1. 7 Step Customer Cycle Checklist
MARKETING
Attract your customers
Create awareness
This could be:
a press ad
information on your website
an campaign
social media
or any other promotional channel you choose to use
Step 1 - Marketing
Step 2 - Conversion

2. Step 3 – Ease of transaction
7 Step Customer Cycle Checklist
CONVERSION
Strong Call to Action
Be clear on what they should do
This could be:
call
download a voucher
Book on the website
* IMPORTANT. Use this interaction to collect their data for future use.
Step 1 - Conversion
Step 3 – Ease of transaction

3. Step 3 – Ease of transaction
7 Step Customer Cycle Checklist
EASE OF TRANSACTION
Is it simple?
Make sure you confirm
Any issues with the booking process can cause people to end the transaction. Don’t let a poor process lose you business.
Once booked, send a confirmation . It confirms correct data and reassures your customer
Step 3 – Ease of transaction
Step 4 - Anticipation

4. 7 Step Customer Cycle Checklist
ANTICIPATION
Create excitement
Be relevant
Don’t just make contact for the sake of it. Have a purpose. Looking forward to seeing them is fine but provide something tangible such as a link to the club app, the latest offer on the bar menu or a tip for one of the holes.
Step 4 - Anticipation
Step 5 - Experience

5. 7 Step Customer Cycle Checklist
EXPERIENCE
Excellent customer service
That’s not a mistake. You’ve done the work to get the business but their day at the club is the main thing to consider. Be friendly, helpful, solve issues quickly and consider a value add they weren’t expecting – free range balls
Step 5 - Experience
Step 6 – Follow Up

6. 7 Step Customer Cycle Checklist
FOLLOW UP
Say Thank You
Get Feedback
They’ve been, they’ve enjoyed themselves so make sure you follow up.
Never miss an opportunity to ask for feedback, it’s good to hear if it’s positive and it’s good to learn from if there were issues.
Step 6 – Follow Up
Step 7 - Repeat

7. 7 Step Customer Cycle Checklist
REPEAT
Drive loyalty
Encourage a return visit
Give them a reason to come back. This is the next stage of marketing so it will get you through steps 1, 2 and 3.
Step 7 - Repeat
Back to Step 4

8. 7 Step Customer Cycle Checklist
Experience
Follow Up
Repeat
Anticipation
This applies to individuals, societies, social guests and more.
A 7 step simple process to dealing with your customers and retaining business.