Build customer value by understanding repeat purchase, useful communication and the costs behind revenue. Begin with observed cohorts and a clear lifecycle purpose.
↗From understanding to action
01Question
02Evidence
03Context
04Decision
Choose a useful starting point
Start with customer lifetime value to understand the observation period and value definition. Then use the lifecycle-planning guide to connect communication with actual customer situations: first purchase, replenishment, repeat purchase or an unresolved service issue. Customer relevance matters more than the number of flows in a tool.
Frequently asked questions
How should we use this section?+
Review the order and product data, permissions and suppression rules needed by the proposed journey. Compare cohort behaviour and commercial contribution alongside delivery signals and customer response. The email and retention services explain how the team can turn these decisions into a scoped programme.
What if we need help applying the guidance?+
Use the linked guides and service pages to understand the scope, then describe your business challenge. A definition or example explains an approach; it is not a diagnosis of your own implementation.
Customer lifetime value (CLV or LTV) estimates how much value a customer generates over the relationship. State whether you mean revenue or contribution, and whether the figure is observed or forecast.
First-party data is information collected through your business’s own customer relationships and interactions, such as order history or communication preferences. Its usefulness depends on accuracy and appropriate permissions.
Marketing attribution decides which recorded marketing interactions receive credit for a purchase or enquiry. Different systems can credit the same order, so their revenue totals should not be added together.
Plan lifecycle communication around customer needs, permissions and observed buying behavior. Give each flow a purpose and measure customer outcomes alongside attributed messaging revenue.
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