Agenda & Speakers

Developing a Holistic Measurement Plan for Managing Customer Health

Tuesday, November 7, 2017 - 3:10 PM - 3:55 PM
As modern marketing and customer experience disciplines become more advanced, our measurement must follow suit—yet traditional loyalty metrics leave gaping holes in a holistic view of just how healthy a customer base is. This shortcoming presents a missed opportunity to bring together functional teams under a shared understanding of collective performance in growing customer value to the brand.
 
Join Lenati’s customer strategy experts, Clay Walton-House and Carly Lee, to learn about a basic customer measurement blueprint that can be applied across your business.
 
Participants should expect to leave with a clear understanding of:
 
- Why leading brands are adopting holistic Customer Health measurement models
- How traditional loyalty metrics (NPS, CSAT, CLV, etc.) fit into a holistic measurement model
- How to apply a basic Customer Health measurement blueprint to your business
- Tips and tricks for integrating the holistic view of Customer Health into organizational decision making, culture, and strategic planning
 
Applying these tools to your organization’s measurement approach can immediately help identify areas of opportunity to grow customer value and deepen relationships, the natural end-game of any team charged with building customer loyalty.

Speakers

Carly Lee, Strategy Consultant, Lenati

Carly is a Manager at Lenati. She is passionate about creating engaging and meaningful relationships between customers and brands. Her expertise lies in analyzing and synthesizing data to develop customer-centric marketing strategies that foster customer engagement and generate business growth. Carly helps clients design and implement global initiatives to grow customer advocacy and loyalty.  Her experience spans B2B and B2C companies, working across a variety of well-known brands such as Microsoft, Thermo Fisher Scientific, Abbott, Neutrogena and L’Oreal.  managed product marketing strategy and communication campaign execution, channel/retail marketing development and new product development & launch. 

Clay Walton-House, Principal, Lenati

Clay Walton-House is a Principal at Lenati and leads Lenati's Customer Retention and Loyalty Team. Clay helps Fortune 500 companies create and implement new and interesting customer engagement strategies that accelerate growth and build loyalty. His expertise lies in understanding consumer behavior and translating it into actionable customer insights. Clay has a proven track record of successful program design & optimization and CRM operations, helping uncover ways to build retention and loyalty strategies into a company’s broader business model. Clay has worked with clients across both B2B and consumer industries including telecom, high-tech, retail, travel, and entertainment. Past clients include Microsoft, Expedia, T-Mobile and Adobe Systems.

Agenda Overview

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