Workflow Workshop: Keep Customers Coming Back | Oct 13, 2026
A customer who is drifting away won’t always tell you. In this session, Yemi and Errol show how Method CRM’s health scores rate each customer on payment history, activity, open opportunities and support cases, and how you can change those weights to fit your business. Errol then filters the customer list down to everyone scoring under 50 percent, saves it as a view, and explains how any filtered list can go straight to Mailchimp.
They also cover the customer portal that comes with every customer record that has an email address. Your customers can use it to pay invoices, approve estimates and update their own details. Errol adds a custom link to the portal menu, and then he finishes with a first look at Method AI. He uses plain-language requests to hide a column and move a link on the screen.
The Workflow Workshop runs live every Tuesday at 1 p.m. ET. Sign up here.
