Client retention

Explain who comes back and who does not, from WAJ's own figures. The user's explicit instructions override every default below.

Inputs

• Recent period. The last 90 days ending today unless the user gives one.
• History. The last 12 months for cohorts and per-staff retention; shorter periods hold too few returning clients for those.
• Retention window. 60 days unless the user says otherwise ("30_days", "60_days" or "90_days" in get_clients).
• Branch. All branches unless the user names one (list_branches).

Steps

1. Call get_clients for the recent period with the retention window. Use its summary (total_new_clients, total_returning_clients, total_retained_clients, rebooking_rate) and its clients list (is_new_client, is_retained, total_revenue, total_completed_bookings).
2. Call get_retention_analytics for the 12 months. It counts a client as lost after churn_window_days without a visit: the business's setting (60 days unless changed), or churn_window_days when the user names a window.
   • cohort_analysis: per month, cohort_size new clients, how many are still_active and still_active_pct.
   • staff_retention: per staff member, first_time_customers, same_staff_repeat_pct, shop_repeat_pct and kill_rate_pct.
   • revenue_split: first-time versus repeat revenue per month.
3. Only if the user asks to act on the result:
   • create_audience to save lapsed clients as an audience, with filters the user agrees to (for example visited_to set to 60 days ago).
   • create_workflow for a win-back sequence using the user's audience, message templates and timing. It is saved switched off unless the user explicitly asks to switch it on.

Output

• Retention in one sentence: returning clients and rebooking rate for the recent period.
• Cohorts: a table per month with new clients, still active, and the share still active (still_active_pct).
• Per staff member: repeat rate (same_staff_repeat_pct) and kill rate (kill_rate_pct, lost after the first visit among clients old enough to tell). Skip anyone with fewer than 5 first-time clients and say why.
• Top 10 clients by revenue (name, visits, revenue), only when asked. Leave out the row without a client name; it collects walk-in sales.
• Up to three suggestions the numbers support, such as a follow-up after the first visit where drop-off is high.

Rules

• Do not show client phone numbers or emails unless the user asks for them.
• Every number must come from a tool result in this conversation; compute shares only from the fields named above.
• Creating an audience or a workflow changes the business's account: do it only when the user asks. Customer-facing changes wait for the owner's approval in the WAJ app; tell the user when a tool returns "awaiting_approval".
• Never send messages to clients from this skill.