VIP High-Value Client Nurture
Identify top 20% of clients by value and give them VIP treatment — personalized touchpoints that keep them loyal
What This Automation Does
How It Works
VIP Status Assigned
Spending/visit threshold exceeded
Tag: VIP
Apply VIP tag across all systems
VIP Welcome
"You're one of our most valued clients! Here's what that means for you..."
Personal Touch
"{{first_name}}, your loyalty means everything. If you ever need anything, reach me directly: {{staff_phone}}"
Assign to Senior Staff
VIP gets priority scheduling and senior provider
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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