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Interview
  • Discuss Current Successes and Struggles
  • Review Strategic Goals and Objectives
  • Gather Relevant Customer Data
  • Review Current Retention and Acquisition Strategy
  • Share Conversation Guidelines
Analyze
  • Analyze Current Performance Versus Goal
  • Compare Historical Offering Mix Versus Optimal Offering Mix
  • Evaluate Last Transaction Date Segmentation
  • Explore Response History
  • Investigate Conversation Flexibility
Recommend
  • Propose Contact Frequency
  • Advocate Optimal Offering Mix
  • Advise Customer Segmentation Movement
  • Implement Response History Logic
  • Establish Conversation Framework

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