Tools & Templates

Business Strategy Prioritization Tool

Business Strategy Prioritization Tool – Use this tool to evaluate and rank strategic initiatives based on strategic fit, economic impact, and feasibility.

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Website Design Budget

Website Design Budget – Use this tool to estimate the costs of a website design project.

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Event Management RFP Template

Event Management RFP Template – Use this tool to help you design a Request for Proposal (RFP) for Event Management Services.

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Product Management Strategy Scorecard

Product Management Strategy Scorecard – Use this Product Management Scorecard to document product-based objectives, initiatives, measures, and targets, for the next 12-18 months.

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Events Database

Events Database – Use the events database to keep track of all important events (both internal and external).

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Web Requirements Document

Web Requirements Document – The purpose of this tool is to help you document departmental business requirements for your website. The results from this exercise will be prioritized using a Web Requirements Priority Index, to ensure each requirement is analyzed logically.

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CRM Program Strategy Scorecard

CRM Program Strategy Scorecard - Use this tool to document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months.

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Marketing Automation Consulting RFP

Marketing Automation Consulting RFP - The purpose of this tool is to help you design a Request for Proposal (RFP) for Demand Generation Consulting Services.

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Customer Satisfaction Survey

Customer Satisfaction Survey - This tool is a brief Customer Satisfaction Survey designed to help benchmark current levels of satisfaction.

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Creative Brief Template

Creative Brief Template – Use this tool to communicate with your creative team & to outline the strategic direction for creative development.

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