RFM Customer Value Toolkit

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Continue to evolve, refresh and enhance the value prop of Insider Perks and its tiers (VIP, Pro, etc) to ensure customers are getting value out of the program and that it seamlessly integrates with cross channel communication strategies.

More Uses of the RFM Customer Value Toolkit:

  • Develop and implement a customer contact strategy across channels.

  • Ensure you orchestrate; lead the development of Database Marketing analytics, as Statistical Modeling, decile analysis, customer profiling, RFM modeling, Predictive Modeling and other analytical techniques to improve Customer Insights, retention and loyalty.

  • Guide: customer data and Customer Analytics.

  • Ensure your planning builds statistical models to find incremental circulation for all marketing campaigns.

  • Help build analytical models like multi variate regression and forecasting for.

  • Support key account planning with marketing insight and content.

  • Be certain that your organization keeps abreast of analysis practices for the catalog and direct marketing industries.

  • Standardize: own and drive value out of the Salesforce Marketing Cloud relationship.

  • Guide: RFM (recency frequency, monetary value).

  • Warrant that your operation supports development of ideas to increase revenue, Reduce Costs, and improve decision support.

  • Develop clear strategies and implement tactics to meet all engagement, retention and re activation KPIs.

  • Unify data, ensure customer data availability and integrity and activate data to automate and enhance reporting, analysis, personalization and Decision Making.

  • Arrange that your group participates in model and analysis Quality Management process.

  • Audit: advocate and ensure consistent use of ignite and all related tools and capabilities.

  • Automate recurring marketing tasks, where applicable.

  • Coordinate campaign and product launches across all customer channels, closely aligning with Sales, Finance, and Operations.

  • Head: own the insider perks Loyalty Program and substantially grow program membership.

  • Analyze, develop, recommend and advise on technical process and logistics solutions to correct problem areas and ensure improved Customer Support.

  • Oversee strategy, Business Case, budget, selection and development of new technologies.

  • Enable dashboarding and visualization of customer data.

  • Develop: leverage customer data for segmentation of marketing programs.

  • Confirm your corporation complies; as your Advanced Analytics analysis, you would provides analytical support to marketing efforts.

  • Be accountable for all Converse Digital community based marketing programs (email, SMS).

  • Manage: work in the marketing department office environment requires in person collaboration among colleagues and contractors.

  • Establish that your design complies; sales triggers for no touch campaigns.

  • Methodize: continuously review and recommend opportunities to enhance the quality and accuracy of the customer database.

  • Determine integration points across channels to leverage known customer data.

  • Coordinate: RFM targeting and growth campaigns.

  • Establish that your organization complies; schedules weekly, monthly, quarterly, and annual preventive maintenance.

  • Lead: mastery in RFM segmentation, Customer Lifetime Value analysis, Digital Marketing performance measurement, return on investment analysis.


Save time, empower your teams and effectively upgrade your processes with access to this practical RFM Customer Value Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any RFM Customer Value related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated RFM Customer Value specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RFM Customer Value Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which RFM Customer Value improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do the benefits outweigh the costs?

  2. Can you do RFM Customer Value without complex (expensive) analysis?

  3. Are the RFM Customer Value requirements testable?

  4. How do you select, collect, align, and integrate RFM Customer Value data and information for tracking daily operations and overall organizational performance, including progress relative to Strategic Objectives and action plans?

  5. How can skill-level changes improve RFM Customer Value?

  6. Is a follow-up focused external RFM Customer Value review required?

  7. For your RFM Customer Value project, identify and describe the business environment, is there more than one layer to the business environment?

  8. What should you measure to verify efficiency gains?

  9. Have you included everything in your RFM Customer Value cost models?

  10. What scope to assess?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the RFM Customer Value book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your RFM Customer Value self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the RFM Customer Value Self-Assessment and Scorecard you will develop a clear picture of which RFM Customer Value areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough RFM Customer Value Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage RFM Customer Value projects with the 62 implementation resources:

  • 62 step-by-step RFM Customer Value Project Management Form Templates covering over 1500 RFM Customer Value project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all RFM Customer Value project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the RFM Customer Value project team have enough people to execute the RFM Customer Value project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed RFM Customer Value project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete RFM Customer Value Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 RFM Customer Value Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 RFM Customer Value project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 RFM Customer Value project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 RFM Customer Value project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 RFM Customer Value project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any RFM Customer Value project with this in-depth RFM Customer Value Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose RFM Customer Value projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in RFM Customer Value and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make RFM Customer Value investments work better.

This RFM Customer Value All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.