ChecklistGuro Customer Loyalty and Follow-up Workflow
Boost repeat business and maximize customer lifetime value with our automated Customer Loyalty and Follow-up Workflow. Streamline your auto repair shop management by automating personalized service reminders, post-repair satisfaction surveys, and targeted retention campaigns. Turn one-time oil changes into lifelong clients with seamless, hands-free communication that keeps your bays full and your customers coming back.
Start
Start of the Workflow/Process.
1. Fetch Recent Customers
Retrieve all customer entries from the Customer Data Model created in the last 30 days.
2. Calculate Total Spend
Sum the 'Total Order Value' from all retrieved customer entries to identify high-value segments.
3. Calculate Loyalty Score
Calculate a score based on total spend and frequency of orders using a weighted formula.
4. Update Customer Tier
Update the 'Loyalty Tier' field in the Customer Data Model based on the calculated score.
5. Create Loyalty Program Entry
Create a new entry in the Loyalty Rewards table for customers who reached the Gold tier.
6. Assign Account Manager Follow-up
Create a task for the assigned Account Manager to call high-value customers.
7. Send Thank You Email
Send an automated appreciation email to the customer including a personalized discount code.
8. Send Loyalty Alert SMS
Send a short SMS notification to customers when they hit a new reward milestone.
9. Check Pending Rewards
Retrieve entries from the Rewards table that are marked as 'Pending' but not yet 'Redeemed'.
10. Inventory Check Task
Create a task for the Warehouse team to ensure physical rewards are in stock for upcoming redemptions.
11. Generate Monthly Loyalty Report
Create a summary report of all loyalty tier changes and total rewards issued during the month.
12. Cleanup Expired Leads
Delete temporary guest entries that have failed to convert to customers after the follow-up period.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve all customer entries from the Customer Data Model created in the last 30 days.
Sum the 'Total Order Value' from all retrieved customer entries to identify high-value segments.
Calculate a score based on total spend and frequency of orders using a weighted formula.
Update the 'Loyalty Tier' field in the Customer Data Model based on the calculated score.
Create a new entry in the Loyalty Rewards table for customers who reached the Gold tier.
Create a task for the assigned Account Manager to call high-value customers.
Send an automated appreciation email to the customer including a personalized discount code.
Send a short SMS notification to customers when they hit a new reward milestone.
Retrieve entries from the Rewards table that are marked as 'Pending' but not yet 'Redeemed'.
Create a task for the Warehouse team to ensure physical rewards are in stock for upcoming redemptions.
Create a summary report of all loyalty tier changes and total rewards issued during the month.
Delete temporary guest entries that have failed to convert to customers after the follow-up period.
End of the Workflow/Process.
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