Playbook + toolkit · Personalization
Personalization Playbook + Segmentation Toolkit
The method we use to take personalization from a few merge tags to measurable revenue lift. A playbook for deciding who to treat differently and how, and a toolkit to prove it worked.
$297 one-time, instant download
Buy now for $297What is inside
Who it is for
- E-commerce and B2B teams with an email or CRM platform they are not fully using
- Marketers who need to show incremental revenue from personalization
- Teams planning a customer data or personalization project
How it works
- Score your use cases and build segments from a customer export.
- Launch your first two plays with holdouts.
- Measure lift, keep what works and expand over 90 days.
What is inside
- A four-stage personalization maturity model and use-case prioritization method
- RFM, lifecycle, needs-based and firmographic segmentation models with written segment rules
- Twelve plays with trigger, audience, message, channel and KPI
- A holdout testing method and incremental lift calculation
- Governance and privacy checklist and a 90-day rollout plan
- Excel toolkit: RFM scoring with automatic segments, segment summary, use-case scoring, lift calculator with significance check, and test log
Questions
Which platforms does it work with?
Any email, CRM, e-commerce or website personalization platform. The toolkit uses a plain customer export.
How much data do I need?
RFM works best with a few hundred customers or more. With smaller lists, start with lifecycle segments.
Questions before buying?
Send us a message through the contact page and we will reply by email.
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Buy now for $297