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Sales & Marketing Strategy Optimization Bundle

Achieve the Remarkable with Your Sales & Marketing Strategies with These Easy Steps.

Target your top AOV and highest margin customers who possess the predicted ability and interest to respond to your next sales and marketing campaign. Optimize your strategy with tools created to encourage growth like: 

  • The personas of current customer
  • The personas, insights, and analytics for top AOV and high margin customers, along with clients most responsive to your top campaigns

Achieve greater results with a more complete understanding of your best clients' most prominent characteristics.

Equipped with your current customer and sales data, boodleAI delivers a customized report bundle including a Customer CLEAR, Top Method Acquisition SEAR, High AOV Customer SEAR, and High Margin Customer SEAR.

What are the Data Requirements for this Bundle? 

  • Data requirements for the CLEAR:

    One (1) CSV or Excel Customer File containing first name, last name, address and/or email, and customer ID of each individual. 
    • Please also include any additional data of your own that would be helpful for segmentation purposes.
  • Data requirements for the SEARs:

    One (1) CSV or Excel Transactional File (one row per item), containing:
    • Required:
      • First name
      • Last name
      • Address and/or email
      • Transaction Date
      • Item Unique Identifier (SKU, Name, etc.)
      • 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
      • Method of Acquisition
      • Customer ID 
                    • Preferred (but optional):
                      • Transaction ID
                      • First Purchase Date
                      • Referral Date (Date of Initial Outreach)
                      • Item Cost or Margin 

                        Please note that each item of every order should be on a separate line. Contact Information should be contained on each line. 

                        If you do not collect some of the required or preferred data fields or have any questions, please let us know so we can determine the best next steps.

                        To ensure the accuracy of your reports, please make sure your file is prepared in accordance with our Data Pre-Processing Guide. If you would like to skip that step and have us prepare your data for you, enquire by emailing sucess@boodle.ai

                        How This Helps You 

                        Coming Soon!