Customer Audit and Strategic Plan Printable PDF

Part of my Strategic Business Planning Worksheet Series, my Customer Audit and Strategic Plan helps you to determine your current customer, strategize to get and keep more customers, and what other target customer segments you can target.

This easy to follow series of worksheets will help you audit, set goals, plan, strategize and track your customer success. You will quickly and easily determine what isn't working (and how to fix it) and what is working (and how to maximize this success).

Welcome! I’m small business marketing consultant Gail Oliver from the blog, Attention-Getting.com and I have been helping small businesses online since 2012. 

DETAILS

• 8 planning pages.
• Interactive, fillable and printable PDF.
• Each page is 8.5” x 11”.
• Created by a Professional Consultant & Blogger (me).
• I guarantee you will love the out-of-the-box advice on my blog! So give it a read at attention-getting.com

CUSTOMER AUDIT & STRATEGY PAGES

• Customer Audit – Current (2 pages)
• Customer Service Audit
• Maximum Monthly Customer Calculation
• Customer Goals
• Customer Strategic Plan
• Customer Action Plan
• Customer Success Tracker

After purchasing, please email me if you would like to see a filled in planner to use as a reference. 

ABOUT ME

As a marketing consultant and blogger, since 2012 I have consulted for thousands of small businesses. My advice has been featured in the NY Times, Success Magazine, American Express Open Forum, Big Commerce blog, Business2Community, and SheKnows Small Business. I have written publicity pitches that have gotten my customers featured in Real Simple Magazine, Apartment Therapy, House Beautiful, Vanity Fair, Houzz.com, Glamour Magazine, LONNY, DesignMilk, Emmaline Bride, just to name a few. 

© 2022 Gail Oliver. All Rights Reserved.