Customer Acquisition Toolkit

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Orchestrate Customer Acquisition: Overall Equipment Effectiveness (oee).

More Uses of the Customer Acquisition Toolkit:

  • Develop, maintain, and continuously improve customer churn, Customer Acquisition, and customer value models to inform go to market strategy and drive improved profitability.

  • Govern Customer Acquisition: direct Customer Acquisition and Account Management efforts, while monitoring and managing sales pipeline to ensure forward progress.

  • Develop and execute Digital strategy for new product launches in partnership with the Product Marketing and sales teams to drive new Customer Acquisition and growth goals.

  • Create robust dashboards in Data Visualization platforms for Customer Acquisition efforts to drive marketing optimization and sales efficiency.

  • Develop and manage annual and quarterly Customer Acquisition and retention plans at a product level, in direct partnership with Product Management and Revenue leadership, maintain quantitative and qualitative Performance Measures on solutions.

  • Be a resource to your revenue generating teams to aid in the optimization of tools, processes, and KPIs to maximize Customer Acquisition and retention.

  • Govern Customer Acquisition: partner with finance and Sales Operations to understand data trends to accelerate growth with new Customer Acquisition and Mitigate Risk with existing customers.

  • Ensure you have proven success in driving substantial results, ideally in B2C branding, Customer Acquisition, site conversion and developing customer advocacy programs.

  • Drive Customer Acquisition through tactical execution of organic (content and SEO, community, partnerships, referral) and paid channels (search, social, direct mail).

  • Devise Customer Acquisition: pitch innovative features and concepts that are designed to improve Customer Acquisition, engagement, and/or monetization.

  • Drive Customer Acquisition using Lead Generation strategies and deliver tangible leads using latest Lead Generation tools.

  • Ensure you helm; build analytics tools that utilize the Data Pipelines to provide actionable insights into Customer Acquisition, Operational Efficiency and other key business Performance Metrics.

  • Be accountable for developing and executing a comprehensive Marketing Plan for thE Business that makes sense in terms of budget, reach, and Customer Acquisition/retention strategies.

  • Standardize Customer Acquisition: plan, develop and execute new Customer Acquisition programs targeted to the outlet, value driven customer.

  • Govern Customer Acquisition: own full funnel Customer Acquisition and collaborate with channel managers on strategy, planning, and execution of growth initiatives.

  • Guide Customer Acquisition: web architects develop and deploy system architectures and integration solutions between different platforms, development languages, databases and User Interfaces based on Customer Requirements.

  • Serve as the internal Voice of the customer by collecting feedback on platform use to share with Product and Engineering.

  • Be able to identify Voice Of Customer and incorporate into Marketing Plans.

  • Manage Customer Acquisition: Data Center network Capacity Planning owns the supply plan for Data Center networking in response to the customer forecasts.

  • Be customer oriented and have a guest first mentality; look for opportunities to go the extra mile to exceed customer expectations.

  • Recognize potential theft/loss situations and provide personal Customer Service to deter theft.

  • Head Customer Acquisition: work closely with business partners, Product Management, engineering and design in defining and executing on customer needs and Data Science roadmap.

  • Be accountable for applying Quality Management principals to ensure configuration and integration is delivered to meet Customer Requirements.

  • Secure that your organization suggests appropriate equipment to use for Customer project and makes suggestions for how Customer can increase equipment performance.

  • Evaluate Customer Acquisition: customer solution centers are made up of teams that provide remote (offsite) service; customer access, pre sales, post sales, and Service Delivery.

  • Provide pre sales / integration engineering of merchants in support of the sales and Customer Success team.

  • Ensure you influence others to follow with empathy, data, and customer advocacy.

  • Establish Customer Acquisition: work cross functionally with sales, marketing, Customer Service, CX, it, finance, and Engineering teams to develop relevant strategic assessments.

  • Pilot Customer Acquisition: proactively identify additional learnings needed to deliver deep Customer Insights that the data displays a thorough picture of the environment.

  • Systematize Customer Acquisition: work to uncover customer goals, challenges and desired outcomes to understand business and engineering creative solutions.

  • Improve Customer Service operations and develop cost effective Supply Chain acquisition solutions.

  • Identify potential resources for the development of Innovation Businesses.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Acquisition 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 Customer Acquisition improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What does your Operating model cost?

  2. What are strategies for increasing support and reducing opposition?

  3. How is data used for Program Management and improvement?

  4. Who will manage the integration of tools?

  5. What can you control?

  6. What Customer Acquisition problem should be solved?

  7. Who needs to know?

  8. To what extent does each concerned units Management Team recognize Customer Acquisition as an effective investment?

  9. Have you defined which data is gathered how?

  10. What is the standard for acceptable Customer Acquisition performance?

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 Customer Acquisition book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Acquisition 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 Customer Acquisition Self-Assessment and Scorecard you will develop a clear picture of which Customer Acquisition 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 Customer Acquisition 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 Customer Acquisition projects with the 62 implementation resources:

  • 62 step-by-step Customer Acquisition Project Management Form Templates covering over 1500 Customer Acquisition 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 Customer Acquisition project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Acquisition Project Team have enough people to execute the Customer Acquisition 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 Customer Acquisition 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 Customer Acquisition Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Customer Acquisition Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Customer Acquisition 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 Customer Acquisition 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 Customer Acquisition 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 Customer Acquisition project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Customer Acquisition 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 Customer Acquisition 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 Customer Acquisition investments work better.

This Customer Acquisition 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.