Customer Acquisition Plan Template

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Customer Acquisition Plan Template

What is a Customer Acquisition Plan?

A customer acquisition plan outlines a strategy for attracting and acquiring new customers. It typically contains defined goals and objectives, and the steps necessary to reach those goals. It is an essential tool for any business looking to grow their customer base and increase sales.

What's included in this Customer Acquisition Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Customer Acquisition Plan template for?

This customer acquisition plan template is suitable for marketing and sales leaders, managers and teams of all sizes and industries. It provides a framework that enables you to create a plan to acquire and retain customers.

1. Define clear examples of your focus areas

A focus area is a broad area of activity that you want to focus on to help you reach a goal. Examples of focus areas could include customer acquisition, digital marketing, customer service, or product development. It is important to identify the focus areas that are most important to the success of your business.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that you set for each focus area. These should be actionable and measurable, so that you can track progress over time. Examples of objectives could include increasing customer acquisition, improving lead generation, and developing loyalty programs.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or key performance indicators, are measurable targets that allow you to track progress towards an objective. Examples of KPIs could include lead conversion rate, customer retention rate, website visits, and social media followers.

4. Implement related projects to achieve the KPIs

Projects, or actions, are specific activities that you implement to achieve your objectives. Examples of projects could include optimizing SEO, creating promotional campaigns, and implementing feedback systems.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that enables you to track, measure and visualize progress against your goals. With Cascade, you can quickly identify areas for improvement and make adjustments to ensure the success of your customer acquisition plan.

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Customer Acquisition Plan Template
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Or import into an existing account