
In this lecture you work through the five ways customer data stops at a report and the move that replaces each one, then.
This course is built from six disciplines: customer service leadership, experience design, survey research, people analytics, retention programmes and revenue operations.
The map of the course
A dictionary for reading lectures filmed about employees as work on your own customers
Three questions to ask after every lecture
A short self-diagnostic that shows which sections to watch first
Download the Customer Data Reality Check worksheet and fill it in for one real question about your customers.
Tools in this lecture
Files to download (1)
The main tasks, and the effect on business results
Net promoter score, satisfaction, customer effort, first-contact resolution
Working with marketing, sales and product
Leadership and change inside a service function
Tools in this lecture
Services and apps shown in this lecture (1)
Models and methods explained (1)
What an audit is for, and how to scope it
Building the customer journey map
Collecting data through surveys, interviews and feedback
Strengths, weaknesses, bottlenecks and growth points
Tools in this lecture
Ready to use on the slides (5)
Vision and mission for the function
Long-term and short-term goals
Service policy and standards
Choosing the model: omnichannel, self-service and the rest
Tools in this lecture
Ready to use on the slides (12)
Services and apps shown in this lecture (1)
Hiring and settling people in
Training, coaching and development
Motivation, financial and otherwise
Performance management and career tracks
Tools in this lecture
Ready to use on the slides (12)
Services and apps shown in this lecture (1)
Models and methods explained (6)
Working out what actually needs optimising
Customer relationship and case management systems
Chatbots, AI and self-service
Service level agreements and operating standards, with quality control
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (9)
Experience metrics: net promoter score, satisfaction, customer effort
Team metrics: handling time, first-contact resolution, service level
Analysing the feedback you already have
Reporting, visualisation, and using it to decide something
Tools in this lecture
Ready to use on the slides (1)
Models and methods explained (2)
The types, and the approach to each
Conflict management and active listening
When to escalate, and how
Preventing the negative review rather than answering it
Tools in this lecture
Ready to use on the slides (5)
Models and methods explained (11)
The technologies worth knowing about
Global trends and best practice
Artificial intelligence and large data sets in service
Staying competitive, and planning the function long-term
Tools in this lecture
Services and apps shown in this lecture (2)
Models and methods explained (6)
What experience is, and why a poor one is expensive
The effect on net promoter score, public reviews and responsiveness
An overview of a typical journey
Cases that worked and cases that failed
Tools in this lecture
Ready to use on the slides (2)
Models and methods explained (1)
First contact, and what happens after it
The stages, and the objective of each
Building the journey map
Automating the first steps with AI
Tools in this lecture
Ready to use on the slides (15)
Channels, and what each is good for
Frequency and tone of messages
Support at every stage, with reference material
Examples of good and bad letters, and personalisation with AI
Tools in this lecture
Ready to use on the slides (10)
Question design: behavioural, situational, case-based
Questions you must not ask, and why
Training whoever runs the conversation
Treating it as two-way rather than one-way
Tools in this lecture
Ready to use on the slides (8)
Tracking and relationship systems, automation without losing the person
Feedback platforms
Satisfaction, net promoter score and time to response
Predicting drop-off, and analysing feedback with language models
Tools in this lecture
Ready to use on the slides (3)
How culture shows up in the process whether you intend it or not
Collecting feedback, analysing it, and acting on it
Fixing the mistakes you find
Examples of transformations that held
Tools in this lecture
Ready to use on the slides (5)
What a survey answers, and what it never will
The most common study types
Automation tools
Market benchmarks worth comparing against
Tools in this lecture
Ready to use on the slides (2)
Services and apps shown in this lecture (4)
Satisfaction, loyalty and engagement studies
Experience and value proposition studies
Pulse studies, and when short beats thorough
The rest of the catalogue
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (1)
Question types, and how the type changes the answer
Scales, response options and length
Open questions: worth the cost of analysing them or not
Platforms, and building one from scratch
Tools in this lecture
Ready to use on the slides (3)
Services and apps shown in this lecture (3)
Models and methods explained (1)
Setting the task before writing a single question
Design that does not exhaust the respondent
Promoting the questionnaire like a small campaign
Reminders that work without irritating anybody
Tools in this lecture
Ready to use on the slides (6)
Models and methods explained (3)
Formats, and which chart types earn their space
Which sections get read
Analysing open answers and free text
Recommendations rather than observations
Tools in this lecture
Files to download (4)
Ready to use on the slides (4)
What the data supports, and what it does not
Planning actions against findings
Interim studies to check whether anything moved
Tools in this lecture
Ready to use on the slides (3)
Models and methods explained (2)
The 4S model, and how a properly framed question solves a business problem
Which data is worth collecting
The ABC model
Selling the value of analytics to whoever funds it
Tools in this lecture
Ready to use on the slides (4)
Models and methods explained (6)
Segmenting by basic characteristics
Visualising the segments
Analysing metrics inside a segment rather than across the whole base
Grouping segments, and where the useful insight hides
Tools in this lecture
Ready to use on the slides (1)
Models and methods explained (5)
What lifetime value is, and how to calculate it
Return on what you spend acquiring
Finding the most valuable segments
How to increase the value, and how to measure the increase
Tools in this lecture
Ready to use on the slides (5)
Visualising the journey map
Collecting the data behind it
Attaching a questionnaire to each stage
Using feedback to raise value
Tools in this lecture
Ready to use on the slides (12)
The funnel, stage by stage
What can actually be measured in it
Analysing performance and estimating the rate of closure
What conclusions the numbers support
Tools in this lecture
Ready to use on the slides (21)
Models and methods explained (2)
ABC analysis applied to a population
Building the model
Assessing performance and engagement together
Tools in this lecture
Ready to use on the slides (3)
Services and apps shown in this lecture (2)
Models and methods explained (1)
This course contains the use of artificial intelligence.
Customer analytics is usually taught as a tour of a tool. The tool will calculate anything you ask; the hard part is knowing what to ask. Here are 379 tools to find out why customers stay and leave: 258 ready-to-use procedures, templates, checklists and question lists, 90 models and methods, 14 services shown on screen and 17 working files.
Open a lecture, take the customer data reality check, and test the data you have today.
Why customer data does not explain churn
Reports show what happened, not why. Research is run once and forgotten, the customer journey exists only as a poster, retention drivers are guessed, and churn work never proves that anything moved.
What changes after this course
You know which customers leave and why, research leads to action, the journey is designed and measured, and churn reduction is a project with a measured result.
What is inside: 379 tools, counted lecture by lecture
You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.
Where the tools are
The customer function (3 sections, 79 tools). The team, processes, measurement and difficult situations.
The customer journey (2 sections, 43 tools). Designing the journey, interviews, analytics and improvement.
Customer research (2 sections, 42 tools). Types, design, fielding, reporting and acting.
The analytics apparatus (4 sections, 105 tools). Lifecycle, funnel, retention drivers, regression, forecasting and experiments.
Churn (2 sections, 44 tools). Churn as a project, reducing it and proving it moved.
Data and rollout (2 sections, 97 tools). Unit economics, data, automation and rollout.
Who is teaching
I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe. I am also a founder and lead the strategy of my own academy.
At the STB TV channel the company had a problem: people did not want to take their vacation. I simply counted how many vacation days people used in a year. Each employee had 24 days, and the average person used 8, about 35%. That one count opened many questions: why, and where more or less? It led to changes, and we reached the result. Sometimes analytics starts when you just begin counting.
How to use the course
Start with the customer function and the journey, then research, the analytics apparatus, churn and data. Section and lecture titles show how many tools are inside, and each lecture description lists them by name.
What is included
Where to start
Write down the three customer numbers you look at every month, then open the first section. Enrol now and start your first lesson today.