Customer Intelligence Dashboard

The problem it solves

Most CRMs segment customers the way they were designed to — by demographic fields and dollar value. That tells you who’s spending, but not why they’re staying or leaving. This dashboard ingests every Google review a brand has received, segments customers by behavioral signals (sentiment, theme overlap, frequency, lifecycle stage), and drafts retention campaigns in language pulled directly from the actual review corpus.

Who it’s for

Multi-location consumer brands and service businesses with active review surfaces and a CRM that tracks transactions but doesn’t connect them to behavioral signals. Especially valuable for businesses where retention drives most LTV and the marketing team is currently writing campaigns from gut feel.

What it does under the hood

A review ingestor pulls Google Business Profile reviews into a unified schema. Claude classifies sentiment and extracts themes at ingestion time. A behavioral segmentation engine clusters customers by review patterns, transaction velocity, and theme alignment, producing 6–10 named segments per brand. A campaign generator drafts retention emails, SMS, and ad copy per segment, drawing language from the actual review corpus to preserve voice. The single dashboard shows segment LTV projections, retention risk scores, and one-click campaign exports.

Engagement structure

Two weeks from kickoff to production. Week one — connect Google Business Profile and CRM, calibrate the sentiment classifier against a 50-review sample, build behavioral segments with the brand’s marketing lead. Week two — validate against historical churn data, generate the first retention campaign, ship to production, hand over the dashboard and runbook.