Demand Metric

Training Course: Customer Engagement

Our Customer Engagement Plan Methodology is a 37-page PDF planning methodology that highlights our premium tool-kit of 38 premium tools & templates to help improve how customers engage with your company and to enable your organization with a customer-centric approach to drive revenue.

Demand Metric methodologies are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. 

Stages of this methodology include:

  1. Initiative Preparation
  2. Journey Mapping
  3. Strategy Planning
  4. Technology Selection
  5. Engagement & Advocacy
  6. Measurement

This course also provides the following research and training to help you better understand Customer Engagement and how to apply best practices to your organization.

Best Practices Report:

  • Customer Engagement Best Practices Report

Technology Overviews:

  • Advocacy and Loyalty Technology Overview
  • Gamification Technology Overview
  • Online Communities Technology Overview

Benchmark Reports:

  • Content & The Buyer's Journey Benchmark Report

Maturity Models & Frameworks:

  • Customer Engagement Maturity Model
  • Customer Engagement Framework

How-To Guides:

  • Developing Content Strategy from Journey Maps
  • Developing Sales Playbooks from Journey Maps
  • Improving Campaign Conversion with Journey Maps

Premium Tools & Templates

  1. Customer Engagement Plan Methodology and Course Guide
  2. Account Scoring Template
  3. Advocacy and Loyalty System RFP
  4. Advocacy and Loyalty Vendor Evaluation
  5. Advocacy and Loyalty Vendor Matrix
  6. Buyer Persona Template
  7. Buying Process Stage Template
  8. Communications Touch Point Diagram
  9. Customer Advocate Database
  10. Customer Engagement Budget Template
  11. Customer Engagement Business Case
  12. Customer Engagement Map
  13. Customer Engagement Maturity Assessment
  14. Customer Engagement Metrics Dashboard
  15. Customer Engagement Project Plan
  16. Customer Engagement Strategy Workbook
  17. Customer Journey Map
  18. Customer Lifetime Value Calculator
  19. Customer Profile Template
  20. Customer Satisfaction Index Calculator
  21. Customer Satisfaction Survey
  22. Decision Maker Analysis Matrix
  23. Gamification System RFP Template
  24. Gamification Vendor Evaluation
  25. Gamification Vendor Matrix
  26. Key Account Analysis
  27. Key Account Planning Tool
  28. Modern Marketing Department Structure
  29. Online Communities Vendor Matrix
  30. Online Community System RFP Template
  31. Online Community Vendor Evaluation
  32. Personalization System RFP Template
  33. Personalization Vendor Evaluation
  34. Personalization Vendors Matrix
  35. Referral Partnership Agreement
  36. Voice of the Customer System RFP
  37. Voice of the Customer Vendor Evaluation
  38. Voice of the Customer Vendor Matrix