00Cover note
00 · Doc · Updated Oct 22
Cover Note and Document Map
Cover note and document map: the email that introduces the submission and lists every file.
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01Presentation
01 · Doc · Updated Oct 22
Pitch Presentation
The complete presentation content. Slides 1 to 12 are the live route; slides 13 to 33 are supporting evidence.
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02Strategy
02 · Doc · Updated Oct 22
Master Strategy
The full strategic recommendation and operating model.
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03Proposal
03 · Doc · Updated Oct 22
Client Proposal
The initial implementation, responsibilities, evidence and decision requested.
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04CRM & CLV
04 · Doc · Updated Oct 22
CRM and Lifetime Value Framework
The customer record, value definitions and data requirements.
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05Channel plan
05 · Doc · Updated Oct 22
Channel Content Plan
Demand capture, demand creation and continuing relationship content.
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06Onboarding
06 · Doc · Updated Oct 22
Onboarding and Service Delivery
The implementation process, gates and service definitions.
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07KPIs
07 · Doc · Updated Oct 22
KPI and Accountability Framework
Visibility, service, commercial, relationship, lifetime and brand measures.
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08Executive FAQ
08 · Doc · Updated Oct 22
Executive FAQ
Direct responses to the likely objections.
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09Workbook
09 · Sheet · Updated Oct 22
Delivery, CRM and CLV Workbook
Editable roadmap, routing, content, measures and value model.
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