Emily Roberts
+61411111001 · emily@example.com
100%
VIPColour clientDue for rebooking
CRM profiles
10
Active demo client records
Avg completeness
95%
Profile capture readiness
Consent-ready
6
SMS + email permission confirmed
CRM records
Client intelligence queue
List/detail CRM pattern for desktop back office: scan, prioritise, then act without leaving the record.
vip
Olivia Martin
+61411111002 · olivia@example.com
89%
High valueLapsedKeratin
Grace Wilson
+61411111003 · grace@example.com
100%
New client
Sophia Lee
+61411111004 · sophia@example.com
100%
Blow dry regular
Isabella King
+61411111005 · isabella@example.com
100%
FoilsHigh value
Charlotte Hall
+61411111006 · charlotte@example.com
89%
Short cut
Amelia Scott
+61411111007 · amelia@example.com
89%
Keratin
Hannah Young
+61411111008 · hannah@example.com
100%
Consultation
Madison Clark
+61411111009 · madison@example.com
100%
Root tint
Evelyn Wright
+61411111010 · evelyn@example.com
78%
Treatment
Selected record
Emily Roberts
A Lagoon CRM record should combine identity, spend, consent, formulas, lifecycle and next capture prompts in one calm workspace.
Average spend
$245
Lifetime value
$3920
SMS consent
Yes
Timeline
2
Next capture
Profile is complete
No missing launch-critical fields.
Capture at checkout
Retention actions
Sarah has 4 colour clients due for rebooking this week
highApprove a targeted SMS campaign for Sarah’s due colour clients.
Fortitude Valley rebooking rate is 18% lower than Newstead
mediumReview checkout rebooking prompts and staff follow-up behaviour at Fortitude Valley.