Customer Strategy Template

Create a customer strategy that boosts satisfaction and loyalty. Unlock success with measurable targets and actionable projects.
Or import into an existing account
Customer Strategy Template

What is a Customer Strategy?

A customer strategy is a plan of action designed to improve customer experience, increase customer loyalty, and increase revenue. It outlines key focus areas, objectives, and measurable targets (KPIs) that should be tackled in order to achieve desired results. It also details projects or actions that need to be implemented to reach the defined goals.

What's included in this Customer Strategy 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 Strategy template for?

This customer strategy template is ideal for sales and customer success teams looking to create a customer strategy. It provides a structure for teams to define their focus areas, objectives, measurable targets, and projects to create a comprehensive and effective customer strategy.

1. Define clear examples of your focus areas

A focus area is an overarching theme of your customer strategy. It should be broad enough to encapsulate the strategy you want to pursue, but specific enough to be actionable. Examples of focus areas could include 'Improve Customer Experience', 'Increase Sales', or 'Optimize Internal Processes'.

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

Objectives are specific goals that you want to achieve within your focus area. They should be measurable, achievable, and time-bound. Examples of objectives could include 'Increase Customer Satisfaction' or 'Decrease Customer Churn Rate'.

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

KPIs are measurable targets that you can set to track your objectives. This can be a number, percentage, or other unit of measurement. An example of a KPI could be 'Increase customer satisfaction score from 4.2 to 4.9' or 'Decrease customer churn rate from 5% to 3%'.

4. Implement related projects to achieve the KPIs

Projects (also known as actions) are the activities that need to be implemented to reach each KPI. Examples of projects could include 'Create tailored customer onboarding process' or 'Create customer loyalty program'.

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

Cascade Strategy Execution Platform is the ultimate tool to help you create, track, and optimize your customer strategy. With Cascade, you can easily create, execute, and monitor projects, objectives, and KPIs to see faster, better results from your customer strategy.

Getting started with your
Customer Strategy Template
only takes 20 seconds.
Or import into an existing account