Revenue and Follow-Ups
Conversations only matter if they convert. This is how the platform tracks what each relationship is worth and makes sure nothing profitable is forgotten.
Logging purchases
Section titled “Logging purchases”Every time a fan spends money, log it against their profile. Four types are supported:
| Type | Use for |
|---|---|
| Tip | Direct tips |
| PPV | Pay-per-view content unlocks |
| Subscription | Subscription payments and renewals |
| Custom | Custom content and bespoke requests |
Each entry records the amount, an optional note (“custom video — gym theme”) and the date it happened.
To log a purchase
- Open the fan’s profile.
- Go to Finances.
- Choose the Type, enter the Amount ($), add an optional Note, and click Add.
- The running totals — lifetime value, how many purchases, and when the last one was.
- Logging one — the amount, what kind it was, an optional note, then Add.
- The history — everything logged for this fan, newest first.
Why the ten seconds are worth spending: what you log turns into work that comes back to you.
Lifetime value
Section titled “Lifetime value”Lifetime value updates the moment a purchase is logged. It appears on the fan profile, in the fan directory, in the side panel’s one-line glance, and in your analytics.
This one number drives a great deal:
- It powers the VIP automatic segment.
- It is shown on every row of your Re-engage fans card, so you can tell a lapsed spender from a lapsed lurker at a glance.
- It appears in the context every draft is written from, so the AI knows whether it is talking to a $12 fan or a $12 000 one.
Agency tip. Make purchase logging a non-negotiable part of the shift handover. Every unlogged tip degrades your segmentation, your win-back prioritisation and your reporting at the same time.
The purchase summary
Section titled “The purchase summary”Alongside the itemised list, each fan carries a derived summary:
| Metric | Tells you |
|---|---|
| Lifetime value | Total ever spent |
| Purchase count | How often they buy |
| Average purchase | What size of offer suits them |
| Last purchase | Whether they are currently active |
| Dominant type | What they actually buy — the single most useful field for choosing what to offer next |
A fan whose dominant type is Custom and whose average purchase is $180 should never be sent a $9 PPV set. The summary tells you that in one glance.
Follow-up reminders
Section titled “Follow-up reminders”A reminder is a scheduled next action on a specific fan.
To set one
- Open the fan’s profile.
- Go to Follow-ups.
- Set the Due date, write the Reminder — be specific: “payday Friday, offer the gym custom at $200” — and click Add.
Follow-ups surface in three places, so they cannot be missed:
- In the Follow-ups section of the fan’s profile.
- In the conversation context in the side panel, when a chatter opens that fan.
- In the Operator queue on the Dashboard, where everything now due is gathered across every fan and creator, overdue items first.
A daily digest goes out so nothing sits unnoticed. Mark done on the profile, or Done in the queue, keeps the record rather than deleting it. Tomorrow moves an item on without losing it.
What to use reminders for
Section titled “What to use reminders for”- Payday cycles. “Paid on the 28th — offer on the 29th.”
- Promised content. “Said he’d think about the custom — follow up Tuesday.”
- Renewal windows. “Subscription lapses on the 3rd.”
- Life events. “Job interview Thursday — ask how it went.” This last category converts far better than any offer, because it is not one.
The re-engagement workflow
Section titled “The re-engagement workflow”Reactivating a lapsed fan is cheaper than acquiring a new one and converts better. The platform gives you the list; here is the routine that works.
Weekly, ninety minutes
- Open the Dashboard and work the Re-engage fans card from the top. For a wider or narrower cut than the card gives you, filter the fan directory by the automatic segment cold and sort by lifetime value.
- For each fan, open their profile and read the AI memory — you are looking for a specific, personal hook.
- Open the conversation and generate a draft. The platform already knows how long it has been and what they last bought.
- Adjust so the opening references the hook, and send.
- Tag everyone contacted (
winback-<month>) so next week’s list is clean. - Set a reminder for anyone who replies but does not buy.
Agency tip. Run win-back on the highest-value silent fans before you run it on volume. Twenty personal messages to former spenders outperform two hundred generic ones, and they cost less in draft quota.
Where revenue appears in reporting
Section titled “Where revenue appears in reporting”The Analytics dashboard breaks lifetime value across segments, shows activity by hour of day so you know when your audience is actually online, and reports draft volume per creator and per team member.
See Analytics.