Customer Acquisition & Retention Strategies

Building Engaged, Exciting, and Empowered Customer-Centric Organizations

COURSE OVERVIEW

A strong customer acquisition and retention strategy is the foundation of every successful business. Acquiring new customers is a key driver of growth, while retaining existing customers ensures long-term stability and consistent revenue. Delivering the right products and services—combined with excellent customer experiences—helps businesses expand their customer base and foster loyalty. This course provides a structured framework for developing effective customer acquisition and retention plans that support sustainable growth and future success.


LEARNING OBJECTIVES

By the end of this training, participants will be able to:

  • Define innovative, proven strategic approaches focused on customer outcomes.
  • Develop and implement organization-wide business plans aligned with customer value.
  • Apply practical stakeholder engagement frameworks to strengthen customer relationships.
  • Identify key factors for successful strategy execution.
  • Recognize and avoid common strategic planning pitfalls.
  • Examine real-world examples of both strategic success and failure.
  • Build contingency plans that ensure adaptability and continuity.

TARGET AUDIENCE

This course is designed for:

  • Senior managers and business leaders
  • Strategy and planning professionals
  • Business unit heads and team leaders
  • Business analysts and researchers involved in strategic development
  • Anyone responsible for designing or executing customer-focused strategies

TRAINING METHODOLOGY

This program combines the latest training techniques with highly interactive, hands-on learning. The sessions blend engaging presentations, group discussions, case studies, and practical exercises to enhance understanding and retention. Participants will work individually and collaboratively to apply key concepts to real-world business challenges. The approach ensures learning is dynamic, participatory, and directly applicable to workplace situations.
Pre- and post-course assessments will be used to evaluate skill development and training effectiveness.


COURSE CONTENTS

Module 1 – The “Why” of Strategy

Key Topics:

  • The evolution of strategic thinking: traditional versus modern approaches
  • Why many strategies fail and how to avoid common pitfalls
  • Aligning business dynamics with organizational structure
  • The importance of having a clear and actionable strategy process
  • Developing a practical “Strategy Playbook”
  • Finding your organization’s “Why”
    • The limitations of mission and vision statements
    • Building strategy on clarity of purpose
    • Lessons from leading organizations
    • Practical exercise: defining how, what, and why

Module 2 – Aligning Strategy with Customer Value

Key Topics:

  • Identifying who your customers are and what they truly value
  • Redefining your business based on customer outcomes
  • Understanding the principles of customer innovation
  • Applying the Value Disciplines model: customer intimacy, product leadership, and operational excellence
  • Choosing the right discipline to gain a competitive edge
  • Exploring Blue Ocean Strategy: concepts, advantages, and limitations
  • Using the Outcome-Driven Strategy Canvas to align goals and execution

Module 3 – Practical Implications of Strategy Implementation

Key Topics:

  • Assessing the competitive landscape: current and emerging rivals
  • Understanding the realities of disruptive competition
  • Using customer insights (“voice of the customer”) to assess current capabilities
  • Conducting an Organizational Readiness and Competency Assessment
  • Identifying core and new capabilities for change
  • Evaluating strategic options and trajectories
  • Understanding internal and external forces that shape strategic direction

Module 4 – Managing Change to Deliver Customer Value

Key Topics:

  • Effective stakeholder management: why traditional models fail
  • Identifying key stakeholder groups:
    • Society and regulators
    • Owners and investors
    • Employees
    • Customers
    • Suppliers
  • Applying Outcome-Driven Change principles
  • Using Outcome-Based Thinking to foster innovation and competitive advantage
  • Creating an “Unbalanced Scorecard” to connect customer value with processes, people, and technology
  • Building customer-aligned business plans that drive innovation and measurable results

Module 5 – Effective Strategy Implementation

Key Topics:

  • Building organizational capability through continuous learning
  • Fostering FAST (Focused, Accountable, Strategic, Transparent) leadership
  • Developing an engaged and high-performing workforce
  • Consolidating methods and key takeaways into a cohesive Strategy Playbook
  • Reviewing and reinforcing the main lessons and practical tools from the program