Score customers on recency, frequency and monetary value using the classic RFM method, and get an AI report ranking segments from champions to lapsed.
Quick answer
Score customers on recency, frequency and monetary value using the classic RFM method, and get an AI report ranking segments from champions to lapsed.
RFM — recency, frequency, monetary value — remains the cheapest useful segmentation model in customer analytics. This assessment walks a customer cohort or account book through the three axes with weighted scoring, then the AI PDF report ranks each into the classic RFM segments — champions, loyal, at-risk, lapsed — with the standard play for each.
Live form and AI report preview — fill it in and the report is generated from your answers.
Everything you need to run this template.
How recently active.
How often they engage.
What that activity is worth.
Champions to lapsed, per subject.
From copy to deliverable in four steps.
Copy the RFM assessment into your FormLM workspace — free.
Answer each axis with real figures.
One run per customer or account.
The report ranks and recommends.
Pick your role — see how it fits your workflow.
Rank the customer base in an afternoon.
Find lapsing members by recency drift.
Give clients a defensible tiering.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
