Customer Data Platform Implementation Brief

Streamline Your CDP Implementation with a Purpose-Built Project Brief

Implementing a Customer Data Platform is a complex, high-stakes project that touches multiple departments, systems, and compliance requirements. This Customer Data Platform Implementation Brief template gives marketing teams, data teams, and agencies a structured way to capture all the critical details needed for successful CDP deployment—from data source mapping and unification strategy through to activation channels and privacy compliance.

Why use Paperform for your CDP project briefs?

Instead of juggling disconnected documents, spreadsheets, and email threads, this template consolidates your entire CDP scoping process into one intelligent form. Conditional logic ensures stakeholders only see questions relevant to their setup, while calculation fields help you estimate complexity and timeline based on the number of data sources and integration points.

Key features of this template:

• Data source inventory: Capture every touchpoint—CRM, website, mobile app, point of sale, support desk, and third-party tools—with details on volume, update frequency, and data quality.
• Unification & identity resolution: Define your approach to customer matching, ID graphs, and cross-device tracking to create unified customer profiles.
• Segment definitions: Document the audiences you need to build, from behavioral cohorts to predictive models, ensuring your CDP supports your activation strategy from day one.
• Activation channel mapping: Plan how unified data flows to email, ads, personalization engines, and analytics platforms.
• Privacy & compliance framework: Ensure GDPR, CCPA, and internal governance requirements are baked into your implementation, not bolted on later.
• Measurement & success criteria: Set clear KPIs, from data completeness and match rates through to campaign performance and ROI.

Designed for marketing ops, data teams, and agencies

This template is built for marketing operations managers, data analysts, CRM managers, and digital agencies who need to gather requirements from cross-functional stakeholders and translate them into a clear, actionable CDP roadmap. Whether you're implementing Segment, mParticle, Tealium, Adobe, or another platform, this brief ensures nothing gets missed in the discovery phase.

Automate your CDP project workflow with Stepper

Once a brief is submitted, use Stepper to turn it into a full project workflow. Automatically create project documentation, assign tasks to implementation teams, notify stakeholders, sync details to your project management tool, and track progress through each phase—all without manual handoffs. Stepper's AI-native automation ensures your CDP implementation stays on track from brief to launch.

SOC 2 compliant and built for collaboration

All submissions are securely stored with SOC 2 Type II compliance, roles and permissions controls, and encrypted data handling—essential for projects involving sensitive customer data and vendor partnerships. With Paperform's collaboration features, you can share forms with clients, collect feedback, and iterate on project scope in real time.

Start your next CDP implementation with clarity, structure, and confidence. This template helps you ask the right questions, capture complete requirements, and set your project up for measurable success.