Rank clients by LTV
Rank your most valuable customers by lifetime value, over a year you name or their whole life.
npx skills add wellapp-ai/skills --skill rank-clients-by-ltv
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How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Who are our best customers?
- Land the run in a company workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the base currency, only if it is missingSkill usedconfirm-accounting-settings
- Read the connectionsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Resolve the time window
- Verify the data itself has landed, and connect what is missingSkill usedconnect-tools
- Resolve your own companySkill usedconfirm-my-company
- Measure the lifetime value
- Normalize currencySkill usednormalize-currency
- Draw the ranking
Customer lifetime value
Oct 2025 to Sep 2026 · Revenue, no margin
€61.3KAverage per customer, across 4 customersLifespan 30 months: 1 of 4 customers churned.
Ask for “Customer lifetime value” to open this again.
- If any required step errors or returns unusable data
- You get
From October 2025 to September 2026, Atelier Nord leads with a lifetime value of €144K, then Kestrel Logistics at €56.25K, Maison Lumen at €36K, and Bleu Horizon, which has churned, at €9K, below the €12K it already paid, because a lifetime value projects forward and does not total past billing. The average is €61.3K over 4 customers. It is a revenue lifetime value: average invoice times invoices per month times a lifespan of 30 months, with no margin applied.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Frequently asked questions
How is lifetime value calculated?
Average order value times monthly purchase frequency times the expected lifespan in months. The average order value is a customer's invoiced revenue net of tax divided by its number of invoices, and the frequency is its invoices per month since its first invoice.
How does it decide a customer has churned?
A customer counts as churned when no invoice has followed for twice its usual interval between invoices, and at least three months. The lifespan is one over the monthly churn across your customers, capped at five years.
Does it include margin or costs?
No. It is a revenue lifetime value: what a customer is expected to bill over its life. Taking margin into account would need your cost per customer, which invoices alone do not carry.
Does it count unpaid invoices?
Yes. It counts every invoice you issued and did not cancel, net of tax, with credit notes taken off. Payment status plays no part, so a customer is not counted as lost because one payment is late.
Can it rank by something else?
Yes. Ask for a shorter window or a currency and the ranking is measured again over it.
Ask your first question today
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