Overview Book map Friction Latency Recency RF Scorer LifeCycle Grid Hurdle Rate Campaign ROI Relative LTV Playbooks
Chapter 5 · Customer Value Portfolio

Friction Portfolio

Every customer has current value (what they’ve already created) and potential value (future stream while the LifeCycle is alive). Map the base. Act by quadrant.

2×2 portfolio

Low potential →
High potential →
High current ↑
Win back

Defecting Best

Were rocket fuel; activity cooling. Retention’s real home.

Retain

Rocket Fuel

10–20% of customers, majority of profits. Protect.

Low current ↓
Skip

Low / Low

1× and non-responders. Default $0 incremental.

Activate

New High Potential

Recent but thin history. Grow into rocket fuel.

Potential value is inferred from behavior (Recency, Latency, RF trend) — not vibes.

Classify a file