Customer Strategy Toolkit

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Evaluate and promote Best Practices and optimum utilization of resources; devise standard operating practices and develop plans for the efficient use of materials, machines, capital and employees; and drive improvements through the application of Lean Manufacturing practices and Kaizen activity.

More Uses of the Customer Strategy Toolkit:

  • Provide expert Thought Leadership in your field and work with limited direction, using additional research and interpretation to identify issues or problems.

  • Drive program execution and accountability using benchmarks and data to establish metrics that improve performance, Reduce Costs, increase value, and drive Customer Satisfaction.

  • Transform Data Insights into action for cross functional success by identifying opportunities to scale operations and drive maximum value for thE Business.

  • Be certain that your planning leads the talent and Performance Management of reporting staff, while identifying and developing top potential individuals who can fill the Succession Planning needs of your organization in the future.

  • Drive a compelling Customer Centric, Data Driven point of view to help clients better leverage Customer Insights across functions and channels.

  • Generate and drive insights using multiple research methods using primary, secondary, and analytical means to solve complex Customer Problems.

  • Provide a common approach and process for driving the work across your organization through collaboration, Process Improvement, Change Management, and cross functional alliances.

  • Collaborate with cross functional peers to understand and solve Customer Problems and evaluate Application Design, requirements, expected behavior, and analytical methodologies.

  • Communicate project progress to all relevant parties reporting on topics as Cost Control schedule achievements quality Control Risk avoidance and changes to project specifications.

  • Provide Vision And Strategy for the long term prosperity of it by working with Site General management and Corporate Management in the Strategic Planning for it.

  • Govern: own and cultivate relationships with your customers by finding new and creative ways to drive value and revenue for businesses and become a trusted partner.

  • Confirm your corporation coordinates and conducts regular communication sessions between internal cross functional and Sales Teams to ensure alignment and accountability on forecast attainment, budget, Business Planning, and trade objectives.

  • Develop and enhance cross functional proactive processes that touch the Customer Journey from implementation through renewal, differentiating processes as appropriate for different Customer Segments.

  • Create effective long term relationships with strategic customers, distributors, and key internal/External Stakeholders to deliver Value Added impact and deliver plan responsibly.

  • Participate in/lead customer negotiations as Design Changes, changes in the supplier base, move of production, material recovery or contract/annual pricing negotiations and new businesses.

  • Serve as a member of the Business Development and Customer Engagement Leadership Team, partnering with other leaders to achieve cross functional goals.

  • Execute annual account plans by off and On premise retail account customer to reflect brand and customer strategies and support the delivery of business goals.

  • Be accountable for leading the Economic Development services for your organization, creating and executing overall community economic vitality through offered programs and services.

  • Standardize: distributor management, collaborating, training and monitoring the distribution partners in order to deliver SustainablE Business performance.

  • Formulate: champion Design Thinking methodology, Data Driven Decisions, and a Continuous Improvement mindset by deploying Best Practices and via regularly coaching of peers and colleagues.

  • Support proposal and Business Development activities by identifying new target clients, building and sustaining trust based relationships with key executives.

  • Deliver frequent, clear and consistent communications with key partners that drive a more Agile and Customer Centric approach across your organization.

  • Develop, test, and implement traditional and non traditional methods of driving sales and gross margin by activating client behaviors and spending patterns.

  • Be accountable for performing Exploratory Data Analysis to understand relationships, opportunities to influence outcomes and how to attribute cross channel outcomes.

  • Be accountable for leading you to the next level in buying and selling rental services, to use services and provide Customer Service with the help of digitalization.

  • Direct: leverage and collaborate with organization / customer teams to provide effective, Integrated Solutions to meet Customer Needs and financial expectations.

  • Ensure you steer; fostered client and Stakeholder Relationships, successfully delivered project outcomes, and managed the demands of Client Expectations and Project Team needs.

  • Ensure Market Analysis, Capacity Analysis, Customer Segmentation, Predictive Analysis and other internal intelligence is provided to the sales organization.

  • Provide significant input into, and deliver against, the development of Business Objectives and lead Key Business Decisions with management that arE Business critical and strategic in nature.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. To whom do you add value?

  2. Is there a high likelihood that any recommendations will achieve their intended results?

  3. Will the team be available to assist members in planning investigations?

  4. How do you provide a safe environment -physically and emotionally?

  5. How do you determine the key elements that affect Customer Strategy workforce satisfaction, how are these elements determined for different workforce groups and segments?

  6. What practices helps your organization to develop its capacity to recognize patterns?

  7. Will the controls trigger any other risks?

  8. How is the data gathered?

  9. What extra resources will you need?

  10. What can be used to verify compliance?

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

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

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

  4. Closing Process Group: Did the Customer Strategy Project Team have enough people to execute the Customer Strategy 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 Strategy 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 Strategy 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 Strategy 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 Strategy 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 Strategy project with this in-depth Customer Strategy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Strategy 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 Strategy 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 Strategy investments work better.

This Customer Strategy 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.