Which customers, products and channels make you money, and where to focus next.
What it is
Your shop, CRM and accounts already hold the answers to some of your biggest questions: who your best customers are, what they buy and what makes them come back.
We bring that data together and look at it in practical ways: grouping customers by how recently, how often and how much they buy, following groups of customers over time, and comparing what each customer is worth across the whole relationship. You get plain-English answers and recommendations.
Want to act on it? See CRM systems and Email and SMS.
Who it’s for
Shops and service businesses with a growing customer list, owners deciding where to focus sales effort, and teams planning offers or emails.
Questions we can answer
Examples of the questions we can answer:
- Which customers are most profitable?
- Which products are often bought together?
- Which customers haven’t ordered for a while?
- What makes a first-time buyer come back?
What’s included
- Questions first: we agree what you need to know and why.
- Data together: orders, customers and invoices from Shopify, WooCommerce, HubSpot, Xero, QuickBooks, Sage or NetSuite.
- Customer groups: customers grouped by how they buy, so you can treat each group differently.
- Product and margin view: what sells, what sells together and what makes money.
- Report: plain-English findings and recommendations.
- Next steps: groups you can use in your CRM or email tool, where that’s helpful.
What you get
- Answers to your agreed questions
- Customer groups you can act on
- A product and margin view
- A plain-English report with recommendations
- Optional regular reports
What we measure
- Revenue by customer group
- Repeat purchase rate
- Average order value
- Time between orders
- Margin by product
Done properly
- Anonymised or aggregated reporting: reports show groups and totals rather than named people wherever possible.
- Data minimisation: we only take the data each question needs, and leave out personal details wherever the answer doesn’t depend on them.
- People decide: where analysis feeds decisions that significantly affect people, a person makes the call. See Automation for how we design that in.
Questions
Which systems can you use?
Shopify, WooCommerce, HubSpot, Klaviyo, Xero, QuickBooks, Sage and NetSuite, plus spreadsheets. We check what you have during the free audit.
Can we use the results in our emails?
Yes. We can set up customer groups in your email tool or CRM. See Email and SMS and CRM systems.
Do you need our customers’ personal details?
Usually not. Most questions can be answered with customer IDs and order data, and we report on groups rather than named people.
Can this be a regular report?
Yes. We can repeat it monthly or quarterly, or turn the useful parts into a dashboard. See Business intelligence.
Pricing: bigger projects start with a fixed-price data audit from £950 + VAT. One-off analysis from £750 + VAT, with the questions and price agreed upfront. Regular reports from £350 + VAT a month. Every project starts with a free audit.
Delivered by: in-house by Studios 6.
Related services
Marketing analytics
Which marketing brings customers and sales, not just clicks, using GA4 and your sales data.
Forecasting
Likely ranges for sales, cash and stock, built from your own history, with the assumptions written down.
Data warehousing
Your shop, CRM, marketing and finance data in one place, ready for analysis and dashboards.
Talk to us about customer and sales analysis
Want to know who your best customers are? Book a free audit and we’ll show you what your data can tell you.