Tools & Templates

Website Content Audit Tool

Website Content Audit Tool - Use this tool to inventory your current web content and audit what needs to be created, modified, or updated.

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Tradeshow Evaluation Matrix

Tradeshow Evaluation Matrix - Use this tool as a framework for evaluating Tradeshows in your industry.

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Share of Profit Calculator

Use our Share of Profit Calculator to help you allocate profits amongst your team in a fair and logical manner. This tool might also be known as a Profit Sharing Template and/or calculator.

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Website Program Metrics Dashboard

Website Program Metrics Dashboard – Use this tool to define, track, and report on your key website program metrics and key performance indicators. All the metrics can be easily customized to suit your organization’s needs.

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Responsibility Assignment Matrix

Responsibility Assignment Matrix – Use this template to clarify roles and responsibilities in cross-functional/departmental projects and processes. Customize this matrix so that each piece of the project/process shows who needs to contribute what in order for the project to be completed.

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Social Marketing Program Metrics Dashboard

Social Media Program Metrics Dashboard - Use this tool to define, track, and report on your key Social Media program metrics and key performance indicators. All the metrics can be easily customized to suit your organization’s needs.

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Creative Strategy Survey Tool

Creative Strategy Survey Tool – Use this tool to communicate with your in-house or creative agency partners. Questions are focused around: project definition, audience, competitors & peer organizations, goals, identity & branding, communications, about the company, aesthetic, web specific, and brand dichotomies.

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Social Media Channel Prioritization Tool

Social Media Channel Prioritization Tool - Use this tool to evaluate your Social Media initiatives based on their strategic fit, impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.

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Sales Operations Prioritization Tool

Sales Operations Prioritization Tool - Use this tool to evaluate your sales operations initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.

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