Boutique clothing store
Elmstead Ridge Boutique · Boutique clothing store · Burlington, VT
Ottilie Ravensworth owns Elmstead Ridge Boutique, a women's clothing shop, and she runs every new customer through this list so nobody who asks about a style session slips away before their first sale is on hold.
Use this templateIntake board
CustomersNew contact6
Marisela Tolliver(802) 555-0111marisela.tolliver@wisterialanemail.com
Beatrix Lindqvist-Cole(802) 555-0117beatrix.lindqvistcole@wisterialanemail.com
Saoirse Ketchum(802) 555-0121saoirse.ketchum@wisterialanemail.com
Cordelia Nwosu(802) 555-0130cordelia.nwosu@fernhollowmail.net
Fiona Garrity(802) 555-0133fiona.garrity@wisterialanemail.com
1 moreStyle session booked6
Odette Calloway-Hsu(802) 555-0112odette.callowayhsu@fernhollowmail.net
Jocelyn Ihejirika(802) 555-0116jocelyn.ihejirika@fernhollowmail.net
Henrietta Voss(802) 555-0124henrietta.voss@fernhollowmail.net
Yvette Ramaswamy(802) 555-0125yvette.ramaswamy@wisterialanemail.com
Philippa Zhdanov(802) 555-0128philippa.zhdanov@fernhollowmail.net
1 moreFirst sale booked5
Wrenna Castellanova(802) 555-0118wrenna.castellanova@fernhollowmail.net
Annika Oyelaran(802) 555-0119annika.oyelaran@wisterialanemail.com
Giulia Hartsfield(802) 555-0129giulia.hartsfield@wisterialanemail.com
Maren Stoltzfus-Beale(802) 555-0131maren.stoltzfusbeale@wisterialanemail.com
Mirabel Thackwell(802) 555-0141mirabel.thackwell@wisterialanemail.com
Bought12
Priya Vandekamp(802) 555-0113priya.vandekamp@wisterialanemail.com
Noor Fairweather(802) 555-0115noor.fairweather@wisterialanemail.com
Delphine Arceneaux-Lund(802) 555-0120delphine.arceneauxlund@fernhollowmail.net
Imogen Pruitt(802) 555-0122imogen.pruitt@fernhollowmail.net
Tabitha Eskew(802) 555-0126tabitha.eskew@fernhollowmail.net
7 moreNot now3
Collette Askew(802) 555-0114collette.askew@fernhollowmail.net
Lucinda Abara(802) 555-0123lucinda.abara@wisterialanemail.com
Ottoline Rees-Banerjee(802) 555-0142ottoline.reesbanerjee@fernhollowmail.net
Tables
Customers
32 sample rows · 15 columnsEveryone who has walked in, written or been referred, from first contact to a booked first sale.
| Customer | Phone | Where they are | How they found us | Prefers to hear by | Dress size | |
|---|---|---|---|---|---|---|
| Saoirse Ketchum | (802) 555-0121 | saoirse.ketchum@wisterialanemail.com | New contact | Website form | M | |
| Cordelia Nwosu | (802) 555-0130 | cordelia.nwosu@fernhollowmail.net | New contact | Text | XS | |
| Yvette Ramaswamy | (802) 555-0125 | yvette.ramaswamy@wisterialanemail.com | Style session booked | Website form | Phone call | L |
| Fiona Garrity | (802) 555-0133 | fiona.garrity@wisterialanemail.com | New contact | Friend referral | Text | S |
| Henrietta Voss | (802) 555-0124 | henrietta.voss@fernhollowmail.net | Style session booked | Walk-in | Phone call | L |
| Beatrix Lindqvist-Cole | (802) 555-0117 | beatrix.lindqvistcole@wisterialanemail.com | New contact | Walk-in | XS | |
| Thea Montrose | (802) 555-0134 | thea.montrose@fernhollowmail.net | New contact | Walk-in | Phone call | L |
| Marisela Tolliver | (802) 555-0111 | marisela.tolliver@wisterialanemail.com | New contact | Friend referral | Phone call | M |
| Philippa Zhdanov | (802) 555-0128 | philippa.zhdanov@fernhollowmail.net | Style session booked | Trunk show | Text | XL |
| Dolores Vanterpool | (802) 555-0140 | dolores.vanterpool@fernhollowmail.net | Style session booked | Text | XS | |
| Odette Calloway-Hsu | (802) 555-0112 | odette.callowayhsu@fernhollowmail.net | Style session booked | Website form | Phone call | XL |
| Jocelyn Ihejirika | (802) 555-0116 | jocelyn.ihejirika@fernhollowmail.net | Style session booked | Trunk show | Phone call | XS |
20 more rows
Sales
23 sample rows · 9 columnsEach piece or outfit a customer buys, from the first sale being held for them to paid.
| Sale | Sale number | Customer | Kind | Status | Sale date | Sale total |
|---|---|---|---|---|---|---|
| Oyelaran — everyday tote | S-1005 | Annika Oyelaran | First sale | Booked | Oct 14, 2026 | $440 |
| Castellanova — cashmere crewneck | S-1004 | Wrenna Castellanova | First sale | Booked | Oct 12, 2026 | $350 |
| Stoltzfus — cashmere crewneck | S-1012 | Maren Stoltzfus-Beale | First sale | Booked | Oct 12, 2026 | $160 |
| Thackwell — silk scarf set | S-1023 | Mirabel Thackwell | First sale | Booked | Oct 10, 2026 | $415 |
| Hartsfield — knit scarf and gloves | S-1011 | Giulia Hartsfield | First sale | Booked | Oct 9, 2026 | $630 |
| Halloran — merino cardigan | S-1018 | Sunniva Halloran | Repeat sale | Paid | Oct 5, 2026 | $260 |
| Pennington — linen shirt dress | S-1020 | Kamala Pennington | Repeat sale | Paid | Oct 5, 2026 | $180 |
| Brockhurst — wool wrap coat and a second piece | S-1022 | Ilse Brockhurst | Repeat sale | Paid | Oct 5, 2026 | $215 |
| Halloran — everyday tote | S-1017 | Sunniva Halloran | First sale | Paid | Sep 15, 2026 | $170 |
| Pennington — merino cardigan | S-1019 | Kamala Pennington | First sale | Paid | Sep 14, 2026 | $330 |
| Arceneaux — wide-leg trousers | S-1007 | Delphine Arceneaux-Lund | Repeat sale | Paid | Sep 2, 2026 | $450 |
| Brockhurst — wool wrap coat | S-1021 | Ilse Brockhurst | First sale | Paid | Sep 2, 2026 | $585 |
11 more rows
Brands
8 sample rows · 5 columnsThe labels the shop carries, what tier they sit in and how long a reorder takes.
| Brand | Price tier | Reorder lead time | Sales rep | Rep email |
|---|---|---|---|---|
| Kestrel and Vine | Premium | 21 | Bertil Hawksworth | bertil.hawksworth@kestrel-wholesale.com |
| Marlow Dunes | Mid-range | 14 | Ayesha Cordero | ayesha.cordero@marlow-wholesale.net |
| Thistledown Knitwear | Mid-range | 18 | Gunnar Aldous | gunnar.aldous@thistle-wholesale.com |
| Oyster Mill Denim | Everyday | 10 | Anjali Desrosiers-Wu | anjali.desrosierswu@oyster-wholesale.net |
| Alder and Ash | Premium | 28 | Matteo Burrage | matteo.burrage@alder-wholesale.com |
| Sparrowgate Linen | Mid-range | 16 | Odalys Teague | odalys.teague@sparrow-wholesale.com |
| Pennywhistle Basics | Everyday | 7 | Lars Okonjo | lars.okonjo@pennywhistle-wholesale.net |
| Corbel Street Shoes | Premium | 24 | Zinnia Hartwell | zinnia.hartwell@corbel-wholesale.net |
Forms and booking
Welcome card
FormWelcome cardThe card on the shop counter and the page behind the Instagram link, for anyone who wants to hear about styling and new arrivals.
What should your stylist call you? *
Which number is best for a quick text?
Where can we send new arrivals?
How did you find the shop?InstagramWalk-inFriend referralWebsite formTrunk show
How would you like us to reach out?TextEmailPhone call
Join the listAlso included
- Monday new contactsDigest
- First sale on holdNotificationTells the customer's stylist the moment a first sale is held, so the pieces are steamed and ready.
- Not nowRow action
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