This is your strategic Command Center for Proactive Customer Outreach. It's a powerful tool that allows you to identify and engage with the right customers at the right time. As you can see, the module is organized in three main areas: customer retention, ready-to-buy opportunities, and the 'Gifting Central'.

I'll walk you through each one.

So here we go. First, retain these customers. This is where you find customers who need your attention. Either they're disengaging from your winery, or they might be at risk of leaving your wine club. The system automatically sorts them by importance and urgency. And at the top we have the two main sections: customers showing declining engagement and the club members at risk of canceling their club.

Now see this slider right here? This is how you control how fresh your data is. If I put it to zero, you're looking at customers just added today. If I move it to negative six, these are the ones that were flagged in the last week. We recommend taking this daily, or at least weekly to make sure to keep these customers engaged.

This table gives you everything you need. You'll notice that as we scroll right, you can see RFM score, Lifetime Value, order history, and club status. All the intel you need for smart outreach decisions.

Now let's go to ready-to-buy customers. These are customers that are ready to purchase and it breaks it down in four opportunity types.

First we have upcoming club anniversaries. Here we're flagging loyalty indicators, so the risk of leaving, so you can see if they're high or low risk. And we also show you if they have previously switched clubs, and the anniversary dates always reflects when they first joined instead of when they changed clubs.

Next we have upcoming birthdays. We only show valid birthdays here. Our system automatically flags anything suspicious, so it gets filtered out. The slider works the same way. Set it to one and you'll see which are tomorrow's opportunities, or expand it to a week ahead and plan ahead.

Now, this is where it gets really interesting. The next two sections use machine learning to predict who's likely to buy online or visit your tasting room. Let me just expand this right here. The algorithm analyzes purchase patterns to identify customers likely to order soon. As we scroll right, you can see when they last ordered, their typical order frequency, and when they might order next.

The system looks for patterns in their behaviors to make these decisions. We also predict tasting room visits based on past visit patterns. Same thing, scrolling right you'll see total visits, typical frequency between visits, and predicted next visit dates. The 'days in the future' slider lets you look further ahead, so usually, when you enter the platform, it defaults to 30 days.

But since customer patterns naturally vary, if you set it too narrow, you'll miss opportunities. These predictions help you time your outreach when your customers are already thinking about visiting or ordering. It's not about random contact. It's about reaching out at the right moment based on their own patterns. It's much more effective than guessing.

Now, 'Gifting Central' is especially powerful during the holidays, but valuable year-round. We start with your customers who've bought gifts this time last year. Scrolling right, you can see who sent gifts to whom, even their gift messages.

Gift giving tends to be annual birthdays, anniversaries, Holidays. So a friendly reminder often brings them back.

Corporate gifters are crucial for your business. These are accounts that repeatedly send bulk gifts. At least twice, they've sent five or more gifts on the same day. That pattern tells us they're doing systematic business gifting, not just one-off events.

Here you can see recommended actions such as 'maintain VIP relationship', it's an early account or 're-engage urgently - we miss your thoughtful gifts' campaign, and check the high volume dates column. This shows exactly when they typically place their large orders.

Personal gifters work differently. They send one or two gifts at a time throughout the year. Some may have done a one bulk order, but without their repeat pattern, they're still classified as personal.

Now see right here, this industry gift score, this was pulled from their email domain. If someone works in financial services or law, they might be great for your corporate program, even though they're currently a personal gifter.

Last but not least, our potential gifters. These customers have never sent a gift, but show high potential ranked by their gift readiness score. The score runs from zero to a hundred points, combines three factors. Their industry's gifting tendency at 40% weight, their customer value at 30%, and their recent purchase frequency at 30%.

High scores mean they have everything to be successful gifters, except they haven't tried gifting yet, and these are their best prospects to introduce a gifting program.

The Sell More module essentially turns data into action by combining retention alerts, predictive analytics, and comprehensive gifting insights so you can reach out to customers exactly when they're ready to engage. This gives you everything you need for proactive customer outreach all year long with special power during a critical holiday season.