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The Value of a Company Lies in Its Customers.

Assess that value for just about any company by following the steps outlined in Theta’s 2024 Customer Centric Planning Workbook. 

The information draws on the approach used by Theta co-founders and leading customer value experts Peter Fader and Daniel McCarthy, and Theta’s team of data scientists. It’s applicable to both subscription and non-subscription businesses, and can be used by both investment firms and corporations.

Planning Guide Landing Page Image

Planning Guide Landing Page Image

The guide covers:

  • Setting goals, use case(s) and expectations
  • Assessing resources and capabilities
  • Determining a preliminary budget and schedule
  • The process workflow
  • Types of deliverables
  • Many example use cases by functional area

Get your copy today. Learn what goes into assessing a company’s value based on its customers, along with recommendations for optimizing the process.

By signing up for this workbook, Theta's Centricity - a collection of insights, ideas, and trends in customer centricity and customer-centric value creation - will also be delivered to your inbox each month. You may opt-out at any time.