Customer Engagement Plan Playbook

Resource Overview

Follow 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.


Related Resources

Our Customer Engagement Plan Playbook is a planning methodology that highlights our premium tool-kit of 54 premium tools & templates to help improve how customers engage with your company and to enable your organization with a customer-centric approach to drive revenue.

Demand Metric playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this methodology include:

  1. Initiative Preparation
  2. Journey Mapping
  3. Strategy Planning
  4. Technology Selection
  5. Engagement & Advocacy
  6. Measurement

There are 54 premium tools & templates linked inside of this methodology to facilitate the process:

  1. Customer Engagement Best Practices Report
  2. Customer Marketing Benchmark Report
  3. Online Communities Benchmark Report
  4. Content & Buyer’s Journey Report
  5. Leveraging Public Communities Workshop
  6. Importance of Social CRM How-to Guide
  7. Customer Engagement Map
  8. Journey Maps Guide: Campaign Conversion
  9. Journey Maps Guide: Sales Playbooks
  10. Journey Maps Guide: Content Strategy
  11. Customer Engagement Roles Matrix
  12. Customer Engagement Maturity Model
  13. Customer Engagement Maturity Assessment
  14. CRM Maturity Assessment
  15. Online Community Readiness Assessment
  16. Online Communities Technology Overview
  17. Advocacy & Loyalty Technology Overview
  18. Gamification Technology Overview
  19. Customer Engagement Solutions Matrix
  20. Voice of the Customer Vendors Matrix
  21. Gamification Vendor Matrix
  22. Advocacy and Loyalty Vendors Matrix
  23. Personalization Vendors Matrix
  24. Online Communities Vendors Matrix
  25. Advocacy and Loyalty Vendor Evaluation
  26. Gamification Vendor Evaluation
  27. Personalization Vendor Evaluation
  28. Voice of the Customer Vendor Evaluation
  29. Online Community Vendor Evaluation
  30. Personalization System RFP Template
  31. Advocacy and Loyalty System RFP
  32. Gamification System RFP Template
  33. Online Community System RFP Template
  34. Voice of the Customer System RFP
  35. Customer Journey Mapping Research
  36. Customer Engagement Strategy Workbook
  37. Customer Engagement Project Plan
  38. Customer Engagement Business Case
  39. Customer Engagement Program Budget
  40. CRM Program Plan
  41. Online Community Plan
  42. Online Community Adoption Guide
  43. Engaging Users with Gamification Guide
  44. Social CRM Best Practices Guide
  45. Buyer Personas
  46. Buying Process Stage Content Mapping
  47. Customer Satisfaction Survey
  48. Customer Advocate Database
  49. Content Marketing Plan
  50. Customer Engagement Metrics Dashboard
  51. Customer Lifetime Value How-to Guide
  52. Customer Lifetime Value Calculator
  53. Customer Satisfaction Index Calculator
  54. Post Project Evaluation