Use Cases
The Clients report is fantastic when you are looking to
Identify your top clients
Track client activity and status
Prepare for marketing or re-engagement campaigns
Confirm data accuracy and completeness
Example: I want to create a marketing email to clients who live in a specific state letting them know about a Royal Caribbean residency sale going on.
Questions you can answer with this report
"What are my lifetime gross sales by client?"
"Which of my clients haven't traveled in the past 6 months? I may want to reach out to them to schedule their next trip!"
"Which clients have birthdays coming up in the next 30 days? I want to wish them well wishes!"