Invoices / contract

Track the average number of invoices or contract value per closed customer, measuring initial transaction size and complexity.

Invoices / contract

Invoices / contract

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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Client onboarding

Client onboarding

Onboard new customers with structured flows that set clear expectations, deliver early wins, and establish the patterns that drive long-term retention.

Customer retention strategy

Customer retention strategy

Retain customers longer by identifying at-risk accounts, addressing concerns proactively, and continuously demonstrating value that prevents churn.

Upsell and cross-sell plays

Upsell and cross-sell plays

Expand account value through systematic identification of upsell opportunities, properly timed offers, and presentations of additional value customers want.

Pricing increase tactics

Pricing increase tactics

Increase prices without losing customers by communicating value justification, segmenting appropriately, and minimising churn whilst improving margins.Retry

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Wiki

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.

Lifetime Value (LTV)

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

Invoices / contract

Track the average number of invoices or contract value per closed customer, measuring initial transaction size and complexity.

Sales methodology

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

Pricing strategy

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

Quote

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

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.

Avg. Unit price

Track the average price per unit sold, reflecting your pricing power and ability to sell premium offerings to customers.

Renewal rate

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

Battle card

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

Units per invoice

Measure the average number of products, licences, or seats sold per customer, indicating cross-sell success at point of sale.

Sales deck

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

Customer success

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

Health score

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

Customer satisfaction (CSAT)

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

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.

Testimonial

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