Rank Your Clients by Lifetime Value with Well

Purpose

Use Well's MCP tools to answer "who are our best customers?" by ranking customers on total realized revenue — the sum of every invoice this workspace has issued and been paid for, grouped by customer, to date. This computes cumulative paid-invoice revenue per customer, backed by Well's synced invoice data, not a guess.

This is not a predictive customer-lifetime-value model. A true forward-looking CLV needs churn, retention, and cohort data that Well's invoice graph doesn't carry. What this skill delivers is a realized-revenue ranking — "who has paid us the most so far" — even though users typically reach for "lifetime value" phrasing to ask for it. Always frame the output that way.

When to use this skill

Use this skill when the user asks things like:

• "Rank our clients by lifetime value" / "customer lifetime value"
• "Who are our best customers?" / "Biggest customers"
• "Rank clients by revenue"
• "Which customers have paid us the most?"

When not to use this skill