Personalization & CRM
Personalization & activation strategy
Give every customer their own journey
- Dynamic Yield
- AB Tasty
- Braze
- and 3 other tools
Personalization & CRM
Personalization & Activation Bootcamp
Frame your personalization strategy in one day
In a one-day workshop, set out a clear and actionable personalization strategy: personas, moments of truth, prioritized use cases and roadmap.
The need
What you tell us
« I know personalization can boost conversion points, but I don't know where to start or which use cases to prioritize. I want a day to define a clear, prioritized and actionable strategy. »
- « I don't know where to start with personalization »
- « I want to prioritize my use cases »
- « I want a roadmap before investing »
Our response
- Map personas and audiences
- Identify moments of truth
- Prioritize and sequence the roadmap
Method
Our method in 5 steps
Our stance
Use cases first
We first define the priority use cases, then activation follows on clear foundations.
- Understand
- Target
- Prioritize
Step 01 : Understand
Morning session dedicated to your personas and key audiences, actionable data signals, your personalization maturity, and your business objectives.
- Key personas and audiences
- Actionable data signals
- Current maturity in personalization
- Business objectives
Step 02 : Target
Mapping of the journey's moments of truth, friction points to address, and opportunities by segment, in your brand's tone.
- Mapping of moments of truth
- Friction points to address
- Opportunities by segment
- Tone and brand promise
Step 03 : Ideate
Afternoon of use-case ideation (recommendations, content, offers), with an initial assessment of their data feasibility and expected impact.
- Use cases: recommendations, content, offers
- Data and tool feasibility
- Impact estimation
- Quick wins identified
Step 04 : Prioritize
Arbitration of use cases on an impact/effort matrix, sequencing of workstreams and identification of data and CDP prerequisites.
- Impact / effort matrix
- Workstream sequencing
- Data and CDP prerequisites
- Realistic roadmap
Step 05 : What's next
Delivery of the roadmap and deliverables, go/no-go decision and scoping of the first activation project.
- Roadmap and deliverables provided
- Go / no-go decision
- Scoping of the first activation project
Deliverables
What you get
Persona & moment mapping
Documented, shared.
Prioritized use cases
Impact / effort matrix.
Personalization roadmap
Sequenced, with data prerequisites.
Activation plan
First workstreams ready to launch.
Who is it for?
Who is this offer for?
Tools used
- Dynamic Yield
- GA4
- Contentsquare
- Brands looking to launch personalization, with use cases to prioritize
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