Cheatsheet: Creating a Customer Rollout Plan

Use the Five Cs to Write a Plan for Every Customer

A Customer Rollout Plan should accurately reflect how your company onboards each new client. Customers choose to work with companies who can solve their problems. Whether the solution creates efficiencies, saves time or provides insights, a Customer Rollout Plan sets the stage for how effectively a company will deliver on its promise.

The Customer Rollout Plan Cheatsheet uses the Five Cs to ensure the plan is:

  • Clear
  • Concise
  • Complete
  • Correct
  • Consistent

Download the cheatsheet and take the steps to create a plan that builds value for each new client.

Creating a Customer Rollout Plan