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Post-Sale
Post-Sale Guide — BlueSignal 🔄
How to support customers after installation, manage referrals, and keep accounts running smoothly.
This page explains what happens after the sale is closed, how customers receive ongoing support, and how sales reps continue earning referral bonuses without becoming account managers.
1. What “Post-Sale” Means at BlueSignal 🌱
Once a customer purchases a device or service:
• The sales rep’s job shifts to relationship + referrals
• The service team takes over all technical support
• Customers receive ongoing monitoring + notifications
• BlueSignal handles all maintenance, troubleshooting, and updates
Sales sells.
Service supports.
Clear, simple, scalable.
2. What Sales Reps Do After the Sale 💬
✔ Stay connected for referrals
Your main responsibility after the sale is:
Stay the customer’s personal contact for referrals.
You are their “BlueSignal rep,” meaning:
• If they refer friends, neighbors, HOAs, or dock owners — you get the bonus
• If they have questions about who to refer — you answer that
• If they want another device — you forward them to sales or service
You are not their installer or technical support contact.
3. What Sales Reps Do Not Handle 🚫
Sales reps do not manage:
• Install issues
• Device troubleshooting
• Data questions
• App questions
• Scheduling
• Maintenance visits
• Monitoring alerts
Those go to the service team.
Clear boundaries make the business run smoother and keep roles clean.
4. Who Supports the Customer After Install 🛠️
The Service Team (Primary Support)
Handles:
• Device performance
• Monitoring issues
• App access
• Data accuracy
• Hardware troubleshooting
• Maintenance and inspections
• All operational questions
Customers can contact support at:
This email is monitored by the service team, not sales.
5. How Notifications Work for Customers 🔔
After installation, customers automatically receive:
• Device activation confirmation
• Monitoring updates
• Real-time alerts (based on device type)
• System status changes
• Periodic check-in reports
No action required from sales.
6. Ongoing Customer Touchpoints 🤝
Sales Reps (Light Touch)
• Check-in every 60–90 days with a simple message:
“Hope the system is working well — if you ever need additional devices or want to refer someone, I’ve got you.”
Service Team (Active Support)
• Handles everything else as needed
• Reaches out proactively if the system detects issues
• Helps with upgrades, issues, reinstallations, etc.
7. Referral Bonus Rules (Post-Sale) 🎉
Sales reps keep earning referral bonuses for as long as they’re attached to the customer:
• $25 for every deck cleaning referral
• $20 for every solar cleaning referral
• 5% commission on hardware sales + install revenue
These are paid as Upwork bonus milestones.
Customer must be linked to you in our CRM or workflow system.
You don’t need to:
• Be in the field
• Be on the support team
• Answer technical questions
You just maintain a positive relationship.
8. When Sales Should Defer to Service ☎️
If a customer asks about:
• Device placement
• Sensor readings
• Power issues
• Connectivity
• App login or dashboard
• Replacement parts
• Device performance
• Water data interpretation
Sales reps should respond:
“That’s something our service team handles directly. Email hi@bluesignal.xyz and they’ll get you squared away.”
Never offer field advice or technical troubleshooting unless explicitly trained.
9. Recommended Post-Sale Script 🗣️
Immediately After Closing the Sale
“Your installation will be handled by our service team. If you have friends or neighbors who may want monitoring, I’m your contact. For technical questions, just email hi@bluesignal.xyz.”
After Installation
Send 1 follow-up message:
“Glad to hear you’re installed! If you ever need anything related to referrals or new devices, reach out anytime. For support or technical help, our team is at hi@bluesignal.xyz.”
Recurring Follow-Up
Every 2–3 months:
“Hope everything is running smoothly. If you ever want to add monitoring at another site or refer someone, I’ve got you.”
10. How This Makes the Business Scale 📈
This structure keeps BlueSignal growing cleanly:
• Sales stays focused on revenue
• Service keeps expertise centralized
• Customers get consistent support
• Reps continue earning through relationships, not maintenance
• No confusion, crossed wires, or untracked promises
It’s simple, professional, and scalable.