Creating a Customer Plan

Posted on: October 21, 2022


If you want to keep delighting your customers and clients, and secure their loyalty, it’s important to have a plan.

Recent times have shown just how quickly things change, and that includes customer requirements and needs.  Keep current and continue to earn their business by being proactive.  The time you invest will be worth it. This article gives 5 core ingredients to put into your plan and is focused more on B2B relationships.

Take a snapshot

Jot down what the customer relationship looks like now.  Produce a simple summary that includes which people you currently deal with in the customer’s organisation, what they buy from you and any purchasing behaviour nuances they have.  Also reflect on what they like about doing business with you and any suggestions/feedback they’ve given you regarding improvements.


Look through their eyes

Consider what’s going on in the customer’s sector, organisation and professional life. Is anything on their horizon which may have an impact on their relationship with you?

Look at their industry sector for clues of current pressures or opportunities – what are their key competitors up to?

Do also ask your client contacts, but do so in a supportive rather than a blatantly self-interested way.  For example, “How’s things going?”, “What are you currently working towards?”, “How are you finding the current economic conditions.”, “I saw this in your industry press, how is it affecting you?” will help to start the conversation.

Listen to what they tell you and ask them to clarify you don’t understand.

Gaze into the future

Having looked through their eyes, think about how you could help, add value and in turn develop this relationship.

Jot this down in the next section of your plan.  For example,

  • What other products or services could they buy from you?
  • What enhancements would secure more loyalty from them?
  • Which of their people do you need to get to know to retain this customer? (If you have a relationship with one person, will you retain this account if they move on?)

Set yourself a target that describes the new-look client relationship in say 1-2 years time.  Be specific about how it will be different and the expectations you have.


Define small steps

With your big picture target in mind now break down the actions that will lead up to it. Set yourself a number of small, short term goals and the dates you’ll complete them by.  These will make the implementation process easier to complete. Whilst mapping out the steps, identify any additional resources you’ll need to complete them.

Examples of small steps may include…

  • meeting up with another decision-maker or influencer in the business to gauge their involvement and preferences in decisions relating to your business
  • taking an idea or a fresh solution to your customer contacts which will help their business improve in some way in say sales, efficiency or profitability
  • helping them meet a key deadline for them, or impress their boss or one of their key customers
  • monitoring what latest developments they’re broadcasting in the press, in their e-newsletters or on social media and using an announcement to get in touch with some additional insight or help
  • giving the customer a sample of one of your products/services they don’t currently use
  • finding out more about any seasonal pressures their business faces this year or notable deadlines etc and helping them navigate through them seamlessly

Collectively these will help you forge fairly regular, valued contact with the customer.  If each ‘touchpoint’ helps them in some way, you’ll plant yourself firmly and positively in their mind.  Just the place to be when an additional requirement crops up or they need help.

Your customer plan will be more effective if you give these activities a time-line and keep to it.  Align the schedule with your to-do list or calendar – whatever you use to get things done on time.

Measure yourself

Once a month see how many of the small steps you’ve completed and review the next ones. Don’t beat yourself up if you haven’t managed to complete as many as planned. Just be clear with yourself about the cause of this and, if needs be, redefine the steps and timeframe you are setting yourself.  Once a quarter evaluate progress towards that ‘big picture’ goal you set.  Don’t be afraid to adjust it if events have necessitated a change.

And finally, the more you can find out about your customers, the more you’ll be able to offer help and create business for yourself.  Please don’t regard the ‘looking through their eyes’ as a one-off activity.

Things can change suddenly and so you should see learning about and understanding your customer as a continual but crucial thing.

For more advice on marketing your business contact us or tel. 01483 429111.

contact us

    Subscribe to our mailing list