Customer Advocates Toolkit

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Control Customer Advocates: implement extensive training in environmental epidemiology, geostatistics or biostatistics.

More Uses of the Customer Advocates Toolkit:

  • Warrant that your group complies; as trusted Customer Advocates, the team helps organizations understand Best Practices around advanced Cloud Based Solutions, how to migrate and/or re develop existing workloads to the cloud.

  • Help to build executive level Customer Engagements to increase engagement and awareness of the Drift value that translates into success for economic buyers and builds the success into Customer Advocates.

  • Arrange that your organization as trusted Customer Advocates, the team helps organizations understand Best Practices around advanced Cloud Based Solutions, how to migrate and/or re develop existing workloads to the cloud.

  • Create an always on customer and partner obsessive culture where employees are Customer Advocates, empowered to drive change and rewarded for actions.

  • Assure your organization as trusted Customer Advocates, the Application Migration and Modernization Practice helps organizations understand Best Practices around advanced Cloud Based Solutions, and how to migrate and modernize existing workloads to the cloud.

  • Establish that your organization as trusted Customer Advocates, the Application Migration and Modernization Practice helps organizations understand Best Practices around advanced Cloud Based Solutions, and how to migrate and modernize existing workloads to the cloud.

  • Warrant that your business complies; as trusted Customer Advocates, the Solutions Prototyping team helps customers in creating the early iterations of products and solutions, often exploring new technical grounds.

  • Make sure that your organization complies; as trusted Customer Advocates, the Application Migration and Modernization Practice helps organizations understand Best Practices around advanced Cloud Based Solutions, and how to migrate and modernize existing workloads to the cloud.

  • Secure that your project complies; customers, focused on customer privacy; customer treatment; non harmful products; and transparent communication.

  • Ensure your organization displays expertise in industry protocols, solutions and customer situational management.

  • Facilitate the interface between customer and Development Teams; communicate requirements and design to Development Teams for implementation; track and review development, keeping the customer in the loop.

  • Govern Customer Advocates: work closely with department heads to develop a positive customer oriented service, by providing training, support, coaching, recognition, methods for engagement, and Performance Feedback.

  • Ensure you realize; lead marketing content initiatives, across multiple platforms and formats to drive sales, engagement, retention and positive Customer Behavior.

  • Establish Customer Advocates: CIAM or customer identity integrations.

  • Oversee Customer Advocates: design new adhesive product configurations that are cost effective, creative and meet down Stream Processing and customer end user requirements.

  • Ensure you boost; lead research efforts in pursuit of actionable insights around key brand challenges, top commercial opportunities, and customer beliefs, behaviors, and needs.

  • Methodize Customer Advocates: Contract management, Financial Management, operations, quality, Inventory Management, Warehouse Management, parts sales / overall Customer Service, sales, and facilities maintenance.

  • Coordinate with Product Management, operations, Customer Support and other functional teams to investigate issues and deliver high quality solutions.

  • Develop Customer Advocates: continuously evaluate alternative data sources and structures to document and improve the efficacy of your Customer Conversion models and processes.

  • Control Customer Advocates: Cyber advisor provides employees opportunities for growth and learning while servicing a dynamic customer base.

  • Direct Customer Advocates: work closely with sales and Customer Success Management and provide training on the services the Data Science department provides.

  • Ensure Field Operations communication strategy is aligned with Organization Strategy and partner closely with stakeholders from the office of the CEO, corporate communications, and marketing.

  • Govern Customer Advocates: own full funnel customer acquisition and collaborate with channel managers on strategy, planning, and execution of growth initiatives.

  • Be accountable for Marketing Plan development of integrated campaigns across customer touchpoints in the customer journey, ensuring consistency with articulated strategy.

  • Manage work with the systems team to troubleshoot, diagnose, and remediate customer application issues.

  • Expect detailed training to achieve mastery of processes regarding your products and Customer Service procedures.

  • Ensure and maintain Salesforce Data integrity (duplicate records, bounces, contact ownership) and Data Quality of other Customer Data sources as single source of truth.

  • Confirm your corporation develops strategies to enable teams to efficiently input and analyze data received from external sources to ensure accurate and validated data is available for associates in Decision Making and Customer Service.

  • Lead Customer Advocates: work to deliver the highest quality Customer Service at each step of the Software Development lifecycle.

  • Lead Customer Advocates: partner with marketers across multiple brands, external vendors and other Key Stakeholders to influence, develop and deploy integrated Customer Engagement journeys.

  • Warrant that your team complies; advocates and models coding and collaboration practices, review team code, and provides team members with feedback and suggestions for Process Improvement.


Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Advocates Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Customer Advocates 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 Advocates specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Advocates 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 999 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 Advocates improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you make it meaningful in connecting Customer Advocates with what users do day-to-day?

  2. What is the funding source for this project?

  3. What training and qualifications will you need?

  4. Are Customer Advocates changes recognized early enough to be approved through the regular process?

  5. Which needs are not included or involved?

  6. What is the scope?

  7. Are your outputs consistent?

  8. What are the types and number of measures to use?

  9. What is the definition of success?

  10. Do you feel that more should be done in the Customer Advocates area?

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 Advocates book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Advocates 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 Advocates Self-Assessment and Scorecard you will develop a clear picture of which Customer Advocates 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 Advocates 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 Advocates projects with the 62 implementation resources:

  • 62 step-by-step Customer Advocates Project Management Form Templates covering over 1500 Customer Advocates project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Customer Advocates project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Advocates Project Team have enough people to execute the Customer Advocates Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Customer Advocates Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Customer Advocates 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 Advocates 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 Advocates 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 Advocates 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 Advocates project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Customer Advocates 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 Advocates 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 Advocates investments work better.

This Customer Advocates 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.