Your clients’
customers
buy once
and leave.

Retention is the hardest part of the retainer to prove. Affinsy reads each client’s order history and hands you who is ready to buy again, what to offer them, and when, with the audience for each test ready before the call.

Computed once,
stored for good.

The client asks what to test next, and the answer is in a year of their orders nobody has time to read: which products pull others along, which customers are quietly leaving, who is due to reorder. Every run reads all of it and files the result. When the client asks what changed since last quarter, that quarter’s run is still there, exactly as it was: open it next to the new one or drop it in the deck.

Affinsy report, headline numbers: 24 months of collected revenue split into cross-sell, reorders and no-pattern orders with missed reorders dashed on top, then 12 months past today of reorders due and cross-sell open over today's pace, with linked tiles for each figure below
Executive summary

The headline numbers, up front.

One timeline from what the store collected to what is still ahead: every past month split into what was bought together and what came back as reorders, the reorders that fell due and were missed, and the ones coming due as each buyer's window closes. Every dollar ahead is sized on customers you can actually reach.

Open on the live report
Affinsy report, products table: one row per product with its job glyphs, revenue, the share of first-time buyers back by month 3, 6 and 12 against all products, reorder cycle and overdue buyers
Affinsy report, products treemap: every product as a tile sized by revenue, grouped by its job (opener, retainer, cannibal, attachment), coloured by how many first-time buyers came back by month 12
Product intelligence

What each product does for the store.

One row per product: what it sells, the role it plays in the basket, whether the customers who started with it came back by month 1, 3, 6 and 12 against the store baseline, and how often it gets reordered. Tick the rows and build a cross-sell, reorder or win-back audience from them, so a client's next campaign starts from the products that earn it. Read it row by row, or see the whole catalogue at once on a treemap sized by revenue.

Open on the live report
Affinsy report, association rules table: product pairs with a trend sparkline, strength, lift, confidence and capture rate
Affinsy report, rules map: every product pair placed by cross-sell audience and lift, bubbles sized by reachable revenue, with the Act first corner and the barely-above-chance band
Basket patterns

Every rule, two ways.

Every pair bought together, in a table with its strength, lift, confidence and how often the add-on lands, or on one map: how many customers are left to reach across, how strong the pull is up. The corner where both are high is where to act first, and it becomes one audience for the client's next campaign.

Open on the live report
Affinsy RFM report — revenue treemap by customer segment with a ranked share table
Customer segmentation

Where the money lives, by customer.

Every run also grades the customer base with RFM: Champions to Hibernating, revenue mapped per segment, and a ranked share table ready for the deck. Win-back and VIP audiences export exactly like basket audiences.

Affinsy RFM report — acquisition cohort heatmap: one row per first-order month, retention per month since the first order, today's segment mix per cohort, and the size-weighted average row
Retention by cohort

Which months' customers came back.

Customers grouped by the month of their first order and tracked month by month: the share still ordering, what each cohort is worth after six months, and where they sit in the segments today. Compared at the same age, so a young cohort never reads as a bad one, and the second-order window falls out of the data instead of a guess.

Works with your export

Bring the order file you already have.

The importer recognises the order exports of the major platforms and maps their columns for you. Anything else works as a CSV with an order ID, a date, and a product per row; customer, price, and quantity unlock the full reports.

Meet your
Merchandising Engineer.

Every workspace comes with a Merchandising Engineer, an assistant that knows the client’s orders, products and analyses. It answers from the data, starts a new analysis when the question needs one, and builds the customer lists to act on.

Grounded
Answers cite your orders
Hands-on
Runs MBA & RFM for you
Included
In the Agency plan
1

Answers from the data, not the internet

Every number comes from the workspace's own orders and completed analyses. If something isn't in the data, it says so. It doesn't guess.

2

Runs analyses from a sentence

Ask a question that needs new work and it starts the Market Basket or RFM run itself, files it into the right space, and links the result when it's ready.

3

Builds lists you can act on

Turn a cross-sell rule into the exact customers to contact — sized, filtered by segment, and downloadable as a CSV for your email tool.

Someone’s on holiday.
The client work isn’t.

Invite analysts and account managers with their own logins. They open the same workspace, the same MBA and RFM reports. The AI connection is wired once, for the workspace, so a client engagement survives any single laptop.

5seats, flat price
1bill, owner's card
0shared logins
Start with your team
HO
Horticulture20 003 rows
MKMartaOwner
AKAlexMember
PSPriyaMember
1One workspace, three logins
Import the client's export once. Everyone you invite works in the same workspace, on those exact 20 003 rows: no second upload, no version that only one laptop has.
MCP serverWorkspace-level
Connected
MKClaude
AKClaude
PSClaude
2Connect AI once
Set up the MCP connection for the workspace, not per person. Every member queries the same client data from their own AI tool.

Grow the roster,
not the headcount.

When client audits pile up, the reflex is another analyst req. Affinsy makes the analyst you have, or the founder, cover every client on the roster with the evidence to show for it. Same month of work, side by side.

Shared drive › Client audits23 files
NameLast modified
acme_audit_v3_FINAL.xlsxFeb 3
acme_audit_v3_FINAL(2).xlsxFeb 3
birchwell_rfm_Q1.xlsxMar 12
copperlane_mba_old.xlsxMay 8
driftwell_pairs_2024.xlsxNov 2024
6 of 10 clients not audited this quarter
Another analyst hire
Scales by headcount.
  • Days per client: exports, cleanup and pivots before any insight work
  • History in files: last quarter’s findings live in somebody’s spreadsheets
  • The client calls first: they ask why something dipped, you ask for a week to dig
  • Quiet quarters cost retainers; a client who hears nothing starts shopping the renewal
  • A roster ceiling; audits go stale the moment the client list grows
$4,000+
per month, per analyst, and again for the next hire
Affinsy
Clients
ACAcme
BIBirchwell
COCopperlane
DRDriftwell
+6 more
Client rosterAug · all fresh
10/10clients audited
1analyst
Acme Living6 runs storedAug ✓
Birchwell9 runs storedAug ✓
Copperlane4 runs storedAug ✓
Next test: evidence attached
126 rules · 1,449-customer audience
Affinsy
Scales by roster.
  • Every client audited monthly; a re-run takes minutes, not days
  • Every past run stored per client; QBR prep starts in the workspace, not old spreadsheets
  • You call the client with news: every re-run shows what shifted in the store, before they call you
  • Evidence behind every test: the rules and audience that back it, ready to show the client
  • 10 client stores, 5 seats on one flat bill
$299/ month
flat, for the whole roster; losing a single retainer costs more than years of it
Run it on a client’s export

The questions we hear most.

How CRO and retention agencies (and the merchants we work with) typically use Affinsy. Quick, honest answers.

Still have a question? Email us
Affinsy is built for the way agencies actually work. Drop in a client’s order CSV (or wire it up via webhook/API) and within two minutes you get back ranked test hypotheses, each with the backing association rules and a customer audience for each. Walk into every QBR with a fresh, statistically-backed test backlog instead of rebuilding spreadsheets the night before. One dataset per client, rerun on your cadence.
Before the next QBR

Walk in with a
ranked test backlog.

Drop a client’s order history in. Affinsy returns the rules, the hypotheses, and the audience for each one.

7-day free trial · Refreshed in under two minutes