Customer Lifetime Toolkit

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Organize Customer Lifetime: monitor daily production, shipping activities, Product Quality and direct adjustments to production and shipping plans as appropriate.

More Uses of the Customer Lifetime Toolkit:

  • Oversee Customer Lifetime: partner with internal teams to ensure customer needs are being met; coordinating with Technical Support, sales, marketing, finance, and Product Teams.

  • Discover and understand early churn signals and drive process throughout your organization to reduce churn and increase customer advocacy.

  • Systematize Customer Lifetime: directly manage a small team of high performing analysts, while also influencing the work of other operators and analysts across thE Business.

  • Lead Customer Lifetime: work across departments to drive Issue Resolution and provide feedback on Business Process to all functions and serves as a point of escalation for customers and team.

  • Coordinate with external 3PL partner in order to achieve On Time Delivery metrics in the most efficient and cost effective manner.

  • Work closely and collaborate with internal and external teams across thE Business to provide more focus and visibility to consumer behavior, timely consumer and campaign insights to increase the ROI and the Customer Lifetime Value.

  • Warrant that your organization develops and implements CX training tools and initiatives for all User levels and directs the adoption of CX across the system for continued growth of Team Member engagement.

  • Evaluate Customer Lifetime: implement strategies and processes to maximize Customer Lifetime Value and minimize churn risk while increasing overall Customer Satisfaction and identifying up sell and cross sell opportunities.

  • Collaborate with account executives to develop targeted lists, call strategies, and messaging to drive opportunities for new business.

  • Establish Customer Lifetime: conduct ongoing needs assessment to determine evolving client requirements and expectations to recommend specific products and solutions to increase Customer Lifetime Value.

  • Drive Operational Excellence and develop a strategic program to implement the most valuable innovations across the entire customer Value Delivery organization.

  • Coordinate Customer Lifetime: implement appropriate monitoring capabilities and routines, to inform an iterative process of validating assumptions and tuning models.

  • Drive Customer Success outcomes by influencing Customer Lifetime Value through retention, high product adoption, Customer Satisfaction, and overall net promoter scores, enabling expansion, and new Business Growth through customer advocacy.

  • Audit Customer Lifetime: proactively recommend to the innovation team client needs and product features to increase client satisfaction and improve transaction value.

  • Control Customer Lifetime: Customer Lifetime Value, multi touch attribution, journey tracking, etc.

  • Ensure you compile; lead all aspects of Web Analytics related to eCommerce and communicate relevant information to team members, executive leadership and cross functional partners.

  • Develop trusted advisor relationships between organization and key customer stakeholders and executive sponsors to fully understand your customers strategies and measurements for success.

  • Evaluate change and updates to simplify the report generation while working with teams to establish deadlines for reports requiring local input.

  • Execute marketing campaigns, focused on acquiring new customers for Gilt organization through digital channels and across geographies.

  • Head Customer Lifetime: directly manage a small team of high performing analysts, while also influencing the work of other operators and analysts across thE Business.

  • Devise Customer Lifetime: proactively generate insights and identify opportunities that can increase Customer Lifetime Value and influence Strategic Planning.

  • Ensure you revolutionize; build, execute and maintain digital campaigns that drive engagement and value realization at the appropriate stages of the customer journey.

  • Manage Customer Lifetime: partner with internal teams to ensure customer needs are being met; coordinating with Technical Support, sales, marketing, finance, and Product Teams.

  • Develop business critical relationships with partners in product, engineering, marketing, finance and Customer Support.

  • Ensure that customer journeys across channels are optimized to reduce friction, increase first contact resolution, and maximize Customer Lifetime Value.

  • Become capable of managing and directing website technical structure, design and aesthetics, content, navigation, Information Architecture and functionality efforts.

  • Confirm your organization ensures that the entire team is engaged, and that leadership practices team encourage development, recognition, and retention.

  • Manage all retention metrics to deliver on performance targets; increase retention rates/decrease churn, increase Customer Engagement, increase Customer Loyalty and referrals.

  • Analyze and report on engagement metrics, sales, site activity and other Customer Data to identify opportunities to increase Customer Lifetime Value.

  • Foster a mindset of innovation and Agile Development, balancing the implementation of processes and the support of systems/technology.

  • Warrant that your venture provides customer specific insights to help with market access marketing Resource Development.

  • Manage work with clients to establish business and technical goals, or other Key Performance Indicators, and aid the customer in achieving goals.

  • Manage you as you make financed purchases simpler, faster, and more widely available.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What have you done to protect your business from competitive encroachment?

  2. What is the scope of the Customer Lifetime effort?

  3. Do you say no to customers for no reason?

  4. How do you manage unclear Customer Lifetime requirements?

  5. Is the scope of Customer Lifetime defined?

  6. How do you make it meaningful in connecting Customer Lifetime with what users do day-to-day?

  7. Where can you break convention?

  8. Among the Customer Lifetime product and service cost to be estimated, which is considered hardest to estimate?

  9. What are hidden Customer Lifetime quality costs?

  10. How do you spread information?


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

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

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

  4. Closing Process Group: Did the Customer Lifetime Project Team have enough people to execute the Customer Lifetime 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 Lifetime 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 Lifetime 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 Lifetime 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 Lifetime project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Lifetime 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 Lifetime 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 Lifetime investments work better.

This Customer Lifetime 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.