Lifecycle Marketing Report Card

Answer a few questions to determine how well your current lifecycle marketing program is maximizing the potential to nurture and grow your customer relationships.

1. Do you have a clear, data-driven strategy to target and acquire new customers that will likely remain engaged and profitable over the long term?(Required)

yes, definitely

yes, but our strategy could be improved

we do not have a strategy

I don’t know

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It’s important to identify prospects who closely align with your ideal customer profile, focusing on quality over quantity. By combining demographic, behavioral, and psychographic data you can better attract individuals with a strong likelihood of long-term engagement.

2. How familiar are you with “onboarding” communications?(Required)

very familiar

somewhat familiar

not familiar

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The actions your customers take within the first three months following acquisition set the stage for how they will behave in the future. It is critical to get in front of new customers early and often to try to drive desired actions and deepen relationships. For example, reinforcing rewards and benefits to new credit cardholders across 90 days has been shown to increase spend by as much as 40%.

3. Do your onboarding efforts adapt based on how customers are using (or not using) their accounts in the first 90 days?(Required)

Yes, we target multiple communications using a range of customer behavior

Yes, we do some targeting based on customer behavior

No, we do not target any communications by customer behavior

I don’t know

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Having clearly defined targeting criteria helps to create more personalized, effective marketing campaigns. By incorporating unique triggers based on different customer behaviors, you can communicate more effectively, and measure success more accurately – ultimately leading to a higher marketing ROI.

4. Is your onboarding journey seamless, educational, and focused on setting customers up for long-term success?(Required)

very

somewhat

not at all

I don’t know

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A structured, multi-touchpoint onboarding journey should begin with personalized welcome communications offering clear, easy-to-follow guidance on desired actions – following up to ensure customers have fully understood all features and benefits.

5. Typically speaking, how quickly do your new customers complete primary onboarding actions (funding an account, activating a card)?(Required)

Within the first 24-48 hours

Within the first week

Many customers drop off before completing key actions

I don’t know

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Customers who complete key actions early are far more likely to stay engaged, use additional features, and drive revenue over time. A strong onboarding experience accelerates time-to-value, reducing the risk of churn and maximizing customer lifetime value (CLV).

6. What percentage of your customer base has adopted multiple products?(Required)

0-25%

25-50%

50-75%

75-100%

I don’t know

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Cross-selling multiple products is critical. For example, new checking customers are often choosing you as their primary financial institution – signaling trust. You have a natural opportunity to expand that relationship, leading to a more valuable long-term partnership. Take advantage of personalized messages based on behavior around how each customer is using their account to highlight opportunities to add value to the relationship.

7. What role do automated, trigger-based campaigns play in your nurture marketing efforts?(Required)

we have a strong automation strategy

we use some automation, but could improve

we use very little automation

we do not use any automation

I don’t know

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Optimized use of automated systems can be very effective – sending timely nudges based on specific triggers like reduced account activity, large transactions, or even life events inferred from banking patterns. These triggers enable you to proactively re-engage customers, build relationships with milestone acknowledgements, provide timely advice, or offer assistance.

8. Do you have a strategic plan for increasing customer engagement over time?(Required)

Yes, we use behavioral triggers, personalized recommendations, and ongoing campaigns

Somewhat, we send periodic marketing messages

No, we engage customers reactively or sporadically

I don’t know

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Engagement is about building a long-term relationship with each customer individually. A well-designed engagement strategy fuels retention, cross-sell opportunities, and higher lifetime value. It ensures that customers continue to see value in your product. Without an engagement strategy, you risk losing customers to inactivity, competitor offers, or lack of perceived value.

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Media Logic has the experience and expertise to help you develop comprehensive, cost-effective programs across a wide range of audiences and financial service products, including checking and savings accounts, loan programs, debit cards, credit cards and more.

Find out what we can do for you.

Call Jim McDonald, Head of Strategic Growth, at 518-940-4882
or email jmcdonald@medialogic.com

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