Customer Conversion Toolkit

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Communicate and coordinate with contact center leadership to achieve appropriate staffing levels to convert demand generation into profitable Customer Conversions.

More Uses of the Customer Conversion Toolkit:

  • Ensure all administrative functions pertaining to personnel are processed on a timely basis.

  • Manage quarterly close to ensure timely and accurate completion of deliverables.

  • Drive: Project Management skills to manage tight deadlines across multiple stakeholders.

  • Promote harmony and quality Job Performance of staff through support, effective leadership, and positive reinforcement.

  • Identify: work in collaboration with creative services team to create streamlined processes for efficient content creation and execution.

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

  • Improve close rates Sell more software by matching your Marketing And Sales to how your customers buy.

  • Optimize the visit to lead to Customer Conversion and retention rates and increase funnel marketing efficiencies.

  • Identify, monitor and optimize search performance for your organization category.

  • Maintain your organizations Benchmarking KPI Tracker which tracks supplier performance based on spend conversion, turnaround time, and overdue status.

  • Identify the customers product issues and provide Problem Solving troubleshooting.

  • Standardize: continually monitor and analyze traffic logs, conversion ratios, budget guidelines, renewal information, marketing data, etc.

  • Oversee sales consultations to provide feedback and coaching to Sales Managers.

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

  • Be accountable for receiving ongoing Professional Development training to deepen your skills and optimize your growth.

  • Create and maintain a database of prospective and past clients to ensure organized and current information on all leads.

  • Steer: closely monitor Talent Acquisition efforts, labor Demand Forecasting and payroll.

  • Lead the appropriate level of selling skills to positively impact conversion.

  • Manage work with the Product Marketing, customer marketing, and growth teams to equip internal teams with content.

  • Perform field work and face to face Retail Sales on occasion for training purposes.

  • Create active follow up communication with customers to ensure successful order conversion.

  • Ensure you use Data Driven Decision Making informed by Statistical Analysis of the tests you execute to determine the best strategy.

  • Deal effectively, consistently, and on a timely basis with performance problems.

  • Collaborate with the management of Financial Reporting on the monthly closing and monthly forecast process.

  • Direct: research through multiple sources  to determine best product/solution for the customer.

  • Interact with guests via phone, sms, and email to ensure Customer Satisfaction.

  • Support all strategic communication needs Commercial leadership to Commercial Team and Commercial Team to networks.

  • Edit copy created by internal stakeholders (Product Marketing, etc) to ensure engaging content and an on brand voice.

  • Gather customer and market insights to inform outreach strategies, increase Customer Conversions, and generate more qualified leads.

  • Lead: many financial advisors are now realizing the value of this product as one of several overall Financial Planning tools.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. For estimation problems, how do you develop an estimation statement?

  2. What are the requirements for audit information?

  3. Who is responsible for Customer Conversion?

  4. Are all requirements met?

  5. What are the Customer Conversion tasks and definitions?

  6. How do you do Risk Analysis of rare, cascading, catastrophic events?

  7. What would have to be true for the option on the table to be the best possible choice?

  8. How can you best use all of your knowledge repositories to enhance learning and sharing?

  9. What are the potential basics of Customer Conversion fraud?

  10. How can you become the company that would put you out of business?

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

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

  • 62 step-by-step Customer Conversion Project Management Form Templates covering over 1500 Customer Conversion 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 Conversion project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Conversion project team have enough people to execute the Customer Conversion 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 Conversion 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 Conversion Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Customer Conversion 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 Conversion 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 Conversion 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 Conversion 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 Conversion 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 Conversion project with this in-depth Customer Conversion Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Conversion 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 Conversion 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 Conversion investments work better.

This Customer Conversion 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.