work

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.

Source What it Measures Data Potential Usage

Secondary Data

Evaluate secondary data sources and the specific information you need from each source. Insert or remove rows as needed. 

Source What it Measures Data Potential Usage

Primary Data

Evaluate primary data needs to create and evaluate the marketing plan. Insert or remove rows as needed. 

Source What it Measures Data

Customer Relationship Management

Establish customer touchpoints and develop appropriate CRM events for customer acquisition, retention, and profitability. Insert or remove rows as needed.

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