How to Use Coupon Codes During a Call to Convert Users Instantly

🎯 Objective:

To offer limited-time coupon codes smartly during a call to help close users who are undecided, hesitant, or demanding a better deal — without affecting margin arbitrarily.

👤 Applicable Teams:

Sales Calling Team, Support Follow-up Team

🪜 Step-by-Step Process

✅ Step 1: Identify When to Offer a Coupon

Use a coupon only if:

User is price-sensitive but seems interested
User says: “Price is low”, “I’ll check with someone”, “Let me compare”
You feel a small push will close the deal

Don’t offer upfront — use it as a conversion lever.

✅ Step 2: Pitch the Coupon Smartly

Use a limited-time urgency-based script:

“Just for today, I can apply a special coupon for you — it’ll give you ₹100 extra on your final payout. Only a few are left.”

Or:

“We’re running a closing bonus offer — I can add a ₹100 extra if you schedule now. Shall I lock it for you?”

✅ Step 3: Apply Coupon Code (Backend/Manual if Needed)

If Cashkr coupon system is active:
- Provide the user the code to enter during checkout (e.g., BONUS100)
If no field available or it’s a manual override:
- Mention in CRM remarks:
  
  “Coupon code BONUS100 applied manually. Final payout to include ₹100 extra.”

Also inform the Ops team if required to manually process extra payout.

✅ Step 4: Reconfirm Pickup Slot

“Great — I’ve applied the bonus. Let’s lock your pickup — you’ll get full payment plus the coupon extra at the time of handover.”

✅ Step 5: Track Usage for Misuse

Maintain internal tracker for:
- User number
- Order ID
- Coupon applied
- Agent who issued
Limit usage: Max 1 coupon per user

🧠 Pro Tips

Offer it like a limited privilege, not a default
If asked for a coupon before you offer, say:

“Yes, we have something — I’ll check if it applies to your order.”

Never combine with price matching — use one hook at a time
Push urgency: “Valid till 6 PM only”