Meaning ● The Customer Equity Index (CEI) quantifies the total lifetime value of a Small and Medium-sized Business (SMB)’s customer base. As such, CEI serves as a key performance indicator reflecting the overall health of customer relationships. Within the context of SMB growth, automation, and implementation strategies, a high CEI signifies strong customer loyalty and effective customer acquisition techniques. Indeed, CEI is particularly valuable because it provides actionable insights for resource allocation in areas such as marketing, sales, and customer service. Understanding your CEI will help inform business decisions as you look to improve ROI. To be sure, automating certain aspects of the customer journey, such as onboarding and support, can improve the lifetime value and thus the CEI.
