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Prepared for independently owned La-Z-Boy stores · June 2026
One portal that runs the customer side of the business. Three separate systems finally talking to each other. The same build is ready to roll out to your location.
A working system, live in a real store. Not a pitch deck.
Why this matters to you
Every store like yours runs a consultation tool, the La-Z-Boy CRM, and a sales tracker. Each one holds part of the customer story. None of them share it. So staff retype the same customer three times, follow-ups slip, and nobody sees the full picture during a sale. We fixed that for Columbus. We can fix it for you.
What we built for Columbus
Not a concept. These pieces are live in the Columbus store right now, and your store would get the same foundation.
lzbcolumbus.com. The store's consumer site, built by Taptico. Comfort Club signups, special offers, a room planner, and a design blog. The store's front door online.
Livelazboy.taptico.com. The daily home base for the whole store: consultations, reports, scheduling, and every connected tool behind one login. We built it and we run it, so the store never touches a server.
LiveThe in-store consultation form staff fill out with each customer. Room sizes, style, products of interest, designer notes, and who made the sale. It's the front door for every customer record.
LiveWeekly revenue and close-ratio trends pulled straight from TrackWell, plus monthly summaries the owner can read at a glance. No spreadsheet exports, no manual tallies.
LiveMark a consultation complete and the sale flows into TrackWell on its own. Every customer with an email lands in Mailchimp. No second form, no copy and paste, no forgotten entry.
LiveThe La-Z-Boy CRM has no easy way to plug in. We built a robot that signs in like a person every week, pulls the customer list, and feeds it back into the portal.
LiveA customer who books a design appointment already raised their hand. When they don't show, that's a qualified buyer walking out the door. We built a system that wins them back on its own, the moment it happens. Nobody has to remember to follow up.
The portal detects the miss, emails the customer, alerts the team, and tracks every outcome. Start to finish, hands off.
Every 30 minutes the portal checks for appointments that came and went. Anyone who didn't show gets flagged automatically.
A three-email sequence starts within the hour, personalized with the customer's name, their designer, and a one-click reschedule link. It stops the moment they rebook.
The salesperson gets an instant heads-up. Managers get a short digest every morning, Monday through Saturday, with the full picture.
Emails sent, links clicked, appointments won back. It all feeds a live dashboard, so the result is a number, not a guess.
Industry benchmark: furniture stores that follow up within 24 hours win back up to 30% of missed appointments. This system follows up within the hour, automatically. Our target for Columbus is to recover one in four, within two weeks. Any appointment it saves is revenue that used to walk away.
A look inside
The public site customers see, and the operations portal your team would use. Real screens from the Columbus store.
The unified data layer
The big idea is simple. The Comfort Guide becomes the master customer record. Type a customer in once, and the system pushes that info to the CRM and the sales tracker for you. Here's the build, in plain steps.
Every update gets queued and retried until it lands. A slow tool or a short outage can't lose a customer anymore, and the staff form stays fast no matter what's happening behind it.
The hard one. The CRM gives nobody a real way to plug in, so we extend the same robot that already reads from it and teach it to write new customers in too. The CRM fills itself.
The system matches records across all three tools by email and phone, so one person isn't three different entries. When two records look like a match but aren't sure, a human makes the call.
When a customer walks in, staff see past purchases, past visits, and past consultations in one place. That's the payoff: every conversation starts with the full picture.
Alerts when something needs a look, a one-click retry, and a dashboard to see what's flowing. The kind of plumbing that decides whether a system runs itself or becomes another chore.
What it means for your location
The hardest work in any build is the first one. The CRM login, the sync engine, the matching logic, the screens. That's done and proven. Rolling it out to your store is a setup, not an invention.
You're not paying us to figure it out. You're getting a system that already works in a store just like yours, set up for your location and your team.
Your store's portal, your customer records, your marketing list. Independent ownership stays independent. The data works for you, not somebody else's report.
The whole point is fewer steps. One entry instead of three. The system carries the busywork so the team can stay with the customer.
We build it, host it, and keep it running. When La-Z-Boy changes a screen, we catch it up. You get a working system and a number to call, not a software project to babysit.
How we work
Who you'd work with
Twenty years inside Coca-Cola, Harley-Davidson, Live Nation, and the Atlanta Falcons. Built and exited Inc 5000 companies. Runs strategy and the engine that powers the work.
Owns the engagement end to end and runs the day-to-day of every account, including the Columbus build. Hosts the Dave Learns AI podcast.
The next step
Give us 30 minutes. We'll walk you through the live Columbus portal and show you exactly what your store would get.
Or reach Dave directly · dave@taptico.com · 404-441-9947