CUSTOMER LOYALTY AND FOLLOW-UP WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Recent Customers: Retrieve all customer entries from the Customer Data Model created in the last 30 days.
[ ] Calculate Total Spend: Sum the 'Total Order Value' from all retrieved customer entries to identify high-value segments.
[ ] Calculate Loyalty Score: Calculate a score based on total spend and frequency of orders using a weighted formula.
[ ] Update Customer Tier: Update the 'Loyalty Tier' field in the Customer Data Model based on the calculated score.
[ ] Create Loyalty Program Entry: Create a new entry in the Loyalty Rewards table for customers who reached the Gold tier.
[ ] Assign Account Manager Follow-up: Create a task for the assigned Account Manager to call high-value customers.
[ ] Send Thank You Email: Send an automated appreciation email to the customer including a personalized discount code.
[ ] Send Loyalty Alert SMS: Send a short SMS notification to customers when they hit a new reward milestone.
[ ] Check Pending Rewards: Retrieve entries from the Rewards table that are marked as 'Pending' but not yet 'Redeemed'.
[ ] Inventory Check Task: Create a task for the Warehouse team to ensure physical rewards are in stock for upcoming redemptions.
[ ] Generate Monthly Loyalty Report: Create a summary report of all loyalty tier changes and total rewards issued during the month.
[ ] Cleanup Expired Leads: Delete temporary guest entries that have failed to convert to customers after the follow-up period.

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