Customer value audit
See who keeps your business going, and who needs a nudge this week.
Connect your Square data. Four agents read it with you and hand back a short, plain-English audit.
Connect Square Sandbox: test data only
Read-only. You approve it on Square's own page; CLVHelm never sees your Square password.
When the app connects to Square, CLVHelm stores only Square's customer IDs, visit dates and amounts. Names and phone numbers stay in your Square account and appear only on your screen, when you tap to call or text.
Connect SquareJust looking?
Run the audit on a sample nail salon. Real visit patterns, made-up names.
Your file stays on this server for this session. Free-text notes are discarded before analysis.
Translator
AI agent
Here is how I read your file.
What each column means
Which visits count
One thing missing
This export lists services but not what clients paid. Add your service price list (a CSV with service and price columns).
Set aside
Reading the wake.
- Translator cleans your visits
- Fitting each client's visit rhythm
- Hunter, Protector and Scaler look for moves
- Writing your audit report
The demo runs on a small free server, so this can take up to a minute.
Sandbox: test data only
expected from your current clients over the next 12 months
Your full audit
Every client, segment and chart, ready to print or share with your team.
Open the audit report Download PDFSquare connection
Disconnecting revokes CLVHelm's access in Square and deletes the stored connection and this audit.
Protector
Rebooking texts
Text your regulars
Check the message, then tap Text for each client. Your messages app opens with it filled in. Nothing is sent until you press Send there.
{first} becomes each client's first name. Numbers come from your records when you open this screen and are not saved by CLVHelm.