Client health

Customer reorder tracking and account follow-up

Client health checks every customer's order history once a day and raises a flag when a buying pattern changes. Your admins see each flag with its reason in plain words and decide who calls the customer. It is included in the Pro plan.

Client health screen flagging overdue reorders, quiet accounts and shrinking quantities

Admin · Client health

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Admin · Client health

The five signals and their defaults

  • Overdue reorder: a label has not been reordered within its usual interval, plus 25% of that interval or 7 days, whichever is longer.
  • Shrinking quantity: the last two orders of a label average more than 30% below the earlier orders.
  • Quote without an order: a sent quote is still unaccepted after 14 days.
  • Spend trend: invoiced spend over the last 90 days is more than 25% below the 90 days before.
  • Gone quiet: no order from the customer in 120 days.

Your admins can change each threshold in settings.

How each label is followed

LabelMojo groups a customer's orders for the same label, using reorder links first and the label's name, size, shape and material otherwise. A label shows as learning, and raises no flags, until it has enough orders for a signal.

Working a flag

Each flag shows the numbers behind it and a severity: amber, or red for a larger change. Admins acknowledge a flag with a note of what they did, which is added to the customer's timeline, or snooze it until a date. A seasonal customer can be excluded from every signal. A flag closes when its condition clears, for example when the reorder arrives.

Book a walkthrough

Book a walkthrough

See LabelMojo with one of your own jobs

Bring a recent quote and proof to a 30-minute walkthrough. We follow that job through the demo portal, from quote request to proof approval, job and invoice.

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