Hold a series of stakeholder workshops to understand your current customer strategy; how this has/will shift in the future and the concerns/questions the business wishes to explore.
Undertake a deep-dive into current performance and associated levers across different customer types. Depending on the requirement this may include market research, predictive modelling or neuroscience.
Build a decision support test framework that brings together the outputs from ‘Investigate’ to enable the impact on the customer of different scenarios to be assessed.
Work with cross functional teams to build the business case for formulating the ‘change plan’ which may include redesigning the loyalty scheme; a shift in acquisition strategy or development of a new product.