Customer loyalty and retention for telecom
Template
Pipefy´s customer loyalty and retention for telecom template will help your team reduce churns and make your customers more satisfied.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Form
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1. Company name
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2. Contact name
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3. Customer verticals
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4. Service type
- Landline telephone
- Internet
- Satellite
- Television
- Radio
- Other
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5. Service start date
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6. Contract period
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7. Attach complaint records
Build customer insight
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1. Attach Customer Guideline.
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2. Departments where customer requirements have already been disseminated.
- Sales
- Procurement
- Marketing
- Engineering
- Technical assistance
- Verticals departments
- Installation
- Customer Service
Customer profile
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1. Churn score
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2. Up-sell score
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3. Cross-sell score
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4. Bad debt score
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5. Customer lifetime value score
Risk assessment
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1. Risks associated to this customer
- Credit risk
- Fraud risk
- Influence risk
- Churn risk
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2. Actions to manage credit risk
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3. Actions to manage fraud risk
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4. Actions to manage Influence risk
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5. Actions to manage churn risk
Validate customer satisfaction
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1. Is the customer making the most of the service?
- Yes
- No
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2. Customer satisfaction level
Retention strategies
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1. Assign an account manager
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2. Recommended retention strategies checklist
- Discounts
- Personalized solutions
- Upgrades
- New payment methods
- Dedicated customer support
- Product/service training
- Regular follow-up
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3. Describe other strategies