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™?
The Customer Success BlueprintTM (CSB) is our proven framework designed to transform your buyer conversations.
It moves your approach from generic product-based messaging to dynamic, value-driven storytelling that clearly communicates what you do, the problems you solve, and the value you provide. By doing so, it accelerates sales cycles, improves win rates, and aligns your sales and marketing team efforts.
It addresses the challenges faced by your teams and buyers, building consensus and adoption while inspiring 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
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: 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 3: Your CSB document
From the workshop we’ll produce your recommended Blueprint document made up of 3 sections
1. Requirements
Outlines the requirements we’ve identified for – your target audience, content, creative and technical.
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.
