CRM:

RFM Action Map: Your CRM Playbook for Smarter Customer Segmentation

The RFM Action Map is your shortcut to identifying which customers are ready to buy, slipping away, or need a nudge. This free resource gives you actionable strategies, templates, and reports for every customer segment.

Plus, you’ll get a one-page cheat sheet for quick reference across sales and marketing.

Get the Cheat Sheet

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What Inventory/Accounting System do you use?:

What CRM system do you use?:

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What is RFM?

RFM stands for Recency, Frequency, and Monetary Value, and it’s a proven model for scoring customer behaviour:

Recency: How recently a customer bought or engaged.
Frequency: How often they buy or interact.
Monetary Value: How much they spend.

By combining these scores, you can segment your customer base into actionable groups — from Champions to Lost — and tailor your marketing, sales, and retention efforts accordingly.

What You’ll Get:

10 customer segments with CRM-ready strategies
Email, call script & offer templates for each group
Recommended CRM Reports to track performance