Self-assessment · CRM & Data
Customer Base X-Ray
A self-diagnostic of your customer base across five dimensions: data and records, segmentation, relationship, reactivation, and measurement. Includes customer metrics and a 90-day plan.
Who it is for: Partners, marketing, CRM, sales, and customer service. · Time: One hour to answer and pull the numbers; one hour for the plan.
The guide and spreadsheet are currently in Portuguese.
You need this material if…
- Customer data is scattered across spreadsheets, e-commerce, and WhatsApp.
- Everyone receives the exact same messages.
- There is no follow-up after the first purchase.
- You have no visibility into how many customers are dormant.
What you get
- The score for each of the five dimensions.
- Key customer base metrics: active accounts, repeat purchases, and recurring revenue.
- Which dimension to start with.
- A 90-day action plan broken down by dimension.
- PDF guide and Excel spreadsheet with a completed example (in Portuguese)