Ideas to put to work
Store analysis for each client, plus the routine order work behind it.
Monthly sales review
Sofia pulls the sales report, breaks it down by category and coupon in Excel, and updates the client's review deck in PowerPoint.
Review themes by product
Sofia reads product reviews, groups praise and complaints, and drafts a summary in Word for the client's product meeting.
Refunds from support tickets
Sofia reads a Zendesk ticket, checks the order, and creates the refund with a note on the order, with your approval.
Orders reconciled to the books
Sofia compares orders and refunds with Xero invoices and payments and lists every difference.
Orders updated after a delay
After a shipping delay, Sofia updates the affected orders in bulk and adds a note to each, with your approval.
What Sofia can do with WooCommerce
Sofia reads and keeps current
- Orders
- Customers
- Refunds
- Coupons
- Product categories and tags
- Product variations
- Product reviews
Sofia does, with your approval where you want it
- Create an order
- Add a note to an order
- Create a refund
- Update a customer
- Create or update a product
- Update orders in bulk
- Pull a sales report
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft PowerPointSlide decks for pitches, proposals and client updates
- Microsoft WordWord processor for letters, reports and contracts
- ZendeskCustomer service ticketing and help center
- XeroCloud accounting for small businesses
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
Let Sofia analyze your WooCommerce stores
Score your firm in three minutes, or talk to our team.