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Stage 1: Calibrate

Stage 1: Calibrate

During Stage 1, Call Journey will work with you and plan for the insights and intelligence program

We want you to achieve the goals and success you have defined.

Key activity for this stage include:

Step 1: Review and calibrate on;

  • McKinsey Rapid Deployment insights and recommendations

  • McKinsey best practice framework/score

Step 2: Ensure key stakeholders and the working team are defined

Step 3: Identify Objectives & Key Success Factors


Identify Objectives and Key Success Factors

Pre Onboarding Check

Complete Customer Profile Framework

Discovery Session

Pre Onboarding Check

Complete Customer Profile Framework

Discovery Session

  • Is customer connectivity set up

  • If completed provide to appropriate CM team

  • Business objectives

  • Has SOW (if applicable) been completed

  • If not complete at first discovery session

  • Rapid Deployment I&R Review

 

 

  • McKinsey framework/score review

 

 

  • Enablement plan including key stakeholder I.D

 

 

  • Program walk through

Discovery Session

Right Plan, Right People

  • Discuss game plan

  • Understand key objectives and use cases

  • Plan virtual team for business case success

  • Walk through the customer success program framework

 

Action Item

Ensure the right group of people are identified and ready for the customer success programme kick off season

  • Are they briefed?

  • Do you know who are the “owners” and “deliverers” of the programme?

  • Are we clear on actions and measures from Rapid Deployment I&R?

  • Have you defined what success looks like and can it be measured (i.e. SMART goals)?

 

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