Product Adoption Toolkit

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Drive Customer Success outcomes by influencing Customer Lifetime value through retention, high Product Adoption, Customer Satisfaction, and overall Net Promoter Scores, enabling expansion, and new Business Growth through Customer Advocacy.

More Uses of the Product Adoption Toolkit:

  • Manage work with customers to create Effective Communication and Change Management plans, to drive end User Engagement and maximize Product Adoption.

  • Establish: influence future Lifetime Value through higher Product Adoption, Customer Satisfaction, and overall health scores.

  • Clarify influence Lifetime Value of accounts through higher Product Adoption, Customer Satisfaction and ensuring overall account health.

  • Devise: shape deliver growth by assuring usage, renewals, post sales success, loyalty, expansion and new Product Adoption.

  • Manage work with Customer Success managers to execute account specific strategies to drive end User Engagement, maximize Product Adoption and deliver value as a measure of revenue growth and retention.

  • Manage work with marketing, operations, and Direct Sales to support new and existing products and to create Marketing Strategies that increase Product Adoption and drive revenue growth.

  • Perform periodic Business Review with partners to confirm satisfaction, resolve technical issues, and continually drive successful Product Adoption.

  • Guide: influence future Lifetime Value through higher Product Adoption, Customer Satisfaction and overall health scores.

  • Increase overall Customer Lifetime value through higher Product Adoption, Customer Satisfaction and overall health score.

  • Drive: influence Lifetime Value through higher Product Adoption, Customer Satisfaction and overall Net Promoter Score (when it becomes measurable).

  • Manage: conduct virtual and onsite meetings according to Customer Success methodology to get results, Product Adoption and ensure retention.

  • Coordinate: partner with Customer Success management and other go to market teams to develop account plans and engage customers in order to facilitate Product Adoption and resolve existing issues.

  • Methodize: conduct Business Review to track data supported performance, present Product Roadmap to seek feedback and new Product Adoption, and ensure Customer Satisfaction and evangelism with bolt.

  • Perform periodic Business Review with customers to confirm satisfaction, resolve technical issues, and continually drive successful Product Adoption.

  • Make sure that your corporation complies; focus on Customer Needs and continuously improve the content to increase customer comprehension, Product Adoption, and Issue Resolution.

  • Ensure you realize; increased Customer Retention and lower churn rate, increased and faster Product Adoption, increased Customer Satisfaction and overall improved customer health scores.

  • Supervise: regularly review Product Adoption success analytics and metrics (product usage, financial and sales goals, funnel development, churn) and report progress to Product Management.

  • Guide: own a full funnel channel Marketing Program that drive new partner acquisition, generates awareness with your current Channel Partners, and encourages overall Product Adoption.

  • Identify: influence Future Value through increased Product Adoption, Customer Satisfaction, and overall Customer Relationships.

  • Drive Product Adoption and work with other departments, as Customer Service and Product, to ensure a seamless Customer Journey.

  • Drive Product Adoption Continuous contact with customers to expand adoption of your product by utilizing new features and developing additional innovative Use Cases.

  • Engage Sales Training team to develop impactful, comprehensive and ongoing training programs providing product, customer and market insights to accelerate Product Adoption and utilization.

  • Develop and orchestrate programs or proactive communications to increase Product Adoption and proactively improve the overall Customer Journey.

  • Provide strategy and guidance to maximize Product Adoption and Best Practice adherence resulting in measurable Business Impact.

  • Methodize: work closely with the sales and Customer Success to ensure continued Customer Success, multi Product Adoption, acv, revenue and market share growth.

  • Evaluate: plan, coordinate, and execute projects to deliver accurate, effective, and timely solutions that promote customer Product Adoption.

  • Be accountable for designing and developing predictive and prescriptive models for churn prediction and Product Adoption depending on customer usage data.

  • Drive Lifetime Value through higher Product Adoption, higher retention rate, Customer Satisfaction and customer health scores.

  • Manage: partner with Product Managers and engineering to build Product Adoption metrics and repeatable framework for delivering them.

  • Steer: work closely with the Customer Success team to ensure successful Product Adoption and realization of the full value of customers Technology Investment.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Product Adoption 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 Product Adoption improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What could cause delays in the schedule?

  2. How do you manage scope?

  3. How do you go about securing Product Adoption?

  4. Why do the measurements/indicators matter?

  5. Are there regulatory / compliance issues?

  6. Are Risk Management tasks balanced centrally and locally?

  7. Is special Product Adoption user knowledge required?

  8. What should be considered when identifying available resources, constraints, and deadlines?

  9. What needs to be done?

  10. What is your formula for success in Product Adoption?

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

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Product Adoption 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 Product Adoption 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 Product Adoption investments work better.

This Product Adoption 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.