weekly
Automated Task #21
Email & CRM

Review VIP Customers and Add Them to VIP Campaigns

Identify your highest-value customers every week and make sure they get VIP treatment.

VIP customers generate disproportionate revenue — your top 10% of customers typically drive 40–60% of total revenue — yet most businesses only identify them when running periodic manual analyses. PayHelm's weekly VIP review automatically identifies customers who crossed your defined VIP threshold in the past 7 days (e.g., reached 5 orders, exceeded $1,000 LTV, or made a high-value single purchase), adds them to your Klaviyo VIP segment, and enrolls them in your VIP treatment flows before they have a chance to be poached by a competitor.

No credit card required · 14-day free trial

45 min

Time saved per run

39 hrs

Annual hours saved

$1,331

Annual cost savings

Why automate this?

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

Real-time VIP elevation

Customers who cross the VIP threshold this week are in VIP campaigns this week — not discovered months later.

Segment health monitoring

Weekly check on VIP segment size and engagement — declining VIP engagement is an early churn signal.

Revenue protection

VIP customers enrolled in retention flows are significantly less likely to churn to competitors.

Custom VIP criteria

Define VIP thresholds by order count, total spend, single order size, or any combination.

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 order frequency, total spend, and LTV data

2
search_klaviyo

Check current VIP segment membership

3
create_klaviyo_flow

Add newly qualified customers to VIP flows

4
export_to_email

Report on new VIP additions and segment health

Example output

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

PayHelm Agent Output
VIP Customer Review — Week of April 7

New VIP customers this week: 14
(Threshold: 5+ orders or $500+ total spend)

Newly qualified:
1. sarah@example.com — 5th order placed April 5, total spend $480
2. mike@example.com — Single order $620 April 3
...

All 14 added to Klaviyo VIP segment and enrolled in VIP welcome flow

VIP segment health:
Total VIPs: 1,842 | Avg open rate: 48% | Avg order freq: 8.2x

Set it up in minutes

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

1

Chat: 'Which customers became VIP this week based on my order and spend thresholds?'

2

Set your VIP criteria (order count, spend threshold, or LTV)

3

Save as task → Weekly on Monday at 7:00 AM

4

VIPs are automatically added to your Klaviyo VIP segment for elevated treatment

Start automating your ecommerce store today

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