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NICOLE CHEN | VALUE CREATION

Customer Relationship &
Sales Process Optimization

They came in once.
So why didn't they stay?

Book a strategy session →

PAIN POINTS

How many of these sound familiar?

📣

Ads keep running

but messages slip through

👤

Relationships live with one person

who takes the clients when they leave

💬

Complaints get explanations first

small issues turn into bad reviews

🧩

Too few hands

so nothing was ever systematized

CORE LOGIC

Marketing, sales and customer relationships
are one continuous experience

Fix only one part, and the other two cancel out the results.

1

Marketing

Bring the right people in

AWARE ・ APPEAL

Bring them in →

2

Sales

Turn visitors into customers

ASK ・ ACT

Close the sale →

3

Customer Relationships

Get customers to stay, return and refer

ADVOCATE

Word of mouth feeds marketing ↺

Loop A

Questions heard on the front line → back into marketing content and FAQs

Loop B

Happy customers → word of mouth, referrals, reviews

Customer records: data shared by all three

Who came・Where from・Why they bought・Why they didn't・Why they came back

SERVICE SCOPE

Ten areas, one complete customer journey

Your strategy session results decide which ones come first.

BEFORE

Contact & Experience

Customer journey & touchpoint audit
In-store & service experience

DURING

Inquiry & Closing

Sales Process Optimization
Complaint handling

AFTER

Retention & Repeat Purchase

Relationship building & repeat purchase
Reputation management

FOUNDATION ・ The people and systems that keep it all running

Customer records & handover

Staff incentive programs

Proactive staff care

SOP・Training・KPI

FIELD NOTES

What I see → My take

Observation 01 | Complaints

When customers complain, fix the relationship first, not the facts

What I see: staff rush to explain and dig up old records, and nobody tends to how the customer feels first.

01

Read the mood

Eyes・Body language・Tone・Urgency

02

Clarify the need

Would you like a replacement?

03

Act right away

Apologize・Redo・Exchange・Refund

04

Training

Keep it from happening again

Observation 02 | Sales process

What I see

Ads go live before the process is ready: missed messages, scattered information, no clear point to close.

↓

My take

Optimize the sales process before any marketing begins.

Observation 03 | Systems

What I see

Too few hands, so nothing was ever systematized; AI customer service gets added, but it talks too much and never guides the next step.

↓

My take

Start by collecting leads regularly, unifying touchpoints and keeping records; bring in systems once you've grown.

PLANS

Two ways to work together

The difference: "find the problems" or "find the problems, then put the fixes in place."

PLAN 01

Full Diagnosis

A complete audit of customer relationships and sales process, carried out by your own team

2 days

on-site

1 month

duration

✓Full audit across all ten areas to find every gap and detail
✓Analysis report delivered

NT$120,000

PLAN 02

Optimization & Implementation

After the diagnosis, we put the improvements in place on-site until your team owns them

6 days

on-site

3 months

duration

✓Process improvements and adjustments based on the diagnosis
✓On-site notes on each staff member's habits
✓Two bonus classes: grooming & tone of voice, complaint handling

NT$360,000

Requirement | One internal point person

Chains | One shared training location

I don't promise sales numbers, because sales also depend on product, price and market. What I do is find where you lose customers and design every step well. Final terms are set by contract.

PROCESS

How we work together

01

Strategy session

02

On-site audit

03

Optimize & adjust

04

Training & handover

ABOUT NICOLE

Nicole Chen (陳宇芹) | Marketing Strategy Consultant

I've built brands and started businesses, so I understand what owners are thinking and where the front line gets stuck. I've worked with a makeup artist of 20 years, an aesthetic clinic of 17 years and a garment manufacturer of 35 years.

18yrs

hands-on e-commerce & CRM

12yrs

serial entrepreneurship

8+

industries served

中華人事主管協會 Certified Customer Relationship Service Manager (CRMS) (2025)

中華人事主管協會 Certified Training & Development Manager (2024)

EMBA Lecturer, National Taipei University of Business

FAQ

FAQ

Q. Do you guarantee sales or repeat-purchase rates?

No. Sales also depend on product, price and market. What I do is find where you lose customers and design every touchpoint well.

Q. How is this different from outsourced marketing?

Outsourced marketing brings people in. This service makes sure they stay, come back and refer others.

Q. Do I need a new CRM system?

Not necessarily. Sort out the process and who owns what first, then pick tools. Many companies start with their existing LINE Official account, forms or spreadsheets.

Q. Can we do this without a dedicated customer service team?

Yes. The process is designed around your current staff, so it fits into their everyday work.

Q. Does it work for online-only businesses?

Yes. Customer journeys, sales process, records and handover, complaints and repeat purchases matter just as much for online brands.

Q. Do small teams or solo studios need this too?

Yes, just done differently: collect leads regularly, unify touchpoints and keep records first, then bring in systems as you grow.

Q. Can I just use AI customer service?

Yes, but design the process first: which questions AI answers, when it guides the next step and when it hands off to a person.

Q. Are there privacy concerns with customer data?

We design notice, consent and access rights in line with Taiwan's Personal Data Protection Act; aesthetic clinic medical records also fall under Taiwan's Medical Care Act. Please confirm details with your legal counsel.

Q. How do we get started?

Start with a 60-minute strategy session (NT$2,000). If we work together long term, the fee is credited toward your plan.

It's not that customers won't come back.
No one paved the way for them.

A 60-minute strategy session to find where you lose customers and what to fix first.

Book a strategy session NT$2,000 →

LINE Official @233sitkc | Not a fan of hard selling? If it's not a fit, I'll tell you straight.