Priority 2 - Proactive

At Risk Customers

1,215 customers with declining engagement

Savable Revenue

1,215

Customers

$8.66M

Savable Revenue

Ongoing

Intervention Cadence

Who Are These Customers?
Identification criteria

"At Risk" customers are identified by their RFM profile:

Recency: Low (R ≤ 2)

Purchase gap longer than typical

Frequency: Medium (F ≥ 3)

Regular but not top-tier buyers

Monetary: Medium (M ≥ 3)

Valuable enough to save

Unlike Cannot Lose (who stopped abruptly), At Risk customers are gradually drifting. They haven't completely stopped — they're just buying less frequently.

Cannot Lose vs At Risk

Cannot Lose (38)

• Historically very frequent buyers
• Sudden stop in purchasing
• Urgent intervention needed
• Something specific likely happened

At Risk (1,215)

• Moderate purchase frequency
• Gradual decline in engagement
• Proactive outreach required
• May not realize they're drifting

Recommended Action

Proactive check-in during regular route visits

Visit objectives:

  • Ask about recent purchasing patterns
  • Introduce complementary products they haven't tried
  • Understand if needs have changed
  • Offer sampling of new products

Approach: Unlike Cannot Lose (urgent), At Risk visits are relationship maintenance. The goal is reconnection, not rescue.

The Scale Challenge

With 1,215 At Risk customers, it's impossible to visit all of them urgently. The route optimizer handles this by:

  • Prioritizing At Risk customers with higher monetary value
  • Including At Risk customers when geographically convenient
  • Balancing At Risk visits with Cannot Lose priorities
  • Rotating through the full list over multiple weeks