Lifetime Value Toolkit

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Devise Lifetime Value: highly effective at distilling complex and often voluminous content into clear, concise and engaging communications.

More Uses of the Lifetime Value Toolkit:

  • Evaluate the effectiveness of marketing actions, develop profiles and recommend Data Driven segmentation approaches and deliver actionable insights to improve Customer Engagement and Lifetime Value.

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

  • 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.

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

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

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

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

  • 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.

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

  • Orchestrate Lifetime Value: design Customer Segmentation strategies designed to maximize profitability from current customers and increase the Lifetime Value of client brands.

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

  • Ensure you compile; onboard, retain, build loyalty and maximize Lifetime Value by engaging customers with personalized, targeted and relevant marketing at every stage.

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

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

  • Drive Lifetime Value: plan, build, and execute scalable, predictable and repeatable lifecycle programs that achieve growth targets while improving Customer Retention.

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

  • Guide Lifetime Value: 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.

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

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

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

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

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

  • Help to build executive level Customer Engagements to increase engagement and awareness of the Drift value that translates into success for economic buyers and builds the success into customer advocates.

  • Head Lifetime Value: influence Lifetime Value through higher product adoption, Customer Satisfaction and overall Net Promoter Score (when it becomes measurable).

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

  • 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.

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

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

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

  • Confirm your venture offers Customer Engagement outsourcing solutions that deliver the people, processes, and technology to improve efficiency, ensure compliance, and increase Customer Satisfaction and Lifetime Value for your clients.

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

  • Measure and report thE Business value and progress of ongoing Data Governance activities via enterprise wide metrics and Key Performance Indicators.

  • Arrange that your organization complies; with all Safety Regulations pertaining to operations while maintaining high level of efficiency.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What Lifetime Value modifications can you make work for you?

  2. What are the known security controls?

  3. How do you gather requirements?

  4. What are the Lifetime Value resources needed?

  5. Do you have an implicit bias for capital investments over people investments?

  6. What are the potential basics of Lifetime Value fraud?

  7. Who will facilitate the team and process?

  8. Are the key business and technology risks being managed?

  9. Can you do Lifetime Value without complex (expensive) analysis?

  10. Have you achieved Lifetime Value improvements?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Lifetime Value Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Lifetime Value 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 Lifetime Value 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 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 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 Lifetime Value project with this in-depth Lifetime Value Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose 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 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 Lifetime Value investments work better.

This 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.