StrategyTemplate / formCustomer-facing roadmap strategyWhat should a public or customer-facing roadmap communicate, to whom, and with what confidence?AccessibleStrategicTemplate
StrategyTemplate / formCustomer problem recordWhat makes a customer problem sufficiently clear and evidenced for prioritization?IntermediateOperationalTemplate
StrategyTemplate / formTop customer asks reviewHow should leaders review the most consequential customer problems and decide next actions?IntermediateOperationalTemplate
MarketingFramework / modelCustomer online engagement levelHow can customer online engagement level improve people, teams, or organisational effectiveness?Answer the key performance question: “How well are we engaging our customers online?”IntermediateStrategicFigures
MarketingFramework / modelCustomer value propositionHow can customer value proposition support strategic choice or positioning?To create a compelling purchase motive.IntermediateStrategicFigures
StrategyFramework / modelAssessing customer purchasing criteriaHow can assessing customer purchasing criteria support strategic choice or positioning?Whenever a strategy, proposition or competitive assessment must begin with evidence about what customers value.IntermediateStrategicFigures
MarketingKPI / metricCustomer retention rateHow should customer retention rate be measured and interpreted?Answer the key performance question: “To what extent are we keeping the customers we have acquired?”AccessibleTacticalFigures
MarketingKPI / metricCustomer turnover rateHow should customer turnover rate be measured and interpreted?Answer the key performance question: “How well are we retaining customers?”AccessibleOperationalFigures
MarketingFramework / modelCustomer journey mapsHow can customer journey maps support strategic choice or positioning?Use it to assess current marketing, sales and service performance.AccessibleStrategicFigures
FinanceFramework / modelCustomer lifetime valueWhen and how should customer lifetime value be applied?Use it to estimate the economic contribution of a customer over the relationship.AccessibleStrategicFigures
MarketingFramework / modelCustomer lifetime valueHow can customer lifetime value improve people, teams, or organisational effectiveness?Answer the key performance question: “How well do we understand the financial value from our customer relationships?”AccessibleStrategicFigures
MarketingFramework / modelCustomer complaintsHow can customer complaints improve people, teams, or organisational effectiveness?Answer the key performance question: “To what extent are we satisfying our customers?”IntermediateOperational
MarketingKPI / metricCustomer profitability scoreHow should customer profitability score be measured and interpreted?Answer the key performance question: “To what extent are we generating profits from our customers?”IntermediateOperational
MarketingFramework / modelCustomer lifetime valueWhen and how should customer lifetime value be applied?Use it to estimate future customer contribution.AccessibleStrategicFigures
MarketingFramework / modelCustomer satisfaction analysisHow can customer satisfaction analysis improve people, teams, or organisational effectiveness?Measure satisfaction continuously enough to detect change before it becomes lost revenue or reputational damage. A dissatisfied customer is not automatically a lost customer; the organisation’s response can convert a failure into trust.AccessibleStrategic
MarketingFramework / modelCustomer satisfaction indexHow can customer satisfaction index improve people, teams, or organisational effectiveness?Answer the key performance question: “How well are we satisfying our customers?”AccessibleOperational
FinanceKPI / metricCustomer profitability analyticsHow should customer profitability analytics be measured and interpreted?Use this analysis continuously to understand where customer value is being created, and give it particular attention when revenue is falling, costs are rising or margins are under pressure. It can reveal whether the problem comes from customer mix, acquisition channels, service demands, pricing or operational cost.AccessibleStrategic
MarketingFramework / modelCustomer engagementHow can customer engagement improve people, teams, or organisational effectiveness?Answer the key performance question: “To what extent are our customers engaged with our organisation?”AccessibleStrategic
StrategyFramework / modelCustomer-first product metricsWhich measures show who the customer is, what problem exists, whether the solution works, whether it is adopted, and whether outcomes improve?IntermediateOperational
MarketingFramework / modelCustomer segmentation analyticsHow can customer segmentation analytics support strategic choice or positioning?Keep the segmentation current because it should guide targeting, service design and marketing investment. Review it before a major campaign to confirm that the audience and offer fit. In a stable market an annual refresh may be sufficient; in a volatile one, monitor segment size, behaviour and economics more often.AccessibleStrategic
MarketingFramework / modelCustomer engagement analyticsHow can customer engagement analytics improve people, teams, or organisational effectiveness?Review the full model at least every six months and monitor leading signals between reviews. Reassess it when a product, service or system changes the experience.AccessibleOperational
MarketingProcess / methodCustomer persona research planWhen are personas appropriate and how should they be researched, validated, sized, adopted, and maintained?AccessibleOperational
StrategyFramework / modelCustomer problem source of truthHow should a company maintain one governed view of validated customer problems?Use the customer problem source of truth when people working on feedback and customer insight are using different mental models for problem record, evidence, and taxonomy, and that difference is changing choices or coordination.IntermediateOperational
InnovationKPI / metricCustomer research evidence metricsIs the customer evidence behind active decisions current and sufficiently representative of the priority research space?IntermediateOperational
MarketingFramework / modelCustomer churn analyticsHow can customer churn analytics support strategic choice or positioning?Set frequency according to industry dynamics and Customer Lifetime Value Analytics, but a monthly stream is a useful default. In highly competitive subscription markets, monitor frequently enough to intervene before departure and to evaluate retention tests.AccessibleStrategic
MarketingFramework / modelNon-customer analyticsHow can non-customer analytics support strategic choice or positioning?Use it when a market is stagnant, declining or narrowly contested, or when customer only research keeps reproducing the same opportunities.AccessibleStrategic
MarketingFramework / modelCustomer acquisition analyticsWhen and how should customer acquisition analytics be applied?Use it to locate failure across marketing, product, delivery, sales and ordering. Complete a broad review at least annually and monitor campaign economics continuously or whenever the process changes. If radio prices rise or response falls, a business should discover the change immediately rather than after six months of unprofitable spend.AccessibleTactical
MarketingFramework / modelCustomer lifetime value analyticsWhen and how should customer lifetime value analytics be applied?Review frequency depends on market change. Banking once enjoyed long relationships because switching accounts and direct debits was burdensome; easier switching has shortened that assumption. Insurance customers likewise compare alternatives more actively.AccessibleTactical