VIP templates

At-Risk Save

Customer behavior indicates probable lapse but the customer is not yet fully lapsed.

KPI: At-risk recovery rate; retained revenue/value.

VIP Recognition & Exclusive Access

Customer meets approved VIP/high-value criteria.

KPI: VIP retention; VIP revenue contribution; participation in VIP benefits.

Referral / Advocacy

Customer has demonstrated satisfaction, loyalty or advocacy potential.

KPI: Referral participation; referred lead conversion; referred customer value.

12-Month Commercial & Customer Moment Calendar

Annual intake layer. It is not a send calendar; it identifies legitimate reasons communication may be needed.

At-Risk Intervention

Customer approaches or passes expected return without action.

KPI: At-risk recovery rate; retained value.

VIP Qualification / Welcome

Customer meets VIP criteria.

KPI: VIP engagement and retention.

VIP Risk Alert

VIP behavior declines or service issue occurs.

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

Repeat Customer → VIP

Maps how a repeat customer qualifies for and moves into VIP treatment.

Satisfied Customer → Advocate

Maps how a satisfied customer becomes a reviewer, referrer, and long-term advocate.

LDG Offer Ladder Quick-Start

An 8-level offer ladder, from plain value communication up to monetary discounts, so you reach for the weakest offer that will still work.

Loyalty / VIP Framework

Historical behavior has earned differentiated value.

Offer Quality & Economics Scorecard

Scores an offer on barrier fit, margin, and full-price protection before it gets approved.

Lifecycle Health Scorecard

Reviews core lifecycle metrics — conversion, repeat rate, at-risk recovery, VIP retention — against your own baseline, not a universal benchmark.