Customer-Base Audit

Description

A Customer-Base Audit is a systematic review of the behavior of an organization's customers using data captured by its transaction system.

Data is analyzed through a framework of five lenses, developed by leading customer analytics researchers in the world. This produces a standardized framework that enables strategic and tactical decision-making based on actual customer behavior.

The Audit helps your organization answer questions such as:

  • How healthy is the organization's customer base?
  • How has the quality of customers changed over time?
  • What changes in customer behavior lie behind changes in performance?
  • How are we succeeding in influencing customers toward desired behaviors?

  • Value

    Improved decision-making based on actual behavior

    Platform for creating a shared customer strategy across silos

    Up-skills data driven business development and marketing

    Ultimate way of determining how sustainable the relationship is with your customers 

    Process

    Bringing research-based unit economics to your CRM strategy