CLIENT MANAGEMENT SYSTEM
In various example embodiments, a system and method for client management are presented. Inactive clients in the client population based on a lack of client use of a service offering for a predetermined period of time is determined. Customized electronic messages to the inactive clients are generated and sent. Timed subsequent electronic messages to clients who remain inactive after the receipt of the first electronic messages are further generated and sent. Statistics associated with client activity is calculated. The calculated statistics are caused to be displayed.
1 . A system comprising:
one or more processors and a memory including instructions, which when executed by the one or more processors, cause the one or more processors to perform operations comprising:
determining inactive clients in the client population based on a lack of client use of a service offering for a predetermined period of time;
sending electronic messages to the inactive clients;
sending timed subsequent electronic messages to clients who remain inactive after the receipt of the first electronic messages;
calculating statistics associated with client activity; and
causing display of the calculated statistics.
2 . The system of claim 1 , further comprising:
calculating a percentage of clients recovered within a second predetermined period of time period, the percentage of clients recovered being based on a determination of clients switching from inactive to active use of the service offering.
3 . The system of claim 2 , wherein the timed subsequent electronic messages include an incentive targeted to the client and further comprising:
identifying the incentive associated with the highest percentage of clients recovered; and
the time subsequent electronic messages including the identified incentive.
4 . The system of claim 2 , wherein the calculated statistics further include calculating a return time period for the clients to switch from inactive to active state.
5 . The system of claim 4 , wherein the calculated statistics further include calculating a projected revenue based a total amount of clients recovered and a service cost of the service offering.
6 . The system of claim 4 , further comprising:
generating a graph displaying a total number of the electronic messages sent and a total number the clients recovered.
7 . The system of claim 1 , further comprising:
using the inactive client's online social media information, identify a friend of the client's online social media network interested in the service offering; and
wherein the timed subsequent electronic message includes a discount for both the specified friend and the client.
8 . The system of claim 1 , further comprising:
using the inactive client's online social media information, identify a friend who is also an active client of a service provider; and
sending a customized message to the friend providing an option for the friend to invite the inactive client to participate in a second service offering associated with the friend.
9 . The system of claim 8 , wherein the second service offering is determined to be in the same category as the service offering associated with the client.
10 . A computer-implemented method comprising:
maintaining, by a computing device comprising one or more processors, a client database containing data about a client population and including data relating to electronic messages sent to and received from the client population;
determining, by a computing device comprising one or more processors, inactive clients in the client population based on a lack of client use of a service offering for a predetermined period of time;
sending, by the computing device comprising one or more processors, electronic messages to the inactive clients;
sending timed subsequent electronic messages to clients who remain inactive after the receipt of the first electronic messages;
calculating statistics associated with client activity; and
causing display of the calculated statistics.
11 . The method of claim 10 , further comprising:
calculating a percentage of clients recovered within a second predetermined period of time period, the percentage of clients recovered being based on a determination of clients switching from inactive to active use of the service offering.
12 . The method of claim 11 , wherein the timed electronic messages include an incentive targeted to the client and further comprising:
identifying the incentive associated with the highest percentage of clients recovered; and
the timed subsequent electronic messages including the identified incentive.
13 . The method of claim 11 , wherein the calculated statistics further include calculating a return time period for the clients to switch from inactive to active state.
14 . The method of claim 13 , wherein the calculated statistics further include calculating a projected revenue based a total amount of clients recovered and a service cost of the service offering.
15 . The method of claim 13 , further comprising:
generating a graph displaying a total number of the electronic messages sent and a total number the clients recovered.
16 . The method of claim 10 , further comprising:
using the inactive client's online social media information, identify a friend of the client's online social media network interested in the service offering; and wherein the timed subsequent electronic message includes a discount for both the specified friend and the client.
17 . The method of claim 10 , further comprising:
using the inactive client's online social media information, identify a friend who is also an active client of a service provider; and
sending a customized message to the friend providing an option for the friend to invite the inactive client to participate in a second service offering associated with the friend.
18 . The method of claim 17 , wherein the second service offering is determined to be in the same category as the service offering associated with the client.
19 . An interactive user interface for a client management system having access to at least one client information database, the user interface comprising:
at least one processor to implement the interactive user interface;
a first user interface element allowing selection of data stored in the at least one client information database;
a second user interface element allowing selection of a method of communication with the clients based on the selection of the data stored;
a third user interface element allowing selection of a method of communication with clients through online social media platforms; and
a fourth user interface element allowing identification of
a total amount or percentage of clients recovered within a predetermined period of time period, the total amount or percentage of clients recovered being based on a determination of clients switching from inactive to active use of the service offering,
a return time period for the clients to switch from inactive to active state, and
a projected revenue based on the total amount of clients recovered.
20 . A machine-readable medium having no transitory signals and storing instructions that, when executed by at least one processor of a machine, cause the machine to perform operations comprising:
determining inactive clients in the client population based on a lack of client use of a service offering for a predetermined period of time;
sending electronic messages to the inactive clients;
sending timed subsequent electronic messages to clients who remain inactive after the receipt of the first electronic messages, the timed subsequent electronic messages including an incentive targeted to the client;
calculating a percentage of clients recovered within a second predetermined period of time period, the percentage of clients recovered being based on a determination of clients switching from inactive to active use of the service offering;
identifying the incentive associated with the highest percentage of clients recovered; and
including in the timed subsequent electronic messages the identified incentive.