Playbooks & Tools
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Customer Engagement Plan Framework
Tools January 1, 2026Use this customer engagement framework to define the activities required to successfully create, plan, and execute a customer engagement plan.
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Customer Engagement Plan Maturity Model
Tools January 1, 2026Our Customer Engagement Maturity Model was designed to help organizations with a roadmap for improving their Customer Engagement capabilities.
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Customer Engagement Plan Playbook
Playbooks January 1, 2026Follow this simple, step-by-step playbook to create an effective Customer Engagement plan that will help you to improve how customers engage with your company and to enable your organization with a customer-centric approach to drive revenue.
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Customer Engagement Project Plan
Tools January 1, 2026Use 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 Roles Matrix
Tools January 1, 2026A roles matrix to help you organize your Customer Engagement efforts.
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Customer Engagement Solutions Matrix
Tools January 1, 2026Use this matrix to obtain info about key Customer Engagement technology vendors.
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Customer Engagement Strategy Workbook
Tools January 1, 2026Use this template to outline, summarize, communicate and track your overall Customer Engagement plan.
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Customer Engagement Training Course
Tools January 1, 2026This course has 6 video modules that will help you develop a customer engagement plan that improves how customers engage with your company and enables your organization with a customer-centric approach to drive revenue.
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Customer Experience Management Assessment
Tools January 1, 2026Use this tool to analyze customer experience management (CEM) maturity in your organization.
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Customer Journey Map
Tools January 1, 2026Use 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 Lifetime Value Calculator
Tools January 1, 2026You need to determine your company's customer lifetime value (CLV).
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Customer Next Best Alternative Quick Win
Quick Wins January 1, 2026This simple framework maps customer value drivers, compares them against the next best alternative, and determines where your solution wins, where it matches, and where competitors may have an advantage. This approach ensures you can communicate a compelling, value-driven sales narrative.
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Customer Options Analysis Quick Wins
Quick Wins January 1, 2026This simple, structured Customer Options Analysis Template will help you visualize your customers' choices, compare value propositions, and sharpen your competitive positioning.
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Customer Problem Solution Features Map Quick Win
Quick Wins January 1, 2026This clear, easy-to-use framework systematically links customer problems to relevant product features, outlining advantages and benefits to enhance messaging and market positioning.
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Customer Problems Analysis Quick Win
Quick Wins January 1, 2026This simple framework maps customer value drivers, compares them against the next best alternative, and determines where your solution wins, where it matches, and where competitors may have an advantage. This approach ensures you can communicate a compelling, value-driven sales narrative.
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Customer Profile Management
Tools January 1, 2026This How-To Guide is designed to provide marketers with the information and resources they need to effectively manage their users’/customers’ online experiences based on leading-edge customer profile management and registration systems and strategies.
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Customer Profile Template
Tools January 1, 2026Use this to create fictional personas for the key audiences you intend to target.
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Customer Satisfaction Index Calculator
Tools January 1, 2026You need to determine the Customer Satisfaction Index (CSI) for your individual customers as well as your organization.
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Customer Satisfaction Survey
Tools January 1, 2026A survey template to help you benchmark current levels of satisfaction.
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Customer Segment Analysis Quick Win
Quick Wins January 1, 2026The Customer Segment Analysis Template is designed to help you categorize and evaluate customer segments based on four key factors: demographics, psychographics, behavior, and environment.
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