Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Advocacy Program Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Advocacy Program 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 Advocacy Program specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Customer Advocacy Program 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 996 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 Advocacy Program improvements can be made.
Examples; 10 of the 996 standard requirements:
- At what stage of the customer journey do we typically focus on identifying and nurturing a pool of super advocates or customer champions who can serve as beacons for advocacy and engagement among their peers, and what kinds of special treatment, access, or recognition do we provide to these individuals to sustain their enthusiasm and loyalty?
- How do we use Advocacy Marketing ROI metrics, such as the number of pipeline opportunities generated, deals influenced, and revenue attributed to advocacy marketing efforts, to measure the success of our customer advocacy program in industries like business services and consulting, where lead generation and conversion are critical?
- How do we ensure that our customer advocacy program is truly inclusive and representative of diverse perspectives and experiences, particularly when it comes to social responsibility and corporate social impact initiatives, and what kind of safeguards can we put in place to prevent tokenization or exclusion of marginalized groups?
- How do we continuously monitor and refine our customer segmentation and advocacy strategy, and what are the specific processes and procedures we use to gather customer feedback, and how do we incorporate this feedback into our strategy, and what are the specific timelines and milestones we use to evaluate and adjust our strategy?
- What kind of experiential programs, such as customer advisory boards, beta testing, or early access to new features, have we developed to give our most loyal and enthusiastic customers a sense of ownership and investment in our products or services, and how have we used these programs to gather valuable feedback and insights?
- What specific measures do we need to take to ensure that our Customer Advocacy Program is fully compliant with the General Data Protection Regulation (GDPR), considering the handling and processing of customer data, including obtaining explicit consent, data minimization, and data protection by design and default?
- What specific key performance indicators (KPIs) do we use to measure the effectiveness of our customer reference program, such as reference request fulfillment rates, reference participation rates, or satisfaction ratings, and how do we prioritize these metrics to focus on the most impactful areas of improvement?
- How do we ensure that our program is transparent about data collection and use, providing customers with clear and easily accessible information about our data practices, including the categories of personal data collected, the purposes of collection, and the categories of third parties with whom we share data?
- How do we define and measure diversity within our customer base, and what specific metrics do we track to ensure that our advocacy program is representative of this diversity, including but not limited to: age, gender, race, ethnicity, geography, industry, company size, job function, and product/service usage?
- How do we balance the need for quantitative metrics (e.g., referral rates, NPS) with the importance of qualitative insights (e.g., customer feedback, sentiment analysis) in evaluating the success of our customer advocacy program, and what tools or methods do we use to integrate these different types of data?
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 Advocacy Program book in PDF containing 996 requirements, which criteria correspond to the criteria in...
Your Customer Advocacy Program 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 Advocacy Program Self-Assessment and Scorecard you will develop a clear picture of which Customer Advocacy Program 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 Advocacy Program 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 Advocacy Program projects with the 62 implementation resources:
- 62 step-by-step Customer Advocacy Program Project Management Form Templates covering over 1500 Customer Advocacy Program project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: Is corrective action taken to bring Customer Advocacy Program project performance into line with the Customer Advocacy Program project plan?
- Procurement Audit: Is there a policy on making purchases locally where possible?
- Procurement Management Plan: Is there general agreement & acceptance of the current status and progress of the Customer Advocacy Program project?
- Scope Management Plan: Has appropriate allowance been made for the effect of the learning curve on all personnel joining the Customer Advocacy Program project who do not have the required prior industry, functional & technical expertise?
- Assumption and Constraint Log: How relevant is this attribute to this Customer Advocacy Program project or audit?
- Scope Management Plan: Is your organization structure for both tracking & controlling the budget well defined and assigned to a specific individual?
- Lessons Learned: How useful was the content of the training you received in preparation for the use of the product/service?
- Change Management Plan: How far reaching in your organization is the change?
- Procurement Audit: Are there policies regarding special approval for capital expenditures?
- Change Management Plan: Do the proposed users have access to the appropriate documentation?
Step-by-step and complete Customer Advocacy Program Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Customer Advocacy Program project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Customer Advocacy Program 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 Advocacy Program 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 Advocacy Program 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 Advocacy Program 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 Advocacy Program 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 Advocacy Program project with this in-depth Customer Advocacy Program Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Customer Advocacy Program 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 Advocacy Program 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 Advocacy Program investments work better.
This Customer Advocacy Program 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.
