Tools & Templates

Qualified Lead Definition Tool

Qualified Lead Definition Tool – This tool was designed to help sales & marketing departments achieve alignment on their definition of a qualified or highly qualified lead. Be sure to customize the criteria to build consensus on the profile and activities of top prospects.

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Growth Rate Calculator

Growth Rate Calculator – Use this tool to determine your required annual growth rate to meet your desired revenue goal in 3 years. Develop a plan based on the growth rate required to meet your objectives.

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Lead Generation Maturity Assessment

Lead Generation Maturity Assessment - Use this tool to help you measure your organization’s Lead Generation Maturity, and determine areas for improvement.

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Project Schedule Template

Project Schedule Template – Use this Project Schedule tool to document each task related to a project deliverable, outline timelines for completion, and provide project reporting requirements.

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Website ROI Calculator

Website ROI Calculator – Use this tool to calculate the results of your website development initiatives. Develop benchmarks for visits, average pageviews, conversion rates, costs, and revenues. Compare your results with historical averages.

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Technical Writer Job Description

Technical Writer Job Description – Use this template to create a Technical Writer Job Description.

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Sales Recruiting Assessment

Sales Recruiting Assessment - Use this tool to measure your organization’s sales recruiting effectiveness in terms of recruiting process, candidate validation, candidate fit, turnover & management, and metrics.

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Professional Development Plan

Professional Development Plan – Use this tool to assist you with gathering measurable feedback regarding an employee’s past performance, attitude, and ability to do their job.

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