CDEFGHIJKLMNOPQRSTUVWXYZAA
1
AlwaysSometimesUnlikely
2
3
DefinitionNo visible impact on customers (performance, bug fixes)
Doesn't require customer setup / awareness		No visible impact oncustomers (performance, bug fixes)
Requires customer setup / awareness		Impacts: some or all customers / prospects
No premium pricing
Value adding		Impacts: some customers / prospects
Completely new functionality		Impacts: all customers, prospects
Competitive advantage
New use case / category
4
ExamplesAllow list updates, bug fixes that impact UIDownload Control, Thumbnail Library, Group Settings ChangesSearch Synonyms,
Salesforce integration,
Teams integration		UI facelift, Homepage Builder
5
Category #12345
6
Category NameMaintenance / infraMinor UpdateFunctionality improvementNew FeatureGamechanger
7
Customer Setup Required?
NYY/NY/NY/N
8
Prep time needed2 weeks2-4 weeks4-6 weeks8-12 weeks
9
Critical InformationOwner
14
Product brief (inc. pricing)Product
15
16
New Content
17
Customer Community PostMarketing
18
Help CenterCustomer Success
19
Best Practices / FAQs / Known IssuesProduct
20
Inapp GuidesProduct
21
Email - customersCustomer Success
22
ScreenshotsProduct + Marketing
23
Video demo Product + Marketing
24
Customer testimonials (from beta version, if applicable)
Product
25
Training webinar/ demo (SE/ product led)Marketing + SE + Product
26
Website - bannerMarketing
27
Landing pageMarketing
28
Press releaseMarketing
29
Blog postsMarketing
30
Social postsMarketing
31
Newsletter highlightMarketing
32
Sizzle reel videoMarketing
33
34
Content - update:
35
Help Center - adjacent featuresCustomer Support
36
Intro deckMarketing
37
Internal Selling decksMarketing
38
Sales sheetMarketing
39
CI playbook / battlecardsMarketing
40
Website - existing pagesMarketing
41
Update CS presentation decks for customers
Customer Success + Sales
42
43
Processes / internal:
44
Map and define up/cross-sell playsSales
45
CS TrainingCustomer Success
46
Email - prospects / cadencesSales
47
Sales TrainingSales
48
Sales Launch (target, incentives, promotion?)Sales
49
Trials / demo environement experienceSales
50
Tracking (in Salesforce) setupSales
51
52
Thought Leadership:
53
WhitepaperMarketing
54
Webinar - prospectsMarketing
55
Customer FeedbackCustomer Success
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104