Enable automatic and manual client segmentation into strategic categories:
- VIP: Retainer clients with priority treatment
- Active: Current project clients
- Dormant: Past clients for re-engagement campaigns
- At-Risk: Low satisfaction scores requiring attention
Include segment-specific actions, communication templates, and automated workflows for each tier.
Problem it solves:
- All clients treated the same regardless of value
- No systematic re-engagement for past clients
- At-risk clients churn before issues are addressed
- Difficult to prioritize relationship management efforts
Who benefits:
- Providers with diverse client portfolios
- Agencies managing client retention
- Service providers focused on recurring revenue
Expected impact: Improves client retention, increases repeat business, enables proactive relationship management, maximizes client lifetime value.