management case study

zachzhang
spreadsheet.xlsx

Question #2

2/3 Qualify, 1/3 Qualify 80% Convert
Channel Unit Cost ($) Prospects Reached Response Rate # of Responses Number of People That Qualify Converted Customers Total Cost Cost Per Converted Customer
Direct Mail 1.5 300000 2% 6000 4000 3200 450000 140.625
Take-Ones 0.25 2000000 2% 30000 10000 8000 500000 62.5
Direct Sales (Call) 6.9230769231 30000 50% 15000 10000 8000 207692.307692308 25.9615384615
Bind-Ins 0.15 3000000 1% 30000 10000 8000 450000 56.25
27200
Direct Sales 10 calls a day
Table A is Singapore 260 working days
Prospects per year per person 2600
Number of Sales People 11.5384615385
Total Cost of Sales People 207692.307692308
Unit Cost Per Prospect 6.9230769231

Question #4

4. Analyze the sales / expenses that Citibank incurs for the acquisition of 250,000, 500,000, 750,000 and 1 million customers. Consider revenue, contribution for new and existing customers and overall profit / loss analysis. Approximately how many customers does Citibank need to break even on their investment?
Direct Cost $25
Customers 250,000 500,000 750,000 1,000,000
Revenue $6,250,000 $12,500,000 $18,750,000 $25,000,000
Contributions for new customers
Contributions for existing customers
Total contributions 0 0 0 0
Total expense
Overall profits
Overall loss
Customers 250,000 500,000 750,000 1,000,000 Note
Sales
Expenses
Infrastructure support cost $35,000,000 $48,000,000 $61,000,000 $74,000,000 For every incremental 250,000 customer, an additional $10-15 million per year
Direct Cost 20 per card 14 per card 11 per card 7 per card <- Estimates, use methodology
Marketing ( Direct Sales) $ 6,490,385 $ 12,980,769 $ 19,471,154 $ 25,961,538 <- Could all marketing be done through Direct Sales or is there a limit?
Table B
Annual Income % of Card Owners Average No. of Cards Owned No. of Cards Owners No. of Cards Annual Interest Payment per Customer Other Annual Revenue per Customer Total Annual Revenue Per Customer
Less than $6,200 - - - - - - -
$6,200 - $12,400 67.5% 1.49 67,507 100,633 $ 102.18 $ 34.70 $ 136.88
$12,400 - $23,200 20.9% 1.96 20,938 41,118 $ 134.44 $ 62.87 $ 197.31
Greater than $23,000 11.6% 2.43 11,640 28,249 $ 166.97 $ 82.84 $ 249.81
Total 100.0% 1.7 100,985 170,000 $ 116.46 $ 46.19 $ 162.65
Exhibit 8: Estimated Distribution of Population and Cards by Income
Annual Income (head of household). Total (in millions)
Above $25,000 $12,500 to $25,000 $6,000 to $ 12,500 $2,000 to $6,000 Below $2,000
Australia
% of population 12.5 a 30 37.5 15 5 16.5
% of cards 30 b 35 30 5 0 10.5
Hong Kong
% of population 10 25 50 10 5 5.6
% of cards 15 25 50 10 0 2.0
India
% of population 1 2 2 5 90 800
% of cards 10 10 10 70 0 0.280
Indonesia
% of population 3 2 2 3 90 168
% of cards 40 10 10 40 0 0.120
Malaysia
% of population 5 10 20 45 20 17
% of cards 10 45 45 0 0 0.380
Philippines
% of population 3 5 22 30 40 62
% of cards 50 45 5 0 0 0.240
Singapore
% of population 5 5 10 25 55 2.7
% of cards 30 70 0 0 0 0.630
Taiwan
% of population 12.5 30 35 10 5 20
% of cards 30 50 20 0 0 0.100
Thailand
% of population 5 10 10 20 55 55
% of cards 12.5 12.5 50 25 0 0.210
Note: The minimum age for cardholders was 18 years in Australia and 21 in other countries. While the card issuers imposed their own income requirements, the government of Malaysia imposed a minimum income of $9,000/year, and Singapore imposed a minimum of $14,000/year
a - of Australia's 16.5 million people, 12.5% were estimated to live in households where the head (of teh household) has an income above $25,000
b - of Australia's 10.5 million creadit cards, 30% were owned by individuals withincomes above $25,000