Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #1: Understanding Their Customer Lifecycle, Business Model, & Pain Points Through Active Listening & Detailed Questions
6 Topics
Why It’s Important to Learn How to Plan
The Initial System Outline is the Bible of Revenue Operations
Exploring Publicly-Available Information
Prepping for Your Needs Analysis
Camber Dynamics: Needs Analysis
Some Other Sample Needs Analyses
Pillar #2: Solving Problems Through Active Planning
4 Topics
Beginning to Build Our Initial System Outline
Creating the Flowchart
Where Does the Final System Plan Fit In?
Final Tips and Tricks for System Planning
Pillar #3: Building it with Software
3 Topics
Preparing to Use Your Plan to Actually Build a CRM
What If I Don’t Know How to Build the CRM I’ve Planned?
Continuing CRM Education
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Why It’s Important to Learn How to Plan
Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #1: Understanding Their Customer Lifecycle, Business Model, & Pain Points Through Active Listening & Detailed Questions
Why It’s Important to Learn How to Plan
Planning is what makes a successful system buildout possible. It also communicates to your client that you are understanding their business model and needs.
And
take a look at our cheat sheet here
! We’ll be using it a lot throughout this unit.
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Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #1: Understanding Their Customer Lifecycle, Business Model, & Pain Points Through Active Listening & Detailed Questions
Why It’s Important to Learn How to Plan
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