Planning

  • Conduct direct mail and telephone research surveys
  • Develop Customer Lifetime Value models
  • Segment corporate accounts and individual customers based on lifetime Value and RFMA (Recency/Frequency/Monetary Value (cumulative and average)
  • Develop sales contact strategy plans based on actual and/or potential customer value
  • Prepare expense-to-revenue projections
  • Develop communications strategy plans (i.e. coordinated value-based contacts)

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