Rank clients by LTV

The skill sums every paid invoice by customer and sorts from your biggest down, with real currency amounts and an as-of date. To be upfront: this ranks revenue paid to date, not a predictive model of future value, because there is no churn or retention data behind it.

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npx skills add wellapp-ai/skills --skill rank-clients-by-ltv
WWellapp
Who are our best customers?

Ask anything or use / for commands...

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.

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  1. You ask

    Who are our best customers?

  2. Pin the workspaceSkill useddefine-workspace

    Workspaces

    Pick the workspaces to work in.

    Your workspaces
  3. Confirm the connections this answer needsSkill usedconnect-tools

    Connect a tool

    Pick a tool to connect it to Well.

    Available tools
    1 of 1
    QuickBooks avatar
    QuickBooks
    Category
    Accounting
    Data
    Accounting
    Direction
    Input
    Status
    —
    Last sync
    —
    1 selected
  4. Verify the data itself has landed
  5. Resolve your own companySkill usedconfirm-my-company
  6. Resolve the time window
  7. Query paid revenue by customer
  8. Normalize currencySkill usednormalize-currency
  9. Sort and limit
  10. If any required step errors or returns unusable data
  11. You get

    Companies

    Company Name
    Total amount
    S
    Stripe    		€412,000.00
    M
    Mercury    		€288,000.00
    Q
    Qonto    		€196,000.00
    H
    HSBC    		€154,000.00
    4 results

    Stripe leads at €412K paid to date, then Mercury at €288K, Qonto at €196K, and HSBC at €154K. This ranks realized revenue actually paid, not a predicted future value.

More skills to try

Every skill answers a different question from the same connected data. Add one, ask, and see the working.

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Runway

Know exactly how many months and days of cash you have left.

Cash position

Know exactly how much cash you have, and which accounts it came from.

Cost structure

See where your company's money actually goes, no spreadsheets required.

Receivables aging

See who owes you money, and how long they've been sitting on it.

Bills due

See exactly what's coming due, in what order, and how much cash it adds up to.

FX exposure

See how much of your cash and receivables sit outside your home currency.

Frequently asked questions

Is this really lifetime value?

It is realized revenue to date, which is the honest version of the question. A true LTV model needs churn and retention data that invoices alone cannot provide.

Does it count unpaid invoices?

No. Only invoices actually paid count toward the ranking, so the order reflects cash received rather than cash promised.

Can it rank by something else?

Yes. Ask for a specific window, a currency, or a segment and the ranking recomputes.

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