Automation Flow Template F14

VIP Risk Alert

VIP behavior declines or service issue occurs.

Primary KPI Recovery/retention of at-risk VIPs; response time.
01

Starter Trigger

VIP behavior declines or service issue occurs.

02

Primary Objective

Create rapid human intervention.

03

Starter Flow

  • Create task/alert with customer context.
  • Optional automated acknowledgment only if appropriate.
  • Human owner resolves or performs relationship outreach.
  • Resume marketing only after state is appropriate.
04

Control / Exit Notes

Suppress nonessential marketing while unresolved.

05

Primary KPI

Recovery/retention of at-risk VIPs; response time.

20% Adaptation
06

Make It Yours

risk threshold, task routing, service SLA/expectation, suppression and resolution state.