Platform: Enolytics DTC

Summary:

What it shows: This ready-made report identifies customers who were previously classified as "Loyal Customers" but have recently shifted to "Passives" — a clear warning sign of customer attrition in progress. The report automatically filters to show only customers whose RFM status changed from (1) "Loyal Customers at Risk" to (2) "Passives", giving you a targeted list of your most valuable customers who are slipping away.

Who should use it:
• Wine club managers and customer retention teams
• Marketing managers running re-engagement campaigns
• Winery owners monitoring customer loyalty trends

When to use it:
• When you need to identify high-value customers showing early signs of churn
• Before planning targeted retention campaigns or personalized outreach
• During monthly customer health reviews to catch attrition before it's too late

Questions this report answers:
• "How do I find customers who used to be loyal but are becoming less engaged?"
• "Can I get a list of my best customers who might be at risk of leaving?"
• "Where can I see which loyal customers have recently downgraded their engagement?"
• "How do I pull a report showing customers moving from loyal to passive status?"
• "Which of my previously loyal customers should I prioritize for retention efforts?"

Tip: This report captures customers in a critical transition moment — they haven't churned yet, but they're moving in that direction. Act quickly with personalized outreach, exclusive offers, or direct calls to understand what's changed in their relationship with your winery.

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.