Tag Archives: Customer State

Member Retention in Professional Orgs

Jim answers questions from fellow Drillers
(More questions with answers here, Work Overview here, Index of concepts here)


Q: I have recently purchased your book Drilling Down and going through the many interesting concepts.

A: Thanks for that!

Q:  I work for a membership Organization and we would like to conduct some analysis into who we may lose and approach them even before their membership lapses.  But the only problem here is that we carry data only on the purchases made (though many of our members do not purchase our products and stay a member) and web site visits.

A:  Are you *sure* that’s all the data you collect?  I once worked with a professional membership org that thought they only had one data source, but turns out they had 8 – from 8 different areas of the org – that nobody really knew about.

Q:  How do I know if a particular member is going to resign and lapse soon with this limited amount of behavioral data?  Recently it’s been a concern that we are losing members who have been with us for more than 10 years and who are in their mid career profession (aged between 30 to 45) and indicated no specific reason for resignation. 

This has been going on for the last few months and now we would like to strategically target these customers and approach them even before they react negative.  What concepts could help me to do this? Your guidance would be much appreciated.

A:  OK, my answer will be in two sections: if you (hopefully) find you have more data than you think, and if you really don’t have any other data to fall back on.

Continue reading Member Retention in Professional Orgs

Lead Scoring and Nurturing

Jim answers questions from fellow Drillers
(More questions with answers here, Work Overview here, Index of concepts here)


Q: I received this article (Norms of Reciprocity, measuring value of Social Marketing) via a friend’s Twitter account. Very interesting.

A: Glad you enjoyed it!

Q: It has made open up my ACT! database, and my Outlook databases and add the metric of Growing / Strong / Weakening / Failed to my normal Sales and Business progress metrics. If I group those categories and correlate to traditional metrics, it’s impressive how they reflect each other.

A: Yes, most people are surprised. It’s a very, very simple idea that seems to work across just about any human activity including crime, attendance, and so forth.

The more Recently someone has done something, the more likely they are to do it again. Conversely, the longer since an activity last took place, the less likely the person will do it again. Often called Recency in Psychology and studied quite a bit.

Q: Now I have to think about how I really use and apply this. : )

A: Well, if I can guess you are in Sales from your title, typically one of the best applications is in what Strategic Marketing folks might call “allocation of resources”, which probably translates into “lead nurturing” for you.

Continue reading Lead Scoring and Nurturing

Norms of Reciprocity

Social Marketing Doesn’t Rely on Social Media

Do you believe human beings share certain fundamental traits that define “being human”?

If so, do you believe that human beings tend to behave in certain ways under certain circumstances?

If so, do you then believe since human behavior has these tendencies, it can often be predicted?

If so, then do you think perhaps the study of Psychology and Sociology might provide you some clues to creating successful businesses, campaigns, products, and services?  While your friends and competitors are all iterating their way into oblivion?

On the web, time and time again, we see the same themes repeating.  Yet with each introduction of a new technology, these themes tend to be treated like a new discovery, even though the theme has been well established in the past.

Norms of Reciprocity is a constant human theme.  You may know the expression of these norms as “Sharing”.  Web old timers will probably recognize this idea as “Give, then Take” from the I-Sales discussion list as early as 1995.  In various forms, this theme goes back to the beginning of human history, all the way back to the handshake and other greeting gestures.  This same theme is embedded in countless Religions all over the world: “Do onto others as you would wish them do onto you”.  At least a couple centuries old, this idea.

Norms of Reciprocity simply means this: When you do something nice for a human being, help them in some way, this human tends to feel Gratitude towards “the doer” and tends to do something nice back.  Gratitude drives the desire to Reciprocate, because it’s just what humans do, it’s normal, a “norm”.

Norms of Reciprocity.

Continue reading Norms of Reciprocity