Tools & Templates

Key Account Analysis

Key Account Analysis – Use this tool to assess key accounts, forecast future sales, determine strengths & weaknesses, key success factors, and competitors for the business.

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Social Marketing Implementation Checklist

Social Media Implementation Checklist – The purpose of this tool is to provide a checklist to ensure you have the right people, processes, and technology to build a solid Social Media Program.

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Sales Forecasting Chart

Sales Forecasting Chart – Use this tool to create a chart for a 5 year actual and forecasted sales chart.

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Social Marketing Business Case Template

Social Media Business Case Template – Use this template to help you build a Business Case for an investment in a Social Media program.

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Vendor Consolidation Checklist

Vendor Consolidation Checklist - The purpose of this tool is to provide a checklist for vendor consolidations. Key areas to consolidate vendor contracts include printing, and software applications.

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Social Marketing Usage Survey

Social Media Usage Survey – The purpose of this brief survey is to help you gain a better understanding of your employee, customer & target audience behaviors based on habits, interests, level of participation and current involvement across a variety of Social Media channels.

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Social Marketing Competitive Tracking Tool

Social Media Competitive Tracking Tool – Use this tool to monitor and to compare the key metrics of your competitors Social Media efforts.

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Manager Social Marketing Job Description

Use our Social Media Job Description to formalize the the requirements and skills for this position in your organization. This person might also be known as a Social Marketing Manager.

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Media Plan Calendar & Budget

Media Plan Calendar & Budget – Use this tool to provide a high-level advertising calendar & budget. Each monthly calendar tab provides information related to: publication, issue, media type, ad content, media creation, due date, publication date, budget, and status.

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