Customer Churn Toolkit

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Identify Customer Churn: act as the point of contact on assigned projects, perform a variety of highly skilled duties as assembling, coordinating, and managing multidisciplinary technical review teams.

More Uses of the Customer Churn Toolkit:

  • Identify root causes for Customer Churn and possible client dissatisfaction proactively.

  • Manage work with the Digital Marketing team to execute programs designed to reduce Customer Churn, win back lost customers and cross sell appropriate products based on customer actions.

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

  • Guide Customer Churn: in partnership with the head of marketing, develop the Brand Strategy and associated planning efforts.

  • Secure that your design keeps management informed by submitting activity and results reports, tracking deals, contacts, organizations, and activities in a customer relationShip Management suite.

  • Consult with users, clients, and other technology groups on issues, and recommend programming solutions, install, and support customer exposure systems.

  • Warrant that your operation identifies and implements ways to reduce present and future costs and expenses without sacrificing quality or Customer Satisfaction.

  • Analyze and monitor account Customer Data and develop reports on a regular basis based on customer information and development trend.

  • Supervise Customer Churn: work in a typical hunter environment with an emphasis on end user, new Business Opportunities while managing existing customers/partners with the goal of ensuring Customer Satisfaction and additional revenue.

  • Manage critical issues by setting customer expectations, devise and implement action plans and professionally communicate measures to all parties involved.

  • Warrant that your venture maintains a past and present Customer Database and track new Sales Growth.

  • Confirm you conceive; recommend new technology and related policies or processes to enhance applications and ensure Technical Support provided clients is efficient and effective to meet internal and external customer needs.

  • Be accountable for outstanding Customer Service skills to match customers to products that meet needs.

  • Ensure your organization complies; as part of Board area Customer Success, the Intelligent Delivery Group unit is implementing end to end solutions with your customers by translating aspirations into business solutions.

  • Evangelize new product features and provide Customer Feedback to Sales, Product, Customer Success and Engineering teams.

  • Set sourcing strategy based on overall procurement objectives, customer needs, supply market dynamics, technological changes in the marketplace and other relevant factors derived from extensive research.

  • Execute building governance platforms for Digital Customer engagements across multiple channels.

  • Head Customer Churn: work closely across Operations And Technology Teams, Product Managers, business and sales leaders to determine what critical, customer impacting problems can be solved with the use of various Artificial intelligence techniques and to support new products and services.

  • Help create compelling demonstrations, content for Product Marketing materials and Proof of Concept customer engagements for successful customer journey transformation to the cloud.

  • Support the suite of Asset Management tools and provide Customer Support, Data Analysis, training, and coordination of resources to system users.

  • Establish Customer Churn: own problem through to resolution on behalf of the customer in real time or through comprehensive and timely follow up with the member.

  • Make sure that your venture participates in cross functional teams and contributes to overall management and performance of daily operations, direct customer relations, information technology input, quality, and security.

  • Manage work with Project Managers and technical leads to create a Development Plan, delivery timeline and provide Cost Estimates.

  • Confirm your organization provides Customer Service Training and ensures all standards are maintained by the team.

  • Ensure you relay; lead the Customer Service Team to successfully meet and exceed results in all service metrics; quality, employee relations, staffing, Service Levels, Management Development, training, process and procedures.

  • Serve as a thought leader and strategic planner in Customer Service, by keeping up to speed on the latest Best Practices and available tools, and proactively identifying, developing and driving the forward looking strategy.

  • Remain prepared for Customer Service calls which most likely require travel on short notice.

  • Manage Customer Service skills through using efficient processes.

  • Be accountable for determining reliability requirements and technology targets of components and systems to achieve organization, customer and other reliability objectives.

  • Develop and implement systems to ensure products or services are designed and produced to meet or exceed customer and Regulatory Requirements expectations.

  • Drive customer Lifetime Value through relationship based identification of opportunities to reduce churn and foster account growth in response to customer needs and solutions.

  • Ensure you lead Project Governance, alignment, assurance, management, integration, optimization, tracking, finances, infrastructure, planning, and improvement.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are the minority interests and what amount of minority interests can be recognized?

  2. Does Customer Churn appropriately measure and monitor risk?

  3. Is there a Work Around that you can use?

  4. How do you verify Customer Churn completeness and accuracy?

  5. What are the estimated costs of proposed changes?

  6. Where is the data coming from to measure compliance?

  7. Are you paying enough attention to the partners your company depends on to succeed?

  8. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  9. How do you foster the skills, knowledge, talents, attributes, and characteristics you want to have?

  10. Risk events: what are the things that could go wrong?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Churn 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 Churn 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 Churn project with this in-depth Customer Churn Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Churn 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 Churn 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 Churn investments work better.

This Customer Churn 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.