Use Landscape to see Search/Filter
Item Types:
Field of Study:
CPE Hours:
Course Details

Advisory 101: Informing Clients Using Data Analytics - Customer Growth and Retention (Video) (Course Id 1814)

QAS / Registry
Author : Brian Suthoff, Author, CEO Tally Street
Course Length : Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
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

Description :

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
Release : 2021
Version : 1.0
Prerequisites : None.
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 Objectives

At the end of this course you will be able to:
    1. Identify the top Key Performance Indicators that lead to acquiring and retaining customers.
    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

CPE Business Management & Organization Course: https://www.cpethink.com/practice-management-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
Exam completed on .

Do you want to add the course again?