Audited 4,886 customer records and prepared two workflows to connect DUOLAB’s customer capture, product education and follow-up.
DUOLAB brought Faz in to strengthen customer retention and CRM around its recurring-revenue model. Customer activity was fragmented across Shopify, Odoo, clinic, roadshow and point-of-sale workflows, limiting visibility into customer history and where follow-up was breaking down.
Faz audited the customer data and system flows, mapped customer-journey gaps, established baseline measures and prioritised the operational issues. He prepared two workflows: event lead capture and follow-up, and post-purchase education and first-use support. The work included operating instructions, a capture and follow-up tracker, KPI definitions, English message drafts and a test plan, with technical dependencies and ownership documented. The intended lifecycle connects capture, appointment, purchase, product use, reorder and retention. This is an independent client engagement.
The audit covered 4,886 customer records and identified 1,250 existing email subscribers. Two priority workflows were prepared for implementation, supported by a data-flow map, issues register and prioritised recommendations. The audit and workflow design are delivered outputs. Live configuration, testing and measured effects on retention or repeat purchase remain ongoing work.
4,886
Customer records audited
1,250
Existing email subscribers identified
2
Priority workflows prepared
The Chameleon who led this engagement.
CRM Consultant
Faz Zavahir