Customer Lifecycle Analysis

What is a Customer Lifecycle Analysis and why is it important?

 

As prospects and customers move through the customer lifecycle, your business encounters numerous opportunities to win new customers, improve customer satisfaction, add new lines of revenue, renew more agreements, and build customer loyalty. Capitalizing on these opportunities requires a clear view of your customer lifecycle, where gaps exist and the resulting opportunities. That’s where a thorough analysis is needed.

 

What we provide

  • Initial Consultation:

    Based on an initial free consultation we provide a proposal for an analysis of all or parts of your customer lifecycle. Our analysis can include market positioning, pricing, lead generation, sales process, CRM use, sales training, sales compensation, customer success, and contract renewals. The scope of work and pricing is based on the breadth of the analysis.

  • Deliverables include:

    ■ Findings from the analysis based on interviews with key stakeholders, current process reviews (including available documentation), CRM and other sales enablement tools, and existing KPIs or metrics.

    ■ Recommendations for areas of focus and improvement, potential strategies, applicable training, or potential 3rd party resources.

“As a non-profit organization, we had not placed much emphasis on marketing, sales, and account management. Mark’s knowledge and expertise were immediately impactful. He integrated with our team and implemented a more defined process to our customer lifecycle process. Mark worked with marketing communications to help improve brand awareness and generate new opportunities. I believe he would add value to any organization seeking a strategic, hands-on person to improve their revenue management process.”

Executive Director, Education Agency