CLVHelm

Customer Lifetime Value, Applied

Your Best Customers Go Quiet First.

CLVHelm spots who's drifting while there's time to act, in your book or the one you're buying.

You're making six-figure calls on hiring and pricing with the same gut feeling you had on day one.

We turn the customer data you already have into a short list: who to call this week, which empty slots to fill, and when a new hire will pay for itself.

Built on Peer-Reviewed Science
Enterprise-Grade Predictive Models
Your Data Stays Yours

The Operator's Trap.

My dad made these exact decisions alone for 30 years.

You have the ambition to grow, but not the time to step back and figure out the right move. Pricing fears, hiring worries, marketing that isn't working the way it should. The root problem is the same: you're making high-stakes calls on gut feeling, alone.

Ad Uncertainty

"I keep spending on marketing, but I can't tell which of it actually brings back my best customers."

Expansion Anxiety

"If I hire more staff right now, am I actually growing, or just adding stress I can't afford?"

Pricing Fears

"I need to raise my prices, but I'm terrified it'll push away the clients I depend on most."

"You cannot win a sailing race by following the yacht ahead of you. You have to steer to the side and catch a different wind."

Following your competitors means you'll always be second. But steering away and hoping to catch wind isn't a strategy. CLVHelm gives you the exact tactical instruments to map your next move with confidence, so you aren't just guessing where the wind is.

See What Each Customer Is Worth Next.

Any spreadsheet can tell you who spent the most last year. Predicting what a customer is worth next year takes real statistical modeling, the same science big companies pay data science teams for.

100
Customers walk through your door today, all looking the same on paper
→
We Predict
What each one is worth to you over the next 12 months, based on how they actually visit
→
20
Of them will drive 70% of that future value. We tell you exactly who, before it's obvious

That's Customer Lifetime Value: what someone is worth to you going forward. It's the predictive science behind every recommendation we give you, and the "CLV" in CLVHelm.

Curious how we predict this? Read about the science →

What We Actually Do For You

We look at the customer data you already have and hand you a short, prioritized list: exactly who to focus on, and what to do about it.

You don't need to learn new software. We do the work and walk you through the results together.

Scaler

Turns your casual customers into loyal regulars.

Hunter

Finds forgotten revenue you already earned, sitting in plain sight.

Protector

Spots customers quietly drifting away, before they're gone.

See It In Action

A peek at what you receive (illustrative example)

Should You Raise Prices?

Scaler
Proposed Price Increase
+$15
Clients Most Likely To Leave
  • Client A94% Risk
  • Client B88% Risk
  • Client C71% Risk
  • Client D65% Risk
What It Means For You
Extra revenue+$1,450
Revenue at risk−$385
Net gain+$1,065
RECOMMENDATION: GO

When Your Calendar Fills

Protector
Target Efficiency
80%
Swipe to see the full week →
9A
10A
11A
12P
1P
2P
3P
4P
5P
6P
7P
8P
Mon
Tue
Wed
Thu
Fri
Sat
Sun
QUIET
PEAK
Empty slots = money you could still make.

Where Your Money Really Comes From

Hunter

Your loyal core out-earns cold, one-time customers by a wide margin.

Loyal regulars (top 20%)71%
Consistent customers21%
One-time / cold-ad visitors8%

For search funds and acquirers

Buying a Service Business?

Value it by who stays.

Revenue tells you what the business earned. The customer base tells you what it will earn. CLVHelm reads the seller's booking and payment history and splits future revenue into its four drivers: new customers, retention, repeat visits and spend.

Who Carries the Revenue

How concentrated it is, and whether the top customers are still active.

Who Is Already Drifting

Customers going quiet before close, named, with a dollar figure on each.

What the Base Is Worth

A customer-based view of future revenue to test against the seller's numbers.

I helped launch Experian's BusinessIQ, the tool lenders use to score small businesses. CLVHelm brings that underwriting discipline to the customer base itself.

Book a Diligence Call

Your Data Stays Yours.

Used Only for You

Your data powers your analysis. We never sell it or share it.

Names Optional

Send customer IDs in place of names. The model needs visits and spend, nothing more.

Deleted on Request

Ask and we delete your files. Buyers: we're glad to sign your NDA.

Take the Helm.

Start with a free 30-minute fit call. Here's what happens:

1We talk through the decision in front of you: a hire, a price, an empty schedule, or a business you're buying.
2If it's a fit, we run a Customer Checkup on your data. Scope and price follow the decision and what it's worth to you.
3You get a ranked list of who to call, which slots to fill and what to do next, and we walk through it together.
Book a Free 30-Minute Fit Call