Strategic Planning Guide for Customer Service Leaders

Create a Customer Service Strategy built for success with this guide and free template

Download your Customer Service & Support Strategic Plan Template

Build a better customer service strategy for your business.

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    Effective customer service strategic planning connects your enterprise strategy to specific initiatives for your function. Done well, your customer service strategic plan should provide a clear roadmap to deliver on your business goals.

    Use this Customer Service strategic planning guide to:

    • Build a clear, measurable customer service strategic plan aligned to your organizational goals
    • Combat 7 costly planning mistakes to develop a robust and agile strategy for your Customer Service department
    • Capture and communicate your Customer Service strategy to stakeholders with a simple and visually impactful one-page template (exclusive feature)

    About Gartner Customer Service Strategic Plan Template

    Gartner Customer Service Strategic Planning Template helps customer service leaders define the roadmap for executing the key actions required to meet their customer service strategic goals in alignment with the enterprise business model and goals. Additionally it helps you create and communicate a clear customer service plan that states where the customer service and support function currently is, where it needs to be, how to get there and how you will measure progress.

    Webinar: 7 Key Trends That Will Impact Your Strategic Planning

    Inflection points and wild cards continually threaten to shake up industries. However, future-fit organizations survive disruption by actively sensing and responding to changes. This complimentary webinar will help customer service executives scope key macro and environmental trends that could impact their organization’s business models and customer service strategic planning.
    Watch Webinar