How to record a presentation

A presentation is your record of the products that you show to a customer. It records what you showed, how the customer reacted to each item, and any item that sold.

Presentations have two purposes. First, they help you remember your interactions with a customer. Second, they teach Lychee what that customer likes and does not like. Then you and your team can serve the customer better next time. Record a presentation after each meaningful interaction where you showed products to a customer. Do this also when nothing sold.

Recording a presentation

Choose the customer. Start a new presentation and attach it to the customer that you helped. A presentation needs only this one thing. The customer connects the interaction to their history. If the customer is not in Lychee yet, you can add them without leaving your current work (see How to add a customer). You can start the presentation while you are still with the customer. You can then continue to add items during the interaction.
Add the products you showed. Add each item. Mark whether you only presented it or the customer bought it.
Record the reaction. For each item, record how the customer felt: Thumbs Up, Neutral, or Thumbs Down. Give honest reactions. These reactions become the likes and dislikes of the customer, and Lychee uses them in product insights.
Note a timeframe. (Optional) If the customer was interested, record how soon they might buy. This can be from a few days to a few years. This helps you plan the time of your follow-up.
Add notes. (Optional) Write anything that is useful to remember. Examples are a size, an occasion that the customer mentioned, or the person they shopped for.
Set the source. (Optional) The default source of a presentation is In Store. If the interaction occurred remotely, change the source to Web Inquiry or Phone Inquiry.
Credit collaborators. (Optional) If a colleague helped with this customer, add the colleague. The colleague then shares the credit and can see the customer from now on.
Save it. You do not have to do more. Lychee does the remaining work.

If the customer wants a hard-to-get piece

When a customer strongly wants a highly sought-after product, record it as an interest. Do not omit it. Such a product can be a limited edition or an allocated piece that you cannot sell immediately. The interest keeps a record that the customer wants the product. Then the customer can get an offer when one is available.

What happens after you save

You do not have to submit anything. A presentation saves as a draft. Lychee finalizes it automatically at the end of the day. When Lychee finalizes the presentation, the presentation does these things:

It adds to the history of the customer and to their likes and dislikes.
It updates product insights. For example, it updates how often sales associates present an item, compared with how often they sell it.
It can start follow-ups for your team.

The presentation stays a draft until the end of the day. Thus, you can continue to edit it during the day. Remember to always attach the customer. Lychee does not finalize or count a draft with no customer.

Make it a habit. Record each presentation at the time of the interaction. Do not record it from memory at the end of your shift. The more accurate the reactions and notes are, the more useful they are. They change a single interaction into a relationship that Lychee can help you build.