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⇱ Customer Engagement and Collaboration | Coursera


Customer Engagement and Collaboration

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

9 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

9 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Conduct advanced customer segmentation and churn analysis.

  • Design targeted win-back campaigns as well as track and interpret brand awareness metrics

  • Facilitate cross-functional team collaboration.

  • Develop comprehensive customer retention strategies and create effective stakeholder communication plans.

Details to know

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Recently updated!

April 2026

Assessments

13 assignmentsΒΉ

AI Graded see disclaimer
Taught in English

Build your subject-matter expertise

This course is part of the AI-Driven Brand Management: Learnings from FANG and FMCG Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 5 modules in this course

This course develops the relationship management and cross-functional collaboration skills essential for customer-focused marketing roles. You'll learn to segment customers by lifecycle stage, design win-back campaigns in HubSpot, and conduct cohort analysis to identify churn drivers. By the end of this course, you'll be able to facilitate effective brainstorms, communicate campaign progress to stakeholders, and deploy brand tracking systems to monitor competitive positioning. These skills prepare you for customer marketing, CRM, and marketing operations roles where retention and collaboration drive business results.

Who this is for: Marketing coordinators, CRM specialists, customer marketing professionals, and emerging leaders looking to develop advanced customer relationship skills. Basic marketing experience is helpful but not required.

Ready to move from chasing lapsed customers to proactively retaining them? This intermediate module is for marketing professionals comfortable with data. You will learn to segment your audience into precise lifecycle stages using HubSpot smart lists and design automated win-back workflows to re-engage them. Go beyond theory by conducting cohort analysis to uncover the "why" behind customer churn. Through hands-on activities, you will develop data-backed retention tactics and leave with a complete, actionable toolkit to reduce churn, drive loyalty, and prove your impact on the bottom line.

What's included

3 videos2 readings3 assignments

3 videosβ€’Total 22 minutes
  • The Netflix Effect: Winning with a Foundation Modelβ€’8 minutes
  • Decoding Churn with Cohort Analysisβ€’8 minutes
  • Building a Win-Back Workflow in HubSpotβ€’7 minutes
2 readingsβ€’Total 20 minutes
  • The Playbook for Customer Segmentation and Cohort Analysisβ€’10 minutes
  • Crafting Compelling Win-Back Emailsβ€’10 minutes
3 assignmentsβ€’Total 55 minutes
  • Hands-On Learning: Building Your Customer Segmentation Planβ€’15 minutes
  • Knowledge Check: Retention Strategy Fundamentalsβ€’10 minutes
  • The Customer Retention Toolkitβ€’30 minutes

Are your critical campaign updates getting lost in the noise? This intensive module transforms your stakeholder communication from a routine report into a powerful tool for action. You will master a simple, effective framework: lead with performance (KPIs), identify what's in your way (blockers), and clarify how your team can help (asks). This module goes beyond just writing; you’ll master the complete feedback loop. You will learn to design effective surveys, analyze the results, and use that data to continuously improve your communication process, ensuring that your message always hits the mark.

What's included

2 videos2 readings3 assignments

2 videosβ€’Total 11 minutes
  • The High Cost of Being Unclearβ€’6 minutes
  • The Two-Way Street: Mastering the Feedback Loopβ€’5 minutes
2 readingsβ€’Total 22 minutes
  • The KPI-Blocker-Ask Frameworkβ€’10 minutes
  • Anatomy of an Update & Surveyβ€’12 minutes
3 assignmentsβ€’Total 45 minutes
  • Hands-On Learning: Drafting Your Asksβ€’10 minutes
  • Knowledge Check: The Core Frameworksβ€’5 minutes
  • Campaign Communication Improvement Planβ€’30 minutes

This intermediate module is for team leads, project managers, and marketers who need to transform chaotic meetings into powerful engines for innovation. If you want to move beyond unproductive brainstorming, this module provides a facilitator’s playbook grounded in methods from creative companies like Pixar and IDEO. You will learn to design, facilitate, and, most importantly, measure brainstorms effectively using digital tools like Miro. The module culminates in analyzing collaboration KPIs to propose concrete improvements. You'll leave with the skills to foster a more inclusive and productive creative culture, turning great ideas into tangible results.

What's included

2 videos2 readings3 assignments

2 videosβ€’Total 11 minutes
  • Structure Sparks Innovation: Pixar's Braintrustβ€’5 minutes
  • What's in the Facilitator's Toolkit? β€’6 minutes
2 readingsβ€’Total 16 minutes
  • What Makes a Brainstorm Work? IDEO's Rules and Core KPIsβ€’8 minutes
  • How to Design Your Session for Successβ€’8 minutes
3 assignmentsβ€’Total 32 minutes
  • Hands-On Learning: Analyze Brainstorming Dataβ€’12 minutes
  • Knowledge Check: Facilitation and KPIβ€’5 minutes
  • Prepare Your Board and Propose an Improvementβ€’15 minutes

This intermediate module is for marketing professionals, brand managers, and data analysts who want to translate brand tracking data into a competitive strategy. You will learn to configure a brand awareness tracker simulation using methodologies from tools like the YouGov BrandIndex and to integrate data into a dynamic Looker Studio dashboard. Using real-world case studies from brands like Airbnb and Oatly, you'll learn to analyze key metrics, differentiate between minor fluctuations and significant trends, and formulate data-driven strategic actions. By the end, you won't just report on numbers; you'll shape the narrative, building a more resilient brand.

What's included

4 videos2 readings3 assignments

4 videosβ€’Total 27 minutes
  • Deconstructing the YouGov BrandIndexβ€’8 minutes
  • From YouGov to Looker Studio: An Automation Guideβ€’7 minutes
  • The Oatly Effect: How "Distinctiveness" Winsβ€’5 minutes
  • From Insight to Action: Proposing Strategic Leversβ€’6 minutes
2 readingsβ€’Total 15 minutes
  • From Data to Decisions: BI Dashboard Essentialsβ€’8 minutes
  • Decoding the Deltas: Signal vs. Noise in Awareness Dataβ€’7 minutes
3 assignmentsβ€’Total 50 minutes
  • Hands-On Learning: Configure Your BI Dashboard Mockupβ€’15 minutes
  • Knowledge Check: Tracking Fundamentalsβ€’5 minutes
  • Brand Awareness Analysis Toolkitβ€’30 minutes

This capstone project challenges you to synthesize CRM, communication, collaboration, and brand awareness skills into an integrated customer retention strategy. You'll develop a comprehensive 90-day plan that addresses churn through targeted segmentation, stakeholder engagement, and brand initiatives coordinated across teams.

What's included

2 readings1 assignment

2 readingsβ€’Total 20 minutes
  • Why This Project Mattersβ€’10 minutes
  • Your Project Blueprint: Requirements and Evaluationβ€’10 minutes
1 assignmentβ€’Total 180 minutes
  • Project: Customer Retention and Engagement Strategyβ€’180 minutes

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Frequently asked questions

No. The course is designed for intermediate learners, providing step-by-step guidance in customer engagement techniques and collaborative strategies.

You'll gain proficiency in HubSpot, Miro, brand tracking systems, and collaborative communication tools essential for modern customer marketing.

Whether you're in marketing, sales, or customer service, you'll develop skills to create more strategic, data-driven approaches to customer retention and engagement.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,

ΒΉ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.