Customer Success Glossary

Stakeholder engagement, the process of aligning, informing and collaborating with parties who have a vested interest in an organization - aka  the decision makers that can make or break your relationship - is an extremely important strategic relationship that should be a high priority but is often neglected.

How to Create a Stakeholder Engagement Plan

You can take a 7-step approach to design a stakeholder engagement and management plan to chart a path to communicating the value of your product and brand to your stakeholders, promoting higher engagement and retention. These steps include:

• Identify your stakeholders and their roles
• Match communication strategies to stakeholder roles
• Analyze key stakeholder motivation
• Determine how and when you will engage key stakeholders
• Identify stakeholder preferred communication channels
• Personalize automated communication
• Send automated reports to showcase benefits of utilization

Stakeholder Engagement Journey Templates

• Stakeholder Engagement SuccessBLOC

Learn More

• Optimize Stakeholder Engagement and Management with These Key Strategies
• 5 Stakeholder Engagement Best Practices to Improve Customer Communication
• Proactive Stakeholder Engagement – Key Strategies During COVID-19 from Lucid and Totango
• Getting Started with a Stakeholder Engagement Plan
• How to Build a Stakeholder Engagement Plan that Can Help You Weather a Crisis
• What is Stakeholder Management?

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