Nurturing Client Relationships
Description
Use the Nurturing Client Relationships Template to create a plan for you to acquire clients, find ways of retaining client relationships, and establish methods that can transform the current relationship into something more substantial.
The template is divided into three panels: Gain, Keep, and Grow.
Transform the data collected in your Customer Voice Canvas into actionable workflows.
View your product roadmap in three timelines: the six-year view, the six-month view, and the six-week view.
Get a better understanding of your client’s process by completing a MMAN Sales Framework (Money, Method, Authority, Need) exercise.
Categorize and list what you know about your customers and potential users and create a detailed examination that will allow you to turn data and observations into actionable insights.
Use the Customer Impact vs Customer Expectations Template to refine your product based on the impact individual features will have on your customer experience.
Use the Three Feature Buckets Template to organize your ideas on a future feature release.
Use the Stakeholder Analysis Matrix Template to visualize all your stakeholders and determine their expectations. Ensuring that all those affected will be considered in the development of your project.
The Stakeholder Map Template is a visual representation of all the people who can influence your project and how they are connected.
The Customer Voice Canvas is a space to challenge the conventional knowledge of customer engagement and take a more strategic and targeted approach to customer feedback.
Compile and arrange user stories to create a more holistic view of how they fit into the overall user experience. Then track how you interact with your users through a set of revisions.
Separate your findings into primary and secondary sources.
This template is used to provide clarity when making changes to your product, and will allow you to trace your feature’s development from conception to outcome to make sure it is the right move for your company.
The Project Kickoff Template is used to concisely create clear working agreements, a shared understanding of project success, and to help decide on your next steps.
Popular for setting goals in organizations of any size. The Objectives and Key Results (OKR) Template connects your larger personal or professional objectives to specific, measurable, concrete results.
Use the Content Assessment Matrix to evaluate your current marketing content and messaging to see if it aligns with your future plans to revamp.
Use the Design Project Management Template to stay on top of your workflow by prioritizing and tracking your design work and keeping your team focused on the progress and timeline of their design tasks.
Use the Service Blueprint Template to view each step in your service process from a different perspective within your company.
The Product Requirement Document Planning Template helps your team pull together and organize all of the content that you will need to include in your final Product Requirement Document.
The 4L Retrospective Template will help your team review their work and focus on gathering information to improve future processes.
The MEDDIC Approach Template is a great way to qualify your potential customers and determine if expending the necessary effort is worth it.
UX User Interviews help design and product teams discover what drives your users toward your product and find better ways to serve them.
Visualize all of the places, or touchpoints, that your customer comes in contact with your company, product, or service both online and off with the Customer Journey Map Template.
Use the User Persona Matrix to create a detailed description of your customer and learn more about who they are.
Use the User Persona Profile Template to create a detailed description of your ideal customer and learn more about who they are.
Determine which ideas are most important to your project and which to execute first.
A template purpose-built for male customer and prospects segments, the Stormboard empathy map is a collaborative tool teams can use to gain a deeper insight into their customers.
An empathy map is a collaborative tool teams can use to gain a deeper insight into their customers. Purpose-built for female customer and prospects segments.
Using the Weekly Kanban and Retrospective Template can help you track and streamline your processes, and then review what happened in your sprint in order to identify what needs to be improved going forward.
The Platform Business Model Canvas makes it easier than ever to design a platform from every stakeholder's perspective. It works very well with other templates like Stakeholder Maps, Value Proposition Design Canvases, Business Model Canvas and Lean Canvas.
The Data, Insight, Belief, Bet Framework Template will help to prioritize initiatives across your organization. After collecting relevant user data, you can begin interpreting, developing, and implementing actions to improve your user’s experience.