Customer Engagement Business Case Template

Demand Metric
Marketer's Toolkit
Current average rating    
Key Takeaways
  • Formal business case format
  • 12 pages of suggested content
  • Enables senior management support

Marketing Problem: You have researched customer engagement and clearly understand how your organization stacks up on the scale of maturity (from Undefined to World-Class) for customer engagement. You now want to create a document to share your findings with senior management in order to gain approval to begin the project or for an increase in staff/resources for the project.

Marketing Solution: Use the Customer Engagement Business Case to provide senior management with a use case for a customer engagement program in your organization.

This Microsoft Word template allows you to document the following regarding your use case: Executive Summary, Opportunity Overview & Key Success Factors, Assumptions & Decision-Making Criterion, Business Impact Analysis, Risks & Contingency Plans and Recommendations.

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