weekly
Automated Task #30
Customer & Retention

Flag High-LTV Cohorts and Recommend Retention Plays

Double down on your most valuable customer cohorts before they have a reason to leave.

Not all customers are created equal, and not all retention efforts should be equal either. PayHelm's weekly high-LTV cohort analysis calculates lifetime value by acquisition source, first product purchased, join date, and geographic segment, surfaces the cohorts with the highest LTV and best retention potential, and recommends specific retention actions — VIP upgrade, exclusive access, dedicated account manager outreach, or personalized loyalty rewards — for each high-value group.

No credit card required · 14-day free trial

1 hr

Time saved per run

52 hrs

Annual hours saved

$1,786

Annual cost savings

Why automate this?

This task runs automatically every weekly — no dashboards to check, no manual analysis to run.

Cohort-level LTV clarity

Understand which specific acquisition cohorts have generated the most long-term value.

Retention ROI

Recommendations sized by potential revenue impact — so you know which retention play is worth the most.

Early churn signals

High-LTV cohorts showing declining engagement flagged as priority for retention intervention.

Targeted action matching

The agent matches the right retention action to each cohort profile — not one-size-fits-all programs.

How the agent runs this task

Every time this task runs, the agent executes these tools in sequence — connecting to your live data, analyzing it, and delivering results.

1
get_inventory_summary

Pull customer purchase history and LTV calculations

2
search_klaviyo

Cross-reference LTV cohorts with email engagement data

3
get_ads_performance

Attribute high-LTV cohorts to their acquisition channels

4
export_to_email

Deliver high-LTV cohort report with retention recommendations

Example output

Here's what a real run of this task might produce — delivered to your inbox every weekly.

PayHelm Agent Output
High-LTV Cohort Report — Week of April 7

Top 3 cohorts by LTV:
1. 'Google Ads — Brand — Q4 2024': $312 avg LTV, 2,840 customers
   Status: Engagement declining (-12% open rate this quarter)
   Retention play: VIP upgrade + early access to new collection

2. 'Organic — Product Review Traffic': $287 avg LTV, 1,200 customers
   Status: Healthy engagement
   Retention play: Ambassador program invitation

3. 'Referral — Existing Customer': $341 avg LTV, 640 customers
   Retention play: Referral incentive to generate more of same cohort

Set it up in minutes

No code. No configuration files. Just a conversation with the agent.

1

Chat: 'Which customer cohorts have the highest lifetime value and what should I do to retain them?'

2

Review the LTV cohort breakdown and recommended actions

3

Save as task → Weekly on Monday at 8:00 AM

4

Execute top retention plays for the highest-value cohorts each week

Start automating your ecommerce store today

14-day free trial. No credit card required.

SOC 2 Secure
No credit card
Live in minutes