dormant-customer-scan

To identify dormant customers, scan CRM records, email history, and meeting notes to detect broken interaction cadences. The scan computes historical baselines, applies gap thresholds, and outputs a ranked list of quiet customers enriched with last touch dates and revenue context.

A cadence break occurs when a customer's interaction gap exceeds their historical baseline. The scan calculates this by reading CRM and Slack logs to establish a normal cadence, then flags customers whose current silence surpasses the threshold for reengagement.

Yes, you can apply scope modifiers like the last 60 days or top 20 customers to limit the dormant scan. This narrows the CRM and meeting history analysis to a specific subset, outputting a focused ranked list of quiet accounts.

You need access to CRM connectors, internal _hq files, and Slack or Granola logs. The scan reads these sources to compute interaction baselines and identify cadence gaps, requiring no external system updates to generate the Markdown report.

No, the scan does not draft emails or update external systems. It outputs a ranked Markdown report to _hq/dormant containing last touch, baseline, gap, revenue, and suggested re-engagement angles for manual follow-up.