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Customer Engagement Playbook

AMA Customer Experience Playbook

Save Time. Plan Confidently. Make an Impact.

Your time is valuable. That’s why the Customer Engagement Playbook is built to help you improve how customers engage with your company and to enable your organization with a customer-centric approach to drive revenue. Done well, customer engagement fosters a lifelong advocate who embraces the company and brand beyond any one product or service experience.

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Includes 20+ Tools and Templates

This playbook includes access to customizable tools and templates from our popular AMA Marketer’s Toolkits including:

  • Customer Engagement Maturity Model
  • Customer Engagement Maturity Assessment
  • Customer Engagement Business Case
  • Buyer Persona Template
  • Customer Profile Template
  • Buying Process Stage Template
  • Roles Matrix
  • Strategy Workbook
  • Project Plan
  • Program Budget
  • Advocacy & Loyalty Technology Overview
  • Gamification Technology Overview
  • Online Communities Technology Overview
  • Advocacy & Loyalty Vendor Matrix
  • Gamification Vendor Matrix
  • Online Community System RFP Template
  • Personalization System RFP Template
  • Personalization Vendor Evaluation
  • Customer Satisfaction Survey
  • Customer Advocate Database
  • Customer Satisfaction Index Calculator
  • Customer Lifetime Value Calculator
  • Customer Engagement Metrics Dashboard

AMA Customer Engagement Playbook

AMA Marketer’s Toolkits

This playbook is just a piece of our AMA Marketer’s Toolkits. There are hundreds of individuals tools, templates and dashboards that can be used alone or as part of a larger strategy. They’re easy to use and built to enhance your decision-making skills.

This playbook is powered by Demand Metric.