Customer Retention Budgeting Tool
Budget Configuration
Loyalty & Rewards Programs
Program Setup/Development
Setup/Dev. Total: $0.00
Ongoing Reward Costs
Reward Costs Total: $0.00
Program Management & Marketing
Mgmt/Mktg Total: $0.00
Loyalty & Rewards Subtotal: $0.00
Customer Service & Support Enhancements
Dedicated Support Resources
Support Resources Total: $0.00
Support Tools & Technology
Tools & Tech Total: $0.00
Training for Support Staff
Staff Training Total: $0.00
Customer Service Subtotal: $0.00
Communication & Engagement
Personalized Communication
Personalized Comms Total: $0.00
Customer Feedback & Surveys
Feedback & Surveys Total: $0.00
Community Building/User Groups
Community Building Total: $0.00
Content for Existing Customers
Content Total: $0.00
Communication & Engagement Subtotal: $0.00
Proactive Retention Initiatives
Customer Success Management
CSM Total: $0.00
Churn Prediction & Prevention Tools
Churn Tools Total: $0.00
Special Offers & Win-Back Campaigns
Campaigns Total: $0.00
Proactive Initiatives Subtotal: $0.00
Contingency & Miscellaneous
Contingency Fund Amount: $0.00
Miscellaneous Retention Costs
Miscellaneous Total: $0.00
Contingency & Misc. Subtotal: $0.00
Customer Retention Budget Summary
Budget Period: -
Company/Product Line: -
Target Customer Segment: -
Overall Retention Budget Goal: -
- Total Loyalty & Rewards Programs: $0.00
- Total Customer Service & Support Enhancements: $0.00
- Total Communication & Engagement: $0.00
- Total Proactive Retention Initiatives: $0.00
- Total Contingency & Miscellaneous: $0.00
GRAND TOTAL ESTIMATED RETENTION BUDGET: $0.00