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