Customer Lifecycle Assessment | Keap

Get your customer lifecycle effectiveness score

In just seven minutes, you’ll find out how your business scores on the Perfect Customer Lifecycle (PCL) scale, and how your business compares to other businesses.

Visual of overall score from the assessment.

Visual analysis of your potential assessment results.

Identify the next best opportunity for your business

This assessment will show you where to focus your efforts to improve your current processes and achieve the biggest possible impact. We’ll break your assessment into our nine phases, and provide custom recommendations for you during your customer lifecycle consultation.

Develop your customized Growth and Freedom Playbook

After you complete your Customer Lifecycle Assessment, you can move on to your free customer lifecycle consultation, where we’ll help build your custom playbook and put it into action to cultivate more leads, capture more clients and create more growth for your business.

Visual a customized Growth and Freedom Playbook

What is a Perfect Customer Lifecycle?

Perfect Customer Lifecycle (PCL) is our proven framework for growth, created by Keap after working with thousands of small businesses. We’ve created the tools you need to evaluate where you are today, identify your areas of opportunity and gaps within your customer lifecycle, and prioritize your next best steps to take.

A Perfect Customer Lifecycle is made up of three areas
and nine phases

Collect leads

Target

Clearly define your target customer so you understand who they are, why they have pain, and where they go to find answers.

Attract

When you understand the problems and motivations for your target customer, you can then launch enticement tools like high-value content that address their biggest pains and aspirations.

Capture

Now it’s time to carefully build bulletproof lead capture methods so that you are collecting contact information into one central place for later follow up.

Convert clients

Engage

This is where you get to educate your buyers. It’s up to you to guide them properly so they look to you as someone they can trust. Do it right and you can create a monopoly in their mind so that they only think of you when it is time to buy.

Offer

Get clear on the most critical steps in your sales process and make sure it aligns with what your clients needs are. As leads engage, present offers that lead them to the most natural next step.

Close

Streamline a simple process for clients to purchase from your business by implementing tactics that align with your sales cycle.

Create fans

Deliver

Make sure you’ve systematized your delivery so that clients consistently get everything they were sold.

Impress

Create intentional plans to go above and beyond with every client, consistently. Leave a mark that keeps them coming back for more.

Multiply

Guarantee repeat business, positive reviews and customer referrals by intentionally planning each into your customer journey.

Keap offers free educational webinars for small businesses

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