Customer satisfaction (CSAT)

Survey customers about satisfaction with specific interactions or products to catch problems early and identify what drives positive experiences worth replicating.

Customer satisfaction (CSAT)

Customer satisfaction (CSAT)

definition

Introduction

Why it matters

How to apply it

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Customer value

Acquiring customers is expensive. Keeping them is where margins improve. What would happen if none of your customers left? Build feedback loops, long-term relationships, retention programmes that reduce churn, and upsell frameworks that grow account value without being pushy.

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Customer value tools

Customer value tools

Acquiring customers is expensive. These tools help you keep them longer and grow their accounts so your acquisition costs actually pay off over time.

Calculate lifetime value

Calculate lifetime value

Revenue per customer determines how much you can spend to acquire them. Get this number wrong and every other growth decision is built on bad assumptions.

Retention strategy

Retention strategy

Churn kills growth. Identifying at-risk accounts early and addressing concerns proactively keeps customers longer and makes your acquisition investment worthwhile.

Expansion

Expansion

New customers are expensive. Growing existing accounts is where margins improve and growth becomes sustainable without constantly feeding the acquisition machine.

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2

How to build customer feedback loops

Create systematic processes to gather customer input, surface issues early, and act on feedback before problems become churn events.

5

How to prevent and reduce churn

Identify churn patterns, build early warning systems, and create win-back campaigns for customers considering leaving to salvage relationships.

Wiki

Invoices / contract

The average number of invoices issued per customer contract, reflecting contract length and billing frequency.

Battle card

Arm sales reps with competitive intelligence on one-page sheets covering competitor strengths, weaknesses, and effective counter-positioning for common objections.

Net Promoter Score (NPS)

Measure customer loyalty by asking how likely they'd recommend you to gauge satisfaction and identify promoters who drive referrals versus detractors risking churn.

Usage metrics

Track how customers interact with your product to identify power users, detect at-risk accounts, and guide feature development toward actually valuable capabilities.

Customer satisfaction (CSAT)

Survey customers about satisfaction with specific interactions or products to catch problems early and identify what drives positive experiences worth replicating.

Lifetime Value (LTV)

Calculate the total revenue a customer relationship generates over its entire duration to guide acquisition spending and retention priorities.

Testimonial

Collect specific customer quotes about results achieved to provide social proof that overcomes scepticism more effectively than marketing claims buyers discount.

Sales methodology

Follow structured selling frameworks that provide consistent processes for qualifying, demonstrating value, and advancing opportunities through each pipeline stage.

Avg. Unit price

The average price charged per unit, seat, or item sold.

Quote

Provide formal pricing for requested solutions to move qualified prospects toward purchase decisions with clear costs and terms they can review and approve.

Health score

Combine usage, engagement, and satisfaction signals into one metric that predicts churn risk so customer success teams prioritise accounts needing intervention.

Sales deck

Design presentation slides that guide discovery and demo conversations whilst reinforcing key messages visually so prospects retain information after meetings end.

Pricing strategy

Determine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.

One-pager

Create single-page summaries of solutions or case studies that busy decision-makers can quickly scan to understand value without reading long documents.

Units per invoice

The average number of units, seats, or items included on each invoice.

Customer success

Proactively help customers achieve desired outcomes to drive retention and expansion by ensuring they extract maximum value from your solution.

Renewal rate

Calculate what percentage of customers renew subscriptions to measure product-market fit and customer success effectiveness at delivering ongoing value.