Lists CLEO prepares
Who to reconnect with, and the other lists CLEO keeps ready.
On your Customers screen, under CLEO prepared, sits a short set of lists CLEO keeps ready from what you've actually recorded. They save you building the same query in your head every few weeks — who haven't I seen in a while?
Only a list with somebody on it appears. An empty list isn't shown as an empty link.
The five lists
| List | Who is on it |
|---|---|
| Worth reconnecting with | Customers who came back before, have nothing booked and no active work, and are either past their usual rhythm or have gone quiet |
| Follow-ups due | Follow-ups you promised that are overdue or due today |
| Past their usual return interval | Customers with a measured rhythm who are well past it |
| Repeated no-shows recorded | Customers with two or more no-shows in the last ninety days |
| No recent customer interaction | Customers with nothing recorded for twenty-one days |
Each opens a filtered view of your customers with the rule stated at the top, and a Show everyone link to drop the filter.
What each rule actually is
CLEO states its own rule on the list, so you never have to trust a label:
- Past their usual return interval —
Customers with a measured return rhythm (three or more completed visits) who are past it by more than one and a half typical gaps, with nothing booked. The interval and the gap are beside each name — a rule, not a prediction.
- No recent customer interaction — twenty-one days or more with
no request, message, booking or completed visit — with nothing booked and no active work.
Customers who have a measured rhythm are read by that rhythm instead, so nobody appears on both. CLEO calls this oneContext, not a verdict.
- Repeated no-shows recorded — two or more no-shows in ninety days,
counted from the outcomes you recorded.
- Worth reconnecting with — the combined list:
Customers past their usual return interval first, then repeat customers with no recent interaction.
Ordered by how far past they are. - Follow-ups due —
Follow-ups you promised that are overdue or due today — the earliest first.
Who they cover
Worth knowing, because it surprises people: four of the five are about clients only. The rhythm, quiet-period and no-show lists all read completed visits and recorded outcomes, and they look at active clients.
Follow-ups due is the exception — it covers anyone you promised to get back to, lead or client, as long as they're not archived and the lead hasn't already been closed.
A business that doesn't book appointments will never have anyone on the three visit-based lists. That isn't a fault; there's nothing recorded for the rule to read.
Nothing is sent
Opening a list does nothing. CLEO doesn't email anyone, doesn't create follow-ups, and doesn't mark anyone as handled — Nothing is sent; a follow-up for any of them is one sentence to Ask CLEO.
So the lists are the reading. Acting is still a separate, deliberate step: open a customer and plan a follow-up, or ask CLEO to set several at once and confirm.
Deciding about a whole list
The reconnect and return-interval lists carry one extra thing. If you've recorded a decision about the customers past their usual return interval, it's shown at the top of the list, with a link to what's been recorded since — and a way to record a newer one.
That's the subject of the next article.
When CLEO keeps showing you the same list and you've made up your mind about it, you can say so — Recording a decision.