Customers

The screens

Customers is organised by group: a group is one kind of customer in one or more places, with its own letters and its own limits. The menu on the left holds Today, Groups, All companies, the groups you starred (or your busiest three when none is starred), New group, and Settings at the foot.

Today is everything waiting for you, across every group, in the order you owe it: somebody who answered, the companies due a call today, letters to approve, and a decision only you can make. Groups lists every group with where it is filed, whether it is running, how far its companies have got and what it has cost this month; tick several rows to pause, start or file them at once. A folder is only a label you type, such as a region or a season. All companies is the one list, with a search box and a group filter; a row opens that company.

A company is found or brought, then read on its own website and judged against your own table of what makes a company worth writing to. Where it is worth it, a letter is written for it. Nothing is sent until the owner presses Send, unless the owner has let Joogoos send on its own.

One group

New group asks three questions: who it looks for, where, and what its letter starts from, either the usual letter or a copy of another group’s letters. A group with no place is not made, because nothing would ever search for it.

A group opens on four tabs. Overview says what Joogoos is doing in it, what needs you, with the price of each proposal, and its numbers. Companies is only this group’s. Letters is the group’s letters, read top to bottom, each with a rule saying who gets it; every part you leave empty falls back to the usual letter in Settings. Under them, What to say on the phone is the pitch said aloud, shown to whoever follows up the group. Limits is who and where, the group’s own week, who sends and when it stops itself, each left empty to use the workspace’s; beside them is what Joogoos decides, each with Set it myself.

A star pins a group to the menu. Pause stops it, and Retire puts it away for good.

Settings, shared by every group

Settings holds only what every group shares: the mailbox letters leave from, the places groups choose among, the table a company is judged against, the usual letter, the words no letter may carry, and the loop.

The loop is how far Joogoos may go on its own, in four steps, moved forward one at a time and back as far as you like at once. Propose: it writes and proposes, and you say yes to everything. Run groups: inside each group’s limits it changes the words a group looks for, tries a place or stops one, and keeps the version of a letter that is clearly ahead. Send: it sends the letters it wrote, unedited, up to each group’s number a day, only in a working morning where the company is; a group’s first ten each wait a morning on Today, where you can stop them. Grow: it opens a new group from one that works, at half that group’s limits. Send and Grow are off until the owner turns them on.

Following up: calls, visits, messages

Two days after a letter goes, the company comes on Today under Call them, until somebody has called. Open it, and its follow-up box says what to say: points written for that company with its letter, and the group’s script. The phone number calls, and Google Maps finds the place.

Record what you did, Called, WhatsApp, Visited, Emailed or Demo, and how it went, with a next step and its day if there is one. Saving opens the next company on the list. A next step brings the company back on Today, under Due today, on that day.

Meeting booked, Client, Later, Said no and Not a fit end the letters to that company. Said no also means its address is never written to again.

No answer
Call back
Meeting booked
Visited
Files received
Client
Later
Said no
Not a fit

A mailbox kept for letters to new customers

Letters leave from a mailbox of yours, as you. Our advice is to make one kept only for them: an address used for nothing else, on a second domain of yours if you have one, and to connect that one in Customers → Settings. Joogoos needs nothing more than the one button either way.

A provider watches a mailbox that writes to strangers more closely than one that writes to friends. If it ever limits that mailbox, your everyday email keeps working. The answers to your letters are easy to find in it, and nothing else is in it.

Test the connection, under Business → Customers, asks Google for a fresh permission for your mailbox and nothing else: no letter or message is sent, not even to you. The line beside it says Checked and the time: works, or what Google answered. If Google says the permission is gone, the mailbox shows Connect it again.

When a seller connects their own mailbox, the owner can have a group’s letters leave from it instead, signed with the seller’s name, under People in the account box.

What a seller sees

A seller sees Customers as their own: Today with who to call and who answered, Your companies, the groups the owner gave them, and Your mailbox. They read a company and follow it up; the letter and its sending stay the owner’s. Groups, New group and Settings are not in their menu.

Import a list

On All companies, Import a list takes a CSV of named people at companies, the way a contact directory exports it. Choose the file, say where the list comes from, choose who we look for, and press Read the list. Reading adds nothing and costs nothing.

It says what it read each column as, and names every column it did not read. Columns are read by their names, in English, French, Spanish and Arabic, never by where they sit, so a list with no column it can read as the company, or none it can read as an email address, is refused with the names to give them. A file saved from Excel with semicolons is read as well as one with commas.

It then says how many people would be added, and why each of the others would not, before anything is added. Only the first person at each company is kept, because one letter goes to each company.

Add puts them on your list. Each company is read on its own website and judged exactly as a company Joogoos found, so the judge can still say no to one you chose. For each one worth writing to, the letter is written at once and waits on Today, and on the Overview under Waiting for your yes. Importing is free; reading each company and writing its letter are charged as they always are, and the preview says about how much a company.

No email address, or one that is not an address.
The list marks the address as not verified. When a list says whether its addresses are verified, only verified ones are kept, because a guessed address bounces.
A free mailbox, such as gmail or outlook: a company’s own address is the one to write to.
An address you never write to again, because it asked you to stop, bounced, or was stopped by hand.
A company or an address already on your list, or already earlier in the same file.
No country, when you chose none for the rows that do not say.

A letter to a named person

A letter to somebody from a list greets them by their first name, in the letter’s language. Everything else is the letter as it always is: one opening line written from what was read on their company’s website, then your offer and your ask in your own words, and your name.

The footer, which nobody edits, says why this address was written to, and it has to be true. For an address from a list it says the address is listed for that company in the source you named, a business contact directory, and only about their business, followed by how to stop. For a company Joogoos found, it says the company published the address itself.

The address on the list is the one written to, even when the company’s own website shows another, such as info@.

When somebody answers

A mailbox connected to Joogoos can send but not read, so an answer lands in your own inbox like any other email. Where Joogoos has a reply address for your letters, Business under Customers says so: each letter carries it, an answer stops whatever was still to go to them, and the answer is sent on to your mailbox.

Where Joogoos does not see answers, the ask is best a link rather than a request to reply: a link to book a call, or to try what you offer, on your own website. A click there is counted on Analytics, and a reply is counted only when you say so. Settings says this under the ask when it has no link.

Otherwise, open the company on Customers and press They replied. Nothing more goes to them, and the company shows on Today and on the Overview until you say how it went: a call is booked, not now, or they said no. A reply you mark is counted in your marketing review like any other.

Not yet

Business: Your business, step by step: the page every brief is written from, your look and photos, your website, channels, customers and SEO.
Overview: The first tab: your work for today and this week, your marketing review, what needs you, what waits for your yes, and what each of the other tabs does.
People: Who works in this business, what each of them may do, and whose mailbox each group writes from.
Credits and what costs money: Credits are dollars, they are yours, and every call that spends them is listed.