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A marketing plan presentation template consisting of seven stages.

Use this template to detail all of the elements of an important initiative you will embark on in the upcoming year.

Customer Journey Map

Use this tool to visually depict the customer journey across 5 phases: Discovery/Research, Evaluation/Comparison, Decision/Purchase, Implementation, and Support/Renew.

World Class Marketing Assessment

A self-assessment tool to see if your organization has a 'world-class' marketing department.

Sales Playbook Template

An all-in-one playbook of information to help your sales reps sell your product/service in the most effective way.

Marketing Funnel Template

Use this tool to evaluate how you can optimize your marketing funnel.

Project Plan Template

Use this template to create a guide for project execution and control.

Project Management Template

A tool to help you plan, organize, manage and control resources in order to achieve specific project related goals.

Project Portfolio Template

Use this template to analyze and collectively manage a group of current or proposed projects based on numerous key characteristics.

Buying Process Stage Template

A template to document "buying stages" for each of your buyer personas.

Content Mapping Template

Use this template to create a visual representation of your content marketing plan.

Marketing Communications Budget

Use this template to set and track your overall marketing budget.

Pricing Strategy Worksheet

A worksheet to define your product's pricing strategy and its differentiation.

Purchase Process Diagram

A template to help you illustrate the purchase process for your product.

Use this to communicate the 5 key stages of product development, define checkpoints for go/no-go decisions, and document required deliverables.

A tool to rank projects based on their strategic fit, economic impact, and feasibility.

Interview Evaluation Template

A matrix to compare candidates you are interviewing.

You need to create a tool for selecting ad agencies regarding specific projects designed by your company.

Brand Assessment Tool

A self-assessment to evaluate your organization from a Branding perspective.

Branding Plan

A template to document your branding objectives, initiatives, measures, and targets for the next 12-18 months.

Consultant Evaluation Matrix

We created the Consultant Evaluation Matrix to help you compare potential consultants in 5 key areas: Relevant Experience, Skill Set, Professionalism, Consulting Methodology & Tools, and Personality.

sales marketing metrics dashboard

A dashboard to collect, analyze, and communicate KPIs and metrics for sales & marketing.

Sales and Marketing Alignment Tool

Use this tool to assess the alignment between your Sales and Marketing functions.

lead acquisition model

Use this process diagram to communicate your lead generation & nurturing process.

Key Marketing Metrics Dashboard

Use this to define, track, and report on your key marketing metrics.

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