Customer Success Input Library
This is the Input Library referenced in this article.
It catalogs over 200 Customer Success activities, each tagged by motion phase, type, effort level, and AI potential. While not a standalone tool, it's shared here for transparency, as it served as the analytical foundation behind the insights and orchestration logic in the article. The final version used by the CS Agent will go deeper, expanding both the library and the reasoning layer that sits atop it. For definitions of each tag and guidance on how this library was applied, refer to the article.
Heads up: The Input Library is best viewed on a desktop. It’s not fully optimized for mobile screens just yet.
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Co-create Success Plans
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Align on desired outcomes
Pre
Pull
People
Medium
No
Maybe
Yes
Understand what each stakeholder wants to achieve and why.
Goals, Aspirations & Success Alignment
Co-create Success Plans
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Gather baseline data
Pre
Pull
Data
Medium
Yes
Maybe
Yes
Collect initial usage, maturity, or business metrics.
Goals, Aspirations & Success Alignment
Co-create Success Plans
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Draft shared success plan
During
Push
People
High
No
Yes
Yes
Write the document outlining goals, timelines, responsibilities.
Goals, Aspirations & Success Alignment
Co-create Success Plans
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Validate and refine plan with stakeholders
During
Pull
People
Medium
No
Maybe
Yes
Present and adjust plan based on feedback.
Goals, Aspirations & Success Alignment
Co-create Success Plans
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Publish and distribute finalized plan
Post
Push
Data
Low
Yes
Maybe
Yes
Log the agreed plan, share it internally and with the customer.
Goals, Aspirations & Success Alignment
Co-create Success Plans
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Set success tracking checkpoints
Post
Push
Data
Low
Maybe
Yes
Yes
Schedule and define how progress will be reviewed.
Goals, Aspirations & Success Alignment
Facilitate Goal-Alignment Sessions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify key stakeholders
Pre
Pull
People
Low
Maybe
Yes
Yes
Map decision-makers and influencers needed for the session.
Goals, Aspirations & Success Alignment
Facilitate Goal-Alignment Sessions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Prepare stakeholder briefing materials
Pre
Push
Data
Medium
Maybe
Yes
Yes
Summarize current state and previous discussions to align expectations.
Goals, Aspirations & Success Alignment
Facilitate Goal-Alignment Sessions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Facilitate live alignment session
During
Push
People
High
No
Maybe
Yes
Guide discussion to surface priorities and reconcile perspectives.
Goals, Aspirations & Success Alignment
Facilitate Goal-Alignment Sessions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Capture proposed goals and constraints
During
Pull
People
Medium
Maybe
Yes
Yes
Note what matters most, including blockers or success definitions.
Goals, Aspirations & Success Alignment
Facilitate Goal-Alignment Sessions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Share goal summary and next steps
Post
Push
People
Low
Yes
Maybe
Yes
Recap aligned goals and propose how they will be tracked.
Goals, Aspirations & Success Alignment
Define Value Metrics
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify existing metrics used by customer
Pre
Pull
People
Medium
Maybe
Yes
Yes
Understand what the customer is already measuring and reporting on.
Goals, Aspirations & Success Alignment
Define Value Metrics
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Map product features to business outcomes
Pre
Push
Data
Medium
Maybe
Yes
Yes
Link what the product does to what the customer values.
Goals, Aspirations & Success Alignment
Define Value Metrics
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Propose relevant value metrics
During
Push
Data
Medium
No
Yes
Yes
Suggest KPIs, formulas, or benchmarks that reflect impact.
Goals, Aspirations & Success Alignment
Define Value Metrics
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Validate feasibility of tracking
During
Pull
Data
Medium
Maybe
Yes
Yes
Check that both sides have access to necessary data sources.
Goals, Aspirations & Success Alignment
Define Value Metrics
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Align on ownership of metric reporting
Post
Push
People
Low
Maybe
Yes
Yes
Confirm who is responsible for tracking and reporting each metric.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Revisit original success goals
Pre
Pull
People
Low
Yes
Maybe
Yes
Retrieve success plan or notes to compare against actual progress.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Collect usage and performance data
Pre
Pull
Data
Medium
Yes
No
Yes
Gather data on product engagement and goal-linked outcomes.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Synthesize business impact story
Pre
Push
Data
High
No
Yes
Yes
Translate usage and metrics into a business narrative.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Facilitate impact review session
During
Push
People
Medium
No
Maybe
Yes
Present findings, compare to success plan, and invite discussion.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Capture feedback and perceived value
During
Pull
People
Medium
Maybe
Yes
Yes
Document what the customer says about impact and gaps.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Log updates to success definitions or scope
Post
Push
Data
Medium
Yes
Maybe
Yes
Update success plan or tracking model based on new context.
Goals, Aspirations & Success Alignment
Run Impact Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Schedule next review checkpoint
Post
Push
People
Low
Yes
No
Yes
Set a date and expectations for the next impact review.
Goals, Aspirations & Success Alignment
Document Business Context
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Interview internal or external stakeholders
Pre
Pull
People
Medium
No
Maybe
Yes
Ask AEs, SEs, or customer contacts about company history and strategy.
Goals, Aspirations & Success Alignment
Document Business Context
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Research market and industry position
Pre
Pull
Data
Medium
Maybe
Yes
Yes
Pull data on the customer’s size, industry, and business challenges.
Goals, Aspirations & Success Alignment
Document Business Context
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Summarize key contextual factors
During
Push
Data
Medium
Maybe
Yes
Yes
Create a one-pager or section in the success plan with business context.
Goals, Aspirations & Success Alignment
Document Business Context
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Validate understanding with customer
During
Pull
People
Low
No
Maybe
Yes
Check whether the framing is correct and useful.
Goals, Aspirations & Success Alignment
Document Business Context
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Store and share context internally
Post
Push
People
Low
Yes
No
Yes
Make the context available in CRM, CS platform, or internal briefings.
Goals, Aspirations & Success Alignment
Re-align on Outcomes During Change
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Monitor for signals of change
Pre
Pull
Data
Medium
Yes
Yes
Yes
Watch for news, stakeholder shifts, or product use anomalies.
Goals, Aspirations & Success Alignment
Re-align on Outcomes During Change
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Schedule outcome re-alignment conversation
Pre
Push
People
Low
Yes
No
Yes
Set time with stakeholders to reframe goals if needed.
Goals, Aspirations & Success Alignment
Re-align on Outcomes During Change
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Facilitate re-alignment session
During
Push
People
Medium
No
Maybe
Yes
Guide discussion to redefine outcomes after disruption.
Goals, Aspirations & Success Alignment
Re-align on Outcomes During Change
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Update metrics and priorities
Post
Push
Data
Medium
Maybe
Yes
Yes
Adjust tracking and documentation to reflect new direction.
Goals, Aspirations & Success Alignment
Re-align on Outcomes During Change
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Communicate updated outcomes across teams
Post
Push
People
Low
Maybe
Yes
Yes
Ensure internal and external teams are synced on changes.
Goals, Aspirations & Success Alignment
Analyze Usage Data
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify key usage signals to track
Pre
Pull
Data
Medium
Maybe
Yes
Yes
Determine which metrics matter based on the customer’s goals.
Product Usage & Operational Excellence
Analyze Usage Data
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Extract usage data from product or BI tools
Pre
Pull
Data
Medium
Yes
No
Yes
Pull raw usage reports for analysis.
Product Usage & Operational Excellence
Analyze Usage Data
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Segment usage by user, team, or feature
During
Pull
Data
High
Yes
Maybe
Yes
Break down usage to isolate patterns or outliers.
Product Usage & Operational Excellence
Analyze Usage Data
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Interpret trends or gaps
During
Pull
Data
High
Maybe
Yes
Yes
Derive insights such as underused features or usage drop-off.
Product Usage & Operational Excellence
Analyze Usage Data
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Share visualized findings
Post
Push
Data
Medium
Maybe
Yes
Yes
Present the usage story with graphs or dashboards.
Product Usage & Operational Excellence
Analyze Usage Data
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Recommend follow-up action
Post
Push
People
Medium
Maybe
Yes
Yes
Suggest training, new workflows, or nudges based on findings.
Product Usage & Operational Excellence
Troubleshoot Adoption Blockers
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify underused features or users
Pre
Pull
Data
Medium
Yes
Maybe
Yes
Pinpoint where adoption has stalled.
Product Usage & Operational Excellence
Troubleshoot Adoption Blockers
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Interview users or stakeholders
Pre
Pull
People
Medium
No
Maybe
Yes
Understand blockers from the end-user’s perspective.
Product Usage & Operational Excellence
Troubleshoot Adoption Blockers
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Document root causes
During
Pull
Data
Medium
Maybe
Yes
Yes
Capture friction points like lack of training, integration, or value clarity.
Product Usage & Operational Excellence
Troubleshoot Adoption Blockers
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Prioritize based on impact and effort
During
Push
Data
Medium
Maybe
Yes
Yes
Choose which blockers to address first.
Product Usage & Operational Excellence
Troubleshoot Adoption Blockers
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Propose and implement remediation
Post
Push
People
High
No
Yes
Yes
Design targeted interventions (training, workflows, etc.).
Product Usage & Operational Excellence
Troubleshoot Adoption Blockers
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Monitor post-remediation usage
Post
Pull
Data
Medium
Yes
Maybe
Yes
Check if the fix improved adoption.
Product Usage & Operational Excellence
Embed Product in Workflows
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Map existing workflows
Pre
Pull
People
Medium
Maybe
Maybe
Yes
Understand how work gets done today.
Product Usage & Operational Excellence
Embed Product in Workflows
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify gaps or inefficiencies
Pre
Pull
Data
Medium
Maybe
Yes
Yes
Look for places where the product can improve the process.
Product Usage & Operational Excellence
Embed Product in Workflows
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Co-design new workflow with product embedded
During
Push
People
High
No
Maybe
Yes
Collaborate with users to integrate product usage naturally.
Product Usage & Operational Excellence
Embed Product in Workflows
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Provide enablement or change materials
Post
Push
Data
Medium
Yes
Maybe
Yes
Share checklists, diagrams, or internal guides.
Product Usage & Operational Excellence
Embed Product in Workflows
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Measure embedded usage rates
Post
Pull
Data
Medium
Yes
No
Yes
Track whether users follow the new process.
Product Usage & Operational Excellence
Deliver Role-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Segment users by role or function
Pre
Pull
People
Medium
Yes
Maybe
Yes
Understand who needs what kind of training.
Product Usage & Operational Excellence
Deliver Role-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Tailor training content per persona
Pre
Push
Data
High
Maybe
Yes
Yes
Create training decks, guides, or recordings.
Product Usage & Operational Excellence
Deliver Role-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Host live or asynchronous training sessions
During
Push
People
High
No
Maybe
Yes
Deliver training sessions tailored to user roles.
Product Usage & Operational Excellence
Deliver Role-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Answer questions and clarify workflows
During
Pull
People
Medium
No
Maybe
Yes
Address confusion during the training.
Product Usage & Operational Excellence
Deliver Role-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Share recordings and guides
Post
Push
Data
Low
Yes
No
Yes
Provide on-demand content and follow-up resources.
Product Usage & Operational Excellence
Deliver Role-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Track attendance and comprehension
Post
Pull
Data
Medium
Yes
Maybe
Yes
Check who completed training and if they understood it.
Product Usage & Operational Excellence
Deliver Feature-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify features to be covered
Pre
Pull
Data
Medium
Yes
Maybe
Yes
Choose key capabilities based on adoption needs.
Product Usage & Operational Excellence
Deliver Feature-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Build use case examples
Pre
Push
Data
High
Maybe
Yes
Yes
Create realistic, relatable walkthroughs of each feature.
Product Usage & Operational Excellence
Deliver Feature-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Deliver training on feature usage
During
Push
People
High
No
Maybe
Yes
Teach how to use new features and when to use them.
Product Usage & Operational Excellence
Deliver Feature-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Gather feedback on usefulness
During
Pull
People
Medium
Maybe
Yes
Yes
Ask users how relevant the content is.
Product Usage & Operational Excellence
Deliver Feature-Based Training
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Monitor post-training adoption
Post
Pull
Data
Medium
Yes
Maybe
Yes
See if feature usage increases after training.
Product Usage & Operational Excellence
Host Usage Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Pull user- and team-level usage reports
Pre
Pull
Data
Medium
Yes
No
Yes
Gather data for the upcoming conversation.
Product Usage & Operational Excellence
Host Usage Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify successes and low-usage zones
Pre
Pull
Data
Medium
Maybe
Yes
Yes
Analyze where adoption is high and where it’s lagging.
Product Usage & Operational Excellence
Host Usage Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Create summary visuals
Pre
Push
Data
Medium
Maybe
Yes
Yes
Prepare visuals to support the review.
Product Usage & Operational Excellence
Host Usage Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Facilitate review session
During
Push
People
Medium
No
Maybe
Yes
Present the usage story and invite interpretation.
Product Usage & Operational Excellence
Host Usage Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Capture feedback on blockers or ideas
During
Pull
People
Medium
No
Maybe
Yes
Listen to what’s working or not.
Product Usage & Operational Excellence
Host Usage Review
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Send recap with recommendations
Post
Push
People
Low
Maybe
Yes
Yes
Share next steps and tailored suggestions.
Product Usage & Operational Excellence
Automate Adoption Nudges
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify behavior-based triggers
Pre
Pull
Data
Medium
Yes
Maybe
Yes
Determine which signals should prompt a nudge.
Product Usage & Operational Excellence
Automate Adoption Nudges
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Create content or call-to-action
Pre
Push
Data
Medium
Maybe
Yes
Yes
Draft email, in-app message, or notification text.
Product Usage & Operational Excellence
Automate Adoption Nudges
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Set up automation rules or journeys
During
Push
Data
Medium
Yes
Maybe
Yes
Configure systems to send nudges at the right moment.
Product Usage & Operational Excellence
Automate Adoption Nudges
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Monitor performance of nudges
Post
Pull
Data
Medium
Yes
Maybe
Yes
Track open rates, click-throughs, and impact on behavior.
Product Usage & Operational Excellence
Surface Contextual In-App Tips
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Define key learning moments or feature gaps
Pre
Pull
Data
Medium
Maybe
Yes
Yes
Pinpoint where users struggle or disengage.
Product Usage & Operational Excellence
Surface Contextual In-App Tips
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Draft tip content tied to behavior
Pre
Push
Data
Medium
Maybe
Yes
Yes
Write helpful microcopy or instructions.
Product Usage & Operational Excellence
Surface Contextual In-App Tips
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Configure in-app delivery rules
During
Push
Data
Medium
Yes
Maybe
Yes
Set targeting logic (e.g. “if first login, then show tip”).
Product Usage & Operational Excellence
Surface Contextual In-App Tips
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Monitor engagement and usefulness
Post
Pull
Data
Medium
Yes
Maybe
Yes
Evaluate whether tips helped change behavior.
Product Usage & Operational Excellence
Benchmark Usage Patterns
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Select relevant benchmark segments
Pre
Pull
Data
Medium
Yes
Maybe
Yes
Group customers by size, industry, or product scope.
Product Usage & Operational Excellence
Benchmark Usage Patterns
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Analyze peer performance
Pre
Pull
Data
Medium
Maybe
Yes
Yes
Compare customer usage with cohort averages.
Product Usage & Operational Excellence
Benchmark Usage Patterns
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Prepare benchmark summary
During
Push
Data
Medium
Maybe
Yes
Yes
Show how customer stacks up to peers.
Product Usage & Operational Excellence
Benchmark Usage Patterns
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Present benchmarks to customer
During
Push
People
Medium
Yes
No
Yes
Share findings in business review or usage meeting.
Product Usage & Operational Excellence
Benchmark Usage Patterns
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Recommend adoption improvement areas
Post
Push
People
Medium
No
Maybe
Yes
Suggest ways to move toward best-in-class usage.
Product Usage & Operational Excellence
Map Stakeholder Landscape
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify existing contacts in CRM or notes
Pre
Pull
Data
Low
Maybe
Yes
Yes
Review current records for known stakeholders.
Organizational Engagement & Alignment
Map Stakeholder Landscape
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Interview internal team (Sales, Support, etc.)
Pre
Pull
People
Medium
Yes
No
Yes
Gather insights from those who've interacted with the customer.
Organizational Engagement & Alignment
Map Stakeholder Landscape
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Conduct stakeholder mapping session
During
Pull
People
Medium
No
Maybe
Yes
Collaborate with customer to map roles, influence, and decision rights.
Organizational Engagement & Alignment
Map Stakeholder Landscape
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Document and categorize stakeholders
Post
Push
Data
Medium
Yes
Maybe
Yes
Create a living map with tags like “champion”, “budget owner”, etc.
Organizational Engagement & Alignment
Map Stakeholder Landscape
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Share stakeholder map internally
Post
Push
People
Low
Yes
Maybe
Yes
Ensure internal teams understand the org structure.
Organizational Engagement & Alignment
Run Influence Mapping
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify key decision points and influencers
Pre
Pull
People
Medium
Maybe
Yes
Yes
Understand who drives product decisions or change.
Organizational Engagement & Alignment
Run Influence Mapping
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Build a political map of the organization
During
Pull
People
Medium
No
Maybe
Yes
Map hidden influence, blockers, or silent stakeholders.
Organizational Engagement & Alignment
Run Influence Mapping
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Validate influence map with champion
During
Pull
People
Low
No
Maybe
Yes
Quietly check understanding with your internal advocate.
Organizational Engagement & Alignment
Run Influence Mapping
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Adjust engagement plan accordingly
Post
Push
People
Medium
Maybe
Yes
Yes
Adapt touchpoints, comms, or escalation paths.
Organizational Engagement & Alignment
Coach Champions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify potential internal champions
Pre
Pull
People
Medium
Maybe
Yes
Yes
Spot users or managers who are vocal and supportive.
Organizational Engagement & Alignment
Coach Champions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Schedule coaching or enablement sessions
Pre
Push
People
Low
Yes
No
Yes
Set time to engage them deeper.
Organizational Engagement & Alignment
Coach Champions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Deliver coaching (live or async)
During
Push
People
Medium
No
Maybe
Yes
Empower them with messaging, slides, and answers.
Organizational Engagement & Alignment
Coach Champions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Equip champions with advocacy materials
During
Push
Data
Medium
Maybe
Yes
Yes
Provide internal decks, case studies, or success metrics.
Organizational Engagement & Alignment
Coach Champions
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Follow up on champion progress
Post
Pull
People
Medium
Maybe
Yes
Yes
Check if they’re influencing others or escalating effectively.
Organizational Engagement & Alignment
Build Comms for Internal Rollout
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Identify internal audiences and goals
Pre
Pull
People
Medium
Maybe
Yes
Yes
Know who the comms are for and what they should accomplish.
Organizational Engagement & Alignment
Build Comms for Internal Rollout
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Draft internal messaging and assets
Pre
Push
Data
High
Maybe
Yes
Yes
Write emails, Slack templates, posters, or videos.
Organizational Engagement & Alignment
Build Comms for Internal Rollout
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Review and iterate with champion
During
Pull
People
Medium
No
Maybe
Yes
Validate language and delivery strategy.
Organizational Engagement & Alignment
Build Comms for Internal Rollout
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Support launch of internal campaign
During
Push
People
Medium
Maybe
Yes
Yes
Help disseminate and answer questions.
Organizational Engagement & Alignment
Build Comms for Internal Rollout
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Track engagement and feedback
Post
Pull
Data
Medium
Yes
Maybe
Yes
Monitor usage or feedback to improve next time.
Organizational Engagement & Alignment
Host Exec Alignment Session
Phase | Initiation Type | Primary Focus | Effort Level | Automatable | AI-Driveable | AI-Orchestrable
Define goals of alignment (e.g. roadmap, KPIs)
Pre
Push
People
Medium
No
Maybe
Yes
Decide what success looks like from the session.
Organizational Engagement & Alignment