Playbooks & Tools

Customer Engagement Strategy Workbook
Tools January 15, 2024
Use this template to outline, summarize, communicate and track your overall Customer Engagement plan.
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Customer Journey Map
Tools January 15, 2024
Use 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, 2024
You 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, 2024
A form that standardizes and documents project deliverable approval.
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Director of Customer Experience Job Description
Tools January 15, 2024
A 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, 2024
A template to quickly document the role and responsibilities for this position.
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Earned Value Analysis Template
Tools January 15, 2024
Use 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, 2024
A 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, 2024
A template to create a matrix of product features, advantages, and benefits.
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Gamification Vendor Evaluation
Tools January 15, 2024
Use this matrix to compare Gamification platforms based on your requirements.
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Interactive Marketing Apps Vendors Matrix
Tools January 15, 2024
Use this matrix to obtain information about key vendors in the Interactive Marketing Apps technology space.
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Issue Log Template
Tools January 15, 2024
A tool to help you keep track of the project
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Key Account Analysis
Tools January 15, 2024
Use this to assess key accounts, forecast future sales, key success factors, and competitors.
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Key Account Planning Tool
Tools January 15, 2024
Use 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, 2024
A worksheet to identify and document key success factors, risks, and contingency plans.
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Landing Page Optimization Checklist
Tools January 15, 2024
Use 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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Lead Generation Metrics Dashboard
Tools January 15, 2024
Use this tool to define, track, and report on your key lead generation metrics.
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Lead Generation Objectives Scorecard
Tools January 15, 2024
A strategy scorecard to demonstrate your objectives, programs, metrics, and timeframes.
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Lessons Learned Template
Tools January 15, 2024
Use this template to keep track of lessons learned.
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Market Segmentation and Analysis Tool
Tools January 15, 2024
A tool to help you select the markets that represent the best opportunity for your organization.
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