Workflow Templates: Customer Analytics Checklist

Identify key data sources (CRM, social media, website analytics, etc.)

Ensure data privacy and compliance with regulations (GDPR, CCPA, etc.)

Set up data pipelines for continuous data flow

Implement data cleaning processes to maintain data quality

Standardize data formats for consistency across platforms

Define segmentation criteria based on business goals

Use clustering algorithms to identify distinct customer groups

Validate segments with statistical methods

Create detailed customer personas for each segment

Regularly update segments to reflect changing customer behaviors

Select appropriate predictive models (regression, classification, etc.)

Train models using historical data

Evaluate model performance with metrics like accuracy and AUC

Deploy models into production environments

Continuously monitor and retrain models to maintain accuracy

Identify key touchpoints in the customer journey

Collect data on customer interactions at each touchpoint

Visualize the customer journey using tools like journey maps

Analyze pain points and opportunities for improvement

Implement changes to optimize the customer experience

Define key performance indicators (KPIs) for customer analytics

Use dashboards to track KPIs in real-time

Create visualizations that highlight key insights

Share reports with stakeholders regularly

Use feedback to refine reporting processes

Customer Analytics Checklist