Never miss an opportunity to delight your best clients
High-net-worth clients expect personalized attention, but advisors managing dozens of relationships cannot manually track every birthday, anniversary, or purchase milestone.
Mrs. Catherine Laurent
Platinum Tier • Birthday in 12 days
Built for luxury teams who catch every VIP signal
High-net-worth clients expect personalized attention, but advisors managing dozens of relationships cannot manually track every birthday, anniversary, or purchase milestone.
Client Advisors
Client guidance
Store Directors
Strategic oversight & escalation
CRM Managers
Deep, consistent analysis
Regional Directors
Strategic oversight & escalation
From alert to action in minutes
The objective of this agent is to increase client engagement and retention.
The Trigger
You define when the agent should activate. When conditions are met, it starts working automatically.
- Birthday or anniversary approaching within 14 days
- Purchase milestone reached (e.g., 10th purchase or spending threshold crossed)
- Inactivity detected: no visit in 90 days for previously active clients
360° View
The agent opens a tailored dashboard consolidating data from all your systems.
- Client overview: name, tier status, assigned advisor, preferred boutique
- Lifetime value: total spend, average transaction, purchase frequency
- Purchase history: recent transactions, top categories, collection preferences
Automated Analysis
The agent follows a structured analysis flow, combining checks with exploratory reasoning.
- Identifies the trigger event and calculates optimal outreach timing
- Reviews purchase patterns to understand preferred categories and price points
- Analyzes style preferences against current inventory and new arrivals
Actionable Output
After analysis, the agent creates a human-friendly report with everything your team needs.
- Alert summary: client name, trigger reason, recommended timing
- Client snapshot: tier, lifetime value, last interaction, preferred contact method
- Engagement context: why this moment matters
Delivery
Reports are sent automatically via email or accessed directly in Veezoo.
Key benefits for sales teams
Concrete, measurable value for your team from day one
Faster response --- Before: advisors reviewed client lists weekly
Now: automated alerts at the right moment, reducing preparation from hours to minutes.
Higher client retention --- Proactive outreach at meaningful moments strengthens connection
Maisons typically see 10-20% improvement in VIP retention.
Increased purchase frequency --- Timely, relevant suggestions encourage repeat visits.
Up and runningin production in weeks
To deploy this Agent, you connect Veezoo to your existing Data Warehouse, typically containing data from:
Ready to explore VIP Client Alerter?
Fully customizable to your workflows, data sources, and business requirements.
Typical initial implementation in weeks, not months.