Customer Profitability Plan Template

Grow customer loyalty and increase profits with our easy-to-follow customer profitability plan template!
Customer Profitability Plan Template

What is a Customer Profitability Plan?

A customer profitability plan is a strategic plan designed to improve customer profitability and loyalty. It outlines the objectives, actions, and KPIs (Key Performance Indicators) that need to be met in order to achieve the desired goals. It is a proactive measure that can help a business identify areas of improvement, adjust processes to increase efficiency, and increase customer satisfaction.

What's included in this Customer Profitability 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 Profitability Plan template for?

The customer profitability plan template is designed for customer success leaders, managers, and teams who are looking to improve customer profitability. It is an easy-to-follow guide that helps you develop a well-defined strategy to increase customer loyalty and increase revenue.

1. Define clear examples of your focus areas

The first step in creating a customer profitability plan is to define your focus areas. These should be areas of improvement that you want to address in order to increase customer loyalty and profitability. Examples of focus areas could include increasing revenue, improving efficiency, or increasing customer satisfaction.

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

Once you have identified your focus areas, it is important to identify objectives that could fall under each focus area. Objectives should be specific and measurable goals that you want to achieve in order to reach your overall goal. Examples of some objectives for the focus area of Increase Revenue could be: Increase Average Revenue per Customer, and Increase Customer Retention.

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

KPIs (Key Performance Indicators) are measurable targets that you set in order to track progress and measure success. For example, for the objective of increasing average revenue per customer, you could set a KPI of increasing the average revenue per customer from $50 to $75.

4. Implement related projects to achieve the KPIs

Once you have identified and set your KPIs, you can begin to implement related projects or actions in order to reach your goals. This could include increasing upsells and cross-sells, improving customer service, or streamlining processes.

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

Cascade Strategy Execution Platform is a powerful tool that helps you see faster results from your customer profitability plan. It helps you implement projects quickly and efficiently, track progress, and measure success against your set KPIs.

Getting started with your
Customer Profitability Plan Template
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