Logo

Customer Success

Retention · Renewals · IAQ opportunities · Communication hub — July 1, 2026

$61,800 recovered this month
Dormant Pool Value
$2.4M
1,840 customers 12–36mo
Recovered This Month
$61,800
42 reactivations
Membership Renewals
642
84% renewal rate
Conversations Today
482
34% booking rate

Customer Retention Engine

$2.4M dormant pool · $61,800 recovered this month

CustomerLast ServiceValueCampaign StageProbabilityNext ActionStatus
Hoffman, B.
Laguna Niguel
14 months$3,400Stage 374%Offer call scheduledEngaged
Nguyen, P.
Garden Grove
18 months$2,800Stage 261%SMS coupon sentResponding
Davis, K.
Fullerton
22 months$5,200Stage 448%Final outreach callAt Risk
Thompson, S.
Mission Viejo
11 months$4,100Stage 182%Membership offer emailEngaged
Wilson, C.
Brea
16 months$3,900Stage 366%Estimate follow-upResponding
Moore, A.
Yorba Linda
28 months$6,800Stage 531%Last chance SMSCold
Jackson, T.
Huntington Beach
13 months$2,200Stage 271%Tune-up appointment offerEngaged
White, M.
Placentia
20 months$4,400Stage 444%Discount offer callAt Risk
Harris, J.
Stanton
15 months$3,100Stage 358%Email sequence activeResponding
Martin, L.
Los Alamitos
31 months$7,200Stage 522%Reactivation mailerCold
Showing 10 of 10 customers42 reactivations · 28 memberships restored this month

Maintenance Membership Renewals

642 customers · 84% renewal rate · $229/yr avg

Booked
412$94,348
Pending
184$42,136
Lost
46$10,534
Renewals by Zone
Irvine
124 renewed91%
Anaheim
98 renewed86%
Costa Mesa
77 renewed82%
Santa Ana
68 renewed79%
Tustin
45 renewed88%
$146,918
Projected annual
84%
Renewal rate

Indoor Air Quality Opportunities

93 qualified homes · $186,000 projected revenue

Conversion rate
23% avg close rate
UV Air Purification$68,400
Qualified
38
Proposed
24
Accepted
8
Close%
21%
Media Filtration Upgrade$48,600
Qualified
27
Proposed
18
Accepted
6
Close%
22%
Whole-Home Humidifier$39,600
Qualified
18
Proposed
11
Accepted
4
Close%
22%
iWave Air Purification$29,000
Qualified
10
Proposed
7
Accepted
3
Close%
30%

Communication Hub

482 conversations today · 164 appointments booked

34% booking rate
📞Phone
142 convos56 booked39%
💬SMS
218 convos71 booked33%
✉️Email
94 convos28 booked30%
🖥️Web Chat
28 convos9 booked32%
18
Escalated to human
164
Appts booked
2.4 min
Avg response time