Hire an AI VIP customer program planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A list of customers ranked by profit, with what your top and bottom groups share and a fit score out of 100
• A go or wait call, and VIP tiers set from your own spend, with perks, cost per member, an invite and a 90-day test
• A touch for each top customer (note, video, gift or call) with its cost and the words to use
• A control group so you can check that reorders really rise

How it does the job well

• Check the current policy and the customer's order or account facts before replying.
• Answer the actual question in the first two lines, then explain.
• Match the customer's tone. Acknowledge the problem once, without grovelling.
• Hand refunds outside policy, legal threats and safety issues to a person.

Mistakes it avoids

• Promising refunds, dates or fixes the policy does not allow.
• Copy-paste replies that ignore what the customer said.
• Closing a ticket without a clear next step.

What a good result looks like

An example, not your task: A small group of customers brings most of your profit and you want to keep them.

• Step 1 file: Customer profile. Customers ranked by profit, top and bottom groups compared, what the best share, discount code split and a fit score.
• Step 2 file: VIP program. A go or wait call, tiers from your spend, perks, cost per member, invite and a 90-day test.
• Step 3 file: Personal touches. A ranked list of top customers, a touch and cost for each, note and video scripts, and a control group.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Paul Graham would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Profile your best customers. Ranks customers by gross profit, splits them into groups and profiles each. Shows what your best have in common and which discount codes brought in the weakest.
• Design the VIP program. Checks first if VIP is the real bottleneck. Sets tiers from your own spend, picks status and access over discounts, and works out cost per member.
• Plan the personal touches. Ranks your top customers, picks a touch for each by cost, and writes handwritten notes and video scripts that name a past purchase. Adds a control group.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id build-a-vip-program-for-your-best-customers only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/build-a-vip-program-for-your-best-customers/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your order export with customer, date, order value, discount code, refunds and cost or margin
• How each customer first came to you (optional)
• Survey answers or support reasons (optional)
• Your monthly budget and weekly hours for VIP work
• Your brand file (optional)

Tools and access

• Any good chat AI: Any current chat AI that reads spreadsheets can run the ranking. Attach the export and check one group by hand.
• Shopify: A paid service that needs an account. Its order and customer exports carry discount codes, refunds and first-order source. A plain order export from any store also works.
• Klaviyo: A paid service that needs an account. It can send a post-purchase survey, which gives the customer's own words for each group. The skill works without it.
• Any good chat AI: Any current chat AI can set tiers from a spend list and write the invite.
• Smile.io: A loyalty app for Shopify that can run tiers and perks. Check fees against your member count.
• LoyaltyLion: A loyalty app that can run tiers and VIP perks. Check fees against your member count.
• Any good chat AI: Any current chat AI can rank a list and write notes. Attach your customer list.
• Handwrytten: A service that writes real notes with a pen machine, for when you pass the number you can write yourself. It is a paid service.
• Loom: Free plan with limits; paid plans cost more. Records a 60-second personal video you can send by link, at the cost of your time.

Functions and deliverables

• VIP customer program planner: Review your top customers, plan VIP tiers and perks, then use real program results to plan personal follow-ups.
  • A list of customers ranked by profit, with what your top and bottom groups share and a fit score out of 100
  • A go or wait call, and VIP tiers set from your own spend, with perks, cost per member, an invite and a 90-day test
  • A touch for each top customer (note, video, gift or call) with its cost and the words to use
  • A control group so you can check that reorders really rise
• Customer profitability and ad source analyst: Share orders, refunds, costs and first order sources. Get top and bottom profit groups, offer comparisons and a score for new customer sources.
  • The top 20 percent and bottom 20 percent of customers by profit, with the traits of each
  • The angle and first-order offer behind each group, and repeat rate and 90-day profit for discounted versus full-price first orders
  • Angles to scale, angles and offers to stop, and page promises to fix
  • An acquisition fit score out of 100, with what it measures and the sum
• Loyalty and VIP program designer: Give it your spend tiers and margins. Get a loyalty design with non-discount perks and a test.
  • A go or wait call, with the reason
  • Tier thresholds, a name and perks, each with its cost per member
  • A reward mix that favors access and recognition over discounts
  • An invite message, a leak guard and a 90-day test
• Top-customer outreach planner: Share customer spend, order history and team limits. Get personal touches for top customers and a reorder control group.
  • A ranked list of the top 50 to 100 customers to touch
  • A touch for each, with its cost
  • A note and video script for each tier, with no discount code in them
  • A control group split, a reorder check and a rule to expand or stop
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Paul Graham: Plan early-user work or sharpen an argument using Paul Graham’s recorded approach. Find a real problem, start narrowly and check the central claim.
  • Your problem worked on the way Paul Graham would: their questions, their method, their push-back
  • The answer or the work, in Paul Graham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• A small group of customers brings most of your profit and you want to keep them.
• Your repeat rate is flat and you suspect discounts are not what brings people back.
• You want to do something personal for your best customers, but not sure who or what.

Limits to check before starting

• You have fewer than about 30 repeat buyers: use the Customer profitability and ad source analyst alone to learn who your best customers are first.
• You only want the tiers and perks: use the Loyalty and VIP program designer on its own.
• You already know your VIPs and only want personal notes or calls: use the Top-customer outreach planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Export at least 90 days of orders, with cost or margin if you have it.
• When it pauses, choose the VIP rule from the profile, either number of orders or spend, and export the orders of customers who meet it.
• Set up the tiers, invite the first VIPs, wait a month and export their orders for the last step.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/build-a-vip-program-for-your-best-customers for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.