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PHASE 1: Creating and Cultivating the Customer Engagement Opportunity


PHASE 2: RAPID DIAGNOSTIC Engagement Including AVA

  • Laying the foundation of recommendation implementation (including McKinsey score)

  • Introduction of Call Journey

  • Customer onboarding with Call Journey (customer insights and recommendations required)


PHASE 3: Customer Onboarding / LEAVE BEHIND Prep

  • Customer intelligence handover document

  • Finalize and agree on commercials

  • Security Process (data risk profile, safety persuasions)

  • Recommended Personnel/Personas involved

  • Workplan, deliverables and timeline

  • Ongoing support Structure


PHASE 4: LEAVE BEHIND

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