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Operations - O9

Account Manage Customers for Retention

This Method shows you how to provide customers with an experience that makes it hard for them to go elsewhere

The purpose

Learn how to establish and manage a customer communication process that keeps you engaged with their needs, wants & experiences. Get them involved in your business to hang onto profits.


Runagood® Business Methods are online, practical instructions that have been created by business owners who’ve successfully implemented them before.

 You can select from their recommended actions, assign responsibilities, set times and budgets, track progress and share and discuss the work remotely with colleagues and your Business Advisor, all from any device.

Steps included in this method

  • Upload all customers to your CRM
  • Create a survey
  • Send out the survey questionnaire
  • Get the report
  • SWOT Day
  • Develop the customer retention plan
  • Plan content
  • Focus Group
  • Customer Retention Plan
  • Set up your chosen CRM
  • Connect to the accounting system
  • Tag your customers
  • Monitor the Customer Retention Plan
  • Evaluate your Contact Record Management (CRM)