Playbooks & Tools
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Crisis Communications Plan Template
Tools January 15, 2024Use this PR Crisis Communications Plan Template to manage all communication before, throughout and after a crisis.
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Customer Engagement Business Case
Tools January 15, 2024Use our Customer Engagement Business Case to provide senior management with a use case for a Customer Engagement program in your organization.
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Customer Engagement Metrics Dashboard
Tools January 15, 2024Use this to define, track and report on your Customer Engagement metrics.
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Customer Engagement Project Plan
Tools January 15, 2024Use this project plan to outline the key components of your Customer Engagement program to steer the direction of your project.
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Customer Engagement Strategy Workbook
Tools January 15, 2024Use this template to outline, summarize, communicate and track your overall Customer Engagement plan.
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Customer Journey Map
Tools January 15, 2024Use this tool to visually depict the customer journey across 5 phases: Discovery/Research, Evaluation/Comparison, Decision/Purchase, Implementation, and Support/Renew.
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Customer Satisfaction Index Calculator
Tools January 15, 2024You need to determine the Customer Satisfaction Index (CSI) for your individual customers as well as your organization.
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Deliverable Approval Template
Tools January 15, 2024A form that standardizes and documents project deliverable approval.
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Director of Customer Experience Job Description
Tools January 15, 2024A template to quickly document the role and responsibilities for the Director of Customer Experience position.
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Director of Sales Enablement Job Description
Tools January 15, 2024A template to quickly document the role and responsibilities for this position.
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Earned Value Analysis Template
Tools January 15, 2024Use this tool to help you measure project performance and progress by scope, schedule and cost.
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Feasibility Study Template
Tools January 15, 2024A template to help you conduct an objective and rational analysis of the strengths and weaknesses of a proposed project.
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Feature Advantage Benefit Tool
Tools January 15, 2024A template to create a matrix of product features, advantages, and benefits.
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Gamification Vendor Evaluation
Tools January 15, 2024Use this matrix to compare Gamification platforms based on your requirements.
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Interactive Marketing Apps Vendors Matrix
Tools January 15, 2024Use this matrix to obtain information about key vendors in the Interactive Marketing Apps technology space.
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Key Account Analysis
Tools January 15, 2024Use this to assess key accounts, forecast future sales, key success factors, and competitors.
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Key Account Planning Tool
Tools January 15, 2024Use this tool to create an action plan to win more business from your top accounts.
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Key Success Factors Tool
Tools January 15, 2024A worksheet to identify and document key success factors, risks, and contingency plans.
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Landing Page Optimization Checklist
Tools January 15, 2024Use our Landing Page Optimization Checklist to feel confident that your landing page is fully optimized for your online advertising or SEO campaign, to maximize conversion.
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