RFM scores customers on Recency, Frequency, and Monetary value to target the most responsive segments. This is the RFM Analysis from the Stratenity Library, a governed strategic execution asset that is already built for you. It gives your team the full working method for RFM analysis, and it walks through everything from defining r, f, and m for the business at hand to action playbooks: one funded play per segment. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.
What this asset covers
This is a preview of the full deliverable. Inside the Stratenity Library, this asset walks your team through the complete method, section by section, with a worked client example threaded throughout.
- What RFM Measures and Why Behaviour Beats Demographics
- Preparing the Transaction Table: From POS Log to Analysis-Ready Base
- Defining R, F, and M for the Business at Hand
- Scoring Schemes: Quintiles, Fixed Bins, and When Each Wins
- From 125 Cells to a Workable Grid: Collapsing the Score Space
- Naming and Sizing the Segments So the Organisation Can Use Them