How to Setup your Lifecycle Phases

How to Setup your Lifecycle Phases

Setting up Customer Lifecycle Phases is essential for effectively managing and nurturing customer relationships. By defining the different phases a customer goes through on their journey of adopting a product or service, you can tailor your interactions and strategies to meet their unique needs. This ensures a more personalised and effective approach to customer engagement and retention. 

In this section, you will learn how to set up and utilise Customer Lifecycle Phases to enhance your customer management process.

Getting Started with your Lifecycle Phases:

To start managing your Lifecycle Phases, navigate to “Settings,” and select “Customers”.

Each Lifecycle Phase can be divided into stages. For example, the Onboarding phase might include stages such as Onboarding Call One, Call Two, and Call Three. This structure provides a true and accurate representation of where each of your clients is in their journey.

When first accessing this section, you will have our default phases:

• Onboarding
• Education
• Adoption
• Value Realisation
• Expansion
• Advocacy

From this point, you can either add new phases or customise the existing ones.

To add a new Lifecycle Phase, click the "Add New Lifecycle Phase" button in the top right corner. A pop-up window will appear, allowing you to add your stage.

This will add the new phase to the bottom of your list. From there, you can select the edit tool to customise the inner stages of this lifecycle phase.

From here, you can change the overall name of the Lifecycle Phase and manage the individual stages within it. Simply click the edit button to customise the stages or click the add stage button to add a new one.

To remove a Lifecycle Phase or Stage, use the delete button to remove this from your settings.