The Tiering Call: Auditing a Dormant Rider Segment Before Sending
Objective: Given a dormant-rider export with last-active dates, correctly bucket contacts into recently-lapsed, mid-dormant, and deep-sleeper tiers and pick the right entry point for each.
You're the CRM analyst at Grab auditing a dormant-rider export before launching the quarterly re-engagement sequence.
Apply the lesson's 3-tier segmentation, not everyone gets the same entry point into the sequence.
Before you start
What you'll need
Free path (everything below is enough to finish)
Handles date math and filtering without any paid tool
Paid upgrades (optional, faster/deeper)
Klaviyo Flows automates the routing once the tiers are validated; the audit itself only needs a spreadsheet.
Removes the manual re-tagging step every time a rider crosses a threshold
No access? Rebucket manually in Google Sheets on a weekly cadence
The process
1 step
Step 01 of 01
The lesson splits dormant contacts into recently lapsed (60-90 days), mid-dormant (90-180 days), and deep sleepers (180+ days), each needing a different entry point and incentive strength.
Given last-active dates for 20 dormant riders, which tier does each fall into, and which ones should skip straight to a re-permission email instead of the full 4-email sequence?
Procedure
- Import the export and add a Days Since Active column using TODAY() minus Last Active
- Bucket each row into recently lapsed, mid-dormant, or deep sleeper using the lesson's day thresholds
- Flag deep sleepers (180+ days) for a single re-permission email instead of the full sequence
- Confirm mid-dormant riders are scheduled to see their strongest incentive by email 2, not email 3
RECENTLY LAPSED (7 riders, 60-90 days) Priya, 72 days -- full 4-email sequence, value-led MID-DORMANT (9 riders, 90-180 days) Farid, 134 days -- full sequence, incentive moved to email 2 DEEP SLEEPER (4 riders, 210+ days) Amara, 244 days -- single re-permission email only, not the full sequence
Healthy
Deep sleepers are routed to a single re-permission email, not the full 4-email sequence, which the lesson flags as a low-pull-rate waste of sends.
Unhealthy
Every dormant rider, regardless of how long they've been gone, gets the exact same 4-email sequence starting at the exact same offer strength.
What this means
Lapse depth changes both the entry point and the incentive timing, not just the subject line.
So what do I do about it?
| Symptom | Action | Effort |
|---|---|---|
| Deep sleepers are queued into the standard 4-email sequence | Reroute anyone past 180 days to a single re-permission send instead | 5 min |
Final deliverable
A tiered dormant-rider list (recently lapsed / mid-dormant / deep sleeper) with each rider's correct sequence entry point flagged.
See a reference example
Snowflake, dormant free-trial user tiering (excerpt) RECENTLY LAPSED (65 users, 60-90 days) full onboarding-nudge sequence, value-led DEEP SLEEPER (12 users, 190+ days) single re-permission email only -- "still want product updates from Snowflake?"
Success criteria
You're done when you can:
- All riders correctly bucketed by the lesson's day thresholds
- Deep sleepers routed to a re-permission email, not the full sequence
- Mid-dormant riders have their incentive moved to email 2