Dynamics 365 Customer Insights: Customer Journeys Starter Pack

Just got started with Dynamics 365 Customer Insights and not sure where to go next? With this enablement package, you can get a jumpstart on using your marketing tools effectively, without spinning your wheels, and implement your first customer journey. Avoid costly missteps (like spam complaints or audience fatigue) and start reaching the right people with the right messages.

Deliverables

• Discovery + intake session to review your target audience, goals, and current assets
• CRM & email list audit (readiness, tagging, opt-ins)
• Email campaign basics (cadence, deliverability, compliance)
• 1 fully scoped outreach or event customer journey (campaign), including customer journey (campaign) planning template, email copy, subject lines copy, and landing page sample copy, and outreach playbook with examples
• Handoff playbook for future execution with a clean list checklist (avoid spam traps, organize CRM)
• Repurposing of ideas (e.g., webinar snippets for social)
• 4 live support/office hour sessions

Assumptions

• This offer does not include fit/gap process, system modifications or integrations but are available if requested for additional fees
• Dynamics 365 Customer Insights licensing required