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NextGen Ignite

WADHWANI FOUNDATION | Entrepreneur

01

Start-up Growth and Scale Up Handout

Managing Growth and Scale

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Customer Acquisition Plan Template

This customer acquisition plan template will help you identify the target customer segment for y

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Target Customer

Segment (Type)

Target Customer

Segment (Number)

Channels to be used to

attract the target customer segment

Estimated number of

leads

Estimated cost to

convert these leads to actual customers

startup and also identify the channels that you are going to use to attract customers.

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KPI Tracking Template

  • This KPI tracking template will help you monitor and track your monthly KPIs to

ensure high productivity

Parameters

Definition

Historical

Unit

June

July

August

Trend

Inference

Revenue

Monthly revenue generated via sales of product/service of the company

INR Lakhs

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Revenue Targets

Planned revenue target for the month

INR Lakhs

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Lead Generated

Total Lead generated through all the channels - A connect can be considered as 'Lead' if they have shown their interest or enquiry into products or services of the company.

#Count

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Total Lead Converted to Sales

Total number of leads(Lead Generated) that resulted in to sales

#Count

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Repeat Customer

Number of customers that have already purchased product or service of the company.

#Count

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Cost of Sales (COGS)

Cost of Sales (COGS) includes all of the costs and expenses directly related to the production of goods or delivery of service. COGS excludes indirect costs such as overhead and sales & marketing.

INR Lakhs

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Marketing Expense

Total spend on the marketing efforts

INR Lakhs

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Total Monthly Spent

Sum total of all the cost incurred by the company, excluding capital expenditure

INR Lakhs

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Opening Cash Balance

Cash available with the company at the beginning of the period (assuming no new investments, in case of any investment mid term, it has to be added to opening cash balance on real time basis.

INR Lakhs

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Team Size (FTE)

Total full time equivalent employee with the company.

#Count

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CSAT Score

Customer Satisfaction Score of the Month

Percentag e

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Monthly Active Users

How many users have accessed your platform/app in the month. This field is optional in case your business model is completely offline.

#Count

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Average session time - app/site

Average time (in minutes) spent by a user on your platform/app. This field is optional in case your business model is completely offline (No website/app/IT Platform).

#Mins

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#Investor Connect

Number of investors (Angel/VC) you have actively connected with in the month. This field is Optional in case you are not raising funds through Angels/VCs.

#Count

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Average Order per customer in their lifetime

Number of time a customer will place order for Company Product/Service during 5 years

#Count

-

4 of 4

NextGen Ignite

WADHWANI FOUNDATION | Entrepreneur

01

Start-up Growth and Scale Up Handout

Managing Growth and Scale