Page 1 of 2
Product Optimization Engagement Plan
Full Name
*
Email Address
*
Phone Number
*
Company Name
*
Job Title
*
Company website / LinkedIn
*
Team Size
*
Amount of years of your company's operation?
*
How do you expect this deliverable to help your business?
*
Share any desired outcomes you would like to share for your business in the next 12 months.
*
What You Sell
What are your core products/services today?
*
How are they structured (e.g., tiers, packages, standalone)?
*
Are there any add-ons or secondary offerings? (Be specific about what is and what isn't).
*
Most Used Features / Services
Which features/services are used most frequently?
*
Which ones are essential to customer success or satisfaction?
*
What drives their high usage (e.g., ease, necessity, clear outcomes)?
*
Least Used Features and Services
Which features/services are rarely used?
*
Are most of your customers aware that the rarely used services exist?
*
What do you believe may be limiting the use of the least used services?
*
Customer Engagement Patterns
At what stage do customers disengage or reduce usage?
(e.g., after onboarding, after first use, before renewal)
*
Where do users experience friction or confusion?
*
Which features or services deliver the highest perceived value to customers, and at what point in their usage do they experience that value?
(e.g., reporting dashboard during weekly reviews, onboarding call for initial setup)
*
Success Indicators
What actions indicate a highly engaged user?
*
What behaviors correlate with retention?
*
What milestones show customers are getting results?
*
Submit
