Getting Buy In for Business Initiatives

How to Get Buy-In on Your CX Initiatives

This training shows you how to create the one pager that will get your CX Initiatives Approved. For example, the language to use when requesting meetings, how to create the proposal, questions to ask vendors and partners, and estimating ROI.

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Course curriculum

1

Introduction
2

Getting Started
- Reasons your Initiatives Fail
- Interactive Workbook
3

Creating a Problem Statement
- What is a Problem Statement?
- Communicate the current state.
- Clearly state the ideal future state.
- Clarify the consequence of not moving forward.
- Write your Problem Statement
4

Building Alliances
- How to identify allies
- Acquiring Allies
5

Research Partners and Vendors
- Partner versus Vendor
- Foundation of a Requirements List
- Find Vendors or Partners that fit your needs
- Collecting information on what vendors/partners can do
6

Create your Case
- Let's get mathematical
- Return on Investment
- Make a Request
- State your goals
- Timeline & Getting things Done
- Build your one pager