Preparing for a New Customer Engagement: Part Seven
Preparing for a New Customer Engagement Part Seven (Final): Creating a Roadmap and Using Tools Creating a Roadmap Roadmap [...]
Preparing for a New Customer Engagement: Part Six
Preparing for a New Customer Engagement Part Six: Information Gaps and Engagement Strategies Managing Information Gaps What do we [...]
Preparing for a New Customer Engagement: Part Five
Preparing for a New Customer Engagement Part Five: CSM Requirements, Stakeholder Information & Third Parties CSM Requirements Internal Outcomes [...]
Preparing for a New Customer Engagement: Part Four
Preparing for a New Customer Engagement Part Four: Solution Information, Initiative Information and Outcomes 4.6 Solution information What have we [...]
Customer Engagement Proposal
A simple template for creating a "customer success contract" or similar statement during Practical CSM Framework Phase Two: Commitment, that [...]
Customer Engagement Strategy
A tool for documenting the engagement strategy during Practical CSM Framework Phase One: Preparation and thereafter. Includes templates for information [...]
Customer Research Checklist
A series of checklists for documenting research undertaken during Practical CSM Framework Phase One: Preparation and thereafter. Includes checklists for [...]
