Tools & Templates

Sales Opportunity Pipeline

Sales Opportunity Pipeline – Use this Sales Opportunity Pipeline tool to track opportunities, identify sales cycle stages, and predict future revenues.

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Product Requirements Document

Product Requirements Document - The purpose of this tool is to provide the product development team with the business requirements they need to build the right product for the market. This document includes: market requirements document, product development schedule, and product sanity-check (contract).

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Product GAP Analysis Tool

Product GAP Analysis Tool – Use this tool to strategically plan for improvements to Market Research, Product Strategy, Capabilities, Technology, and Product Marketing.

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Partnership Marketing Maturity Assessment

Partnership Marketing Maturity Assessment – Use this tool to measure your organization’s Partnership Marketing process maturity.

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Project Priority & Status Report

Project Priority & Status Report – Use this tool to document projects, time required to complete, status, priority, and other notes.

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Media Relations Maturity Assessment

Media Relations Maturity Assessment - Use this tool to measure your Media Relations Maturity across 6 key success drivers: Media, Awareness, Positioning, Internal Support, Expertise, Process, & Relationships.

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Sales Presentation Template

Sales Presentation Template – Use this Sales Presentation template to create a standardized presentation deck.

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Product Feature Competitive Analysis

Product Feature Competitive Analysis – Use this tool to analyze product or feature category leaders among your top 5 competitors.

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Project Management Policy

Project Management Policy - Use this template to document your project management policy and procedure.

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Product Feature Priority Tool

Product Feature Priority Tool - Use this Product Feature List Priority Tool to logically survey the value of each feature from the 3 key user perspectives.

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