| Lapsed-client reactivation | Daily 90-day no-visit flag with tiered reactivation by lifetime value | Booking tool shows upcoming calendar, no retro-visit drift view |
| Membership renewals | Membership object with 60-day and 30-day auto-nurture, lapse report | Spreadsheet updated when the owner remembers |
| Color-cadence watch | Per-client cadence baseline, flag when stretch exceeds personal norm | No service-mix downgrade detection, drift goes unnoticed |
| Review funnel | Satisfaction gate routes 9-10 to Google, under 7 to owner | Manual ask, one-stars slip through, 5-star window missed |
| Stylist-transition workflow | Structured playbook with warm intros, comped first visits, 30-day check-ins | Chair turnover is an improvised scramble, clientele walks |
| Med-spa consultation pipeline | Stage-based opportunity with 48-hour, 7-day, 14-day sequence | Consultation lives as a note, no conversion reporting |
| Lifetime value reporting | Rolls up visits, services, retail, memberships, referrals by segment | Not computed, no way to answer per-client worth over 3 years |
| Retail attach tracking | Per-client retail history, chair-side recommendation flow for zero-attach clients | Retail revenue reported in total, not per client, no prompt to stylist |
| Referral tracking | Referrer tagged on new client, VIP program for top senders | Word of mouth, no attribution, no VIP recognition |
| Birthday and anniversary engine | Automated monthly birthday offer plus service-anniversary nudge | Mailchimp blast if someone remembers, otherwise nothing |
| Multi-location visibility | Per-location dashboard plus group roll-up with cross-location memberships | Separate booking-tool logins per location, no roll-up |
| Pricing basis | Per seat, every paid tier includes CRM, Marketing, Projects, Messaging | Booking tool per chair plus Mailchimp per contact plus spreadsheet labor |