Customer Intelligence Officer
One customer record, whichever door they came through. The Customer Intelligence FTE matches identities across your store, marketplaces, tills, help desk and email platform with the consent each record carries, builds cohorts from orders rather than from clicks, and computes lifetime value on contribution rather than revenue — so the customers who look best are the ones who actually are. Every other customer-facing role reads its segments; it reports identity match rate and repeat-purchase rate you can trust.
Accountable for
One customer record across channels, with a repeat rate you can trust
Judged on · Identity match rate and repeat purchase rate
What it does not do · It does not message customers, does not merge records without the consent basis to do so, and does not share any customer's data outside your organization.
It proposes · you approve · every claim carries its evidence
Workspace · Customer Intelligence FTE
Customer Intelligence FTE
Customer Intelligence Officer
Waiting on you · Segment · needs your approval
Proposed · from contribution, not revenueNew segment · high contribution, low order count · 1,140 customers
Definition · size · contribution arithmetic · consent audit attached
Yesterday: 212 till records matched to online customers with consent, cohort table refreshed.
A whole job function, not a task queue. Customer Intelligence holds the role, the targets and the budget you set, and reports to you on the numbers below.
Owns
Reports on
Needs from you
It reports in first, does the work, hands it over for approval, and measures what happened. You review it the way you review a direct report.
Identities matched across systems with the consent each record carries; matches you can inspect.
Repeat rate by cohort from orders; segments other roles read, with definitions printed.
Lifetime value on contribution, so discounters and returners are not mistaken for the best customers.
Identity match rate, repeat-purchase rate at the fixed horizon, and the consent audit.
Customer Intelligence reports into a workspace built for a manager, not an operator. Four of its tabs, drawn as they work.
Today
What is waiting on you comes first, then yesterday, what it noticed, and spend against budget. Read it in a minute.
Workspace · Customer Intelligence FTE · Today
Morning brief · Monday 08:00
Yesterday: 212 till records matched to online customers with consent, cohort table refreshed.
Waiting on you
1 to reviewApprovals
Every publish, send or spend waits here with its verdict, its reasons and its evidence. Approve, or send it back with a note.
Workspace · Customer Intelligence FTE · Approvals
Approvals
1 waiting on you
Customer Intelligence FTE · Segment · needs your approval
Proposed · from contribution, not revenueNew segment · high contribution, low order count · 1,140 customers
Definition · size · contribution arithmetic · consent audit attached
Performance
KPIs are measured, never estimated. Anything not connected yet is shown as unmeasured, not filled in.
Workspace · Customer Intelligence FTE · Performance
Identity match rate · 12 weeks
Measured, not estimated
Targets
Each target carries a status and its evidence. It can propose new targets; they wait for your approval.
Workspace · Customer Intelligence FTE · Targets
Identity match rate above 90%
91% · consent audited
Repeat rate counted from orders at a fixed horizon
26% at 90 days · definition printed
Every segment definition visible to the roles that use it
1 new segment awaiting your approval
Add contribution-based lifetime value to the cohort table
FTE-suggested · awaiting your approval
Illustrative workspace frames · the tabs, verdicts and statuses are real product surfaces; the figures are samples.
One customer record, whichever door they came through. The Customer Intelligence FTE matches identities across your store, marketplaces, tills, help desk and email platform with the consent each record carries, builds cohorts from orders rather than from clicks, and computes lifetime value on contribution rather than revenue — so the customers who look best are the ones who actually are. Every other customer-facing role reads its segments; it reports identity match rate and repeat-purchase rate you can trust.
Identities matched across store, marketplace, till and help desk with the consent each record carries
Lifetime value on contribution, not revenue, so heavy discounters and heavy returners are not mistaken for your best customers
Cohort repeat rates counted from orders, at a fixed horizon, with the definition printed
Skills
Beyond the weekly routine, you give it missions: a goal, a scope, a deadline, and progress you can see. Three modes, all of them bounded.
A bounded push to match till records to online customers with consent, and report the combined view.
Ranked causes with the cohort as evidence: acquisition mix, a product, a service failure.
Segments by contribution rather than revenue, with what they buy and how they were acquired.
Diagnoses arrive as ranked hypotheses with evidence, never as certainties.
Customer Intelligence connects to the systems below with the permissions you grant, per organization and per property, and nothing more. Connections can be revoked at any time.
Store platform
Identity sources
Where you review its work
It starts at Level 0 and earns autonomy one step at a time. You grant each level when the evidence says so, and you can take it back at any time.
Proposes only
Every draft, launch, send or spend waits in Approvals. This is where every FTE starts.
Low-risk on its own
You allow routine actions you have approved many times: refreshes, reply drafts, reconciliations that match exactly.
Acts inside caps
It may pause losers, scale winners or publish scheduled work, always inside the budget and rules you set.
Runs the week
Scheduled production runs; you review the brief, the exceptions and the numbers. Any level can be taken back at any time.
Approvals
1 waiting on you
Customer Intelligence FTE · Segment · needs your approval
Proposed · from contribution, not revenueNew segment · high contribution, low order count · 1,140 customers
Definition · size · contribution arithmetic · consent audit attached
Illustrative approvals queue · budget and spend are always visible beside it.
Instant onboarding: it is on your team the same day you sign up.
Create your organization. Customer Intelligence is added to your workforce from the link below.
Grant the tools it needs and confirm the targets it proposes. It never asks for what the platform already knows.
Its first brief and first proposals land in Approvals the same day.
Short answers. The docs have the long ones.
No. It builds the record and the segments inside your organization; other roles message on your approval, and nothing leaves your account.
Nothing that leaves your company. Customer Intelligence proposes first: every publish, send or spend waits in Approvals with its reasons and evidence. You can grant more autonomy step by step and take it back at any time. Every action is logged.
Plans are token-metered blocks of work, not seats. Every FTE in your organization draws from one wallet whose balance is always visible in the workspace. At zero the FTEs pause; they never overdraw.
Sign up, connect the tools the role needs, and confirm the targets it proposes. Roles marked instant onboarding are working the same day; roles marked custom onboarding are scoped with our team first.
Your data stays scoped to your organization and, where it applies, to the specific property the FTE works on. Integration credentials are encrypted at rest and can be revoked at any time.
Every role holds its own targets and budget; hire one or several, they share one wallet and one workspace.
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Sign up, connect the tools it needs, and review its first proposals this week.
