What it does
Use when a user mentions "dormant high LTV concierge", "VIP customer dormancy", "high-value silence workflow", or asks for related help. When a high-LTV customer goes dormant (no product activity 30+ days), trigger a concierge outreach task — high-LTV silence is the strongest churn precursor and warrants personal CSM contact, not automated nurture.
You get
Attribute
AI-Derived Attribute produced by this recipe.
Segment
Segment produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Compute Dormancy + LTV Attributes
create_ai_attributeCreate AI-derived attributes on the Account object:
Identify Dormant VIPs
Create SegmentBuild a segment
Build Concierge Outreach Workflow
Create WorkflowCreate a workflow firing daily for newly-dormant high-LTV accounts. Step sequence: (1) refresh account context: usage trajectory (was it declining before going dormant?), recent support tickets, last meeting summary; (2) compose a context blob for CSM with: dormancy days, last activity date, decline pattern if any, recent support topics, suggested outreach angle (check-in / re-onboarding offer / executive sponsor intro); (3) create urgent CSM task with full context attached; (4) post Slack DM to the named CSM + their manager (high-LTV dormancy is escalation-worthy); (5) tag account in CRM as
Build VIP Retention Dashboard
Build DashboardCompose a VIP retention dashboard: count of high-LTV dormant accounts (the at-risk pile), ARR at risk in this segment, CSM response time on dormancy alerts (target: <48hr), re-engagement success rate (dormant-account-to-active-again within 14 days of CSM outreach), and 90-day churn rate split by
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