Customer acquisition and retention tracker for small businesses selling services to long-time customers

Keep Track of the Acquisition and Retention of Your Customers

This simplified, colorful customer acquisition and retention tracker is here to make your life easier and to help your small business be all about your long(er)-term customers. In this you can include all your customer-related activities, including:

• customer details
• lead generation details
• sales funnel data
• communication tracking
• purchase tracking

WHO IS THIS TRACKER FOR

• Small business owners who don't want to lose customer
• Small business owners who wish to maintain long-standing relationships with their customers
• Any business owner who values their customers

WHAT THIS TRACKER OFFERS

• Lets you choose any custom period
• Calculates key indicators
• Charts with quarterly indicator drill-down
• Calculates customer acquisition rate, conversion rate of leads to paying customers, retention rate, and the average customer lifetime value.

These are also represented in charts on the same sheet, to offer you a visual of how you have been doing customer-wise. As an added bonus, it also tells you how many action items you have for the day, just as a gentle reminder.

This is a digital product.

ABOUT THE CREATOR

Andrea is an experienced financial controller with over 10 years of background in creating spreadsheets, who has decided to create products to make the lives of small business owners easier by relieving the administrative burden.