Money Feed
Clienteling tools should answer one question every morning: who should I contact today? The Money Feed ranks your clients by the value of the next conversation and gives each associate the reason, the opportunity in dollars and a message ready to send.
Money Feed for Sofia, Madison Avenue
Wednesday, 5 clients to contact
Charlotte Ames
Platinum client
Hi Charlotte, your birthday is next Tuesday. The silk wrap dress from the new collection arrived in your size 38 and in the emerald you loved last spring. Shall I hold it for a fitting on Saturday?
Oliver Grant
Gold client
Hi Oliver, the cashmere overcoat you saved online is still here in 50. I can set one aside with the scarf that matches, and alterations are done in two days.
Nadia Petrova
Gold client
Thomas Hale
Silver client
Amelia Ross
New client
Why Charlotte is first today
The problem with search
Most clienteling tools hand associates a client database and a search box. That works for the one associate who already knows her book by heart. Everyone else opens the app, scrolls, and closes it again, because nobody has time to work out who matters most between two clients on the floor.
The Money Feed reverses the direction. Every night Clientele reads purchases, wishlists, dates, repairs, new arrivals and past conversations, finds every good reason to get in touch, scores them and assigns the best ones to the associate who owns the client. In the morning the work is already sorted. The associate reads, adjusts and sends.
This is the core of the clienteling software and the reason teams use it daily instead of once a quarter before a big event.
Each reason has its own weight, its own message style and its own place in the attribution report.
Money Feed reasons and what the associate receives
New arrival matches history
180 days since last purchase
Birthday or anniversary in 7 days
Wishlist item back or repriced
Abandoned wishlist or cart
Repair or service ready
Warranty or service due
Upgrade window
Thank you after purchase
| Reason | When it fires | What the draft offers | Typical value shown |
|---|---|---|---|
| New arrival matches history | A product lands that fits the client's purchases and taste tags | A first look before the floor | $2,400 |
| 180 days since last purchase | A good client goes quiet past your threshold | A reason to visit, never a discount | $1,800 |
| Birthday or anniversary in 7 days | A date on the profile is a week away | A gift idea in the right size | $3,100 |
| Wishlist item back or repriced | Stock or price changes on a saved item | Hold the piece for a visit | $2,900 |
| Abandoned wishlist or cart | An online client stops before checkout | Personal help from a named advisor | $1,600 |
| Repair or service ready | A job is marked ready in the POS or by staff | Pickup time and a matching piece | $650 |
| Warranty or service due | A watch, car or treatment reaches its interval | Book the service | $900 |
| Upgrade window | Years since a key purchase such as an engagement ring | Upgrade with trade in credit | $9,500 |
| Thank you after purchase | Two days after a sale | A short personal note | $700 |
The amber number on each card is the likely value of the next purchase if the conversation goes well. It starts from the client's own average ticket, adjusts for the reason (an upgrade is worth more than a thank you note) and for the price of the product the feed suggests. It is a guide for priorities, not a forecast, and it is the same number the owner sees summed across the team.
Because the number is visible, associates stop treating outreach as a chore. A list that says three clients are worth eleven thousand dollars today gets done before lunch.
Each associate sees only the clients in their own book. A manager sees every book in the store, the total value in play, how many items were sent, snoozed or skipped and which reasons convert. On Flagship and Enterprise the same view rolls up across stores.
When an associate is off, the manager hands the day's feed to a colleague in one step, so a birthday never falls through because of a rota.
The feed is only as good as the profile behind it. Clientele reads purchases from Shopify and your point of sale, dates and preferences captured on the floor, and wishlists from your online store. Read how the CRM and POS software connection works, and how each message becomes a sale in clienteling sales attribution.
Every plan includes the Money Feed for every associate. Plans differ in team size, client profiles, monthly AI messages and SMS, from Boutique at $99 a month billed yearly to Enterprise at $2,499.
FAQ
The Money Feed is a ranked list that each associate opens every morning. It shows the clients worth contacting today, the reason for each one, the opportunity value in dollars and a message ready to send on the channel the client has agreed to.
Each candidate gets a score from the strength of the reason (an anniversary next week beats a quiet period), the client's VIP score, the likely ticket from their history and how recently someone from the store reached out. The highest scores come first, and clients contacted in the last few days are held back.
You choose the number per store, usually between 5 and 15. A short list that gets done beats a long one that gets ignored, and the feed refills the next morning.
Yes. Flagship and Enterprise plans include clienteling playbooks, custom triggers such as a trunk show invitation for every client who bought from a designer in the last two years. Brand includes store level rules for quiet periods and daily limits.
The item is marked sent, the message is saved on the client profile, and the client is watched for a purchase. A sale inside the attribution window is credited to that associate in the sales report.
Upload a client list or use our sample boutique. In under a minute you see the first five clients to contact, the reason, the value and a message ready to send.
Plans from $99 a month billed yearly. Subscriptions only, cancel at the end of any period.