CRMCustomer SpecialistJourney |
PreventVIP post-campaignDegradation churnTrack |
TrackStep acquisition cohorts in the At Risk and Need Attention1: RFM segmentsSegment = Champions
Interval: Half-Yearly
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Detect tohigh-value customers slipping into At Risk or Dormant states and trigger automated win-back workflows.campaigns.
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ProductFunnel MerchandiserAnalysis |
MeasureCustomer repeatAcquisition item& salesActivation |
UseStep Top Departments1: metricsEnrollment Date = This Year
Step 2: Sales Date = This Year
Step 3: Total Visits > 3
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Identify todrop-off evaluaterates ifbetween newinitial cohortsstore makesign-up and becoming a repeat purchasesstore in primary categories or switch to secondary lines.visitor.
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RetentionCustomer ManagerRepeats |
Evaluate30-60-90 loyaltyDay strategyRetention Decay |
First Event: First Purchase Date
View by: Monthly
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TrackMonitor changesM1 (Month 1) retention rates. Target customers who fall into the Not visited bucket in RepeatM1 Saleswith andautomated Churnre-activation Rate KPIspromotions. across monthly customer onboarding cohorts.
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