by offering private appointments, either virtually or in person, as well as finding cross-selling and upselling opportunities should be a top priority now.

I spoke to one of my retail clients last week to check on her progress from a recent conversation we’d had about her client outreach. 

She shared with me that she and her team had started reaching out and one such call resulted in a $70,000 purchase. 

Yet another retailer shared with me that their clienteling efforts resulted in $20,000 and $30,000 sales.

If you have a robust outreach strategy, you won’t be surprised at successes like these. If you do not, know that these kinds of results are not unusual. 

Research shows that you have a 70 to 90 percent likelihood of selling an existing customer and they spend, on average, 33 percent more than a new customer. 

What we cannot afford to do is to deploy hope as a strategy. We need to get out of our comfort zones and make the calls.

“When people are in shopping mode, they’re more inclined to continue purchasing. Let them know you want to make their holiday shopping as easy and safe as possible.”
 There are many reasons why your team might not want to call customers. 

They might, for example, see unsolicited outreach as an invasion of the customer’s privacy, they might not know what to say, or they might fear the rejection that invariably comes with prospecting, even among qualified customers. 

What should your salespeople say when they call? That depends on the extent of their relationship with each customer, but if we assume there is a relationship, here are four ideas. 

(Note: Your salespeople should always prepare by researching the customer’s profile 
in advance, their purchasing history, potential wish lists, etc.)

1) I know you’re probably crazy busy and I won’t keep you, but I wanted to let you know that we’re currently helping our customers remove some of the stress of shopping in these uncertain times by providing a few options to take care of your shopping needs. We’re offering curbside pickup, in-home delivery, or in-store appointments.

2) I’ll be as brief as possible, but I wanted to remind you that we are continuing to offer virtual appointments, curbside delivery, or can ship directly to your home to help keep you safe this holiday season.

3) I’m not going to take up too much of your time. I know your wife likes Brand A. We just received their newest pieces and it made me think of you. I’ve selected a few items that would go nicely with her collection. I’m happy to show them to you via a Zoom call, or we can schedule a private appointment.

4) I want to help make your holiday shopping as easy and safe as possible, so I selected several items that would complement the beautiful (ring, pendant, bracelet) you gave her last year. I know she would just love it.

These are suggestions and should be modified to align with your personality and style.

Remind the customers that the whole process can be done over the phone and that you’re happy to store their purchase in the vault until they’re ready for curbside delivery or that you’re happy to ship it directly to them.

And don’t stop there.

If they opt to make a purchase, be sure to ask them who else is on their holiday shopping list. Most people have more than one person to shop for and this is a great opportunity for add-on sales.

When people are in shopping mode, they’re more inclined to continue purchasing. Let them know you want to make their holiday shopping as easy and safe as possible.

If this is your first time implementing clienteling calls, I suggest the following.

1)
Give each salesperson a list of their top customers.

2) Have a short morning huddle to set their daily target of phone calls.

3) Have a short evening huddle to discuss the outcome.

4) Confirm that they made their number of calls. If not, what got in the way?

5) Review their successes.

6) Discuss their challenges.

7) Repeat.

Although this might seem oversimplified, it is highly effective.

Be safe and happy selling!
Sherry Smithis director of business development at Edge Retail Academy, the leading jewelry business consulting and data aggregation firm.

The Latest

Kendra Scott CEO Chris Blakeslee
MajorsJan 09, 2026
Kendra Scott Taps Activewear Exec as CEO

Chris Blakeslee has experience at Athleta and Alo Yoga. Kendra Scott will remain on board as executive chair and chief visionary officer.

Wrapped holiday present boxes
SurveysJan 09, 2026
U.S. Holiday Retail Sales Up 4%, Visa, Mastercard Say

The credit card companies’ surveys examined where consumers shopped, what they bought, and what they valued this holiday season.

Christie’s Kimberly Miller
AuctionsJan 09, 2026
Christie’s Names New Global Managing Director for Luxury

Kimberly Miller has been promoted to the role.

Recipients Collage 2025 - NJ (1872 x 1050 px) (1872 x 1052 px).png
Brought to you by
Impacting Tomorrow Today

How Jewelers of America’s 20 Under 40 are leading to ensure a brighter future for the jewelry industry.

Lionheart Serenity Opal Amulet Charm
CollectionsJan 09, 2026
Piece of the Week: Lionheart’s ‘Serenity’ Opal Charm

The “Serenity” charm set with 13 opals is a modern amulet offering protection, guidance, and intention, the brand said.

Weekly QuizJan 08, 2026
This Week’s Quiz
Test your jewelry news knowledge by answering these questions.
Take the Quiz
Hannah Dodd and Claudia Jessie in Pandora Bridgerton campaign
CollectionsJan 08, 2026
Pandora’s New ‘Bridgerton’ Jewels Celebrate Bees, Bows, and Blooms

“Bridgerton” actresses Hannah Dodd and Claudia Jessie star in the brand’s “Rules to Love By” campaign.

Ana Khouri logo
Events & AwardsJan 08, 2026
Ana Khouri To Receive 2026 Gem Award for High Jewelry Excellence

Founded by jeweler and sculptor Ana Khouri, the brand is “expanding the boundaries of what high jewelry can be.”

roseco-catalog.png
Brought to you by
Roseco Releases New Full-Line Catalog

Roseco’s 704-page catalog showcases new lab-grown diamonds, findings, tools & more—available in print or interactive digital editions.

Stuller’s Color of the Year for 2026, “Signature Red”
TrendsJan 08, 2026
Stuller’s Color of the Year Is a Stark Contrast to Pantone’s White

The jewelry manufacturer and supplier is going with a fiery shade it says symbolizes power and transformation.

Gracie Abrams Chanel Coco Crush
CollectionsJan 08, 2026
Gracie Abrams To Front New Chanel Jewelry Campaign

The singer-songwriter will make her debut as the French luxury brand’s new ambassador in a campaign for its “Coco Crush” jewelry line.

Bobbi L. Avery, Jeffery Bolling, Britney Phillips, and Lindsay Salvo
MajorsJan 08, 2026
Diamond Council of America Names New Board Directors

The nonprofit’s new president and CEO, Annie Doresca, also began her role this month.

Pinar Hakim Rainbow Seahorse Pendant, Nue Fine Jewelry Irene Charm, Susannah King Venus Ring
Events & AwardsJan 07, 2026
Melee Adds 13 New Designers to NYC Show

The trade show is slated for Jan. 31-Feb. 2 at The Lighthouse in New York City's Chelsea neighborhood.

Akiva Gil garnet ring
TrendsJan 07, 2026
Amanda’s Style File: Go for Garnet

January’s birthstone comes in a rainbow of colors, from the traditional red to orange, purple, and green.

Diamonds Do Good 2025 Impact Report
SourcingJan 07, 2026
Diamonds Do Good Releases 2025 Impact Report

The annual report highlights how it supported communities in areas where natural diamonds are mined, crafted, and sold.

Police cars with lights on
CrimeJan 06, 2026
2 Jewelers Arrested After TraxNYC Diamond District Brawl

Footage of a fight breaking out in the NYC Diamond District was viewed millions of times on Instagram and Facebook.

Rio Grande xTool F2 Ultra Portable Laser Engraver Bundle
MajorsJan 06, 2026
Rio Grande Says These Are the Top Personalization Tools for 2026

The supplier has a curated list of must-have tools for jewelers doing in-house custom work this year.

Zales storefront
MajorsJan 06, 2026
Zales Tests Out A New Look

The Signet Jewelers-owned store, which turned 100 last year, calls its new concept stores “The Edit.”

Linda Coutu
MajorsJan 06, 2026
LeachGarner Appoints New Director of Sales

Linda Coutu is rejoining the precious metals provider as its director of sales.

AGA board 2026-2029
SourcingJan 06, 2026
AGA Announces 2026 Board

The governing board welcomed two new members, Claire Scragg and Susan Eisen.

Jenna Blake diamond Fan earrings
TrendsJan 05, 2026
Amanda’s Style File: New Year’s Edition

Sparkle with festive diamond jewelry as we celebrate the beginning of 2026.

Ben Nighthorse Campbell
IndependentsJan 05, 2026
Jeweler Ben Nighthorse Campbell Dies at 92

The master jeweler, Olympian, former senator, and Korean War veteran founded the brand Nighthorse Jewelry.

Jacquie Aiche Alien Heart Eye Inlay Necklace, Cicada Dragonfly Brooch, Harkness After the Rain Earrings
TrendsJan 05, 2026
Pinterest 2026 Trend Report: Brooches, Bold Gold, Cool Blue

In its annual report, Pinterest noted an increase in searches for brooches, heirloom jewelry, and ‘80s luxury.

Saks Fifth Avenue flagship window installation
MajorsJan 02, 2026
Marc Metrick Out as CEO of Saks Global

Executive Chairman Richard Baker will take over the role as rumors swirl that a bankruptcy filing is imminent for the troubled retailer.

Couture Retailer Liaison Jan Mohr
Events & AwardsJan 02, 2026
Jan Mohr, Couture’s ‘North Star,’ Dies at 71

Mohr had just retired in June after more than two decades as Couture’s retailer liaison.

Shekhar Shah Real Gems
SourcingJan 02, 2026
IDCA Elects New President, Board of Directors

Shekhar Shah of Real Gems Inc. will serve as president of the Indian Diamond & Colorstone Association in 2026.

Lalaounis good luck charm 2026
CollectionsJan 02, 2026
Lalaounis’ 2026 Good Luck Charm Speaks to Resilience

This year’s good luck charm features the mythical horse Pegasus, and is our first Piece of the Week of the new year.

Collage of NationalJeweler.com’s most-read stories of 2025
EditorsDec 31, 2025
The Top 5 Stories of 2025

Articles about crime, engagement rings, and a necklace worn in the World Series generated the most interest among readers.

×

This site uses cookies to give you the best online experience. By continuing to use & browse this site, we assume you agree to our Privacy Policy