Customer engagement plan framework

What is a customer engagement plan framework?

A customer engagement plan framework is a strategic guide designed to help businesses build and sustain meaningful relationships with their customers.

This template provides a structured approach to running multiple engagement campaigns simultaneously, ensuring that customers remain actively connected with your brand.

What’s inside the template?

The customer engagement plan framework includes four key steps to create a structured and effective engagement strategy:

1. Relationship mapping
2. Customer research
3. Customer segmentation
4. Engagement timeline and content planning

How to use the template

1. Identify key customers – Map out the customers who will benefit most from engagement efforts.
2. Conduct research – Gather insights into customer challenges, goals, and preferences.
3. Segment your audience – Group customers into four categories based on shared engagement objectives.
4. Implement the 24-week plan – Follow the engagement timeline, adjusting communication frequency and messaging as needed.
5. Measure and refine – Use scheduled review periods to analyze campaign effectiveness and optimize for future engagement efforts.

Download your customer engagement plan framework

Customer engagement plan framework

Customer engagement plan framework Continuous engagement with your customers is a must. But in order to engage, not just interact with your customers, you’ll need a solid plan in place. This template will help you to plan up to four different customer engagement campaigns to run simultaneous…

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