Templates & Tools
Ready-to-use templates and frameworks to accelerate your customer modeling implementation.
📊 Analysis Templates
RFM Analysis Calculator
Segment customers by Recency, Frequency, and Monetary value. Includes automated scoring and visualization.
- Automated RFM scoring
- Segment visualization
- Action recommendations
- Sample data included
CLV Calculator (Multi-Method)
Calculate Customer Lifetime Value using historical, predictive, and traditional methods.
- 3 calculation methods
- Industry benchmarks
- Sensitivity analysis
- ROI projections
Advanced Segmentation Framework
Multi-dimensional customer segmentation with behavioral, demographic, and value-based analysis.
- Multi-criteria segmentation
- Cluster analysis tools
- Segment profiling
- Migration tracking
Data Audit Checklist
Comprehensive checklist for auditing your customer data quality and completeness.
- Data quality metrics
- Completeness tracking
- Action priorities
- Progress monitoring
📧 Campaign Templates
Retention Campaign Playbook
Complete framework for designing and executing customer retention campaigns.
- Campaign strategy templates
- Email sequences
- Measurement framework
- Best practices guide
Win-Back Campaign Calculator
Calculate ROI and design win-back campaigns for churned customers.
- ROI calculator
- Offer optimization
- Segment targeting
- Success metrics
🎯 Strategy Tools
Customer Strategy Roadmap
Visual roadmap template for planning your customer modeling journey.
- Phased approach
- Milestone planning
- Resource allocation
- Success metrics
Budget Allocation Optimizer
Optimize marketing budget allocation across customer segments and channels.
- Optimization model
- Scenario planning
- ROI projections
- Sensitivity analysis
💻 Technical Resources
SQL Query Library
Collection of SQL queries for common customer analytics tasks.
- 25+ tested queries
- Multiple databases
- Performance tips
- Documentation