Duration

One Month

Key Deliverables

nVision will lead one or more workshops to:

• Interactive workshops (virtual or in-person) to map the forward-going customer journey and engagement framework, aligned to the Land, Adopt, Expand, Renew (LAER) lifecycle
• A defined customer journey map and the differentiated experience your firm intends to deliver at every lifecycle stage
• Clear activities, deliverables, and success gates at each customer touchpoint
• Identification of where your firm can create unique, defensible value — from onboarding through renewal and expansion
• A responsibilities matrix defining team roles and hand-offs at every phase of the customer lifecycle
• Gap, risk, and mitigation analysis with executive recommendations
• Finalized Partner-Led Customer Engagement Framework, ready for enablement and operationalization