RFM Analysis for Your Business
RFM analysis services group your customers by how recently they bought, how often, and how much they spend. Omeiro scores your list, builds named segments such as VIPs and lapsing buyers, and prepares them for email win-back and retention campaigns.
What RFM analysis looks at
The main areas we work through. The exact scope depends on your package and is agreed before we start.
The question
- What to predict
- How it will be used
- What good enough means
Data prep
- Missing values
- Outliers
- Features
Model
- Simple baseline first
- Honest test results
- Limits explained
Use
- Export or API
- Refresh plan
- Watching for drift
What we cover The exact scope depends on your package and your data, and is agreed before work starts.
What you get with RFM analysis
Recency, Frequency, and Monetary value clusters. Segmenting audiences to trigger targeted win-back email sequences and high-value VIP retention campaigns.
Basic Package
RFM scores for customer list, 6 segments; summary. 3-day delivery, 2 revisions.
Standard Package
RFM; clustering, 10 segments, Klaviyo/CRM export lists; playbook. 5-day delivery, 2 revisions.
Premium Package
Auto-updating segments synced weekly, segment dashboard; 30 days support. 8-day delivery, 2 revisions.
Clear brief first
We confirm what you need before work starts, so the scope is clear on both sides.
Revisions listed
Each package shows its revision rounds. A round is one list of changes sent together.
Yours once paid
Copyright of the final work passes to you once the order is paid in full.
Your data stays in your own accounts and tools wherever possible, and access is removed when the work is done.
How our RFM analysis works
Receive order data
We need customer IDs, order dates and values.
Score each customer
Recency, frequency and monetary scores are calculated.
Name the segments
Scores are grouped into labelled segments with clear meaning.
Export and plan
Lists go to your email tool, with ideas for each group.
RFM analysis: from scores to campaigns
RFM analysis needs a customer list with order dates and order values, from which recency, frequency and monetary value are calculated. Decide how far back to look and whether returns and refunds count. Customers with a single purchase behave differently from repeat buyers, so tell us whether you want them separated. A consistent customer ID across channels prevents the same person appearing as several.
A common mistake is treating the segments as an end in themselves. RFM analysis becomes useful when each group has an action: a win-back sequence for lapsed high spenders, early reorder prompts for recent buyers, a thank-you for the best customers. The playbook on the Standard package suggests those actions, and exports are formatted for Klaviyo or your CRM so lists can be loaded right away.
In short
- Delivery in 3 to 8 days, by package.
- Fixed price, shown before you order.
- Ecommerce owners emailing everyone the same offer.
- Marketers who want an rfm segmentation model before a loyalty launch.
- Copyright yours after full payment.
RFM Analysis: common questions
How much does RFM analysis cost?
Prices are fixed and shown by package on our RFM Analysis pricing page, so you see the full price before you order. You can also ask for a custom quote.
How long does customer segmentation consulting take?
Delivery depends on the package: Basic 3-day delivery; Standard 5-day delivery; Premium 8-day delivery.
What is included in the Basic Package?
The Basic Package includes: RFM scores for customer list, 6 segments; summary. Higher packages add more scope, revisions and support.
Can I get a custom RFM segmentation model package?
Yes. If none of the packages fits, use the custom package form on our pricing page to describe what you need, and our team sends you a fixed price.
How many orders do I need?
A reasonable order history across many customers. Tell us your size and we will advise.
What do I do with each segment?
The Standard playbook suggests messages for each, such as win-back for lapsed buyers and early access for VIPs.
Is RFM only for ecommerce?
No, it works for any business with repeat purchases.
Will segments update by themselves?
Premium syncs auto-updating segments weekly.
How do you set RFM score thresholds?
Customers are ranked on each measure and split into equal-sized bands, usually quintiles, though the cut points can be adjusted to your buying cycle. A business with annual purchases needs different bands than one with weekly orders.
Who owns the final work?
Copyright of the final work passes to you once the order is paid in full. Paid fonts, stock files or licences, if used, are licensed in your name.
Ready to start your RFM analysis?
Compare the packages and pick the one that fits. Not sure which? Write to us and we will help you choose.