# Move Your Best Wholesale Customers Up a Tier

> Ranks wholesale customers by lifetime spend and moves the top ones into a higher-tier role after you check the list.

- Job: [Customers](https://storeagent.ai/mcp-recipes/job/customers/)
- What it does: Asks first: changes your store, only after you say yes
- Time saved: ~20 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Wholesale Suite
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/upgrade-top-wholesale-customers/

## The prompt

```text
List my wholesale customers in the [wholesale_customer] role, sorted by lifetime spend, highest first. Show the top [15] with their name, email, lifetime spend and last order date. Tell me if the list was cut short. Suggest who should move into the [gold_wholesale] role. Wait for my OK on the names. Warn me that this replaces every role the customer holds now, so skip anyone who is also staff. Then move only the ones I confirm.
```

## What happens when you paste it

You: List my wholesale customers in the [wholesale_customer] role, sorted by lifetime spend, highest first…

Assistant: Top 15 by lifetime spend range from $48,200 to $9,600. 2 of them have not ordered in over 6 months. Calling: `wholesale-suite/list-wholesale-roles`, `wholesale-suite/list-wholesale-customers`, `wholesale-suite/assign-user-to-role`.

Assistant: This will make changes in WooCommerce. Do you want me to go ahead?

Assistant: Moved 13 customers into Gold Wholesale. Skipped the 2 inactive accounts as you asked. They now get Gold prices on their next order.

## Abilities this recipe calls

- **List wholesale roles** (`wholesale-suite/list-wholesale-roles`, read only, from Wholesale Suite): Lists every wholesale role with its member count and tax exempt status.
- **List wholesale customers** (`wholesale-suite/list-wholesale-customers`, read only, from Wholesale Suite): Lists wholesale customers with their role, last order date and lifetime spend.
- **Assign user to wholesale role** (`wholesale-suite/assign-user-to-role`, asks first, from Wholesale Suite): Moves a customer into a wholesale role, or back to a regular customer.

## Variations

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

- Move customers with no order in [12] months back to a regular customer role.
- Only include customers who registered before [date].

## Related recipes

- [Find Your VIP Customers](https://storeagent.ai/mcp-recipes/vip-customers.md): Your top spenders and most loyal repeat buyers, plus the ones who have gone quiet.
- [Say Sorry With Store Credit](https://storeagent.ai/mcp-recipes/store-credit-delays.md): Gives a small credit to every customer whose order is running late, with a note explaining why.
- [Give a Customer Membership Access by Hand](https://storeagent.ai/mcp-recipes/grant-membership.md): Finds the customer from their orders, checks what they already have, then adds the plan you choose.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/