Customer Journeys Toolkit

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Manage Customer Journeys: implement extensive use of transformations like Aggregate, Filter, Join, Expression, Lookup, Update Strategy, Expressions, Sequence Generator Transformations.

More Uses of the Customer Journeys Toolkit:

  • Organize Customer Journeys: partner with Product Marketing, Content Marketing, brand marketing, and Marketing Operations to create cohesive campaigns, messaging and Customer Journeys.

  • Govern Customer Journeys: partner with Product Marketing, Content Marketing, brand marketing, and Marketing Operations to create cohesive campaigns, messaging and Customer Journeys.

  • Audit Customer Journeys: by providing simple, yet incredibly powerful tools, indicative makes it easy for Product Managers and marketers to analyze and optimize Customer Journeys.

  • Direct Customer Journeys: work across teams to understand and map out Customer Journeys and media touchpoints across devices and platforms.

  • Ensure you formulate; lead strategic, cross functional initiatives as Customer Journeys, maturity models, Voice Of Customer, and product feedback.

  • Be accountable for providing expertise as to how Big Data, Machine Learning, or Business Intelligence can be leveraged to optimize Customer Journeys on a digital path to purchase.

  • Ensure that Customer Journeys across channels are optimized to reduce friction, increase first contact resolution, and maximize customer Lifetime Value.

  • Enable the change by driving the conversations to align to your Customer Journeys and the segment strategies, aligned to the Operating model and ways of working.

  • Analyze Customer Journeys under an optimization focused lens, interpret experimentation results to help clients evolve the products.

  • Introduce analyze progress and customer response to the Mobile App and web Customer Journeys and advise measurable insights.

  • Identify Customer Journeys: partner with Product Marketing, Content Marketing, brand marketing, and Marketing Operations to create cohesive campaigns, messaging and Customer Journeys.

  • Be accountable for partnering manage partners as part of the broader set of organizations involved, conduct partner enablement briefings and trainings to accelerate Customer Success.

  • Manage internal and external relationships with the customer account, customer, vendors, support teams, and Executive Management.

  • Devise Customer Journeys: articulate and understand the Customer Strategy and Citrix solution strategy to a technical level of detail for technical area of focus.

  • Make sure that your venture participates in cross functional teams and contributes to overall management and performance of daily operations, direct customer relations, information technology input, quality, and security.

  • Confirm your design ensures that all entitlement data is entered according to Best Practices and Customer Requirements ensures that data retrieved from customer cloud portals is appropriately entered according to Best Practices and Customer Requirements.

  • Head Customer Journeys: partner with various marketing channels to test different segment strategies with a goal of increasing customer interaction across your digital ecosystem.

  • Troubleshoot, adapt, and resolve/repair all issues that arise during an installation that would keep the equipment from functioning properly or the customer from being satisfied.

  • Assure your organization fosters a culture of Customer Service, quality and Continuous Improvement for the IT support team; follows IT service Management Concepts, in particular for service, Change and Configuration Management, and Problem Management.

  • Provide regular updates to team, management, and customer on work performed, plans, budget, and overall status.

  • Evaluate Customer Journeys: through the combination of talents and abilities that you can pursue finding effective measures on how you can provide the best Customer Service.

  • Ensure you supervise; build and grow genuine relationships with your customers and across the sales organization; manage the customer lifecycle through acquisition, growth, and retention.

  • Guide Customer Journeys: through voice of Customer Insights.

  • Be certain that your business recommends improvements to existing supply/logistics Processes And Procedures in order to advance organization operations and provide superior Customer Service.

  • Distill and communicate customer needs and product feedback to Product Management, Engineering, Marketing And Sales.

  • Establish that your strategy performs Functional Analysis, timeline analysis, detail trade studies and recommended requirements allocation to translate Customer Requirements into system level specifications.

  • Establish that your business translates customer and business strategies into Engineering Design concepts and drive efficient Product Development with modern Design Control processes.

  • Interpret and analyze log data to troubleshoot issues in customer environments involving cloud, server, endpoint and Network Infrastructure.

  • Identify Customer Journeys: direct customer Service Teams to ensure Demand Planning/forecasting and Customer Service support meet customers requirements and achievE Business targets in accordance with departments strategy.

  • Establish a rapport with the customer that fosters on going communication about thE Business to allow for full appreciation of the customers Business Needs.

  • Secure that your organization complies; conducts Network Analysis and research to address changing business and/or software needs for large or unusual projects and for projects introducing new technology or new Business Processes.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Can you break it down?

  2. What activities does the governance board need to consider?

  3. Who is responsible for ensuring appropriate resources (time, people and money) are allocated to Customer Journeys?

  4. If you weren't already in this business, would you enter it today? And if not, what are you going to do about it?

  5. What do you need to qualify?

  6. What is out of scope?

  7. What are the rules and assumptions your industry operates under? What if the opposite were true?

  8. How do you lead with Customer Journeys in mind?

  9. Are problem definition and motivation clearly presented?

  10. What is the source of the strategies for Customer Journeys strengthening and reform?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Journeys 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 Journeys 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 Journeys project with this in-depth Customer Journeys Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Journeys 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 Journeys 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 Journeys investments work better.

This Customer Journeys 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.