Internal Data
Evaluate internal sources of information available to you inside the organization and what information you will receive from each source. Identify 3-6 sources of internal data. Insert or remove rows as needed.
SourceWhat it MeasuresDataPotential Usage
Secondary Data
Evaluate secondary data sources and the specific information you need from each source. Insert or remove rows as needed.
SourceWhat it MeasuresDataPotential Usage
Primary Data
Evaluate primary data needs to create and evaluate the marketing plan. Insert or remove rows as needed.
SourceWhat it MeasuresData
Customer Relationship Management
Establish customer touchpoints and develop appropriate CRM events for customer acquisition, retention, and profitability. Insert or remove rows as needed.
