|Author :||Brian Suthoff, Author, CEO Tally Street|
|CPE Credits :||1.0|
|IRS Credits :||0|
|Passing Score :||70%|
|Course Type:||Video - NASBA QAS - Text - NASBA Registry|
|Primary Subject-Field Of Study:||
Business Management & Organization - Business Management & Organization for Course Id 1814
Every business obviously needs to acquire customers, but it's a long and usually expensive process. So the longer customers can be retained after they're acquired, the more profitable the business can be. This is certainly true for subscription businesses. But it's also true for every business that relies on repeat sales of the same product, or upselling, cross selling customers on other products over a longer period of time to really drive their success.
In this course, we'll review the KPI’s the retention metrics, customer segmentation techniques that can be performed or generated using the accounting data that most businesses including small businesses already have to better inform revenue operations, sales operations, sales strategy, marketing efforts, etc.
|Usage Rank :||0|
|Experience Level :||Overview|
|Additional Contents :||Complete, no additional material needed.|
|Additional Links :|
|Advance Preparation :||None.|
|Delivery Method :||QAS Self Study|
|Intended Participants :||Anyone needing Continuing Professional Education (CPE).|
|Revision Date :||26-Mar-2021|
|NASBA Course Declaration :||Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.|
|Approved Audience :||
Video - NASBA QAS - Text - NASBA Registry - 1814
|Keywords :||Business Management & Organization, Advisory 101, Informing, Clients, Using, Data, Analytics, Customer, Growth, Retention, Video, cpe, cpa, online course|
|Learning Objectives :||
Course Learning ObjectivesAt the end of this course you will be able to:
2. Identify and differentiate the costs associated with new and existing customers.
3. Effectively use and employ the top KPIs related to customer acquisition and retention.
|Course Contents :||
Chapter 1 - Advisory 101: Informing Clients Using Data Analytics - Customer Growth and Retention
Chapter 1 Review Questions