Customer Fit Audit
A quick scorecard to see who fits, who is valuable, and who is not worth the effort.
List your last 10 customers, then rate each across Fit, Retention, Revenue, and Satisfaction.
Plot Fit versus Revenue to spot patterns, document common traits, and align your marketing to the right crowd.
Make Better Decisions With Clear Customer Signals
Turn scattered accounts into a focused view of fit, value, and opportunity
Use a simple, structured audit to learn which customers benefit most, which segments renew, and where revenue concentrates.
Find Your Best Fit
Rate customers by the value they actually receive, not assumptions. Separate strong fit from poor fit with a consistent scale.
Use the results to guide targeting, positioning, and prioritization.
See Patterns at a Glance
Create a quick view of where value concentrates and where effort is being wasted.
Document common traits for best fit and watchlist segments, then act on them.
Align Marketing and Sales
Compare recent ads and pages to your best fit patterns. Fix copy and offers that lean toward poor fit profiles.
Improve the next campaign with evidence, not guesswork.
What You Get Inside the Audit
10 practical steps you can complete in under an hour
A practical worksheet that helps you rate recent customers, visualize Fit versus Revenue, and extract patterns you can use for targeting and messaging.
Customer List Template
Structured fields to capture accounts and keep the audit consistent for future reviews.
Four Rating Scales
Clear five point scales for each attribute, simple enough for your whole team to use the same way.
Fit vs Revenue Matrix
See clusters and outliers quickly, then decide where to double down and where to disengage.
Pattern Finder Worksheet
Document shared traits, pains, and contexts for each group. Turn observations into actionable targeting rules.
Reality Check Exercise
Test a recent ad or landing page against best fit signals. Adjust messaging, offers, and CTAs for alignment.
Printable and Spreadsheet
Easy to reuse, team friendly, ideal for quarterly reviews and onboarding new teammates.