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.

Download the full RFM Action Map or grab the quick wins Cheat Sheet for instant tips.

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First Name:

Last Name:

Company Name:

Work Email:

Inventory/ERP/Accounting System:

Phone Number:

Notes:

Yes, I give permission to store and process my data

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