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Retail.md

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01-Tiers/Retail.md

  1. ---
  2. type: tier
  3. scope: 01-Tiers
  4. tier_name: "Retail"
  5. user_group: "Retail"
  6. annual_volume: "Below the Palladium band ($2.5K lifetime) / unclassified"
  7. source: "07-Automation/partner-thresholds.md (ltv_bands); program definitions owned by Ines Carvalho"
  8. tags: [outreach, tier, baseline]
  9. created: 2026-06-16
  10. updated: 2026-09-28
  11. aliases: ["Retail", "Regular Clients"]
  12. ---
  14. # Retail (Baseline Group)
  16. Non-partner baseline segment: regular clients whose lifetime spend sits below the lowest Partner Program band. The driver computes these as `user_group_correct` **"Not a partner client"** (or leaves the field empty). They are the pool that gets nurtured toward [[Palladium-Partner]] status. See [[00-Index]].
  18. ## Clients in this group
  20. Same query shape as the partner tiers: computed tier, sorted by most recent order (`ltv` is a currency string, so it is not sorted on). The driver writes stubs only for partner clients, so the shipped sample has no Retail stubs and this list is empty.
  22. ```dataview
  23. TABLE WITHOUT ID file.link AS "Client", company AS "Company", email AS "Email", ltv AS "LTV", total_orders_count AS "Orders", last_order_date AS "Last Order"
  24. FROM "03-Clients/client-stubs"
  25. WHERE user_group_correct = "Not a partner client" OR !user_group_correct
  26. SORT last_order_date DESC
  27. ```
  29. ## Outreach fit
  30. Accounts that cross into the Palladium band are picked up by [[Client-Interaction]] (Partner Tier Upgrade, cat 24). Regular check-ins use [[Check-In-Outreach]] with [[Email-Success-CheckIn-1-Full]]. Lapsed accounts route to [[Winback-Outreach]].