Growth projects
Find revenue and follow-up gaps in existing customer data.
Fixed-fee analysis and implementation for POS, CRM, scheduling, and commerce data.
Book a 30-minute callEach engagement has a written scope. If the source data cannot support the proposed outcome, the recommendation is to stop or narrow the work.
Customer Data Reactivation Assessment
Fixed-fee assessment with optional implementation
Most established businesses hold years of customer and transaction history across point-of-sale, CRM, scheduling, and commerce systems. That history usually contains identifiable groups of previously active customers who could be re-engaged — but inconsistent records, unclear inactivity rules, and disconnected systems make the opportunity hard to measure or act on responsibly.
Approach
We assess the available data, define inactivity clearly, and segment customers by recency, frequency, value, and prior engagement.
- Source-system and data-quality assessment
- Inactivity and eligibility rules
- Behavioral and value-based segmentation
- Campaign-ready extracts or CRM integration
Deliverables
- Customer-data readiness assessment
- Defined reactivation criteria and prioritized segments
- Campaign-ready datasets or integration specifications
- Measurement and attribution framework
Optional: a reactivation pilot with performance review, and read-only natural-language access for approved business questions.
Best suited for
- Years of customer or transaction history with limited re-engagement
- Fragmented records and measurable repeat-purchase potential
- An existing CRM, campaign, scheduling, or commerce platform
The result defines who qualifies, why, how the campaign is measured, and how results change the next segment—not just a one-time contact list.
Discuss a customer-data assessmentAdditional data projects
Available when the business question, source systems, and expected output can be defined before implementation.
Retention and account health
Loyalty programs, customer-health scoring, and campaign measurement built from agreed purchase, usage, and engagement signals.
Margin and funnel analysis
Ordering drop-off, demand-based pricing, and vendor or COGS reporting that ranks specific revenue or cost questions for action.
Review and reporting access
Review-topic monitoring and controlled natural-language reporting for approved business questions and users.
All projects are scoped and priced after a 30-minute call. None require a site visit.
Capability backbone
Every growth engagement above runs on a database that has to be fast, safe, and recoverable. If your data is stuck in stale exports, unverified backups, or a platform you're trying to migrate off, start with the Database Health Check ($1,500, one week). It's the designed entry point and answers whether the foundation is ready for any of the growth work above.