Adapt recognised practice on history-based personalisation to local constraints without hollowing it out.
Designing Strategies to Personalise Communication Based on Customer History
Turn history-based personalisation from a stated policy into a practice your organisation can evidence.
Course Overview
Activity in history-based personalisation is easy to generate and easy to mistake for progress. Buyers now complete much of their decision on the marketing and commercial practice capability before speaking to anyone. The professional literature on the practice within marketing and commercial practice converges on a small set of controls that reliably work. Work is grounded in real cases drawn from history-based personalisation, which each participant adapts to conditions in their own organisation. Improvement in this area of marketing and commercial practice stalls when it depends on one capable individual rather than a defined method. The programme takes participants through the wider marketing and commercial practice agenda end to end, from framing the problem to closing it out. Participants gain a realistic view of what history-based personalisation costs and what it returns. It is designed for mixed groups, so that the practice within marketing and commercial practice is examined from more than one functional angle. It closes by agreeing the smallest change to this aspect of marketing and commercial practice that would make a visible difference.
Expected Learning Outcomes
Build the positioning for history-based personalisation around a claim competitors cannot honestly make.
Distinguish the parts of history-based personalisation that must be standardised from those that require judgement.
Design the qualification criteria that stop effort being wasted in history-based personalisation.
Plan expansion of history-based personalisation into new segments or markets deliberately.
Design the retention and win-back approach for history-based personalisation.
Structure records of history-based personalisation so that they answer the questions an auditor will actually ask.
Who Should Attend
Compliance and governance staff whose remit includes history-based personalisation.
Agency and consultancy staff supporting clients on history-based personalisation.
Founders and owner-managers running history-based personalisation personally.
Department heads accountable for the results of history-based personalisation.
Digital marketing specialists executing history-based personalisation.
Retail and channel managers executing history-based personalisation in the field.
Course Modules
History-based personalisation: retention, loyalty and lifetime value
2 sessions · 8 pointsSession 1What has to be agreed before work on history-based personalisation starts
- Confirm that contractual obligations around history-based personalisation are understood.
- Define qualification criteria that disqualify quickly in history-based personalisation.
- Describe the buyer for history-based personalisation specifically enough to name who is excluded.
- Reduce the variation in how history-based personalisation is carried out between teams.
Session 2Choosing channels for history-based personalisation on evidence
- Test creative for history-based personalisation at small scale before full commitment.
- Define acceptance criteria for history-based personalisation in advance.
- Define the trigger that would require history-based personalisation to be redesigned.
- Structure pricing for history-based personalisation against perceived value.
History-based personalisation: qualification and pipeline discipline
2 sessions · 8 pointsSession 1Testing the message on history-based personalisation before spending
- Compare cost of acquisition against value in history-based personalisation.
- Collect evidence on the present handling of history-based personalisation before proposing changes.
- Confirm that those complying with history-based personalisation understand why it exists.
- Set the review interval for history-based personalisation and who attends.
Session 2Reading the current state of history-based personalisation honestly
- Build the content that answers the buyer's real question about history-based personalisation.
- Document the sales process for history-based personalisation so a new joiner can follow it.
- Map the decision journey for history-based personalisation and mark where the choice is actually made.
- Measure lifetime value from history-based personalisation, not just first purchase.
History-based personalisation: the customer journey and decision points
2 sessions · 8 pointsSession 1Qualifying out of history-based personalisation early and without guilt
- Select channels for history-based personalisation based on evidence, then cut the rest.
- Establish what evidence demonstrates history-based personalisation is under control.
- Test the procedure for history-based personalisation against a realistic scenario.
- Distinguish symptoms from causes when history-based personalisation underperforms.
Session 2Moving history-based personalisation from approval to execution
- Set the discount authority for history-based personalisation and require justification.
- Define the handover point between marketing and sales in history-based personalisation.
- Arrange the handover of history-based personalisation so capability survives staff changes.
- Map the handovers in history-based personalisation between functions and secure them.
History-based personalisation: positioning and the honest claim
2 sessions · 8 pointsSession 1Handling the objection to history-based personalisation that ends most conversations
- Build the report on history-based personalisation that answers whether to spend more or less.
- Agree the attribution model for history-based personalisation and state its known limits.
- Write down the assumptions underpinning the approach to history-based personalisation.
- Write the positioning claim for history-based personalisation and test whether a competitor could say it too.
Session 2Measuring history-based personalisation when attribution is imperfect
- Review whether history-based personalisation is aligned with the objectives of the commercial team.
- Rank the weaknesses in history-based personalisation by consequence rather than by ease of fixing.
- Assign responsibility for keeping documentation of history-based personalisation current.
- Set objectives for history-based personalisation in revenue terms with a timeframe.
Choose the package that suits you
Silver Package
At least 3 people
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
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