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The Holiday Balancing Act
Pre-Holiday & Post-Holiday Planning for D2C India.
A regular dose of D2C-centric resources & tools for Growing Brands, Startups & Entrepreneurs.
The Holiday Balancing Act: Pre-Holiday & Post-Holiday Planning for D2C India.
☕️ Hey Operators, Ready for the Wild Weeks Ahead?
Everyone plans for New-year sales. Few plan for New-year hangovers.
Let’s fix that!...
The Indian D2C festive season is basically a stress test disguised as a marketing opportunity.
Your marketing’s screaming, your couriers are sweating, your CRM is crying — and you’re probably praying to 1300+ gods.
But here’s the truth:
So, let’s talk about both.
What to do before the festive madness, and how to manage after the noise dies down.
A. Before the Holidays: Prep, Predict, and Prevent
The pre-holiday window is where serious brands quietly gear up while everyone else argues about discount percentages.
1. Marketing: Warm Up Your Old Engines
Last year’s buyers? They’re your cheapest conversions this year.
What to Do | Why It Works | Bonus Tip |
Retarget last year’s festive customers | They convert 60–70% faster | Layer/Filter lookalikes using CRM data* |
Reuse high-performing coupon logic | Lowers CAC by 10–12% | Drop “sitewide” codes; personalise instead |
Segment by region & festival | Onam ≠ Diwali ≠ Christmas | Launch micro-campaigns with regional creatives |
Automate pacing | Avoid CPC spikes | Let AI Co-pilot throttle budgets dynamically |
*Layer/Filter lookalikes using CRM data:
means using your existing first-party customer data (from your CRM) — like purchase history, AOV, category interest, geography, and engagement — to build lookalike audiences across platforms.
In simple terms:
You export or sync your CRM’s best-performing customer segments (for example, “people who bought during last Diwali and didn’t return products”).
Use datasets to find similar users who share behavioural or demographic traits.
You then “layer” or filter that lookalike group by additional criteria (for example, “interested in skincare” or “lives in Tier-1 cities”) to make targeting sharper.
So “layer lookalikes using CRM data” =
👉 Take your real customer data → build a lookalike audience → refine it using behaviour or demographics → spend smarter during campaigns.
Small brands: double down on repeat buyers.
Bigger brands: pre-launch waitlists work wonders for hype control.
Announce early access or “waitlist sign-ups.”
Example: “Join the Diwali Early Access List and get first dibs on limited stock.”
Collect sign-ups in advance via CRM or WhatsApp.
Each signup gets logged with basic data (email, phone, region, product interest).
Launch the sale in phases.
2. NDR & Logistics: Choose Speed Over Luck
There’s no “one-size-fits-all” courier strategy in India. Treat it like chess, not checkers.
Pull data from last year’s courier dashboards.
Flag PIN codes with NDR rates above 15%.
Assign alternate partners based on need.
Use WhatsApp verification for COD orders (it cuts fake attempts fast).
Pro move: Let your RTO Suite score carriers by region, speed, and reliability.
(It’s like Tinder for logistics — minus the ghosting.)
3. Returns: Don’t Let Refunds Ruin Revenue
Returns happen — but they don’t have to hurt.
Pre-Holiday Move | Benefit |
Mark repeat-return SKUs as “exchange-only” | Prevent habitual refunds |
Enable RMS “exchange-first” flows | Retain 20–30% of potential refund revenue |
Add extra QC for fragile SKUs | Stops damage-led returns at source |
RMS + CRM combo helps identify why things come back — and lets you fix root causes before they multiply.
4. CRM: Automate Empathy (Before It’s 3AM and You’re Replying to DMs)
Pre-tag common festive queries: “Where’s my order?”, “Gift option?”, “Late dispatch?”.
Use AI Copilot + CRM to spot recurring issue clusters (e.g., “spoilt batch – Delhi region”).
Instead of reading each ticket manually, the system does:
Text similarity match
(“spoilt”, “damaged”, “leaked”, “bad condition” → same bucket)Geo-tag match
(PIN codes in Delhi NCR)SKU match
(Product X repeatedly reported damaged)
The system groups these tickets automatically and says:
“⚠️ Possible Spoilt Batch Detected — Delhi Region”
“7 customers reported ‘bad condition / leakage’ for SKU X in the past 3 hours.”
This is called issue clustering.
Pre-schedule macros for festival FAQs.
Automate reassurance messages — festive tone, transparent ETA.
✨ Tone check: “We’re running at full speed, and your gift will arrive on time” > “We’re working on it”.
5. Checkout: Maximise Every Basket
This is your conversion moment — don’t waste it.
What to Optimise | Why | Quick Fix |
Cross-sell & bundles | Boost AOV | “Gift Together” suggestions |
Payment routing | Prevent failed payments | Adaptive routing by 1Checkout |
Load speed | Keep trust alive | <1 second for checkout load |
Localised UX | Personalisation = comfort | Multi-language interface |
7. Automation & Staffing: Because Humans Need Holidays Too
Queue refund and confirmation flows for automation.
Assign fallback for system overrides.
Let Co-pilot watch for anomalies — courier mismatches, payment drops, data sync gaps.
Let use-case specific chatbots take care of 92% of all queries
Ensure real-time auto communication between Brand/Customer/Logistics Partner to minimise NDRs
B. After the Holidays: Analyse, Adapt, and Reset
You’ve survived the rush. Now’s when your system shows what it actually learned.
1. Marketing: The After-Party Still Converts
Yes, people still shop after holidays — usually for clearance, gifts, or revenge (on missed deals).
Segment | Campaign | Angle |
Clearance Buyers | “After-Party Sale” | “Your last chance to grab what you missed.” |
Gift Recipients | “Liked your gift?” | Target alt addresses from past orders |
Late Spenders | “Missed the rush?” | Softer tone, higher retention rates |
Feed data from post-festive sales into our Journey Management System (JMS) — it identifies late-cycle converters for the next campaign.
2. Returns & Refunds: The Avalanche Phase
The first week post-sale? Pure chaos. But also, pure insight.
Step | Automation | Outcome |
Auto-classify reason | AI Co-pilot + RMS | Detect real vs avoidable returns |
Identify courier-level issues | CRM clustering | Fix recurring delivery damage |
Push exchanges | RMS + WhatsApp | Preserve revenue & goodwill |
Auto-process refunds | RMS | Automating based on brand set flows - up to 100% automation |
3. Carrier Review: Time to Grade the Couriers
Metric | Ideal | Fix |
First Attempt Delivery | >92% | Reassign underperforming regions |
NDR→RTO Conversion | <25% | Add address-verification |
Delay Variance | <1.5 days | Flag for SLA review |
Feed these back into RTO Suite → automated route optimisation for the next surge.
Small brands: prioritise consistency.
Big brands: run predictive courier allocation.
4. CRM: From Firefighting to Feedback
Now it’s about calm, not campaigns.
Auto-send thank-you messages, review collection, short surveys and more.
Identify recurring complaint clusters (AI spots trends before humans do).
Shift chatbot and agent tone from “Sell” → “Support.”
Reduce support frequency to normal cadence.
5. Checkout & Automation Reset
Remove urgency pop-ups — the clock’s stopped ticking.
Replace “Hurry” messaging with “Still available, at calm prices.”
Adjust routing from high-load → efficiency mode.
Schedule data clean-up automations for order/courier mismatches.
Post-holiday goal: stability > speed.
Data: Don’t Archive It — Train On It
Your festive data is your next year’s crystal ball.
Example Data | Why It Matters |
Peak-time latency | Infra scaling model |
High-return SKUs | Product redesign |
Courier SLA drift | Carrier forecasting |
Conversion rates | Ad budget allocation |
Feed it all into your Customer Journey Optimisation — and next year’s prep writes itself.
Phase | Core Focus | Key Tools |
Pre-Holiday | Predict & Prevent | CRM, 1Checkout, RTO Suite |
Peak | Orchestrate & Execute | WhatsApp Suite, JMS |
Post-Holiday | Analyse & Adapt | RMS, AI Co-pilot |
To Wrap it Up
So here’s the takeaway:
Before holidays: get predictable.
After holidays: get reflective.
And between the two: automate ruthlessly, analyse relentlessly, and maybe — just maybe — take a nap.
That’s the end of our talk on “The Holiday Balancing Act: Pre-Holiday & Post-Holiday Planning for D2C India.”...
☕ See you on the next coffee date!
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