Customer Loyalty Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Be accountable for planning and organizing skills effectively uses the time available to complete work tasks and activities that lead to the achievement of expected work objectives (as results or outputs).

More Uses of the Customer Loyalty Toolkit:

  • Grow existing Customer Loyalty through extension of brand relationship and addition/sale of complimentary products to current assortment.

  • Organize: partner with marketing to create campaigns that drive demand and program participation among new and existing customers.

  • Oversee the customer analysis and recommend programs to improve sales and increases Customer Retention and sales.

  • Manage work with Data Science team to develop strategies that increase Lifetime Value and Customer Loyalty; explore loyalty programs to reinforce strategy.

  • Pilot: operational management ongoing operational functions to resolve immediate issues, improve operations/efficiency and drive Customer Loyalty/retention.

  • Confirm your group produces report demonstrating campaign performance and impacts on member engagement with program with analysis and insights into future programs.

  • Create Customer Loyalty by providing extraordinary service to each customer via Inbound And Outbound contacts.

  • Analyze ongoing business results to conceive initiatives and actions to drive revenue growth, Customer Loyalty/retention and profit.

  • Arrange that your project uses selling expertise to maximize opportunities at the cash desk to create add on sales and build Customer Loyalty.

  • Establish that your strategy maintains relevant product knowledge and stays current on new product introductions, collections, and third party products.

  • Be accountable for ongoing collaboration with outside sales professionals to drive end user growth and Customer Loyalty.

  • Manage work with the Marketing and Education teams to develop and ensure consistency in messaging, copy, and education points in supporting customers.

  • Be accountable for building Customer Loyalty effectively meets customers needs; builds productive customer relationships; takes responsibility for Customer Satisfaction and loyalty.

  • Confirm you transform; build personal connections and establish trusting relationships to ensure Customer Retention and maintain Customer Loyalty.

  • Become a innovative mindset generates and delivers become a innovative solutions in work situations.

  • Be certain that your design builds and maintains business relationships with internal and external customers by providing prompt and accurate service so as to promote Customer Loyalty.

  • Support administration of the Customer Loyalty Program and lead its growth and development.

  • Ensure partner businesses are supported with expert tools and solutions to build Customer Loyalty, increase profitability and drive Business Growth.

  • Become the go to expert in existing Customer Data and stories to help create effective marketing assets.

  • Ensure you conduct; lead risk based audits effectively, developing risk and control matrices and effectively executing audits that are completed on time and on budget.

  • Steer: consistently maintain repair and maintenance standards to meet Health And Safety guidelines for employees and customers.

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

  • Move along with your clients notice the difference too in increased Customer Loyalty, improved business performance and differentiation in the markets.

  • Arrange that your group leads and develops team of high performance quality professionals, ensuring a proactive culture, that deliver results by supporting solutions and Customer Loyalty.

  • Secure that your operation leads, grow, and develops a team of quality professionals, ensuring a proactive culture, that delivers results by supporting solutions and Customer Loyalty.

  • Establish that your design complies; functions as your organization Partner understands the internal and external issues facing business unit clients and uses that understanding to forge partnerships and achieve goals.

  • Use consumer analytics to determine the best way to engage users, increase Customer Loyalty, and measure brand awareness.

  • Establish that your operation possess extensive Project Management skills; running from inception to post event reporting (running in conjunction with Marketing Operations team).

  • Confirm your group applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive Customer Loyalty.

  • Analyze customer promise among competitors and keep abreast of new initiatives across the industry that drive Customer Loyalty.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Who controls the risk?

  2. What alternative responses are available to manage risk?

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

  4. What are the Customer Loyalty investment costs?

  5. Who are the key stakeholders?

  6. What Management System do you use to leverage the Customer Loyalty experience, ideas, and concerns of the people closest to the work to be done?

  7. How do you measure success?

  8. What are the core elements of the Customer Loyalty business case?

  9. Have the concerns of stakeholders to help identify and define potential barriers been obtained and analyzed?

  10. Are there measurements based on task 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 Loyalty book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Customer Loyalty Project Team have enough people to execute the Customer Loyalty 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 Loyalty 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 Loyalty 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 Loyalty 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 Loyalty 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 Loyalty project with this in-depth Customer Loyalty Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Loyalty 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 Loyalty 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 Loyalty investments work better.

This Customer Loyalty 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.