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:
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Dormant Detection: Auto-flags clients with
Last Visit > 60 daysANDTotal Spend > $500. -
Client Cards:
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Last Service: e.g., "Haircut & Color (90 days ago)".
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Last Spend: "$120".
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Recency: "90 Days Since Visit".
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Risk Value: Calculated score (High/Med/Low) based on historical frequency.
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Micro-Actions:
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Call Trigger: "Call [Name]" button (logs call attempt).
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WhatsApp Trigger: "Send 'Miss You' Offer" (injects 20% off coupon).
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Bulk Action: Select All -> "Send Win-back Campaign".
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Tracking: Tracks if customer returns within 30 days of nudge.
Main Success Scenario:
- Manager opens "Customer Goldmine".
- System lists 15 "High Risk" dormant clients.
- Manager sees "Sarah J." (Last visited 85 days ago, Spend $800).
- Manager clicks "WhatsApp Trigger".
- App opens WhatsApp with pre-filled message: "Hi Sarah! We miss you..."
- 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".