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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 TV-09101110-0

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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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Hamza H 1,807 on at

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template step-by-step plan

Use a simple transition plan listing:

Assess current outbound flows

Define goals for real-time journeys

Map and build new journeys

Test and train users

Go-live and monitor

You can track tasks, owners, dates, and risks in an Excel or Word table.

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