The Book: how the client list thinks
Updated 15 July 2026 · 1 min read
Lifecycle tiers, follow-up cadence and next actions — the list that tells you who needs attention, not just who exists.
The Book isn't a flat list — it's a book of business that ranks itself.
Computed, not typed
Faden computes each client's standing from their actual history:
- Lifecycle tier — lead, new, regular, VIP — from orders and spend, not from a dropdown someone forgot to update.
- Cadence — how often this client should hear from you, given how they've behaved.
- Next action — the suggested move: a follow-up overdue, a reorder due, a fitting to book.
The saved views
Across the top of The Book:
- VIPs — the clients who carry the house.
- Needs attention — overdue for contact by their cadence.
- Due to reorder — past their typical reorder window.
- Leads — not yet clients; see Leads and the pipeline.
Working the Needs attention view weekly is the single highest-value CRM habit — it's your book telling you where the money is going quiet.
Search everything
⌘K finds any client instantly; The Book's own search and filters handle the rest — tags, tiers, spend.
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