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 [...]
Personal Evaluation
A simple "spider diagram" style tool designed for use during Practical CSM Framework Phase Seven: Engagement Evaluation, that can be [...]
Engagement Reporting Checklist
A series of simple checklists designed for use during Practical CSM Framework Phase Seven: Engagement Evaluation, that provide a way [...]
Engagement Evaluation
A comprehensive tool used for evaluating the performance and activities within a customer engagement, designed for use during Practical CSM [...]
Value Realization Challenges and Changes
A tool designed for use during Practical CSM Framework Phase Six: Value Realization, for documenting challenges or obstacles that are [...]
Value Realization Activity Checklist
A simple checklist that is designed for use during Practical CSM Framework Phase Six: Value Realization, for ensuring that all [...]
Adoption Readiness Checklist
A simple checklist that is designed for use during Practical CSM Framework Phase Five: Adoption Implementation, for ensuring that all [...]
Adoption Plan
A series of three checklists that can be used during during Practical CSM Framework Phase Four: Adoption Planning to document [...]
Adoption Research Checklist
A series of checklists that can be used during during Practical CSM Framework Phase Four: Adoption Planning to document overall [...]
