This session opens with the customer data most small businesses already collect but underutilize transaction records, CRM entries, point-of-sale history, and purchase logs.
Participants will:
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Connect the data they collect to the outcomes they care about distinguishing activity metrics from true outcome metrics then learn to use AI to mine their data systematically
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Identify their highest-value customers, uncovering patterns that distinguish loyal customers from occasional buyers, and detecting early churn signals before a customer disengages. Special attention is given to loyalty gaps, strong customers who have gone quiet and how AI can help design targeted reengagement strategies, each anchored to a clear KPI.
The session then turns to cell phone mobility and foot traffic data, an area of growing importance for brick-and-mortar and service-area businesses. Participants will learn how AI can analyze anonymized mobility data to reveal who visits their location, when peak traffic occurs, where customers come from, and how their traffic compares to competitors, a powerful complement to internal CRM and POS data.
This workshop series connects small business owners with technology vendors, service providers, and consultants who share insights and tools relevant to each session's topic. Their involvement is intended solely for educational purposes and does not represent an endorsement of their products and/or services. Attendance does not create any obligation professional or otherwise to purchase or engage with any product or service introduced during the program. We encourage all participants to independently evaluate any tool, platform, or provider before making business decisions.
