Description

Secure your customer relationships throughout lifecycle

Does your organization have the necessary capabilities to meet customer requirements for service?

What customer problem does your product solve?

How does your market and customer base be segmented?

How often will customers need your product?

What does your customer really need?

...Find the answers to these, and more, questions with this Customer Lifecycle Management Toolkit:

Create product tiers to help your customers through the lifecycle of your brand.
Be active in your customers lifecycle.
Keep track of where your customers are in the purchase lifecycle.
Get your active customers to engage more often with your content.
Analyse customer interactions and manage data throughout the customer lifecycle.
Create a deep sense of customer pride in owning and using your product.
Understand the importance of customers for developing your organization.
Characterize your relationship with customers.
Monitor data lifecycle management from the customer perspective.

HOW THIS TOOLKIT WORKS:

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

STEP 1: Get your bearings

Start with...

The latest quick edition of the Customer Lifecycle Management 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 Lifecycle Management improvements can be made.

Examples; 10 of the 999 standard requirements:

Is it possible that your budget needs to be allocated to better match the emphasis you want or need to place on the various moments in the customer lifecycle?
Does your organization have a documented set of controls that it uses to ensure the separation of data and security information among customer applications?
Are you resolving your customers service issues in less and less time, with fewer and fewer service calls or visits, and with more and more product uptime?
Why treat all customers the same when you can tailor your business processes and opportunity stages to match the buying lifecycle of each customer group?
Does your organization perform background checks on personnel with administrative or other privileged access to servers, applications or customer data?
Do you understand your data lifecycle as your organization and how data is used to inform decisions that affect the business and also your customers?
What products do you offer that are often purchased together, or that customers would consider a must have based on the previous buying history?
Why risk productive service performance and profitable customer relationships to anything less than the best in technical product information?
Which type of cloud model typically presents the most challenges to a cloud customer during the destroy phase of the cloud data lifecycle?
Which solution would help a customer facing performance problems due to IP network limitations during the nightly backup window?

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 Lifecycle Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

62 step-by-step Customer Lifecycle Management Project Management Form Templates covering over 1500 Customer Lifecycle Management project requirements and success criteria:

Examples; 10 of the check box criteria:

Responsibility Assignment Matrix: What do you need to implement earned value management?
Human Resource Management Plan: Are Customer Lifecycle Management project leaders committed to this Customer Lifecycle Management project full time?
Source Selection Criteria: What are the steps in performing a cost/tech tradeoff?
Human Resource Management Plan: Are vendor contract reports, reviews and visits conducted periodically?
Stakeholder Management Plan: What specific resources will be required for implementation activities?
Probability and Impact Assessment: Supply/demand Customer Lifecycle Management projections and trends; what are the levels of accuracy?
Change Management Plan: Have the business unit contacts been briefed by the Customer Lifecycle Management project team?
Team Performance Assessment: To what degree are sub-teams possible or necessary?
Assumption and Constraint Log: Is the amount of effort justified by the anticipated value of forming a new process?
Cost Baseline: Has operations management formally accepted responsibility for operating and maintaining the product(s) or service(s) delivered by the Customer Lifecycle Management project?

Step-by-step and complete Customer Lifecycle Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Customer Lifecycle Management project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Customer Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management project or Phase Close-Out
5.4 Lessons Learned

Results

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

In using the Toolkit you will be better able to:

Diagnose Customer Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management investments work better.

This Customer Lifecycle Management 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.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

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'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I did not have to waste time with a generic self-help book that wasnt tailored to my exact situation.'

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

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'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'

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'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

Checklists:

Checklists:Customer Lifecycle Management Checklist Report on PRODUCT.pdf

Checklists:Customer Lifecycle Management Checklist Report on ORGANIZATION.pdf

Checklists:Customer Lifecycle Management Checklist Report on CUSTOMER.pdf

Checklists:Customer Lifecycle Management Checklist Report on CLIENT.pdf

Checklists:Customer Lifecycle Management Checklist Report on LIFECYCLE.pdf

Checklists:Customer Lifecycle Management Checklist Report on INFORMATION.pdf

Checklists:Customer Lifecycle Management Checklist Report on PROCESS.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Customer Lifecycle Management Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Customer_Lifecycle_Management_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Customer Lifecycle Management Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Customer_Lifecycle_Management.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.

Customer Lifecycle Management Toolkit