Bring overdue retainer checks back into view.
Post-treatment patients miss routine follow-up.
Est. deploy 4–6 weeksSee the walkthrough
Customer Retention · Ecommerce
Time replenishment reminders around real purchases.
Generic reminders ignore purchase history and consent.
For: Lifecycle managers and the team responsible for customer retention in ecommerce.
01 · The outcome
What good looks like.
The team has an approved replenishment campaign segment, with source evidence and an explicit approval before any external action. Track consented customers returning to reorder against a baseline; do not assume automation improves it.
A connected workflow that uses purchase dates, product-specific intervals, opt-out status, and stock availability to draft a factual reminder and suppress out-of-stock products and opted-out customers. It produces an approved replenishment campaign segment.
Where AI helps, and where a person decides.
AI can draft a factual reminder and suppress out-of-stock products and opted-out customers. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The lifecycle manager verifies the source facts and approves the final action.
Lifecycle manager is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Lifecycle manager: Capture the source and scope
- Lifecycle manager: Review the proposed outcome
- Lifecycle manager: Release only the approved version
- Lifecycle manager: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A consented customer reaches an approved replenishment interval. Connect only purchase dates, product-specific intervals, opt-out status, and stock availability. The lifecycle manager confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft a factual reminder and suppress out-of-stock products and opted-out customers. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an approved replenishment campaign segment against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Lifecycle manager has recorded approval or a reason to hold the item.
After explicit approval, save an approved replenishment campaign segment in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review consented customers returning to reorder each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=commerce-replenishment-reminder
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- COMMERCE-REPLENISHMENT-R-DEMO-001
- Trigger
- A consented customer reaches an approved replenishment interval.
- Owner
- Lifecycle manager
- Prepared output
- an approved replenishment campaign segment
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Consented customers returning to reorder
Start with your tools.
Connect Shopify, Gorgias, Klaviyo through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your lifecycle manager time five examples of this work. Use redacted copies of purchase dates, product-specific intervals, opt-out status, and stock availability to make an approved replenishment campaign segment manually, then list which fields required judgment.
What to measure.
- Consented customers returning to reorder
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Reactivate overdue hygiene appointments.
Patients drift past their recall window unnoticed.
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Prepare preventive outreach for care-team review.
Eligible patients are hard to locate in manual lists.
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