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.
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.
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 scannerConsume 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 analystIn 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 researcherCall 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 analystConsume 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 directorConsume 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 writerReceive 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.
distributorRequired Agents
7- payment-scanner
- clv-analyst
- web-researcher
- sentiment-analyst
- creative-director
- email-writer
- distributor
Connections
Required
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.
Ready to deploy CLV & Loyalty Planner?
Start free. One click, full agent orchestration.
Get Started Free →