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
- Company name
- Contact name
- Customer verticals
- Service type
- Landline telephone
- Internet
- Satellite
- Television
- Radio
- Other
- Service start date
- Contract period
- Attach complaint records
Build customer insight
- Attach Customer Guideline.
- Departments where customer requirements have already been disseminated.
- Sales
- Procurement
- Marketing
- Engineering
- Technical assistance
- Verticals departments
- Installation
- Customer Service
1S – Sort
- Only have equipment, tools, supplies & materials that are needed for the job
- Yes
- No
- Areas under desks are clear of boxes, bins and personal items.
- Yes
- No
- All walls are clean, free of dirt and smudges and holes. Air vents are clean.
- Yes
- No
- All postings and displays current and up to date.
- Yes
- No
- Action Plan
Customer profile
- Churn score
- Up-sell score
- Cross-sell score
- Bad debt score
- Customer lifetime value score
Risk assessment
- Risks associated to this customer
- Credit risk
- Fraud risk
- Influence risk
- Churn risk
- Actions to manage credit risk
- Actions to manage fraud risk
- Actions to manage Influence risk
- Actions to manage churn risk
Validate customer satisfaction
- Is the customer making the most of the service?
- Yes
- No
- Customer satisfaction level
Retention strategies
- Assign an account manager
- Recommended retention strategies checklist
- Discounts
- Personalized solutions
- Upgrades
- New payment methods
- Dedicated customer support
- Product/service training
- Regular follow-up
- Describe other strategies
Loyal customer
Churn
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