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  • Business Goal name - The Business Goal order is alphacetical alphabetical so pre-pending the business goal names with numbers allows you to order them

  • Description - Add a Description if required. What is the specific Goal you are trying to meet, for example a 25% decrease in churn.

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Adding and Deleting Initiatives

A new CX solution will have no Initiatives. Inititiatives Initiatives are mapped to a single Business Goal, in essence the Initiatives are the strategies you intend to use to meet that Business Goal.

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When you have created your Business Goal select the blue Orange “Add Initiative” icon

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  • Initiative name - The Initiative order is alphacetical alphabetical so pre-pending the name with numbers allows you to order them

  • Description - Add a Description if required - Whart What exactly are you going to do

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With a Initiative name selected the Initiative can be saved. Click Save at the bottom of the screen.