Set up for success with strategic planning frameworks,
including Client satisfaction, SWOT Analysis, Pirate Funnel, and more.
Customer Satisfaction
Templates
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Start your
Business Plan
with Client
satisfaction:
When your customers enter your
lodge, what does one think they see
at the beginning? What does one
want them to notify first? Are they
different characteristics? other than
a restaurant or establishment which
may be located near the lobby,
characters habitually see freshness
prime and practice second.
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Problems:
Understanding Customer Expectations.
Reaching Out to Customers.
Exceeding Customer Expectations.
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Solution:
Listen to customers.
Be proactive.
Understand your customers.
Practice honesty and manage expectations in marketing.
4 Solutions of Marketing
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Unique Value
Proposition
Which benefits are most important to the
client?
What benefits are hard to come by the
competition?
What benefits can be easily understood
by target customers?
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Unfair
Advantage
Insider information.
Existing customers.
A dream team.
Personal authority.
Large network effects.
Community.
Key
Metrics
Net profit margin.
Gross margin.
Lead conversion rates.
Website traffic.
Retention rate.
Customer acquisition cost.
Customer lifetime value.
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Email.
Phone
Website chat
Video calling
Self-service
Online communities
C
H
A
N
N
E
L
S
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High Level
Concept
Keep it short.
Position it against something successful
people know for the best results.
Create a killer elevator pitch to end with.
Your High Concept Pitch is not your
slogan, only use it as an explanation.
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Strong employee attitudes.
Excellent customer service.
Large market share.
Personal relationships with
customers.
Leadership in product
innovation.
Highly efficient, low-cost
manufacturing.
High integrity.
Strengths
Inadequate definition of
customer for product/market
development.
Confusing service policies.
Too many levels of reporting
in the organizational
structure.
Limited product availability.
Lack of involvement from
top management in
developing a new service.
Lack of quantitative goals.
Weaknesses
Find Your
Competitive
Position with a
SWOT Analysis
A SWOT analysis maps out your
company’s path towards your goals by
identifying strengths and weaknesses
(internal attributes) and opportunities and
threats (external conditions). Uncover
your company's competitive position with
these guiding questions. Use the blank
framework on the next page to start
filling out your own SWOT analysis.
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Awareness
understand your
business better.
address
weaknesses.
deter threats.
capitalise on
opportunities.
take advantage of
your strengths.
develop business
goals and
strategies for
achieving them.
Revenue
Talent. Loss of
talent or an
inability to recruit
talent.
Market Entry.
Prices.
Costs.
Approvals.
Supply.
Weather.
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Activities that facilitate awareness. Make your target audience
aware of the problem you’re addressing and how you’re solving it
TOFU (Top of the Funnel) Social media post and ads
Email marketing
Promotional video
Press Release
Activities that facilitate evaluation
Convert thosewho are aware into leads
MOFU (Middle of the Funnel) Discounts
Exclusive offers
Free trial
Event
Activities that facilitate conversion
Guide the leadsin making an informed purchase decision
BOFU (Bottom of the Funnel) Demo
Feedback
Success stories
Comparison sheets