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Our Customer Engagement Plan Playbook is a planning methodology that highlights our premium tool-kit of 54 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 playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this methodology include:

Initiative Preparation
Journey Mapping
Strategy Planning
Technology Selection
Engagement & Advocacy
Measurement
There are 54 premium tools & templates linked inside of this methodology to facilitate the process:

Customer Engagement Best Practices Report
Customer Marketing Benchmark Report
Online Communities Benchmark Report
Content & Buyer’s Journey Report
Leveraging Public Communities Workshop
Importance of Social CRM How-to Guide
Customer Engagement Map
Journey Maps Guide: Campaign Conversion
Journey Maps Guide: Sales Playbooks
Journey Maps Guide: Content Strategy
Customer Engagement Roles Matrix
Customer Engagement Maturity Model
Customer Engagement Maturity Assessment
CRM Maturity Assessment
Online Community Readiness Assessment
Online Communities Technology Overview
Advocacy & Loyalty Technology Overview
Gamification Technology Overview
Customer Engagement Solutions Matrix
Voice of the Customer Vendors Matrix
Gamification Vendor Matrix
Advocacy and Loyalty Vendors Matrix
Personalization Vendors Matrix
Online Communities Vendors Matrix
Advocacy and Loyalty Vendor Evaluation
Gamification Vendor Evaluation
Personalization Vendor Evaluation
Voice of the Customer Vendor Evaluation
Online Community Vendor Evaluation
Personalization System RFP Template
Advocacy and Loyalty System RFP
Gamification System RFP Template
Online Community System RFP Template
Voice of the Customer System RFP
Customer Journey Mapping Research
Customer Engagement Strategy Workbook
Customer Engagement Project Plan
Customer Engagement Business Case
Customer Engagement Program Budget
CRM Program Plan
Online Community Plan
Online Community Adoption Guide
Engaging Users with Gamification Guide
Social CRM Best Practices Guide
Buyer Personas
Buying Process Stage Content Mapping
Customer Satisfaction Survey
Customer Advocate Database
Content Marketing Plan
Customer Engagement Metrics Dashboard
Customer Lifetime Value How-to Guide
Customer Lifetime Value Calculator
Customer Satisfaction Index Calculator
Post Project Evaluation