What`s Inside?
Customer Relationship Model Miro Board
CRM Database Spreadsheet Template
Relationship Model Tracker Spreadsheet
Focus Areas
Our Free Customer Relationship Model Template, along with our detailed guide, provides a structured approach to building and nurturing customer relationships. By using this template, you’ll work through essential steps, including:
- Objectives per Cluster
- Competitor Benchmark & Best Practices
- Reactive Relationship Model
- Proactive Relationship Model
- Content Brief
- Relationship Model Implementation
- Activity Tracking and Metrics
It can be used together with our customer relationship model playbook.
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