Customer Retention Playbook

Customer Retention Playbook

HomeDemand MetricCustomer Retention Playbook
Customer loyalty playbook
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Our Customer Engagement Plan Playbook is a planning methodology that highlights our premium toolkit of 54 premium tools and templates to improve how customers interact with your business and enable your company to take a customer-centric approach to increasing revenue.

Demand Metric Playbooks are step-by-step guides to help you create strategic processes using best practices and other Demand Metric tools and templates. For background on Demand Metric Playbooks (also known as methodologies), see our blog post: Much Ado About Methodologies.

The phases of this methodology include:

Initiative preparation
Travel planning
Strategy planning
Technology selection
Commitment and advocacy
Measurement
This methodology links to 54 premium tools and templates to facilitate the process:

Customer Retention Best Practices Report
Customer Marketing Benchmark Report
Benchmark report on online communities
Content and Buyer's Journey Report
Workshop on using public communities
Guide to the importance of Social CRM
Customer loyalty card
Journey Maps Guide: Campaign Conversion
Travel Map Guide: Playbooks for Sales
Journey Maps Guide: Content Strategy
Role matrix for customer loyalty
Maturity model for customer loyalty
Assessing the maturity of customer engagement
CRM maturity assessment
Online Community Readiness Assessment
Overview of online community technology
Overview of Advocacy and Loyalty Technology
Overview of Gamification Technology
Customer loyalty solutions matrix
Voice of the customer-provider matrix
Gamification provider matrix
Matrix for Advocacy and Loyalty Providers
Personalization Provider Matrix
Matrix of online community providers
Evaluation of advocacy and loyalty providers
Evaluation of gamification providers
Personalization provider rating
Voice of the customer – supplier evaluation
Evaluation of online community providers
Personalization Systems RFP Template
RFP for Advocacy and Loyalty System
RFP template for gamification systems
RFP Template for Online Community System
RFP for the Voice of the Customer system
Customer Journey Mapping Research
Customer Retention Strategy Workbook
Customer loyalty project plan
Business case for customer loyalty
Budget for customer loyalty programs
CRM program plan
Online Community Plan
Online Community Introduction Guide
Guide to engaging users through gamification
Social CRM Best Practices Guide
Buyer personas
Content allocation of the purchase process phases
Customer satisfaction survey
Client Advocate Database
Content Marketing Plan
Dashboard for customer loyalty metrics
Customer Lifetime Value – Instructions
Customer Lifetime Value Calculator
Customer Satisfaction Index Calculator
Post-project evaluation

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