Start with a question: how personal do you want to get?
Not all VIPs warrant the same response. An influencer with 12K followers and an A-list celebrity with 2M followers are both signals — but they probably deserve different treatment.
OuterSignal lets you build tiered responses based on exactly who the customer is. The most effective brands think about it like this:
High-signal, ultra-high-value → personal, human outreach
High-signal, scalable → automated flows that still feel elevated
You don't have to choose one or the other. You can run both simultaneously for different segments.
Tier 1: Personal outreach for your highest-value VIPs
Some customers are too valuable — or too well-known — to hand off to an automated email flow. For these, you want to know the moment they buy so you can reach out yourself.
How to set it up:
In your Signal Feed, filter to the segment you want — for example, customers with 100K+ social media followers, or customers matching a specific Signal Criteria like "Senior executive at a $100M+ company"
Save it as a segment
Create a Playbook with a Slack alert or email notification action — your team gets a real-time notification the moment someone new enters that segment
From there, your team reaches out personally — a direct email, a DM, a personal package, whatever feels right for your brand
The Slack or email notification means no VIP slips through unnoticed, even during a busy sales period.
Tier 2: Automated flows for high-signal customers at scale
For customers who are notable but where personal one-to-one outreach isn't practical — say, influencers with 10K–100K followers — automation lets you treat them like VIPs without requiring manual effort every time.
Example: Invite them to your affiliate or ambassador program
Create a segment for customers with 50K–100K social media followers
Create a Playbook with a Klaviyo tag action — tag them in Klaviyo when they enter the segment
In Klaviyo, build a flow triggered by that tag — an email inviting them to your affiliate program, offering an exclusive discount, or introducing your ambassador tier
Every qualifying customer gets that experience automatically, without anyone on your team lifting a finger
This is the tiered approach in action: fully automated below a certain threshold, personal above it.
Send a free gift or special package
One of the most powerful things you can do for a VIP is make their unboxing experience feel intentional. OuterSignal makes it easy to trigger special fulfillment for high-signal customers automatically — or manually if you prefer a more personal touch.
Automated: Shopify tag → 3PL fulfillment
Create your VIP segment in the Signal Feed
Create a Playbook with a Shopify tag action — tag the customer or order in Shopify when they enter the segment
Configure your 3PL or Shopify Flow to recognize that tag and automatically add a gift, a handwritten note, premium packaging, or any other special treatment to their order
Once it's set up, every VIP gets the elevated experience without anyone having to remember to do it.
Manual: Slack alert → personal send If you'd rather keep gifting personal and high-touch, use a Slack notification Playbook instead. Your team gets the alert, reviews the customer, and decides what to send and how. More effort — but for your most important relationships, sometimes that's exactly right.
Put it all together: a VIP playbook stack
The brands doing this best don't pick one action — they stack them. Here's what a full VIP system might look like:
10K–100K followers → Klaviyo tag → automated ambassador invite flow + Shopify tag → special packaging from 3PL
100K+ followers → Slack alert → personal outreach from your team + Shopify tag → handwritten note in every order
Property value > $5M or known investor → Slack alert → personal outreach from founder or senior team member
Each tier runs automatically. Your team only gets involved where the relationship warrants it.
Ready to build your first VIP Playbook?
📖 Saving Segments & Creating Playbooks 📖 Klaviyo Integration 📖 Shopify Integration 📖 Viewing Your VIPs and Top Signals (coming soon)
