Now is the time to set up a new segmentation of your customer: segmentation by activity level.

The underlying idea is that your clients require different commercial actions when they are in different buckets. Different actions are required according to your clients' in your portfolio.

The activity level breakdown

😕 No Activity:
These clients were created less than 400 days ago, but no transactions are yet recorded or planned.
For those, we invite you to:
➡️ plan the first revenues, or

➡️ mark them as canceled. It might be that income has been anticipated, but the opportunity has disappeared. In this case, we cancel them.
If you don't do anything, No Activity clients are dead weight for your portfolio. It is better to have few clients with recorded activity than many clients without activity.

🆕 New Clients:
These are partners for whom a first invoice is planned with an issue date in the coming 12 months. They are not active yet, but they are to be considered.
These customers should become the engine of your future growth.

💖 Active Clients:

Active clients are whom you sent an invoice within the last 4 months.
They are the current drivers of your turnover.


➡️ Plan the revenue they are expected to generate to ensure that they continue to contribute to your prosperity.
➡️ Mark them lost if you don't expect to generate any additional revenue over the coming year.

👻 Sleeping Away Clients:

Sleeping Away clients are those for whom the commercial relationship gets cold. There was no invoice sent between 4 months ago and 8 months ago.
Perhaps is it the right time to offer them an additional product or service?

If you do it successfully, plan the next revenue stream.


➡️ Plan the revenue they are expected to generate.

➡️ Mark them lost if you don't expect to generate any additional revenue over the coming six months.

🧊 Hibernating Clients:

The customer relationship is icy. There was no transaction for more than 8 months. The client continues on its way out.
It's time to propose maintenance, an upgrade, a new project, anything you might build upon the existing - but vanishing - relationship.

➡️ Plan the revenue they are expected to generate.

➡️ Mark them lost if you don't expect to generate any additional revenue over the coming months.

🚪 Leaving Clients:

Leaving clients are the ones who will be leaving your client portfolio within the next 30 days. It's time to play your last cards. If you don't have any sales prospects shortly, it's time to mark the relationship as lost.

➡️ Plan the revenue they are expected to generate.

➡️ Mark them lost if you don't expect to generate any additional revenue over the coming six months.

⚰️ Lost Clients:

Lost clients are those clients you did not invoice over the last 400 days. We assume the relation is definitively lost. It might be a good idea to try to reactivate some of them and then plan some revenue.

➡️ Try to reactivate them.

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