Digital Customer Toolkit

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More Uses of the Digital Customer Toolkit:

  • Pilot: Digital Marketing for Lead Generation, channels, sources, Best Practices and KPIs.

  • Manage work with Product Marketing to align messaging with core Product Offerings and with Marketing Operations to test and review Performance Metrics regularly.

  • Be accountable for contributing Best Practices for the effective implementation of Digital Customer Feedback monitoring and response processes.

  • Ensure you are at a social event, and you are engaging with a really high level client.

  • Be able to operate relatively complex production machinery performing multiple, interrelated operations.

  • Systematize: currently, one is in the go get business department (sales and estimating) managing relationships with past, current and future customers.

  • Assure your corporation complies; is equally effective producing results as a part of a team or as an individual contributor.

  • Meet and exceed quality goals, compliance regulations and productivity targets.

  • Confirm your design ensures safety, environmental protection and cleanliness in designated areas.

  • Maintain and build upon existing CX team forecasting models to plan for peak business periods and identify cost optimizations.

  • Translate feature and product details into easy to understand Digital Content that can be used in Marketing digital campaigns.

  • Drive: enablement Work Around the latest Digital Customer Service and B2B versions.

  • Be certain that your project executes against partner Marketing Plans to deliver results that exceed defined objectives.

  • Formulate: each individual acts like an owner creating an environment of greater alignment and greater autonomy.

  • Execute building governance platforms for Digital Customer engagements across multiple channels.

  • Drive: directly manage a team of leads and specialists to address customer queries, collect and track feedback, and develop internal and external resource materials.

  • Arrange that your project helps to analyze/execute new and potential product/services, markets, and advertising opportunities.

  • Create innovative and highly engaging raw ish content campaigns with a digital first focus.

  • Develop User Interfaces for Digital Customer facing responsive applications with the latest front end technologies.

  • Warrant that your strategy develops Project Management processes and oversees Community Engagement Team Workflow.

  • Ensure your enterprise prepares report and maintains statistical records associated with the Community Outreach Program.

  • Develop: development, management, analysis, reporting and forecasting of Media Campaigns.

  • Support the team in updating financial models, aligning KPI targets, and pacing models.

  • Update member information in multiple member databases depending on member need.

  • Ensure your support cases meet Service Level Objective through work Flow Management.

  • Be the strategic lead on assigned projects, ensuring that strategy is taken into account throughout creative Ideation, development and production.

  • Manage: work closely with Digital Customer Success to influence Digital Content and delivery to improve customer health.

  • Interpret data and feedback to inform design and Solution Strategy/architecture.

  • Ensure you raise; lead Digital Customer Transformation Efforts by developing the strategy and integration plan for offline and online Campaign Management.

  • Devise: extremely detailed oriented and organized yet can operate in a hectic environment.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How much does it cost?

  2. What are you trying to prove to yourself, and how might it be hijacking your life and business success?

  3. Is a Digital Customer Team Work effort in place?

  4. How is implementation research currently incorporated into each of your goals?

  5. Will existing staff require re-training, for example, to learn new business processes?

  6. What methods are feasible and acceptable to estimate the impact of reforms?

  7. Is the suppliers process defined and controlled?

  8. Why improve in the first place?

  9. How do you foster the skills, knowledge, talents, attributes, and characteristics you want to have?

  10. Are your goals realistic? Do you need to redefine your problem? Perhaps the problem has changed or maybe you have reached your goal and need to set a new one?

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

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

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

  4. Closing Process Group: Did the Digital Customer Project Team have enough people to execute the Digital Customer 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 Digital Customer 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 Digital Customer 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 Digital Customer 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 Digital Customer project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Digital Customer 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 Digital Customer 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 Digital Customer investments work better.

This Digital Customer 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.