Customer success Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical Customer success Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer success related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Customer success specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer success Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 966 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Customer success improvements can be made.

Examples; 10 of the 966 standard requirements:

  1. Do we, In addition to using short words and sentences, frequently take the time to verify the customers understanding of your message before continuing. Failure to do so might result in a waste of time and frustration for both you and the customer. In doing this, avoid questions such as, Do you understand?

  2. For years, Customer Service departments have attempted to deploy right channeling strategies to optimize traditional Customer Service interactions (e.g. agent-assisted service vs. self-service). Today, however, right channeling is re-emerging, evolving, and re-asserting its importance as a strategy. Why?

  3. Often a problem in Customer Service occurs when the channels that are used by customers are managed by different departments and are disconnected from one another. have you been passed from person to person in an organization while you were trying to resolve different parts of an issue?

  4. In the past year, have companies generally improved or worsened in terms of how quickly you feel they respond to you over social media channels surrounding a general inquiry or complaint?

  5. In the past year, have we generally improved or worsened in terms of how quickly you feel we respond to internal customers over social media channels surrounding a general inquiry or complaint?

  6. In the past year, do you believe that companies have generally improved or worsened in terms of the amount of time you feel you have spent waiting for help from Customer Service...?

  7. Do our people help each other serve the customer, work toward common or consistent standards that support the organizations customer service reputation, and understand the importance of that?

  8. How would you as an individual feel if you had made what you felt was a valid complaint, and the organisation/company dismissed it as being of no concern and not worth sorting out?

  9. Rather than scope, cost, and schedule, exploration projects should be measured on vision, cost, and schedule. Did the project deliver a valuable product (implemented vision) to the customer?

  10. To generate word of mouth one has to deliver something well and truly beyond what a customer was expecting; or else why would they recommend you to their friends, how do you manage this?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Customer success book in PDF containing 966 requirements, which criteria correspond to the criteria in...

Your Customer success self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Customer success Self-Assessment and Scorecard you will develop a clear picture of which Customer success areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Customer success Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer success projects with the 62 implementation resources:

  • 62 step-by-step Customer success Project Management Form Templates covering over 6000 Customer success project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Management Plan: What type of materials/channels will be available to leverage?

  2. Human Resource Management Plan: Are milestone deliverables effectively tracked and compared to Customer success project plan?

  3. Requirements Documentation: How much testing do you need to do to prove that my system is safe?

  4. WBS Dictionary: Changes in the nature of the overhead requirements?

  5. Project Schedule: Eliminate unnecessary activities. Are there activities that came from a template or previous Customer success project that are not applicable on this phase of this Customer success project?

  6. Decision Log: How consolidated and comprehensive a story can we tell by capturing currently available incident data in a central location and through a log of key decisions during an incident?

  7. Probability and Impact Assessment: What significant shift will occur in governmental policies, laws, and regulations pertaining to specific industries?

  8. Quality Audit: How does the organization know that its systems for assisting staff with their career planning and employment placements are appropriately effective and constructive?

  9. Lessons Learned: Was sufficient time allocated to review Customer success project deliverables?

  10. Stakeholder Management Plan: What proven methodologies and standards will be used to ensure that materials, products, processes and services are fit for their purpose?

 
Step-by-step and complete Customer success Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Customer success project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer success project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Customer success project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Customer success project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Customer success project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Customer success project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Customer success project with this in-depth Customer success Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer success projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Customer success and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Customer success investments work better.

This Customer success All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 5th Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 5th Sep 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 4th Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    cake.hr

    Posted by cake.hr on 3rd Sep 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Sep 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Thank you for providing these valuable resources.

    Posted by HANS D. on 2nd Sep 2018

    HANS D. Integration & Solution Architect

  • 5
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 5th Aug 2018

    CRAIG T. Chief Technology Officer

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 4th Aug 2018

    Ravi P. Senior Consultant Big 5