Turn interest into revenue by managing your pipeline, nurturing prospects, and closing deals effectively with Overjoy’s CRM and automation tools.
Once a buyer shows interest, speed and consistency matter. Whether they replied to your cold email or filled out your interest form, Overjoy helps you stay organized, follow up promptly, and convert leads into long-term customers — without the manual chaos.
Here’s how to make the most of Overjoy to close more deals and keep your pipeline moving.
1. Check Your Overjoy Inbox Every Day
The Inbox is your centralized hub for all buyer communication. All positive replies from your campaigns — whether someone asks for a catalog, a sample, or says “I’m interested” — land here.
- Make it a daily habit to check your Inbox.
- Aim to respond within 24 hours — timely follow-up drastically increases your chances of converting interest into orders.
Overjoy threads your email conversations by business, so you’ll always have the full context when replying.
2. Use Templates & Automations to Streamline Replies
As you scale your outreach, manual follow-up gets overwhelming fast. That’s where Templates and Automations come in.
- Start by saving your most common replies as Templates — for example: sending a catalog, answering wholesale FAQs, or confirming a sample shipment.
- Set up Automations for things like interest form submissions or “Send me more info” replies.
This helps you respond consistently, quickly, and without rewriting the same email ten times a week.
3. Leverage Sample Sending & Follow-Up Automations
One of the most effective ways to convert a lead is to let your product speak for itself. Top-performing brands on Overjoy use sample orders as part of their sales process.
Why sample sending works:
- It builds trust by letting buyers experience your product firsthand
- It makes the buying decision easier, especially for new relationships
With Overjoy’s Shopify integration, you can send a sample in two clicks and track its fulfillment automatically — no need to switch tabs or manually update status.
Once your sample is on its way, activate the Sample Follow-Up Automation. This automatically sends personalized follow-ups based on the sample's fulfillment or delivery status — prompting feedback, offering product catalogs, and encouraging that first wholesale order.
4. Keep Your Sales Pipeline Organized with Opportunities
Use the Opportunities page to:
- Track progress through your pipeline stages (e.g. “Intro Sent,” “Sample Sent,” or “Negotiation”)
- Assign opportunity values and expected close dates
Having a clean pipeline helps you prioritize your time — and hit your revenue goals faster.
5. Use “Write with Joy” to Speed Up Your Replies
Stuck on how to follow up or respond to a buyer's question? Use Write with Joy to instantly draft thoughtful, on-brand responses based on the thread’s context.
Whether you’re writing a thank-you note, answering a pricing question, or nudging a lead who ghosted, Joy can help you move faster while still sounding like you.
6. Schedule Sends & Set Reminders So Nothing Slips
Following up at the right time is just as important as following up at all. Use Overjoy’s built-in tools to:
- Schedule Send for messages you want to time perfectly (e.g., a Monday morning nudge)
- Set Reminders on any email thread so you’re alerted if the buyer hasn’t responded in a few days
This way, you never drop the ball — even when you’re juggling dozens of conversations.
7. Save on Faire Commissions with Lead Attribution
When a buyer you found through Overjoy ends up ordering through Faire, Overjoy will flag it for you. You’ll get notified so you can confirm if the order qualifies for a commission waiver.
That one alert could save you thousands in unnecessary fees — especially as your outreach efforts scale.
Converting leads is all about creating a seamless, consistent experience — for you and for your buyers. With the right tools and habits in place, Overjoy can help you turn curiosity into committed wholesale customers.
