Customer Success Glossary

Welcome to our list of common Customer Success terms. Keep up with our continually evolving industry and empower yourself with the latest Customer Success terms, definitions, and knowledge.

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Stakeholder Engagement

Stakeholder engagement, the process of aligning, informing and collaborating with parties who have a vested interest in an organization - aka  the decision makers that can make or break your relationship - is an extremely important strategic relationship that should be a high priority but is often neglected.

How to Create a Stakeholder Engagement Plan

You can take a 7-step approach to design a stakeholder engagement and management plan to chart a path to communicating the value of your product and brand to your stakeholders, promoting higher engagement and retention. These steps include:

  • Identify your stakeholders and their roles
  • Match communication strategies to stakeholder roles
  • Analyze key stakeholder motivation
  • Determine how and when you will engage key stakeholders
  • Identify stakeholder preferred communication channels
  • Personalize automated communication
  • Send automated reports to showcase benefits of utilization

Stakeholder Engagement Journey Templates


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