How to Prepare for our February 25th, 2021 Meeting

Hello friends!

As some of you might have seen in the event text for our Thursday, February 25th, 2021 meeting, we will not be using Lean Coffee Table and instead are happy to welcome Ed Gargiulo from the Enterprise Consulting team for a conversation about CRM (Customer Relationship Mastery) and IDEA (Intentionally Deepen Engagement for All).

While not strictly required viewing, you'll benefit greatly from watching this recording of the Five Steps to Deeper Engagement - The strategic approach to CRM presentation from December 2020 prior to this meeting.

Our conversation will build upon the topics from that recording, and consider the next steps required of an organization when you have self-assessed your approaches to CRM, Customer Engagement Roadmaps, and Intentionality. Some questions we may consider include:

• What do we do with our CRM Philosophy/Technology "scores?" How do we turn these scores into actions?
  
  
• How do I get my whole organization on board with creating a Customer Engagement Roadmap? What are the initial steps?
  
  
• If our organization's Intention "scores" are low, what can be done to improve them?
  
  

If there are additional questions you have after watching the recording or thinking about your organization (or your member organizations) and their approaches to CRM, Engagement, and Intentionality, please share them here (or in our Consortium Leadership Community Slack channel; message me if you need access!) so that we can prepare to tackle those during our hour as well.

Thank you!

Brian