Customer Success Blueprint
Transform your sales conversations and presentations into interactive experiences that simplify complex solutions, focus on value and help buyers to make faster, smarter decisions.
What is our Customer Success Blueprint™?
Our discovery and scoping process maps out your buyer journey, what they need to make faster more informed buying decisions and what your team and reps need in order to support them and your buyers along their journey.
The process helps to build consensus and adoption while inspiring you and your teams in the art of the possible to achieve exceptional results.
Stage 1: Intro & kick-off call
30 minutes
AGENDA
Introductions – Quick hellos!
What’s the CSB all about?
A simple overview of the Customer Success Blueprint and how it works
Workshop logistics
Lock in the date and confirm attendees
Pre-workshop prep
We’ll ask you to share any helpful materials (like PDF brochures or sales decks) so we can get a feel for your current messaging
The nuts and bolts
Key contacts for moving forward
Stage 2: Pre-Workshop Survey
We construct an anonymous survey (we get more honest feedback when anonymous), which is sent out to your sales team, product owners, and other stakeholders.
We’ll determine from our intro call the most appropriate recipients depending on your requirements.
Questions are unique to each customer but will cover: What reps feel buyers need, what content works best, how easy it is to find and prepare content for meetings, what challenges they face, how buyers can best be supported, etc.
Responses are a mix of qualitative and quantitative results and are presented back as a report.
Stage 3: Workshop
Approx 2 hours over Teams
AGENDA
Intro to POPcomms & best practices
We’ll kick things off with an introduction to POPcomms and share some best practices from other customers to show what’s possible and different approaches
What we’ll discuss
These are some of the key questions we’ll touch on, but this is a conversation, so we’ll follow the flow and dive into whatever is most relevant for you!
What are your strategic priorities?
What does success look like for you right now? Are you focusing on a specific product or solution?
What are the biggest challenges in your conversations with buyers?
Are there specific struggles like conveying value, explaining the product, or standing out from the competition?
What resonates with buyers?
What seems to work well with them? What helps move things forward—case studies, technical info, videos, market insights, calculators, or product configuration tools?
Any other challenges?
This could be around compliance, localization, data management, follow-up, self-serve options, or changes in your market.
Stage 4: Your CSB document
From the workshop we’ll produce your Blueprint document made up of 3 sections
1. Requirements
Outlines the requirements identified for the buyer journey, sales rep, marketing and technical requirements.
2. Content map & narrative structure
Outlines the high-level structure of your future presentation, the narrative flow and content requirements.
3. Phases & priorities
For larger projects, we will prioritize features and content, for an agile rollout so you can start fast and iterate fast based on exposure to customers.
