CRM Cohort Window Finder

CRM Cohort Window Finder

Weekly Engine
CR-1 → CM-1A
For: CR-1 → CM-1A (Welcome batch for Unclaimed New Customers)
  • Draw data between —
  • Cohort definition:
    • Purchases between —
  • Sender: Office
CR-1 → CM-1C
For: CR-1 → CM-1C (Check-in message batch for Existing Unclaimed Customers)
  • Draw data between —
  • Cohort definition:
    • Purchases between —
  • Sender: Office
CR-2 → CM-2A
For: CR-2 → CM-2A (Day 14–21 check-in — New + WIP + Daisy/Lily WITH upgrade potential)
  • Draw data between —
  • Cohort definition:
    • First-ever Purchase between —
  • These customers’ FIRST weekly touch (CM-1A) would have been sent on —
  • Filter notes:
    • Customer type: New
    • Relationship status: WIP
    • Tier: Daisy or Lily
    • Upgrade potential: YES
  • Sender: Sales team (as all WIPs are assigned to a Salesperson)
CR-2 → CM-2B
For: CR-2 → CM-2B (Day 14–21 check-in — New + Unclaimed Daisy NO upgrade potential)
  • Draw data between —
  • Cohort definition:
    • First-ever Purchase between —
  • These customers’ FIRST weekly touch (CM-1A) would have been sent on —
  • Filter notes:
    • Customer type: New
    • Relationship status: Unclaimed
    • Tier: Daisy
    • Upgrade potential: NO
  • Sender: Office
CR-2 → CM-2C
For: CR-2 → CM-2C (Day 14–21 check-in — New + WIP/Claimed Lily/Rose NO upgrade potential)
  • Draw data between —
  • Cohort definition:
    • First-ever Purchase between —
  • These customers’ FIRST weekly touch (CM-1A) would have been sent on —
  • Filter notes:
    • Customer type: New
    • Relationship status: WIP or Claimed
    • Tier: Lily or Rose
    • Upgrade potential: NO
  • Sender: Sales team (as all WIPs are assigned to a Salesperson)
Monthly Engine
CM-3
For: CM-3 (Final upgrade reminder for eligible Unclaimed New Customers)
  • Draw data between —
  • Cohort definition:
    • First purchase between —
  • Cohort upgrade deadline: —
  • Sender: Both (depending on status)
CM-4
For: CM-4 (4-month callback for Unclaimed Customers)
  • Draw data between —
  • Cohort definition:
    • First purchase between —
  • Sender: Both (depending on status)
CM-5
For: CM-5 (12-month callback for Unclaimed customers)
  • Draw data between —
  • Cohort definition:
    • First purchase between —
  • Sender: Both (depending on status)
Reporting reminder:
  • Instructions are in CRM Report + Msg Chart
  • Refer to Canva Flow chart if needed
CRM Scheduler (Purchase Date → Message Flows)

CRM Scheduler (Purchase Date → Message Flows)

If “No”, no messages are sent and no follow-up is required.