Annual Planning Part 1: Customer Forecasting

This was originally published in the No Best Practices newsletter on 11.14.2021.

Ok, so it’s (checks calendar) the day before Cyber Monday. Hopefully your holiday season is meeting expectations and the rest of the year should be smooth sailing.

Now is the perfect time to start thinking about planning for next year if you haven’t done so already. But based on my last Twitter poll, a lot of you are done with 2022 planning, which is great! I think you’ll still find the next two newsletters useful. They will add a new dimension to your planning and help hone your strategic focus for the year.

Part one is going to explain how to create customer acquisition and retention forecasts based on your annual revenue goals.

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