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Customers To Watch

Identifies customers showing early disengagement warning signs after moving into "Customers to Watch" RFM segment from active buyer status.

Updated over 2 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: This report identifies customers who have recently moved into the "Customers to Watch" RFM segment — meaning they've gone from being engaged buyers to showing early warning signs of disengagement. It captures two specific transitions: (1) customers who dropped from "New Customer" status to "Customers to Watch," and (2) customers who fell from "Potential Loyal Customers" to "Customers to Watch." This is your early warning system for catching valuable customers before they slip away entirely.

Who should use it:
• Customer retention managers and marketing teams
• Winery owners focused on preventing customer churn

When to use it:
• Monthly retention reviews to catch at-risk customers early
• Before launching win-back campaigns to identify the right audience
• When you notice declining repeat purchase rates and want to pinpoint who's dropping off

Questions this report answers:
• "Which customers are starting to disengage before they become lost causes?"
• "How do I find people who used to buy regularly but are showing signs of pulling back?"
• "Can I get a list of customers who've moved from promising segments into the danger zone?"
• "Where can I see which previously engaged customers need immediate attention?"
• "How do I identify customers for a targeted retention campaign before they churn completely?"

Tip: This report is perfect for proactive retention efforts — these customers still have a relationship with your winery, unlike those who've already churned, making them much more likely to respond to targeted outreach.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

📂 How to Access This Report

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

  • Click the Bookmarks icon in the left sidebar

  • Look under Public Bookmarks

  • Open the folder: ENO Preset Campaigns/Customer Loyalty/Attrition

  • Click Customers To Watch

Quick Stats:

  • 1 filter(s) applied

  • 0 dimension(s) displayed

  • 0 measure(s) displayed

  • Report Page: Which Customers Are We About to Lose? | Contacts

Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.


📝 Original Description

Identifies customers showing early disengagement warning signs after moving into "Customers to Watch" RFM segment from active buyer status.


Filters Applied

The following filters narrow down the data in this bookmark:

Dimension Filters:

  • Rfm Status Change is one of: New Customer -> Customers to Watch, Potential Loyal Customers -> Customers to Watch


📋 Columns Displayed

No columns defined (this may be a chart-only bookmark).


ℹ️ Additional Details

  • Bookmark ID: 883ea5f1-7c10-44cd-9663-97f3b20c4eba

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