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Customer Retention - Implementation Toolkit   Excel template (XLSX)
$249.00

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Customer Retention - Implementation Toolkit (Excel XLSX)

File Type: Excel template (XLSX)
Secondary File: Zip archive file (ZIP)

$249.00

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DESCRIPTION

This product (Customer Retention - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

The Customer Retention Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Customer Retention related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the Customer Retention 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.

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 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 Retention improvements can be made.

The Self-Assessment Excel Dashboard; with the Customer Retention Self-Assessment and Scorecard you will develop a clear picture of which Customer Retention 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 Retention 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 Retention projects with the 62 implementation resources. There are 62 step-by-step Customer Retention Project Management Form Templates covering over 1500 Customer Retention project requirements and success criteria.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Customer Loyalty Excel: Customer Retention - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk


$249.00

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OVERVIEW

File Type: Excel xlsx (XLSX)
Secondary File: Zip archive file zip (ZIP)
File Size: 453.2 KB

ABOUT THE AUTHOR

Additional documents from author: 315

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

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