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Customer experience | Sales, Customer Insights,...
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template step-by-step plan

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Posted on by 6
Hi everyone,
Does anyone have a template (excel or word) that can be used as a step-by-step transition plan for this transition from Outbound Marketing Flows to Real Time Marketing journeys? I started to create one but I want to be sure I am on the right track and thus could use some help and insights. Thanks!
 
Regards,
Tamara
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  • Verified answer
    Hamza H Profile Picture
    1,807 on at
    Use a simple transition plan listing:
    1. Assess current outbound flows
    2. Define goals for real-time journeys
    3. Map and build new journeys
    4. Test and train users
    5. Go-live and monitor
    You can track tasks, owners, dates, and risks in an Excel or Word table.


     

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