Nov 5, 2025
Engagement Season Starts at Thanksgiving: CRM + POS Playbook for Ring Shoppers
Peak engagement season runs Thanksgiving → Valentine’s. Use jewelry CRM + POS to track leads, book appointments, offer proposal kits, same-day CAD consults, deposits, and SMS flows that close the sale
Pumpkin pie, football, family dinners…and hidden ring boxes.
Welcome to engagement season.
In the U.S. and Canada, 47% of proposals happen between Thanksgiving and Valentine’s Day — peaking in late November, Christmas week, New Year’s Eve, and Valentine’s Day. That means ring shopping spikes hard from the moment turkey hits the table.
Yet most jewelry stores don’t treat this window as a structured selling season.
They react to traffic instead of optimizing for it.
This blog is your action playbook, combining:
✅ Jewelry CRM (for lead capture, clienteling, SMS flows, follow-ups)
✅ POS (for deposits, ring SKUs, pricing rules, payment links)
✅ Store workflows (proposal kits, CAD consults, appointment funnel)
When these systems work together, you don’t just sell rings —
you build a pipeline of repeat clients, referrals, and future upgrades.
Our team at Luxare by Diaspark can guide you through the busy season. Contact us here to learn more or book a demo to see our software suite for jewelry and watch retailers in action.
Why engagement season matters financially
Engagement ring shoppers aren’t just one sale. They are a decade of revenue:
- Wedding bands (his & hers)
- Anniversary upgrades
- Push presents
- Repairs, resizing, engraving
- Cleaning & maintenance
- Event gifting (Mother’s Day, holidays, birthdays)
Your CRM must treat every ring buyer as a relationship, not a transaction.
The problem: ring buyers don’t behave like normal shoppers
Engagement shoppers:
- Research online long before they walk into a store
- DM jewelers via Instagram / TikTok screenshots
- Prefer private appointments, not browsing cases
- Want reassurance, transparency, and speed
But here’s the real pain point:
82% of customers who inquire about engagement rings never return if there’s no follow-up within 24 hours.
That’s where jewelry CRM + POS automation saves deals.
You don’t have a traffic problem — you have a tracking problem.
PHASE 1: Lead Capture Before They Walk In
Thanksgiving → New Year’s Eve
Strategy: Funnel online interest into booked appointments
Use your jewelry CRM to capture leads from:
- Instagram DMs
- TikTok Live “ring try-on” comments
- Website chat or quiz (“What’s your partner’s style?”)
- Landing pages promoting proposal kits
- QR codes on holiday displays (“Book a ring consultation”)
Every inquiry becomes a CRM contact with tags:
engagement leadproposal timelinebudget rangestyle preference(solitaire / halo / three-stone)
CRM automation triggers:
Lead fills form saying “shopping soon”: Text message: “Want to see 3 styles that fit your budget?”
DM received on Instagram: CRM assigns sales associate; reminder: follow-up in 4 hours
Abandoned ring-builder on website: SMS: “Want us to hold this center stone?”
Why it works:
People ghost brands — not humans. Personalized CRM touchpoints increase appointment booking rates.
PHASE 2: Convert Appointments Into Commitment
Dec 20 → Valentine’s Day Rush
Once a shopper is in your store, your POS + CRM should remove friction and increase confidence.
Play #1: Proposal Kits
(for buyers who “need to think about it”)
Build a take-home kit with:
- Two or three sample ring styles
- Printout of CAD or renderings
- Size & fit tools
- Cleaning cloth
- QR code that reopens their cart in POS
CRM automation → 48-hour text:
“How did the proposal kit feel? Ready to pick the final ring?”
Play #2: Same-Day CAD Consults
Fast beats perfect.
Ring shoppers want instant visualization.
Workflow:
- Associate logs consultation in CRM
- Bench/CAD receives real-time job ticket
- CAD rendering returned same day
- CRM triggers follow-up and deposit link
This is where Luxare’s POS + CRM sync shines:
- Style preference flows to CAD team
- Images get attached to customer record
- No one asks the customer to repeat themselves
Play #3: Deposit Rules (POS-driven close)
Ring shopper says: “Let me think.”
Associate says:
“You can lock the stone today with a refundable deposit.”
POS should support:
- Partial payments
- Split payments
- Digital payment link via SMS
Fact:
Shops that offer “stone reservation deposits” close 3× more deals than stores that only push full purchase.
PHASE 3: After the Proposal → Loyalty Loop
Feb → Long-term CRM lifecycle
Once the proposal is done, most jewelers stop communicating.
This is the biggest missed opportunity in the industry.
Your jewelry CRM should automatically trigger:
3 weeks after purchase: “Congrats! Time to talk wedding bands?”
6 months after proposal: Free cleaning appointment (POS pre-books it)
9 months after proposal: “Let’s discuss wedding bands — we offer matching sets.”
Anniversary each year: Upgrade campaign: Before/After transformations
These aren’t campaigns.
These are loyalty loops.
A ring sale is not the finish line — it’s mile zero.
Example workflow inside Luxare CRM + POS
Lead DM’s IG: “Can you price this oval solitaire?”
CRM record created → lead tagged → SMS reply sent.
Customer books appointment
CRM sends calendar invite + reminder 24 hours prior.
In-store consult
POS pulls up CAD options + pricing + financing.
Deposit secured
Payment link sent from POS; CRM records deposit.
Proposal kit
Status updates + gentle nudges.
Engagement
CRM shifts customer into wedding band workflow.
Wedding band sale
POS completes upsell → CRM logs referral incentive.
End result?
You don’t just close a ring.
You secure the relationship.
Messaging templates (use for CRM automation)
SMS – After Appointment
“Loved meeting you today! I saved your top two ring styles under your profile. Ready whenever you are.”
SMS – Proposal Kit Checkout
“How did the oval vs halo feel? Want us to reserve the center stone?”
SMS – Deposit Nudge
“Quick update: that stone has interest from other shoppers. Want me to hold it with a deposit?”
These convert. Because they speak from a partner mentality, not pressure.
Engagement Season KPI Dashboard
Track these daily in Q4 → Q1:
Lead → Appointment Rate: 35–45%
Appointment → Deposit Rate: 25–35%
Proposal Kit Conversion: 40%
Time to lead follow-up: < 4 hours
Once you measure, you can scale.
Why this matters NOW
Because Thanksgiving isn’t the start of the holidays.
It’s the start of engagement season.
- Couples are shopping earlier
- Social influence drives shortlist decisions
- Speed + clarity beats slow + perfect
Your edge isn’t the diamond.
Your edge is:
- Response time
- Confidence-building process
- Seamless CRM + POS experience
Stores that nail this sell more rings.
Stores that don’t blame the economy.
Final Takeaway
Engagement season is not a season.
It’s a pipeline event.
From Thanksgiving to Valentine’s Day, your CRM and POS should:
✅ capture leads
✅ book consultations
✅ secure deposits
✅ automate follow-ups
✅ initiate loyalty loops
Luxare by Diaspark helps jewelers:
- Track every lead and appointment
- Manage CAD, deposits, and proposal kits
- Turn ring buyers into lifelong clients
Because selling the ring is great.
Owning the relationship is better.
Contact our team of experts today!
Related Resources
Repair & Resale Boom: Why Jewelry & Watch Repair Shops Could Be the Big Opportunity in 2026
With gold near record highs and resale booming, 2026 is prime time for repair shops. Here’s how to win with refurbishment, subscriptions, and repair-shop software.
Repair & Resale Boom: Why Jewelry & Watch Repair Shops Could Be the Big Opportunity in 2026
With gold near record highs and resale booming, 2026 is prime time for repair shops. Here’s how to win with refurbishment, subscriptions, and repair-shop software.
Repair & Resale Boom: Why Jewelry & Watch Repair Shops Could Be the Big Opportunity in 2026
With gold near record highs and resale booming, 2026 is prime time for repair shops. Here’s how to win with refurbishment, subscriptions, and repair-shop software.
Holiday Returns Are Coming: How Jewelry Retailers Should Prepare Now
Returns are coming after Dec 26. Prep now with clear policies, exchange-ready inventory, fast triage, and jewelry CRM workflows to reduce costs and turn returns into Q1 revenue.
Holiday Returns Are Coming: How Jewelry Retailers Should Prepare Now
Returns are coming after Dec 26. Prep now with clear policies, exchange-ready inventory, fast triage, and jewelry CRM workflows to reduce costs and turn returns into Q1 revenue.
Holiday Returns Are Coming: How Jewelry Retailers Should Prepare Now
Returns are coming after Dec 26. Prep now with clear policies, exchange-ready inventory, fast triage, and jewelry CRM workflows to reduce costs and turn returns into Q1 revenue.
December Is Planning Season: The Jewelry KPIs That Matter Before Year-End
December is planning season. Track the jewelry KPIs that truly matter—inventory turnover, GMROI, sell-through, margin, stockouts, and sales analytics—to fix issues before Jan resets.
December Is Planning Season: The Jewelry KPIs That Matter Before Year-End
December is planning season. Track the jewelry KPIs that truly matter—inventory turnover, GMROI, sell-through, margin, stockouts, and sales analytics—to fix issues before Jan resets.
December Is Planning Season: The Jewelry KPIs That Matter Before Year-End
December is planning season. Track the jewelry KPIs that truly matter—inventory turnover, GMROI, sell-through, margin, stockouts, and sales analytics—to fix issues before Jan resets.