Research Techniques: The Workshop
An overview of the workshop as a tool for researching and analysing information and for gaining concensus agreement and commitment from customer stakeholders. Research Techniques: The Workshop
Information for Customized Onboarding
A detailed overview of the information the CSM and customer need to research in order to prepare for customized onboarding. Information for Customized Onboarding
Information for Generic Onboarding
A detailed overview of the information the CSM and customer need to research in order to prepare for generic onboarding. Information for Generic Onboarding
Engagement Strategy Part Two
Part two of two parts of a discussion about how to create an engagement strategy. This part discusses outcomes, milestones, measurements, activities and roadmaps. Engagement Strategy: Outcomes, Milestones & Measurements Engagement Strategy: Activities & Roadmap
Engagement Strategy Part One
Part one of two parts of a discussion about how to create an engagement strategy. This part discusses priority, complexity and maturity. Engagement Strategy: Priority, Complexity & Maturity
Engagement Planning & Engagement Strategy Tool
A discussion on the importance of and recommended best practice for engagement planning prior to meeting the customer's stakeholders, and an overview of the Engagement Strategy Tool. Engagement Planning & Engagement Strategy Tool
The Customer Research Checklist Tool Part Four
Fourth 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 Progress tab and provides advice on utilization. The Customer Research Checklist Tool: Progress Tab The Customer Research Checklist Tool: Utilization [...]