For coaching principals: keep client lifetime value current

Coaching principals miss updated customer value after purchases, causing missegmentation and wasted offers. It recalculates and writes client LTV to marketing records so offers target high-value clients.

Overview

Coaching principals lose revenue when customer value goes stale and campaigns hit the wrong people. This workflow keeps client lifetime value updated across your marketing records so offers reach high-value clients and missegmentation is reduced.

Notable Features

Recalculate client lifetime value
Update marketing records instantly
Flag high-value clients for campaigns