Tool / Template
Know exactly which customers you're about to lose — before it's too late
Ready-to-use Excel spreadsheet. Columns include: client name, contact info, last visit date, visit frequency target, days since last visit (auto-calculated), status flag (Active / At Risk / Lapsed), and notes. Colour-coded status rows for instant visibility.
Spot at-risk customers before they drift away for good
Build a retention routine that takes minutes a week
Works for restaurants, clinics, studios, salons, and coaches