Customer Engagement Plan Playbook

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