Powerful Customer Portfolio Management

Drive your business forward with Customer Portfolio Management. 6 Strategic Portfolios to guide investments and returns for your multichannel business.

Whoever knows their portfolios the best is going to win.

Revenue density is a real thing.  The difference between the top 20% of your file and the bottom 20% of your file is stark.  But each quintile and portfolio serves a different purpose.  Set an Appointment and let’s talk about how customer portfolio management can power your retail business.

You Have Never Seen Your Customers Like This!

Retail Marketing & Customer Analytics

Attrition Migration is the Core of Customer Portfolio Management for Retail Brands.  One report to see value creation and loss across 6 core portfolios: New, Reactivated, Declining, Growing, Stable, and Defected.

Your entire customer portfolio and an instrumental tool in retail  planning and execution.

Category Indexing Informs Cross and Up Sell

While not all customers are the same, you can see how high value customers index in your catalog and how to increase penetration, deepen customer relationships and extend lifetime value using category indexing.

Customer Portfolio Management

Build Around 6 Portfolios of Customers

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Let's Get Started!

20 years in retail marketing, you learn a few things.  It’s fun watching up and coming retail marketers learning a few things from those of us who have been there before.

If you need help with your e-commerce or multi-channel business with customer analytics, you are in the right place.

I bring the knowledge and insight of 17 $1billion plus brands into the hands of day to day marketers.  From data collection, to data mart/warehouse design, to segmentation, selection and reporting, all the way into advanced analytics. Let me show you your customers in ways you have never seen them before.

Set an appointment and lets get to work.