CVM Strategy Audit

Starting at

$

500

About this service

Summary

Get a strategic CVM audit with expert insights on churn, upsell, and lifecycle performance — delivered as a clear, actionable 5-page report.

Process

Step 1: Kickoff message or intake brief
You send me a short brief or context (PDF, deck, or message) so I can understand your product and customer setup.
Step 2: CVM audit & strategy review
I analyze your current lifecycle, churn, and upsell strategy using your inputs — and identify key improvement areas.
Step 3: Delivery of 5-page report
You receive a clear, actionable report covering findings, segment-specific insights, and growth recommendations.
Step 4: Optional Q&A call
If needed, we schedule a 30-min call to discuss the results or clarify any part of the audit.

What's included

  • 5-page PDF report (audit findings + recommendations)

    A professionally written audit report reviewing your churn, upsell, and lifecycle strategy. Includes findings on customer segmentation, value gaps, and campaign structure. Designed for decision-makers to act on.

  • Segment-Based Recommendations

    Targeted improvement suggestions based on your product’s customer segmentation and offer structure. Includes clear use cases for monetization, retention, and upsell.

  • Actionable CVM Roadmap

    A list of prioritized actions — both quick wins and long-term strategies — to improve ARPU, reduce churn, and optimize lifecycle engagement.

  • 30-Min Feedback Call (Optional)

    An optional 30-minute call to discuss findings, clarify suggestions, and answer any questions about the report. Not required, but included for added value.


Duration

5 days

Skills and tools

Business Analyst

Business Consultant

Growth Marketer

Google Docs

Google Docs

Microsoft Excel

Microsoft Excel

Microsoft PowerPoint

Microsoft PowerPoint

Microsoft Word

Microsoft Word

Trello

Trello