Motivation: The virtual account team (VAT) has noted an opportunity to leverage some existing marketing assets to tailor a piece for Colgate with minimal effort.
Objective: Produce a finished print piece outlining the big picture benefits of XM for Colgate executives, that can be used as a consistent leave behind when having meetings with various line-of-business leaders.
Approach: Leverage a the Qualtric's proposal group Blank 2020 XM Book Template (a new version since the JP Morgan Chase Point-of-View we were originally ), having a print designer edit the content to speak to our Colgate audience.
Timeline: Mid-October. We don’t have a specific event for this, but see it as a steady ‘leave behind’, with the hope that each time we have a line-of-business (land-and-expand) conversation, we can share something that clearly honors the Platinum (long term, deep relationship) status Colgate has with SAP. So we’d say ‘medium to high’ urgency, without an imminent due date.
See the attached PDF (below) that can be used for reference:
Blank 2020 XM Book (reference).pdf
Qualtrics XM Chase Redline v3 (prior version).pdf
PNC + Qualtrics Experience Management