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Customer marketing Roadmap

Turn customers into growth engines through retention, expansion, and advocacy programs.

4-6 months
Intermediate
70 frameworks
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Step 01

Customer lifecycle & strategy

10
Customer lifecycle frameworkManage the complete customer journey from onboarding to advocacy.

Framework details

Manage the complete customer journey from onboarding to advocacy.

Key takeaways
  • Understand the core concepts of Customer lifecycle framework.
  • Apply Customer lifecycle framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Customer segmentation frameworkGroup customers strategically based on value, usage, and lifecycle stage.

Framework details

Group customers strategically based on value, usage, and lifecycle stage.

Key takeaways
  • Understand the core concepts of Customer segmentation framework.
  • Apply Customer segmentation framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer lifecycle framework
Customer health score frameworkModel predictive health using usage, engagement, and support data.

Framework details

Model predictive health using usage, engagement, and support data.

Key takeaways
  • Understand the core concepts of Customer health score framework.
  • Apply Customer health score framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer segmentation framework
Customer journey mapping (post-purchase)Visualize touchpoints, emotions, and opportunities after the sale.

Framework details

Visualize touchpoints, emotions, and opportunities after the sale.

Key takeaways
  • Understand the core concepts of Customer journey mapping (post-purchase).
  • Apply Customer journey mapping (post-purchase) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer health score framework
Lifecycle marketing frameworkDeliver stage-appropriate communication through triggered campaigns.

Framework details

Deliver stage-appropriate communication through triggered campaigns.

Key takeaways
  • Understand the core concepts of Lifecycle marketing framework.
  • Apply Lifecycle marketing framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer journey mapping (post-purchase)
Customer success alignmentCoordinate marketing and CS for a unified customer focus.

Framework details

Coordinate marketing and CS for a unified customer focus.

Key takeaways
  • Understand the core concepts of Customer success alignment.
  • Apply Customer success alignment to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Lifecycle marketing framework
High-touch vs low-touch strategyAllocate resources efficiently based on customer value.

Framework details

Allocate resources efficiently based on customer value.

Key takeaways
  • Understand the core concepts of High-touch vs low-touch strategy.
  • Apply High-touch vs low-touch strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer success alignment
Customer tiering frameworkManage your portfolio with strategic, growth, and maintenance tiers.

Framework details

Manage your portfolio with strategic, growth, and maintenance tiers.

Key takeaways
  • Understand the core concepts of Customer tiering framework.
  • Apply Customer tiering framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
High-touch vs low-touch strategy
Customer engagement modelDefine how customers interact with your product and company.

Framework details

Define how customers interact with your product and company.

Key takeaways
  • Understand the core concepts of Customer engagement model.
  • Apply Customer engagement model to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer tiering framework
First 90 days frameworkDesign a critical early experience to establish momentum.

Framework details

Design a critical early experience to establish momentum.

Key takeaways
  • Understand the core concepts of First 90 days framework.
  • Apply First 90 days framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer engagement model
Step 02

Retention & churn prevention

14
Retention strategy frameworkDrive multi-dimensional retention through value and relationship.

Framework details

Drive multi-dimensional retention through value and relationship.

Key takeaways
  • Understand the core concepts of Retention strategy framework.
  • Apply Retention strategy framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
First 90 days framework
Churn prediction frameworkIdentify at-risk customers early using predictive models.

Framework details

Identify at-risk customers early using predictive models.

Key takeaways
  • Understand the core concepts of Churn prediction framework.
  • Apply Churn prediction framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Retention strategy framework
Churn prevention frameworkImplement proactive intervention strategies to save at-risk accounts.

Framework details

Implement proactive intervention strategies to save at-risk accounts.

Key takeaways
  • Understand the core concepts of Churn prevention framework.
  • Apply Churn prevention framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Churn prediction framework
Usage monitoring frameworkTrack product adoption and feature usage trends.

Framework details

Track product adoption and feature usage trends.

Key takeaways
  • Understand the core concepts of Usage monitoring framework.
  • Apply Usage monitoring framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Churn prevention framework
Early warning signalsSpot risk indicators like declining usage and support escalations.

Framework details

Spot risk indicators like declining usage and support escalations.

Key takeaways
  • Understand the core concepts of Early warning signals.
  • Apply Early warning signals to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Usage monitoring framework
Win-back campaign frameworkRe-engage lapsed customers with targeted recovery programs.

Framework details

Re-engage lapsed customers with targeted recovery programs.

Key takeaways
  • Understand the core concepts of Win-back campaign framework.
  • Apply Win-back campaign framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Early warning signals
Renewal marketing frameworkReinforce value and identify opportunities prior to renewal.

Framework details

Reinforce value and identify opportunities prior to renewal.

Key takeaways
  • Understand the core concepts of Renewal marketing framework.
  • Apply Renewal marketing framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Win-back campaign framework
Customer feedback loopsCapture the voice of the customer through surveys and analysis.

Framework details

Capture the voice of the customer through surveys and analysis.

Key takeaways
  • Understand the core concepts of Customer feedback loops.
  • Apply Customer feedback loops to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Renewal marketing framework
Net promoter score (NPS) frameworkMeasure and improve customer satisfaction and loyalty.

Framework details

Measure and improve customer satisfaction and loyalty.

Key takeaways
  • Understand the core concepts of Net promoter score (NPS) framework.
  • Apply Net promoter score (NPS) framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer feedback loops
Customer satisfaction (CSAT) frameworkTrack immediate satisfaction with transactional feedback.

Framework details

Track immediate satisfaction with transactional feedback.

Key takeaways
  • Understand the core concepts of Customer satisfaction (CSAT) framework.
  • Apply Customer satisfaction (CSAT) framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Net promoter score (NPS) framework
Customer effort score (CES)Identify friction by measuring the ease of doing business.

Framework details

Identify friction by measuring the ease of doing business.

Key takeaways
  • Understand the core concepts of Customer effort score (CES).
  • Apply Customer effort score (CES) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer satisfaction (CSAT) framework
Downgrade preventionProtect revenue by understanding and addressing downgrade triggers.

Framework details

Protect revenue by understanding and addressing downgrade triggers.

Key takeaways
  • Understand the core concepts of Downgrade prevention.
  • Apply Downgrade prevention to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer effort score (CES)
Payment failure recoveryPrevent involuntary churn with dunning campaigns and prompts.

Framework details

Prevent involuntary churn with dunning campaigns and prompts.

Key takeaways
  • Understand the core concepts of Payment failure recovery.
  • Apply Payment failure recovery to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Downgrade prevention
Cohort retention analysisTrack retention performance trends by acquisition cohort.

Framework details

Track retention performance trends by acquisition cohort.

Key takeaways
  • Understand the core concepts of Cohort retention analysis.
  • Apply Cohort retention analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Payment failure recovery
Step 03

Expansion & upsell

12
Expansion revenue frameworkGrow revenue from existing customers via upsells and cross-sells.

Framework details

Grow revenue from existing customers via upsells and cross-sells.

Key takeaways
  • Understand the core concepts of Expansion revenue framework.
  • Apply Expansion revenue framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Cohort retention analysis
Product adoption ladderGuide customers progressively from entry-level to enterprise value.

Framework details

Guide customers progressively from entry-level to enterprise value.

Key takeaways
  • Understand the core concepts of Product adoption ladder.
  • Apply Product adoption ladder to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Expansion revenue framework
Usage-based expansionTrigger upsells automatically based on consumption patterns.

Framework details

Trigger upsells automatically based on consumption patterns.

Key takeaways
  • Understand the core concepts of Usage-based expansion.
  • Apply Usage-based expansion to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Product adoption ladder
Account expansion frameworkGrow within accounts by adding departments and users.

Framework details

Grow within accounts by adding departments and users.

Key takeaways
  • Understand the core concepts of Account expansion framework.
  • Apply Account expansion framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Usage-based expansion
Cross-sell strategyRecommend complementary products to increase portfolio value.

Framework details

Recommend complementary products to increase portfolio value.

Key takeaways
  • Understand the core concepts of Cross-sell strategy.
  • Apply Cross-sell strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Account expansion framework
Upsell trigger frameworkIdentify opportune moments for upgrades based on usage and signals.

Framework details

Identify opportune moments for upgrades based on usage and signals.

Key takeaways
  • Understand the core concepts of Upsell trigger framework.
  • Apply Upsell trigger framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Cross-sell strategy
Value-based upsellJustify upgrades by demonstrating ROI and building business cases.

Framework details

Justify upgrades by demonstrating ROI and building business cases.

Key takeaways
  • Understand the core concepts of Value-based upsell.
  • Apply Value-based upsell to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Upsell trigger framework
Expansion qualified leads (EQL)Target data-driven upsells using readiness signals.

Framework details

Target data-driven upsells using readiness signals.

Key takeaways
  • Understand the core concepts of Expansion qualified leads (EQL).
  • Apply Expansion qualified leads (EQL) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Value-based upsell
Multi-product strategyDesign ecosystems and bundles to drive portfolio expansion.

Framework details

Design ecosystems and bundles to drive portfolio expansion.

Key takeaways
  • Understand the core concepts of Multi-product strategy.
  • Apply Multi-product strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Expansion qualified leads (EQL)
Land and expand frameworkStart with a small deal and grow strategically over time.

Framework details

Start with a small deal and grow strategically over time.

Key takeaways
  • Understand the core concepts of Land and expand framework.
  • Apply Land and expand framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Multi-product strategy
Annual contract value (ACV) growthMeasure and drive the expansion of customer revenue.

Framework details

Measure and drive the expansion of customer revenue.

Key takeaways
  • Understand the core concepts of Annual contract value (ACV) growth.
  • Apply Annual contract value (ACV) growth to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Land and expand framework
Seat-based expansionDrive revenue growth through user-based pricing strategies.

Framework details

Drive revenue growth through user-based pricing strategies.

Key takeaways
  • Understand the core concepts of Seat-based expansion.
  • Apply Seat-based expansion to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Annual contract value (ACV) growth
Step 04

Customer advocacy & community

12
Customer advocacy frameworkSystematically cultivate references, testimonials, and reviews.

Framework details

Systematically cultivate references, testimonials, and reviews.

Key takeaways
  • Understand the core concepts of Customer advocacy framework.
  • Apply Customer advocacy framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Seat-based expansion
Reference program frameworkManage the recruitment and enabling of reference customers.

Framework details

Manage the recruitment and enabling of reference customers.

Key takeaways
  • Understand the core concepts of Reference program framework.
  • Apply Reference program framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer advocacy framework
Case study development frameworkCreate powerful proof assets through storytelling and approval.

Framework details

Create powerful proof assets through storytelling and approval.

Key takeaways
  • Understand the core concepts of Case study development framework.
  • Apply Case study development framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Reference program framework
Review generation frameworkBuild online reputation by timing review requests effectively.

Framework details

Build online reputation by timing review requests effectively.

Key takeaways
  • Understand the core concepts of Review generation framework.
  • Apply Review generation framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Case study development framework
Customer advisory board (CAB)Gather strategic input from a selected group of key customers.

Framework details

Gather strategic input from a selected group of key customers.

Key takeaways
  • Understand the core concepts of Customer advisory board (CAB).
  • Apply Customer advisory board (CAB) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Review generation framework
Community building frameworkCreate and moderate spaces for customer connection and engagement.

Framework details

Create and moderate spaces for customer connection and engagement.

Key takeaways
  • Understand the core concepts of Community building framework.
  • Apply Community building framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer advisory board (CAB)
User group strategyFacilitate networking through geographic chapters and virtual events.

Framework details

Facilitate networking through geographic chapters and virtual events.

Key takeaways
  • Understand the core concepts of User group strategy.
  • Apply User group strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Community building framework
Customer events frameworkEngage customers through conferences, meetups, and webinars.

Framework details

Engage customers through conferences, meetups, and webinars.

Key takeaways
  • Understand the core concepts of Customer events framework.
  • Apply Customer events framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
User group strategy
Peer-to-peer programsEncourage customer-led support, mentorship, and knowledge sharing.

Framework details

Encourage customer-led support, mentorship, and knowledge sharing.

Key takeaways
  • Understand the core concepts of Peer-to-peer programs.
  • Apply Peer-to-peer programs to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer events framework
Champions programIdentify and empower your super-users to advocate for you.

Framework details

Identify and empower your super-users to advocate for you.

Key takeaways
  • Understand the core concepts of Champions program.
  • Apply Champions program to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Peer-to-peer programs
Referral program frameworkDrive acquisition through customer-sourced referrals and incentives.

Framework details

Drive acquisition through customer-sourced referrals and incentives.

Key takeaways
  • Understand the core concepts of Referral program framework.
  • Apply Referral program framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Champions program
Co-marketing opportunitiesPartner with customers for joint content and events.

Framework details

Partner with customers for joint content and events.

Key takeaways
  • Understand the core concepts of Co-marketing opportunities.
  • Apply Co-marketing opportunities to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Referral program framework
Step 05

Customer experience & engagement

10
Customer engagement frameworkManage relationships across product, content, and support touchpoints.

Framework details

Manage relationships across product, content, and support touchpoints.

Key takeaways
  • Understand the core concepts of Customer engagement framework.
  • Apply Customer engagement framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Co-marketing opportunities
Customer communication strategyCoordinate outreach for mix, frequency, and personalization.

Framework details

Coordinate outreach for mix, frequency, and personalization.

Key takeaways
  • Understand the core concepts of Customer communication strategy.
  • Apply Customer communication strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer engagement framework
Customer newsletter frameworkDeliver regular value through segmented content and updates.

Framework details

Deliver regular value through segmented content and updates.

Key takeaways
  • Understand the core concepts of Customer newsletter framework.
  • Apply Customer newsletter framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer communication strategy
Customer education frameworkEnable customer outcomes with training and resources.

Framework details

Enable customer outcomes with training and resources.

Key takeaways
  • Understand the core concepts of Customer education framework.
  • Apply Customer education framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer newsletter framework
In-app messaging frameworkCommunicate contextually with announcements and tips.

Framework details

Communicate contextually with announcements and tips.

Key takeaways
  • Understand the core concepts of In-app messaging framework.
  • Apply In-app messaging framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer education framework
Customer milestone celebrationsReinforce relationships by celebrating usage anniversaries and growth.

Framework details

Reinforce relationships by celebrating usage anniversaries and growth.

Key takeaways
  • Understand the core concepts of Customer milestone celebrations.
  • Apply Customer milestone celebrations to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
In-app messaging framework
VIP customer programsOffer high-value treatment with exclusive benefits and access.

Framework details

Offer high-value treatment with exclusive benefits and access.

Key takeaways
  • Understand the core concepts of VIP customer programs.
  • Apply VIP customer programs to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer milestone celebrations
Customer success contentProvide guides and use cases to enable customer success.

Framework details

Provide guides and use cases to enable customer success.

Key takeaways
  • Understand the core concepts of Customer success content.
  • Apply Customer success content to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
VIP customer programs
Personalization frameworkDeliver relevant experiences using dynamic content and behavior triggers.

Framework details

Deliver relevant experiences using dynamic content and behavior triggers.

Key takeaways
  • Understand the core concepts of Personalization framework.
  • Apply Personalization framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer success content
Customer listening strategyMonitor feedback continuously across surveys and social channels.

Framework details

Monitor feedback continuously across surveys and social channels.

Key takeaways
  • Understand the core concepts of Customer listening strategy.
  • Apply Customer listening strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Personalization framework
Step 06

Customer analytics & measurement

12
Customer lifetime value (LTV/CLV)Measure value using historical and predictive calculations.

Framework details

Measure value using historical and predictive calculations.

Key takeaways
  • Understand the core concepts of Customer lifetime value (LTV/CLV).
  • Apply Customer lifetime value (LTV/CLV) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer listening strategy
Cohort analysis frameworkTrack retention and revenue behavior longitudinally by cohort.

Framework details

Track retention and revenue behavior longitudinally by cohort.

Key takeaways
  • Understand the core concepts of Cohort analysis framework.
  • Apply Cohort analysis framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer lifetime value (LTV/CLV)
Customer profitability analysisCalculate profit contribution by subtracting costs from revenue.

Framework details

Calculate profit contribution by subtracting costs from revenue.

Key takeaways
  • Understand the core concepts of Customer profitability analysis.
  • Apply Customer profitability analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Cohort analysis framework
Retention rate calculationTrack gross, net, and logo retention metrics.

Framework details

Track gross, net, and logo retention metrics.

Key takeaways
  • Understand the core concepts of Retention rate calculation.
  • Apply Retention rate calculation to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer profitability analysis
Net revenue retention (NRR)Measure growth quality by including expansion revenue.

Framework details

Measure growth quality by including expansion revenue.

Key takeaways
  • Understand the core concepts of Net revenue retention (NRR).
  • Apply Net revenue retention (NRR) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Retention rate calculation
Expansion rate metricsTrack growth from the base via upsell and cross-sell rates.

Framework details

Track growth from the base via upsell and cross-sell rates.

Key takeaways
  • Understand the core concepts of Expansion rate metrics.
  • Apply Expansion rate metrics to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Net revenue retention (NRR)
Customer engagement metricsMeasure activity through product usage and content consumption.

Framework details

Measure activity through product usage and content consumption.

Key takeaways
  • Understand the core concepts of Customer engagement metrics.
  • Apply Customer engagement metrics to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Expansion rate metrics
Customer health scoring modelAssess health using weighted factors and predictive modeling.

Framework details

Assess health using weighted factors and predictive modeling.

Key takeaways
  • Understand the core concepts of Customer health scoring model.
  • Apply Customer health scoring model to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer engagement metrics
Advocacy metricsMeasure advocacy through referrals, reviews, and NPS.

Framework details

Measure advocacy through referrals, reviews, and NPS.

Key takeaways
  • Understand the core concepts of Advocacy metrics.
  • Apply Advocacy metrics to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer health scoring model
Customer success metricsTrack indicators like time to value and adoption rate.

Framework details

Track indicators like time to value and adoption rate.

Key takeaways
  • Understand the core concepts of Customer success metrics.
  • Apply Customer success metrics to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Advocacy metrics
Customer journey analyticsAnalyze conversion paths and drop-offs across touchpoints.

Framework details

Analyze conversion paths and drop-offs across touchpoints.

Key takeaways
  • Understand the core concepts of Customer journey analytics.
  • Apply Customer journey analytics to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer success metrics
Customer segmentation analysisGroup customers using data-driven behavioral clustering.

Framework details

Group customers using data-driven behavioral clustering.

Key takeaways
  • Understand the core concepts of Customer segmentation analysis.
  • Apply Customer segmentation analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Customer journey analytics

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