Tools & Templates

Balanced Scorecard Strategy Map

Balanced Scorecard Strategy Map – Strategy maps help communicate strategic objectives, metrics, targets, and initiatives, for each of the key perspectives: Financial, Customer, Learning & Growth, and Business Processes.

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Account Scoring Index

Sales Account Management Tool – This tool was designed to help you analyze and score your accounts and prioritize time accordingly.

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Advertising Evaluation Matrix

Advertising Effectiveness Matrix – Use this tool to evaluate the effectiveness of advertising concepts.

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Account Status & Action Plan Tool

Account Status & Action Plan Tool – Use this tool to provide a high level report on the status of key accounts.

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Activity Report Template

Activity Report Template – The purpose of this tool is to document each activity, or result, that you have completed from the past week or month.

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Media Relations Database

Media Relations Database – Use this tool to organize your media relations campaign. Identify editorial calendar opportunities, due dates, and contacts.

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Public Relations Plan Template

Public Relations Plan Template – The purpose of this tool is to help you create a comprehensive and measurable Public Relations Plan.

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Marketing Skills Matrix

Marketing Skills Matrix – This tool was designed to help you increase the skill set of your marketing team. Use this matrix to determine required skills and the next page to document current gaps.

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Project Change Request Form

Project Change Request Form - Use this tool to standardize all project change requests to ensure scope changes are approved, and timelines/budgets are adjusted accordingly.

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Online Advertising ROI Calculator

Online Advertising ROI Calculator – Use our Online Advertising ROI Calculator to determine the return on investment for pay-per-click advertising campaigns such as Google AdWords.

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