Optimize Your CX Strategy
Unify data, tech, and customer insights deliver AI-orchestration at scale.
Book This Workshop
A Workshop Is Not…
- A “talk-shop”, lecture, or monologue.
- A session where Info-Tech does all the work. We work with our members.
- An engagement of more than 4 days.
A Workshop Is…
- A set of facilitated activity-based exercises aimed at helping our members and their teams make key business decisions.
- Collaborative discussion meant to drive consensus and decision making between Business leaders around digital directions.
- Pre-packaged in scope to be delivered within 1-week and built off Info-Tech’s best practice research.
Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Book NowModule 1: Prepare for Workshop
The Purpose
Gather relevant business documentation and include necessary participants.
Key Benefits Achieved
Be ready to engage in the workshop.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Review documented organizational strategy and strategic initiatives |
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| 1.2 | Select accounts in the ICP workbook (Account Journey tab) and outline two priority buyer personas with their specific journeys |
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| 1.3 | Schedule Participants |
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Module 2: Establish Business Goals
The Purpose
Align business and customer priorities.
Key Benefits Achieved
- Document goals and expectations.
- Complete ideal customer profile.
- Draft personas for target segments.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Review Business Strategy and align on high-value clients |
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| 2.2 | Identify gaps and align on personas |
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| 2.3 | Draft initial personas with AI integration |
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| 2.4 | Recap and finalize days findings |
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Module 3: Determine Growth Strategy
The Purpose
Develop AI-powered customer profiles and journey maps.
Key Benefits Achieved
- Align strategy with target personas.
- Focus on primary personas.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Finalize top customer (3-5) personas |
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| 3.2 | Review messaging and compare against personas |
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| 3.3 | Review process and workflow for demand creation and capture |
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| 3.4 | Map Buyer Journey |
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Module 4: Define Product Strategy
The Purpose
Leverage automation to build a strategic CX roadmap.
Key Benefits Achieved
- Recorded list of human vs. automated touchpoints.
- Documented key hyper-personalization strategies.
- Documented CX initiatives.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Review human touchpoints & automation for customer journey. |
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| 4.2 | CX Trend Analysis and Horizon Scanning |
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| 4.3 | Orchestrate customer journeys into an actionable CX framework |
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Module 5: Finalize CX Strategy
The Purpose
Build a technology enablement plan.
Key Benefits Achieved
Consolidated plan combining journey priorities, automation opportunities, and technology enablement.
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Review current technical architecture |
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| 5.2 | Map your technology and gaps to enable CX priorities |
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| 5.3 | Prioritize initiatives to drive your CX strategy |
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| 5.4 | CX Roadmap |
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| 5.5 | Summarize & recap findings into cohesive strategy |
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