Relaunching sleeping customers and classifying its commercial agents in seconds

What was done

After Vitizphere (9 October 2026), Matthieu Rollin, from the Domaine Cassagne and Vitalités in Montpeyroux, has been using the Wineriz tool linked to Claude since the beginning of August; her collaborator Margaux Dechoz would earn about an hour a day. He asks more than ten questions a day: list of customers without orders for one year and associated e-mails, ranking of agents by turnover 2025 and 2026 obtained in 6 to 8 seconds instead of 25 minutes. Claude also "remembers" doubts expressed earlier about an agent. The winemaker believes that his data is not sensitive. According to Wineriz, 15 to 20% of its 800 customers use this function: this is the publisher's figure.

Before you start

Tool cited by the source: Claude; other tools cited: Wineriz. Fill in the bracketed items: [client, date de commande, montant, agent]. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.

The method, in three steps.

1. 01

   Gather the context

   Spot the bracketed items in the prompt ([client, date de commande, montant, agent]) and prepare what they ask for.

2. 02

   Adapt the prompt

   Copy the prompt below, replace the bracketed items, then paste it into Claude.

3. 03

   Reread before using

   Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.

Your starting point.

Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.

Here is the export of our sales: [client, date de commande, montant, agent].

1. List customers without orders for more than 12 months, with the date and amount of their last order.
2. Classifies agents by turnover 2025 and 2026 and calculates the evolution.
3. Writes a customizable e-mail recovery model for sleeping customers.
Indicates the lines you couldn't interpret.

What deserves your attention