Customer segment profitability: Options appraisal and investment case

An options appraisal and investment case template for customer segment decisions: do-minimum baseline, costed options, risk-adjusted value, sensitivities.

Asset IDSTX-A0014

CategoryDecision and Communication Templates

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A decision template for comparing the status quo against costed alternatives for segment investment, with risk-adjusted economics and a committee-ready recommendation.

What is inside

What the appraisal covers

The asset takes the segment profitability baseline and the tested assumptions from the research pack and walks a deal team through framing the decision, generating and screening options, costing each one, modeling benefits per segment, adjusting for risk, and preparing the recommendation an investment committee can approve, approve with conditions, or return.

Scope: deciding which customer segments deserve investment, run as a formal options appraisal
A do-minimum baseline and three to four costed alternatives built on the segment baseline
Segment economics: contribution margin, retention and acquisition cost per option
Risk-adjusted value, scenarios and sensitivity ranges for the main value drivers
A structured challenge session and an investment committee decision gate
Where the asset sits in the customer segment profitability pathway, between the research pack and the operating model design

How to use it

How teams use it

Strategy and finance teams use it after the baseline and assumptions are agreed, run the challenge session before the committee date, and reuse the workbook structure each budget cycle so segment investment decisions stay comparable year over year.

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Stratenity Advisory Team. (2026). Customer segment profitability: Options appraisal and investment case. Stratenity Library. https://www.stratenity.com/resources/library/decision-and-communication-templates/customer-segment-profitability-options-appraisal-and-investment-case

Stratenity Advisory Team. "Customer segment profitability: Options appraisal and investment case." Stratenity Library, 2026, www.stratenity.com/resources/library/decision-and-communication-templates/customer-segment-profitability-options-appraisal-and-investment-case.

Stratenity Advisory Team. "Customer segment profitability: Options appraisal and investment case." Stratenity Library, 2026. https://www.stratenity.com/resources/library/decision-and-communication-templates/customer-segment-profitability-options-appraisal-and-investment-case.

Stratenity Advisory Team (2026) Customer segment profitability: Options appraisal and investment case. Stratenity Library. Available at: https://www.stratenity.com/resources/library/decision-and-communication-templates/customer-segment-profitability-options-appraisal-and-investment-case (Accessed: the date of access).

@misc{stratenity_stxa0014, author = {{Stratenity Advisory Team}}, title = {Customer segment profitability: Options appraisal and investment case}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/decision-and-communication-templates/customer-segment-profitability-options-appraisal-and-investment-case}}, note = {Asset ID STX-A0014} }

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Customer segment profitability: Options appraisal and investment case

What the appraisal covers

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.