Customer LTV Intelligence
Monthly AI-powered LTV analysis across your entire customer base.
28-node n8n workflow that analyzes your entire Stripe customer base monthly. 4 agents: Fetcher (code-only, Stripe API pagination for customers, subscriptions, invoices, charges), Assembler (code-only, 13 per-customer LTV metrics including MRR current/previous/delta, plan tier movement, payment success rate, failed payments, refunds, disputes, subscription age, invoice frequency, lifetime revenue, churn flag), Analyst (the analysis model, single AGGREGATE call segmenting all customers into 5 LTV categories with per-customer reasoning), Formatter (the analysis model, Notion monthly report + Slack executive summary + Slack at-risk alerts). Dual-the analysis model AGGREGATE pattern: $0.08/run regardless of customer count. Blueprint Quality Standard (BQS) v2 certified. We designed this after a finance team calculated LTV once per quarter using a spreadsheet formula that did not account for expansion revenue or usage patterns. The agent computes LTV continuously using actual customer behavior data.
Last updated March 15, 2026
RevOps teams manage increasingly complex revenue stacks — multiple CRMs, billing systems, and data warehouses — with manual reconciliation consuming 20-30 hours per week. Automated revenue intelligence consolidates signals from Stripe, HubSpot, Salesforce, and Pipedrive into a single operational view.
Four Agents. Five LTV Segments. Monthly Portfolio Intelligence.
Step 1 — Fetcher
Schedule + Code
Schedule Trigger fires monthly (1st of month, 08:00 UTC) or manual Webhook for on-demand runs. Fetcher paginates Stripe API across four endpoints — customers, subscriptions, invoices, and charges — over a configurable 12-month lookback window. Assembles raw financial data per customer for downstream metric computation.
Step 2 — Assembler
Code-only
What does Assembler actually decide? Computes 13 per-customer LTV metrics from raw Stripe data: MRR current, MRR previous, MRR delta, plan tier movement, payment success rate, failed payment count, refund count, dispute count, subscription age, invoice frequency, total lifetime revenue, and churn flag. Produces a unified customer portfolio payload for the Analyst.
Step 3 — Analyst
Tier 2 Classification
This step exists because raw data alone is not enough. the analysis model receives ONE aggregate call with the entire customer base. Segments all customers into 5 LTV categories: growing, stable, declining, at_risk, churned — with per-customer reasoning citing specific metrics. Generates executive summary: total MRR, segment distribution, MRR delta month-over-month, top growers, top at-risk, notable movements. Optional cohort analysis groups customers by signup month for retention and revenue trends.
Step 4 — Formatter
Tier 2 Classification
Without this step, upstream analysis sits idle. the analysis model generates three outputs: (1) Notion monthly LTV report with 7 sections — Executive Summary, Segment Distribution, MRR Trends, At-Risk Customers, Growth Opportunities, Cohort Analysis, Month-over-Month Comparison; (2) Slack executive summary via Block Kit; (3) Slack at-risk alerts — one per at-risk customer with MRR, signals, and recommended action.We tried three providers for $0.016 savings per lead. Three API keys, three billing accounts — the customer friction was not worth it.
That's the full pipeline. Here's what it intentionally does NOT do — and why those boundaries exist.
What It Does NOT Do
Does not monitor individual payment events in real-time — that is what Expansion Revenue Detector does
Does not recover failed payments — that is what Stripe Dunning Intelligence does
Does not monitor CRM engagement health — that is what Account Health Intelligence Agent does
Does not modify Stripe subscriptions or cancel accounts — read-only analysis
Does not scrape external websites — all data from Stripe API
Does not predict churn with external signals — uses Stripe financial data only
With those boundaries clear, here's everything that ships when you purchase.
The Complete Customer Success Bundle
6 files.
The technical specifications below are ITP-measured, not estimated.
Tested. Measured. Documented.
Every metric is Independent Test Protocol (ITP)-measured. The Customer LTV Intelligence agent analyzes your entire Stripe customer base monthly — computing 13 per-customer LTV metrics, segmenting into 5 categories with per-customer reasoning, and delivering a 7-section Notion report with Slack executive summary and at-risk alerts at $0.08/run.
Workflow Nodes
28
Blueprint Quality Standard
12/12 PASS
Agent Architecture
4 — Fetcher (code-only) → Assembler (code-only) → Analyst (Sonnet 4.6) → Formatter (Sonnet 4.6)
Required Credentials
4 — Anthropic API, Stripe (configured in n8n), Notion (httpHeaderAuth), Slack (httpHeaderAuth)
Bundle Contents
5 files
Cost per Run
$0.08/run (ITP-measured)
ITP Milestones
14/14 PASS
n8n Compatibility
2.11.2+
Tested on n8n v2.7.5, March 2026
Customer LTV Intelligence v1.0.0 — Technical Reference━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Architecture: 28 n8n nodes, 4 agents (Fetcher → Assembler → Analyst → Formatter)Trigger: Schedule (monthly, 1st of month 08:00 UTC) or manual WebhookInput: Stripe API — customers, subscriptions, invoices, charges (12-month lookback)Intelligence: Sonnet 4.6 (Analyst LTV segmentation + Formatter report assembly)Output: Notion (7-section monthly LTV report) + Slack (executive summary + at-risk alerts)Cost: $0.08/run (ITP-measured average)ITP: 8 variations, 14/14 milestones PASSBQS: 12/12 PASSTool A: Stripe (input — customer financial data via API)Tool B: Notion (output — monthly LTV report)Tool C: Slack (output — executive summary + at-risk alerts)Intelligence: 5-segment LTV taxonomy + AGGREGATE pattern (single Analyst call)Cost Value: 0.08
What You'll Need
Platform
n8n 2.11.2+
Est. Monthly API Cost
$0.08/month (monthly runs) + Stripe/Notion/Slack free tiers
Credentials Required
- ▪Anthropic API
- ▪Stripe (configured in n8n)
- ▪Notion (httpHeaderAuth)
- ▪Slack (Bot Token, httpHeaderAuth)
Services
- ▪Stripe account (with subscription data)
- ▪Notion workspace (API access)
- ▪Slack workspace (Bot Token with chat:write scope)
Setup Track
Quick Start
~15 min
All credentials live, n8n running
Full Setup
1–2 hrs
Needs API config + tables
From Scratch
2–4 hrs
No n8n, no credentials
Customer LTV Intelligence v1.0.0
$249
one-time purchase
What you get:
- ✓ITP-tested 28-node n8n workflow — import and deploy
- ✓Monthly Schedule Trigger (1st of month, 08:00 UTC) or manual Webhook for on-demand runs
- ✓Stripe API pagination across customers, subscriptions, invoices, and charges
- ✓13 per-customer LTV metrics: MRR current/previous/delta, plan tier movement, payment success rate, failed payments, refunds, disputes, subscription age, invoice frequency, lifetime revenue, churn flag
- ✓LTV 5-segment taxonomy: growing, stable, declining, at_risk, churned
- ✓Per-customer reasoning citing specific Stripe metrics
- ✓Executive summary: total MRR, segment distribution, MRR delta, top growers, top at-risk
- ✓Notion monthly LTV report with 7 sections (Executive Summary through Month-over-Month Comparison)
- ✓Slack executive summary (Block Kit) + at-risk customer alerts with recommended actions
- ✓AGGREGATE architecture: single Analyst + Formatter calls — $0.08/run regardless of customer count
- ✓Dual the analysis model: no Opus required
- ✓ITP 8 variations, 14/14 milestones, $0.08/run measured
- ✓All sales final after download
Frequently Asked Questions
How does it differ from Expansion Revenue Detector?+
Complementary products covering different cadences and scopes. ERD monitors individual invoice.paid events in real-time and scores per-event expansion potential. CLTVI analyzes your entire customer base monthly — computing MRR trends, segment distribution, and portfolio-level intelligence.
What are the five LTV segments?+
Growing — MRR increasing, plan upgrades, strong payment reliability. Stable — consistent MRR, no plan changes, reliable payments. Declining — MRR decreasing, plan downgrades, reduced activity.
What does the Notion report contain?+
Seven sections: Executive Summary (total MRR, customer count, segment breakdown), Segment Distribution (counts and percentages per LTV category), MRR Trends (month-over-month delta, growth rate), At-Risk Customers (individual profiles with signals and recommended actions), Growth Opportunities (top growers with expansion reasoning), Cohort Analysis (retention and revenue trends by signup month), and Month-over-Month Comparison (key metric deltas).
Why is it so cheap at $0.08/run?+
AGGREGATE architecture. Instead of making one LLM call per customer (which would cost $0.02×N), the entire customer base is assembled by code-only nodes and sent to the Analyst in a single call. The Formatter also receives one call.
How many customers can it handle?+
The Analyst receives the full customer portfolio in one call. the analysis model handles context windows up to 200K tokens. Practical limit depends on your customer count and data density — typical SaaS with 50–500 customers fits comfortably.
Does it use web scraping?+
No. All data comes from the Stripe API: customer records, subscription details, invoice history, charge data, and payment metadata. No web_search, no external data sources, no scraping.
How does it differ from Account Health Intelligence Agent?+
Different data sources and signals. AHIA monitors HubSpot engagement health (deals, tickets, engagements) per account. CLTVI monitors Stripe financial health (MRR, payments, subscriptions) across your portfolio.
Is there a refund policy?+
All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions?
Related Blueprints
Expansion Revenue Detector
AI monitors Stripe payment patterns, scores expansion potential across 5 signal categories, and routes upsell and at-risk briefs to Pipedrive automatically.
Stripe Dunning Intelligence
Intelligent payment recovery with AI-personalized dunning.
Account Health Intelligence Agent
Weekly AI health briefs for every account.