How to use the Caller Journey Worksheet

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Overview

When inbound phone calls are an integral part of your overall customer experience, optimize your outcomes by leveraging the customer data available.  The Caller Journey Worksheet is a tool for marketers and customer experience owners who are looking for a way to structure their thinking about how inbound phone calls integrate with their Digital Customer Experiences.  


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The Caller Journey Worksheet provides a framework for identifying the data, the participants, and the system interactions that may be considered at each stage of your caller’s journey from Call Start to Call Outcome and beyond. 

For insights, tips and guidelines about using the Caller Journey Worksheet. Visit our blog series "Designing Inbound Caller Journeys that integrate with Digital Customer Experiences".

Or just get started and Download a PDF copy of the Caller Journey Worksheet.

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