Retail + Testing Space
Integrating AI to Sync CRM, Scheduling, and Analytics
NPS improvement in 45 days
Fewer data entry errors
Client follow-ups
The Problem
A hybrid retail and performance testing space ran multiple disconnected platforms: a CRM for clients, a booking app for appointments, and spreadsheets for metrics. Staff spent hours syncing data manually and writing follow-ups.
Worse, they were missing critical retention signals. Clients who were drifting away went unnoticed until they had already cancelled, and there was no systematic way to identify trends or patterns.
The Process
We built an AI-integrated workflow that merged data from each platform into a live dashboard. No more manual entry or syncing between systems.
GPT-based scripts handled client check-ins, summarized feedback, and generated personalized follow-ups. Every client received timely, relevant communication automatically.
AI trend insights highlighted who was engaging, who was drifting, and what was working. Retention became proactive instead of reactive.
The Outcome
Consistent follow-ups and proactive outreach made clients feel valued and supported. Response times improved and issues were addressed before they escalated.
Automated data syncing eliminated human error. Information flowed seamlessly between platforms.
No client fell through the cracks. Every session, booking, or inquiry received timely follow-up.
A unified dashboard revealed patterns in engagement, enabling earlier intervention and clearer prioritization.
Tools Used
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