Customer Intelligence
Who's about to leave — before they leave.
🟢 Low Risk
950
Engaged, recent contact
🟡 At Risk
300
8–14 months since last service
🔴 High Churn Risk
352
14+ months, equipment age 4–6 yrs
Customer Lifetime Value Distribution
Churn Risk Breakdown
🔴 High-Churn Risk Customers (187)
💡 These 187 customers had installs 4–6 years ago and haven't called in 14+ months. Industry data shows 68% likelihood of switching to a competitor for next service. If you reach out this month: estimated $74,800 in recoverable revenue.
| Customer | Zip | Last Service | Equipment Age | Brand | Total Spend | Jobs | Plan | Risk |
|---|---|---|---|---|---|---|---|---|
| Laura Cruz | 33331 | 2024-08-12 | 18 yrs | Rheem | $15129 | 3 | None | High |
| John Flores | 33331 | 2024-09-19 | 18 yrs | York | $5150 | 3 | Gold | High |
| Robert Anderson | 33319 | 2024-10-03 | 18 yrs | Lennox | $3567 | 3 | None | High |
| Elena Martin | 33328 | 2025-01-10 | 18 yrs | Lennox | $2980 | 3 | None | High |
| Jessica Williams | 33301 | 2024-12-04 | 18 yrs | Rheem | $1874 | 3 | Silver | High |
| Matthew Ramirez | 33069 | 2024-09-16 | 18 yrs | Lennox | $1855 | 3 | None | High |
| Diana Hernandez | 33326 | 2024-06-16 | 18 yrs | Trane | $915 | 2 | Silver | High |
| James Castro | 33064 | 2024-11-17 | 18 yrs | Lennox | $766 | 2 | None | High |
| James Wilson | 33064 | 2024-10-28 | 18 yrs | Lennox | $745 | 2 | Silver | High |
| Emily Jones | 33317 | 2024-11-10 | 18 yrs | Trane | $408 | 2 | Silver | High |
| Amanda Jackson | 33309 | 2024-08-01 | 18 yrs | Carrier | $378 | 2 | None | High |
| Michelle Moore | 33308 | 2025-01-24 | 18 yrs | Rheem | $305 | 2 | Gold | High |
| John Torres | 33309 | 2024-08-15 | 18 yrs | Lennox | $301 | 2 | None | High |
| Diana Brown | 33311 | 2024-06-17 | 18 yrs | Goodman | $205 | 2 | None | High |
| Miguel Gutierrez | 33330 | 2024-11-05 | 17 yrs | Bryant | $4805 | 3 | None | High |
| Jose Martin | 33309 | 2024-12-08 | 17 yrs | Trane | $4618 | 2 | Gold | High |
| Donna Rivera | 33319 | 2024-07-16 | 17 yrs | Trane | $1889 | 2 | None | High |
| Ana Harris | 33328 | 2024-11-25 | 17 yrs | Goodman | $1859 | 2 | Gold | High |
| Roberto Perez | 33312 | 2024-10-11 | 17 yrs | Trane | $1151 | 3 | Silver | High |
| Roberto Gutierrez | 33314 | 2024-06-21 | 17 yrs | Rheem | $1058 | 2 | None | High |
Showing 20 of 187 high-risk customers.
Maintenance Contract Status
Active – Gold
315
Active – Silver
625
Renewal at Risk
41
Lapsed
0
New Customer Acquisition (Monthly)