External Resources
What is customer lifetime value?
Econsultancy’s guide to understanding and measuring customer lifetime value (CLV).
Customer lifetime value explained
Video introduction to customer lifetime value and why it matters.
CLV calculation walkthrough
Video guide on how to calculate customer lifetime value.
Customer lifetime value — Wikipedia
Comprehensive overview of customer lifetime value concepts and formulas.
Blueprint for CRM
Slide deck covering the fundamentals of building a CRM pipeline.
Pricing strategies overview
A slide deck covering different pricing strategies for sales positioning.
Downloadable Assets
PowerPoint files
Excel files
- BANTS Sales Qualifier
- Business Development Pipeline Template_with narrative
- Customer Lifetime Value - FILO pt2
- Customer Lifetime Value
- MyCognition Sales Qualifier
- Sales and Grants Pipeline Template
- The Sales Cycle - Qualifying Clients
- The Sales Cycle - Qualifying Leads