The growth loop

Eight doors.
One customer file.

Every booking page, lead form, coupon and review request feeds the same customer record. It then scores itself, sorts itself, and acts on itself. This page shows how the loop turns — and where to click for each part.

Open the tools See the eight doors

How the loop turns

Five stages, and only one of them needs configuring.

Capture, merge, score and segment all happen on their own. The stage that repays attention is Act — that is where you decide what the system does with what it has learned.

01 · Capture Eight public entry points collect what a visitor leaves behind.

02 · Merge The same person is deduplicated into a single customer file.

03 · Score Every action adds or subtracts points on a 0–100 scale.

04 · Segment Score, tags and behaviour sort people into groups automatically.

05 · Act Automations message, assign and tag — then hand back to Capture.

The loop closes: stamp cards and referrals turn Act straight back into Capture. A customer brought in by a friend’s referral link is a brand new stage one.

Stage 01 · Capture

Eight doors, and what each one is for.

All eight are public and need no visitor account. What differs is the action you want the visitor to take.

Booking Pages

Let visitors pick a service and a time themselves.

Bookings → second tab Lead Forms

The most flexible door: contact details, no time commitment.

Leads → second tab Feedback Forms

Catch an unhappy customer before the review becomes public.

Review Management → second tab Campaigns & Offers

QR codes on tables, posters and packaging.

Growth Tools Business Sites

Microsites and landing pages with built-in lead capture.

Web Presence Review Booster

Invite happy customers to review you on public platforms.

Reviews & Trust Lead Discovery

The outbound door: find and import prospects instead of waiting.

Leads & Customers Manual entry

Phone and walk-in customers, added by hand into the same pipeline.

Leads & Customers

Links open in a new tab and lead into your workspace — you will be asked to sign in first. Availability depends on your plan.

Start with two doors, not eight.

Pick one low-friction entry point to bring people in — a coupon or a lead form — and one high-value entry point to convert them, usually a booking page. Once the loop is turning, add the rest one at a time. It is far easier to tell which door actually works.

Stage 02 · Merge

One person never becomes three records.

Someone scans a coupon today, books an appointment next week and submits feedback a month later. All eight doors recognise them by contact details and merge everything into a single file rather than three unrelated rows.

That file carries the whole trail: which door they came through, every interaction since, and running totals for bookings, coupons claimed and redeemed, feedback, reviews, stamps and referrals. Those totals are exactly what segments filter on later.

Your team sees the same list

Everyone in the same workspace shares one customer list, one set of tags, one set of segments and one set of automation rules. Members no longer each see only the customers they personally entered.

Open Customers

Stage 03 · Score

What every action is worth.

This table is the system’s value system. The score is not decoration — it decides which segment someone falls into and which automations fire. Every entry is recorded automatically; you never have to score anyone by hand.

Customer score ledger Starts at 0 · Capped at 100

Credit — moving closer

Referral converts a new customerreferral_converted +10

Five-star review receivedreview_rating_submitted +8

Booking completedbooking_completed +7

Coupon redeemedcoupon_used +5

Positive feedback submittedfeedback_submitted +5

Stamp card reward unlockedreward_unlocked +5

Booking submittedbooking_submitted +3

Coupon claimedcoupon_claimed +3

Four-star review receivedreview_rating_submitted +3

Booking confirmedbooking_confirmed +2

Stamp collectedloyalty_stamp_added +2

Debit — needs a human

Low-score feedback (1–3 stars)low_score_feedback_submitted −10

Low-score review (1–3 stars)low_score_feedback_submitted −10

Booking cancelledbooking_cancelled −5

What this table is saying: the single largest credit is a converted referral at +10 — more than a completed booking. Word of mouth has the most leverage. Meanwhile one piece of low-score feedback at −10 wipes out a completed booking (+7) and leaves you 3 points down. The cost of one bad experience outweighs the reward of one good delivery, and that is deliberate: it pushes unhappy customers to the front of your queue.

0–20 New

21–50 Engaged

51–80 Loyal

81–100 VIP

Bands are a human-readable label; automations act on the precise score. You can also adjust a score by hand from a customer’s profile, and every change is logged with its reason.

Stage 04 · Segment

Cut the list into pieces you can act on.

Seven segments, ready out of the box

No setup needed. They cover the most common reasons to act:

New Customers VIP Customers Inactive 30 Days Coupon Claimed Not Used Needs Follow-up Loyal Customers Referral Customers

Start with “Coupon Claimed Not Used” — these people already showed interest but stopped one step short. They are the cheapest conversion you have.

Open Segments

Twelve system tags

Applied automatically by rules, or by hand. Tags differ from the score: the score is a gradient, a tag is a fact.

VIP New Customer Returning Customer Needs Follow-up Coupon Claimed Coupon Used Low-score Feedback High Rating Booking Customer Loyal Customer Referral Customer Inactive

Open Tags

Build your own from eighteen fields

Filter on score, status, tag, business, source, open tasks, totals for bookings, coupons claimed and redeemed, feedback, reviews, stamps and referrals, plus last activity, created date, email, phone and name. Relative conditions such as “within the last N days” are supported, so segments stay live — people move in and out on their own.

Stage 05 · Act

Seventeen triggers, eight actions.

The shape of a rule is always the same: when something happens, optionally after a delay, do something. This is the only stage you configure, and the one that pays back the most.

Things you can listen for

Customer created Customer inactive Booking submitted Booking confirmed Booking completed Booking cancelled Coupon claimed Coupon used Feedback submitted Low-score feedback submitted Review rating submitted Google review synced Loyalty stamp added Reward unlocked Referral converted Note created Task created

Things it can do

Add a tag Change status Create a follow-up task Write a note Increase the score Send an email Send a WhatsApp message Call a webhook

Delay can be immediate or “after N minutes, hours or days”, so a rule like “ask for a review three days after the visit” is a single rule.

Configure these three first. The rest can wait.

Low-score feedback → create an urgent task, immediately

The highest-value rule in the system. A bad experience is still private at this moment, and you get one chance to fix it.

Booking completed → request a review after 3 days

The visit is over but the memory is fresh. This rule walks a +7 customer toward an +8 five-star review.

Coupon unused after 7 days → tag and remind

Turns the built-in “Coupon Claimed Not Used” segment into an actual action. These people already raised their hand.

Open Automations

Closing the loop

Let regulars open the next door for you.

Stamp cards and referrals are the loop’s return edge. What makes them different is that the customer performs the action, not you.

A stamp card turns “come back again” into a game with a visible progress bar — a stamp per visit (+2), a reward when the card fills (+5). Referrals give every regular a personal link; when a friend converts through it, the referrer earns the largest single credit in the system (+10).

Open Loyalty & Referral

+2Each stamp collected

+5Reward unlocked

+10Referral converted

Where things live

Setting up a form and reading its results is one job.

So each capture surface now sits as a tab on the screen that shows what it collected, rather than as a separate menu entry somewhere else.

Booking Pages

Second tab on the Bookings screen — edit the page and watch the orders arrive on one screen.

Lead Forms

Second tab on the Leads screen. Click the “Leads & Customers” heading itself to get there.

Feedback Forms

Second tab on Review Management — private feedback and public reviews are two ends of the same chain.

Segments, Tags, Tasks and Reports

Tabs on the Customers screen, alongside the customer list itself.

Loyalty & Referral

A top-level entry of its own — it runs its own public pages and is not part of CRM.

Every screen still has its own address, so old bookmarks and the browser back button keep working. Tabs only make them read as one place.

Open two doors this week. Watch the loop turn.

One coupon to bring people in, one booking page to convert them, and the low-score feedback rule so nothing goes wrong quietly. That is enough to see the whole system working.

Get started

Eight doors.One customer file.