Customer Outreach & Engagement Workflow Template

OpsDog Customer Outreach & Engagement Workflow - Preview Image

Overview: Customer Outreach & Engagement Workflow Template

This workflow template illustrates the development and implementation of customer outreach events and programs that are designed to uncover and solve customer needs, directly engaging potential and existing customer bases. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Customer Outreach & Engagement process.

Download a Free Sample of this Workflow Template


Process Details and FAQ: Customer Outreach & Engagement

What is Customer Outreach & Engagement?

Customer Outreach & Engagement is a process that involves the development and implementation of customer outreach events and programs that are designed to uncover and solve customer needs, directly engaging potential and existing customer bases. This process includes determining the budget, scheduling and authorization for an event or new project, collaboration with a third party (if necessary) to create appropriate customer events, designing an event agenda, message and audience, sending invitations and the conducting the event itself (events should focus on uncovering and solving customer needs). Customer program and event results should be analyzed so as to make future customer experiences better.


Which KPIs, or metrics, are typically used to measure this process?

The following metrics are typically involved in the Customer Outreach & Engagement process:


  • 1.Average Time Between Customer Interactions
  • 2.Frequency of Customer Service Surveys
  • 3.Total Volume: Customer Outreach Events

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Customer Outreach & Engagement process:


  • Account Manager
  • Client Relationship Manager
  • Customer Service Account Manager

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.


How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.


How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the document in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template

    $15

    Customer Outreach & Engagement

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

Related Products

Looking for a custom solution?

OpsDog’s remote analytical team can provide custom, high quality data, reports and analysis for your organization with low cost and risk. Custom solutions include:

Questions?Call: 844-650-2888Email: info@opsdog.com

Let's find a solution that works for you. Fill out the form below and an OpsDog team member will contact you shortly to learn more about your needs...

Need help?
Call: 844-650-2888
Email: info@opsdog.com
TOTAL:
Tax will be calculated in the purchase step.
Continue to Payment
Please login to continue your purchase
Need help?
Call: 844-650-2888
Email: info@opsdog.com
Need help?
Call: 844-650-2888
Email: info@opsdog.com
Back to Top