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CLV & Loyalty Planner

Know which customers are worth 10x more — and keep them.

Identify your highest-CLV segments and build loyalty strategies that increase repeat revenue by 20-40%. Stop treating all customers the same when they are not.

Best forEcommerceProfessional ServicesSaaS
Agents7 required
Duration5-10 minutes

Processes transaction data to compute CLV, segments customers by RFM scoring, and produces tier-specific loyalty strategies.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior CLV calculations, loyalty program parameters, and cohort performance baselines stored in memory. Pull all Stripe customer records: extract customer ID, subscription start date, total lifetime spend, plan tier, billing frequency, and churn date (for churned customers). Produce a CLV data manifest as Phase 1 output.

payment scanner
02

Consume Phase 1 CLV manifest. Calculate customer lifetime value per cohort: acquisition month, plan tier, and revenue segment. Model predicted LTV for active customers using historical churn curves and expansion revenue rates. Produce a CLV scorecard with segment-level benchmarks.

clv analyst
02

In parallel with clv-analyst, call verslay_web_search and verslay_scholar_search to surface industry CLV benchmarks, retention program ROI research, and loyalty strategy best practices for the product category. Produce a lifecycle benchmarks document to contextualize Phase 2 CLV calculations.

web researcher
03

Call verslay_exclusive_reddit_scrape on subreddits where the product's customers are active to surface post-purchase sentiment: what customers love, what frustrations they express, and what loyalty rewards they cite when recommending the product. Produce an authentic customer voice brief for loyalty strategy design.

sentiment analyst
04

Consume Phase 2 CLV scorecard, lifecycle benchmarks, and Phase 3 customer voice brief. Design a loyalty strategy for the top 3 CLV segments: reward structure (points, exclusive features, early access), milestone triggers (subscription anniversary, spend thresholds), and retention intervention plays for at-risk segments. Produce a loyalty program design document.

creative director
05

Consume Phase 4 loyalty program design. Write email templates for each loyalty program touchpoint: welcome-to-loyalty email, milestone achievement notification, win-back offer for at-risk customers, and loyalty tier upgrade announcement. Produce a complete email template set.

email writer
06

Receive email templates and loyalty program design from Phases 4 and 5. Deliver the CLV scorecard, loyalty strategy document, and email templates to the product and CS team via the configured channel. Call verslay_memorize to store updated CLV calculations, cohort benchmarks, and loyalty strategy parameters in memory. Confirm delivery.

distributor

Required Agents

7
  • payment-scanner
  • clv-analyst
  • web-researcher
  • sentiment-analyst
  • creative-director
  • email-writer
  • distributor

Connections

Required

stripeverslay_exclusive

What it does

  • CLV calculation
  • RFM segmentation
  • Loyalty tier assignment
  • Cohort retention analysis
  • Tier-specific strategies

Example prompt

Which customer set should I calculate CLV for (all customers, top 50 accounts, last 6 months) and how should I segment (plan tier, channel, industry)? I will recommend loyalty strategies for the highest-value segments.

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