Customer Value-Insight Matrix

The Customer Value-Insight Matrix is a 2x2 matrix that helps businesses identify which customers are most valuable and which customers are most likely to provide valuable insights. It is used to prioritize customer engagement and research activities.

At a very high level, the Customer Value-Insight Matrix is used in the context of business, marketing, finance.

Want to try this template?
Other Templates

What is the Customer Value-Insight Matrix?

A visual explanation is shown in the image above. The Customer Value-Insight Matrix can be described as a matrix with the following quadrants:

  1. Valuable & Insightful: Customers who are both valuable and likely to provide insights, e.g. high-spending customers who are active on social media.
  2. Valuable & Not Insightful: Customers who are valuable but not likely to provide insights, e.g. high-spending customers who are not active on social media.
  3. Not Valuable & Insightful: Customers who are not valuable but likely to provide insights, e.g. low-spending customers who are active on social media.
  4. Not Valuable & Not Insightful: Customers who are neither valuable nor likely to provide insights, e.g. low-spending customers who are not active on social media.

What is the purpose of the Customer Value-Insight Matrix?

The Customer Value-Insight Matrix is a 2x2 matrix that helps businesses identify which customers are most valuable and which customers are most likely to provide valuable insights. It is used to prioritize customer engagement and research activities.

The matrix divides customers into four quadrants based on their value and insight potential. The top-left quadrant contains customers who are both valuable and likely to provide insights. These customers should be prioritized for engagement and research activities. The top-right quadrant contains customers who are valuable but not likely to provide insights. These customers should be engaged but not necessarily researched. The bottom-left quadrant contains customers who are not valuable but likely to provide insights. These customers should be researched but not necessarily engaged. The bottom-right quadrant contains customers who are neither valuable nor likely to provide insights. These customers should not be engaged or researched.

The Customer Value-Insight Matrix is a useful tool for businesses to prioritize customer engagement and research activities. It helps businesses focus their efforts on the customers that are most likely to provide valuable insights and have the most potential to generate value.


Want to try this template?

What templates are related to Customer Value-Insight Matrix?

The following templates can also be categorized as business, marketing, finance and are therefore related to Customer Value-Insight Matrix: Effort Impact Matrix, Gap Analysis Matrix, Growth Share Matrix, Kraljic Matrix, Outsourcing Matrix, Quadrant Analysis, Risk Analysis Matrix, Risk Value Matrix. You can browse them using the menu above.

How can I use Customer Value-Insight Matrix in Priority Matrix?

You can get Customer Value-Insight Matrix in your Priority Matrix in just a moment:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer it, download Priority Matrix and take your data with you

Learn more about Customer Value-Insight Matrix, and get free access to lots of other templates, at templates.app. Once you are comfortable with the document, you can easily export to Excel, if you prefer to work that way.

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.