Customer lifecycle management
This workflow focuses on managing customers throughout their entire lifecycle, from acquisition to retention and upselling. The workflow can include:
- Trigger: Customer acquisition or first purchase.
- Steps: Onboarding, support, upsell/cross-sell efforts, and feedback collection.
- Automation: Automated onboarding emails, renewal reminders, and feedback requests.
- Decision points: Identifying opportunities for upselling based on customer behavior.
- Notifications: Alerting account managers and support teams about critical issues or opportunities.
Focus on building trust and connection at every stage of the customer journey.
Customer Feedback
Provide a channel of confirmation back to product development and marketing.
Objections
Should a product or service require improvement. Provide validated valuable insights to the engineering team for prioritisation of future development.
tip
Be your own worst enemy, if you are prepared for objections, you won't lose your flow.
Product Market Fit
Know how to give accurate Product Market Fit feed back to the Product Management team for Prioritisation.
Customer Knowledge Gap to Marketing and Business Strategy.
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