Valtion
Free Customer Value Quickscan

Discover where customer value may be leaking.

Answer 15 questions about CLV, retention, onboarding, Customer Success and lifecycle. You will receive a score profile with your biggest improvement area and next step.

01

Customer value & CLV

Start with the basics. Before you can improve customer value, you need to know whether that value is visible and usable.

Do you know how much value an average customer generates across the full customer relationship?

Do you know how much value an average customer generates across the full customer relationship?

Do you distinguish between customer segments with high and low customer value?

Do you distinguish between customer segments with high and low customer value?

Do you actively use customer value or CLV in decisions around marketing, sales, onboarding or retention?

Do you actively use customer value or CLV in decisions around marketing, sales, onboarding or retention?

02

Retention & churn

Improving retention starts with measurement: how many customers stay, when do they drop off and where do risks appear?

Do you structurally measure how many customers stay and how many leave?

Do you structurally measure how many customers stay and how many leave?

Do you know in which stage of the customer journey customers usually drop off?

Do you know in which stage of the customer journey customers usually drop off?

Do you know why customers cancel, drop off or become less active?

Do you know why customers cancel, drop off or become less active?

03

Onboarding & activation

The first phase often determines whether customers experience value quickly enough to stay.

Do you know what successful onboarding concretely means?

Do you know what successful onboarding concretely means?

Do you measure whether new customers complete the most important first actions?

Do you measure whether new customers complete the most important first actions?

Do you follow up when customers do not start, get stuck or become inactive?

Do you follow up when customers do not start, get stuck or become inactive?

04

Customer Success & follow-up

Customer Success becomes stronger when follow-up is proactive and focused on customer outcomes.

Do you know what success means for different customer groups?

Do you know what success means for different customer groups?

Are customers followed up proactively before problems arise?

Are customers followed up proactively before problems arise?

Do you use customer data or signals to determine which customers need attention?

Do you use customer data or signals to determine which customers need attention?

05

Lifecycle, communication & growth

Customer value grows when communication and expansion align with customer phase, behaviour and needs.

Do you actively communicate with customers after purchase or sign-up?

Do you actively communicate with customers after purchase or sign-up?

Do you have communication in place for inactive customers, renewal, repeat purchase or expansion?

Do you have communication in place for inactive customers, renewal, repeat purchase or expansion?

Do you know which existing customers are ready for upsell, cross-sell or additional value?

Do you know which existing customers are ready for upsell, cross-sell or additional value?