Customer Intelligence
(CDP + CLV)

A fast growing retail brand was scaling acquisition across digital and partner channels, but customer data was fragmented, profitability was unclear, and personalization stopped at the channel edge.

We built the foundation, a composable customer data platform and layered CLV intelligence on top, so every marketing dollar was spent against a single view of the customer and their predicted lifetime profit.

Business Impact
+60%
Increase in ROAS from CLV based targeting on unified audiences
01 - The Challenge

Fragmented data, unclear profitability, no personalization at scale

Customer data lived in silos across web, marketplace, CRM, and marketing platforms. The same customer appeared as multiple identities. Marketing optimized on CAC, not lifetime value, and campaigns were channel-specific, unable to leverage a holistic view.

The result: inefficient spend, slow decisions, and no way to answer the questions that mattered, which customers are truly profitable, and which channels bring more of them.

02 - The Foundation

A composable CDP, built end to end

We designed and deployed a composable Customer Data Platform on the client's existing cloud stack.

1

Ingestion

Scalable pipelines unifying transactional, web, marketplace, and marketing data into one Delta Lake.

2

Identity resolution

Deterministic and probabilistic matching to stitch fragmented records into a single customer.

3

Golden Customer Record

One unified profile per user, stored in a graph based structure with lineage for compliance as well.

4

Segmentation

Real time segmentation on attributes, RFM, engagement, and behavior, self serve for marketing.

5

Activation

Sync ready audiences pushed to ad platforms, CRM, and automation tools without engineering handoffs.

03 - The Intelligence

CLV modeling on top of the unified data

With a single source of truth in place, we built a Customer Lifetime Value model combining transaction history, revenue components, and churn signals, turning the CDP from a reporting layer into a decision layer.

1

Predict profitability

Forecast the future profitability of each customer from their earliest behavior patterns.

2

Understand channel economics

Aggregate CLV by acquisition channel to reveal true "predicted profit per customer" by source.

3

Identify high-value customers

Surface the cohorts that drive long term margin, not just the ones that convert first.

4

Predict churn & reactivation

Flag positive CLV customers at risk of churn as priority targets for reactivation.

04 - Intelligence into Action

Wired into the systems that spend the money

The CDP's activation layer piped CLV, ranked audiences directly into the tools the marketing team already used, turning a prediction into an ad set, a budget shift, or a reactivation flow.

Application areaWhat we activated
Google & Meta High CLV cohorts exported as seed audiences for lookalike modeling on both ad platforms.
Audience targeting CLV-based segments replaced generic first-party lists across paid social and search.
Budget allocation Spend reallocated toward channels with early profitable cohorts (<9 months payback).
Retention Positive CLV customers predicted to churn were prioritized for reactivation campaigns.
Marketing automation Non technical teams self-served CLV tiered lists into CRM and lifecycle tooling.
05 - Business Impact

Marketing and finance, on the same signal

With unified data as the base and CLV as the lens, marketing spend was measured against future profit, not just first quarter revenue.

+60%
Increase in ROAS from CLV-based targeting vs baseline campaigns
Smarter
Acquisition, eliminated low quality channels that drove negative value customers
CAC → LTV
Shifted from CAC based to profitability based decision making
Conclusion

From fragmented data to profitable, data driven growth

The composable CDP gave the client one trustworthy view of the customer. CLV intelligence turned that view into a decision engine, telling marketing not just who the customer is, but which ones are worth acquiring, keeping, and winning back.

The result is smarter spending, stronger customer relationships, and a scalable model for long term financial sustainability, owned by the client, extensible over time.

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