Client Profile - Jennifer Martinez
Complete 360° view of client interactions and preferences
JM
VIP Client
Jennifer Martinez AI Insights Active
jennifer.martinez@email.com
(212) 555-0198
New York, NY
Customer Since
March 2021
Lifetime Value
$128,450
Total Purchases
17
Avg. Purchase
$7,556
Last Visit
3 days
AI-Powered Insights & Recommendations
Next Best Action
Anniversary approaching! Suggest diamond tennis bracelet ($8,500-$12,000 range). High likelihood based on past preferences.
Household Intelligence
Connected to David Martinez (spouse). He recently browsed engagement rings - potential gift opportunity.
Engagement Score
92% - Highly Engaged
Personal Information
Full Name:
Jennifer Martinez
Preferred Name:
Jenny
Date of Birth:
April 15, 1985
Preferred Store:
Manhattan Flagship
Ring Size:
6.5
Bracelet Size:
7 inches
Celebration Dates
Wedding Anniversary
June 12 (Annually)
Auto-reminder enabled
Birthday
April 15 (Annually)
Auto-reminder enabled
Mother's Day
2nd Sunday in May
Auto-reminder enabled
Style Preferences
Metal Preferences
White Gold
Platinum
Yellow Gold
Gemstone Preferences
Diamonds
Sapphires
Emeralds
Style Preferences
Classic
Elegant
Timeless
Preferred Brands
Tiffany & Co.
Cartier
Harry Winston
Recent Product Interests
Diamond Tennis Bracelet
SKU: DBR-2847 • Viewed 3 days ago
$11,500
High Interest
Sapphire Pendant Necklace
SKU: SPN-1923 • Viewed 1 week ago
$5,750
Medium Interest
Diamond Stud Earrings
SKU: DSE-3421 • Viewed 2 weeks ago
$8,200
Follow-up Needed
Recent Purchases
View AllPlatinum Engagement Ring
$18,900
SKU: PER-5892 • Manhattan • Oct 28, 2024
Completed
5-Star Review
Pearl Earrings Set
$4,250
SKU: PES-3341 • Manhattan • Sep 15, 2024
Completed
Gift Wrapped
White Gold Band
$2,890
SKU: WGB-7621 • Manhattan • Jul 22, 2024
Completed
Resized
Activity Timeline
Store Visit
3 days ago
Manhattan Flagship • Browsed tennis bracelets • 45 min visit
Follow-up Call
1 week ago
Discussed anniversary gift ideas • Positive response
Email Campaign
2 weeks ago
"New Arrivals - Fall Collection" • Opened • 2 products viewed
Purchase
1 month ago
Platinum Engagement Ring • $18,900 • Manhattan
Google Review
1 month ago
5-star review posted • "Exceptional service and quality!"
Store Visit
2 months ago
Manhattan Flagship • Pearl earrings purchase • $4,250
Open Opportunities
New Opportunity| Opportunity | Value | Stage | Expected Close | Probability | Actions |
|---|---|---|---|---|---|
|
Anniversary Gift - Tennis Bracelet
High priority follow-up needed
|
$11,500 | Proposal | Dec 15, 2024 |
75%
|
|
|
Custom Design Consultation
Scheduling meeting for January
|
$15,000 | Discovery | Jan 30, 2025 |
40%
|