Customer Intelligence Template💡
Use this to engage with your customers more effectively 👥
👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 220k+ FinTech leaders:
In today's fast-paced and highly competitive business environment, understanding your customer is more than a necessity - it's the key to success. And FinTech companies like Wise perfectly illustrate that.
ICYMI: Wise quadruples profits as customer growth and higher rates boost income 🚀 [a look at their crazy numbers & how they are dominating + some extra reads & deeper dives into Wise and beyond]
That’s why today I’m excited to share a simple yet super useful Customer Intelligence Template I recently came across. It is designed specifically to illuminate the path to a deeper understanding of your customers and effectively structure your accounts to align with your business goals.
This template has a scorecard feature to visually represent, validate, and correct customer data, providing a clear and concise overview of your customer base.
All you need to do is just follow these steps to customize the template to your business:
Identify your account structure
Define and document your data model
Import your customer list
Define & configure your Customers' Journey Stages
Assign your team to their portfolio
Validate your data
So customize this template and easily elevate your customer intelligence, transform your strategies, and drive your business forward with confidence👇🏼