In this insightful Q&A, a seasoned customer advocacy consultant with over eleven years of experience shares best practices for managing process documentation and data in customer reference programs. The discussion covers essential data points to prioritize, strategies for ensuring consistency and accuracy, and the importance of continuous process improvement. The consultant also highlights how critical it is to adapt documentation to an organization’s unique needs and goals while keeping it dynamic and accessible to the team.

Small shifts in the way meetings are held mitigates the fatigue we feel jumping from meeting to meeting, to emails, and other tasks. Here’s some great advice on how to avoid the dreaded Zoom Fatigue.

To get over the hump between starting your program and seeing results, you need to communicate Why the program is important, What results you expect to see, and How to ensure the program’s success.