Genroe logo

FREE TEMPLATE

Customer Lifetime Value Estimator (Excel)

Plug in your retention rates, margins and acquisition costs to estimate what each customer is really worth — and where you should invest to keep them.

Customer Lifetime Value Estimator (Excel) — cover

What's inside

  • A working Excel model — plug in your numbers and see CLV per cohort instantly
  • Side-by-side scenarios: what a 5% retention lift does to CLV vs a 5% margin lift
  • A worked example using B2B SaaS numbers so the inputs make sense before you customise
  • Notes on the assumptions every CLV model makes (and which ones matter most for B2B)

“If you are passionate about delivering a best in class customer experience then unreservedly, I recommend you partner with Genroe and CustomerGauge. The CustomerGauge platform has enabled us to measure the end to end customer journey and make data driven decisions to drive operational improvements, resulting in substantial increases to our NPS scores and customer retention rates.”

Peter Perla

Sumo

Who it's for

  • B2B SaaS and services leaders sizing the revenue impact of retention investment
  • Marketing and CS leaders justifying spend on customer-retention programmes
  • Executives wanting one CLV number the board understands

Ready to dig in?

Send Me the Template