Customer Lifetime Value Toolkit

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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.

More Uses of the Customer Lifetime Value Toolkit:

  • Be accountable for collaborating across teams and working closely with sales management and product marketing to align on strategies and account opportunities.

  • Steer: master methodologies and delivery models for creating a conversational go to market strategy for your partners customers.

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

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

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

  • Guide: 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.

  • Be accountable for managing sell through, in season inventory, and excess inventory to agreed upon targets and thresholds to support revenue and margin targets.

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

  • Embody drift leadership principles and the goals of your leaders when engaging with internal and external stakeholders.

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

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

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

  • Coordinate: creative, innovative thinker able to apply structure and analytical rigor to complex problems and associated Decision Making.

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

  • Contribute to your Customer Lifetime Value model, the key valuation model that drive decisions throughout your business.

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

  • Make sure that your planning advises leadership and/or business executives at the highest levels about the Project Portfolio status and plans for delivering strategic business initiatives.

  • Be the Voice of the customer, understanding pain points and communicating concerns internally to influence future Product Roadmap.

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

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

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

  • Support a culture of productivity and accountability through the creation and tracking of sales and retention milestones.

  • Perform periodic business review with partners to confirm satisfaction, resolve technical issues, and continually drive successful product adoption.

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

  • Drive: mentor and inspire a team of high performing Customer Success managers, Customer Success engineers, and technical account managers.

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

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

  • Ensure you challenge; build Business Case for new products, programs and services with demonstrated return on investment and key metrics for evaluating success.

  • Orchestrate: implement strategic tests that provide insightful learnings into web behavior, effective messaging and creative optimization.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Who uses your product in ways you never expected?

  2. Are there any Revenue recognition issues?

  3. Is maximizing Customer Lifetime Value protection the same as minimizing Customer Lifetime Value loss?

  4. What information should you gather?

  5. How can the phases of Customer Lifetime Value development be identified?

  6. Is your strategy driving your strategy? Or is the way in which you allocate resources driving your strategy?

  7. Is any Customer Lifetime Value documentation required?

  8. For estimation problems, how do you develop an estimation statement?

  9. How is the way you as the leader think and process information affecting your organizational culture?

  10. What are the challenges?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Customer Lifetime Value project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

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 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 Customer Lifetime 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 Customer Lifetime Value project with this in-depth Customer Lifetime Value Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Lifetime 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 Customer Lifetime 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 Customer Lifetime Value investments work better.

This Customer Lifetime 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.