Skip to content

Customer Goldmine

Identify and re-engage dormant high-value customers to prevent churn.

UC-MKT-003: Dormant Client Re-Engagement

Purpose: Surface high-risk clients who haven't visited recently and trigger immediate action.

Property Value
Actor Business Owner / Manager
Trigger Dashboard Alert / Monthly Check
Priority P0

Capabilities:

  • Dormant Detection: Auto-flags clients with Last Visit > 60 days AND Total Spend > $500.

  • Client Cards:

    • Last Service: e.g., "Haircut & Color (90 days ago)".

    • Last Spend: "$120".

    • Recency: "90 Days Since Visit".

    • Risk Value: Calculated score (High/Med/Low) based on historical frequency.

  • Micro-Actions:

    • Call Trigger: "Call [Name]" button (logs call attempt).

    • WhatsApp Trigger: "Send 'Miss You' Offer" (injects 20% off coupon).

  • Bulk Action: Select All -> "Send Win-back Campaign".

  • Tracking: Tracks if customer returns within 30 days of nudge.

Main Success Scenario:

  1. Manager opens "Customer Goldmine".
  2. System lists 15 "High Risk" dormant clients.
  3. Manager sees "Sarah J." (Last visited 85 days ago, Spend $800).
  4. Manager clicks "WhatsApp Trigger".
  5. App opens WhatsApp with pre-filled message: "Hi Sarah! We miss you..."
  6. 10 days later, system reports "Sarah J. visited on Dec 12".

UC-MKT-004: Churn Risk Analytics

Purpose: Visualize potential revenue loss from attrition.

Property Value
Actor Owner
Trigger Page Load
Priority P1

Capabilities:

  • Risk Value Display: "You have $5,000 at risk in dormant clients."
  • Win-back Rate: "% of dormant clients recovered this month".