Second of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part discusses the Solution tab. The Customer Research Checklist Tool: Solution Tab
Third of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part discusses the Initiative and Stakeholders tabs. The Customer Research Checklist Tool: Initiative Tab The Customer Research Checklist Tool: Stakeholders Tab [...]
The second of two workbooks covering Certified CSM Professional Module Five: PCSMF3: Onboarding Download
The first of two workbooks covering Certified CSM Professional Module Five: PCSMF3: Onboarding Download
The second of two workbooks covering Certified CSM Professional Module Four: PCSMF2: Commitment Download
The first of two workbooks covering Certified CSM Professional Module Four: PCSMF2: Commitment Download
The second of two workbooks covering Certified CSM Professional Module Three: PCSMF1: Preparation Download
The first of two workbooks covering Certified CSM Professional Module Three: PCSMF1: Preparation Download
A simple template for creating a "customer success contract" or similar statement during Practical CSM Framework Phase Two: Commitment, that clarifies what work will be done and the types of help and assistance that the customer can expect from the CSM, together with an agreement on how the CSM will collaborate with the customer Download [...]
A tool for documenting the CSM's stakeholder management plan that can be used during during Practical CSM Framework Phase Two: Commitment or at any other stage of an engagement, and that is designed to be added to, amended and referred to at regular intervals (eg monthly) thereafter Download